Understanding when to use bulk marketing campaigns vs. automated workflows
When you’re planning your outreach in Invelo, you’ll often hear about Campaigns and Workflows. While they may sound similar, they serve very different purposes. Here’s a clear breakdown to help you understand when to use each one:
Campaigns
Campaigns are built for bulk marketing. They let you send messages at scale to a group of prospects or contacts and then track the performance of those efforts.
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Purpose: Designed for bulk marketing and outreach.
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Target Audience: Limited to Prospects and Contacts.
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Analytics: Campaigns push results into reporting and analytics so you can track lead conversion, rates, and engagement.
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Use Case: Sending direct mail, email blasts, or SMS campaigns to a large audience.
Workflows
Workflows, on the other hand, are about automation and process efficiency. They allow you to create automated actions that run based on triggers or rules you set.
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Purpose: Automates tasks and sequences to streamline your operations.
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Target Audience: Can be applied to any record type (not just Prospects and Contacts). This feature is highly effective for Lead follow up.
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Analytics: Workflows do not push results into campaign analytics.
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Use Case: Automatically follow up with leads, assign tasks, move records through stages, or send one-off communications based on conditions.
Key Differences at a Glance
| Feature | Campaigns | Workflows |
|---|---|---|
| Bulk Marketing | ✅ Yes | ✅ Yes |
| Campaign Batching | ✅ Yes | ❌ No |
| Analytics | ✅ Yes | ❌ No |
| Send to Prospects | ✅ Yes | ✅ Yes |
| Send to Contacts | ✅ Yes | ✅ Yes |
| Send to Leads | ❌ No | ✅ Yes |
| Send to Deals | ❌ No | ✅ Yes |
| Best For | Outreach to Prospects at scale | Automating lead follow up, tasks & processes |
Tip: Use Campaigns when you want to market at scale and measure performance. Use Workflows when you need to automate behind-the-scenes processes or trigger actions based on rules.