Campaigns vs Workflows (coming from ActiveCampaign)

[RNabers]

We're migrating to Hubpost from ActiveCampaign and I'm trying to figure out some of the terminology for Hubspot

I'm trying to determine when we would use a campaign vs workflow.

It seems the two could potentially be used interchangeably, except that a campaign is more robust. Campaigns can contain workflows, multiple emails, landing pages, calls to action.

Workflows have start/stop triggers, goals (which can remove the user from the workflow) and email assets. 

Example: Black Friday "campaign" (or workflow)

- Will contain multiple email assets that all direct to the same checkout page

- Should have a start trigger to auto-enroll users based on adding a tag to their contact record (or by adding selected users to a list)

- Should auto-remove the user from the campaign based on a goal (in this case, buying our product/offer)

- Purchasing the offer/product should tag the user and/or add them to a list for easy future searchability

Thoughts on using campaign vs workflow in this scenario?

[Jnix284 · Accepted solution]

Hi @RNabers Happy to share a few thoughts on this, in the simplest terms, a campaign is a collection of marketing assets you are grouping together towards a specific goal that you want to measure and a workflow is a tool to create automation, whether that contributes to a campaign or automates actions within the CRM, etc.

I like this HubSpot Campaign overview page, it does a really good job of simplifying it down, yet showing all of the capabilities with the various tools.

For a better understand of Workflows overall, I recommend this lesson from HubSpot Academy.