Automations vs. Drip Campaigns: What’s the Difference? | AdvantaCRM

Not sure whether you should use an Automation or a Drip Campaign in AdvantaCRM? In this video, we break down the difference, show how each one works, and explain when you should use one over the other. ⚙️ Automations are your workflow helpers inside AdvantaCRM. They can automatically create tasks, send emails, update records, add tags, and take other actions when something changes in your CRM or an important date arrives. 📧 Drip Campaigns are built for ongoing client follow-up. They let you send a series of emails over time and create different paths based on how a client responds — like clicking a link or completing an Intake Form. By the end of the video, you’ll have a much clearer idea of which tool makes sense for the workflow you’re trying to build. Chapters 00:00 – Automations vs. Drip Campaigns 01:25 – Automation Examples 12:20 - Agency Automations 14:19 - Run History 15:11 - Differences Between The Two 15:56 – What Are Drip Campaigns? 16:20 – Drip Campaign Examples 24:50 - Agency Drip Campaigns 30:01 - Drip Campaign Stats 31:00 – Which One Should You Use? Learn More About AdvantaCRM: 👉 Want a closer look? Book a demo: https://cal.com/advantacrm/demo 📚 Visit the AdvantaCRM Help Center: https://help.advantacrm.com/en/ #AdvantaCRM #CRM #MedicareCRM #CRMAutomation #DripCampaigns