{"Status":true,"Message":"","Response":{"post":{"postuid":"j8ksr86i8t","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Step 1: Navigation Tour","slug":"article/j8ksr86i8t-take-a-tour","html":"\u003Cp\u003EWelcome to DailyStory! Take a video tour of our platform or keep scrolling for step-by-step instructions:\u003C/p\u003E\u003Ciframe src=\u0022https://player.vimeo.com/video/841238278\u0022 width=\u0022640\u0022 height=\u0022360\u0022 frameborder=\u00220\u0022 allowfullscreen=\u0022\u0022\u003E\u003C/iframe\u003E\u003Ch2 id=\u0022navigating_dailystory\u0022\u003ENavigating DailyStory\u003C/h2\u003E\u003Cp\u003EThe navigation bar is the primary way you can navigate through various DailyStory menus:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022912\u0022 data-height=\u002233\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/e192da26-ce5b-4d38-aa7e-e46edd8bdf02.png?v=-1263260071\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EThere are five primary elements to the navigation bar:\u003C/p\u003E\u003Ch3 id=\u0022brand_logo\u0022\u003EBrand Logo\u003C/h3\u003E\u003Cp\u003EOn the far left is the DailyStory logo. Clicking this takes you to back the home screen dashboard.\u003C/p\u003E\u003Ch3 id=\u0022navigation_drop_downs\u0022\u003ENavigation Drop Downs\u003C/h3\u003E\u003Cp\u003EClicking on a drop down menu, such as Campaign, will give you additional related options:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003ECampaigns -\u003C/b\u003E campaign related items including automations, funnels, events calendar and favorites.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EContacts\u003C/b\u003E \u003Cb\u003E-\u003C/b\u003E items related to contacts including segments, importing, fields and tags.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003ESales -\u003C/b\u003E CRM functionality available in some plans. \u003C/li\u003E\u003Cli\u003E\u003Cb\u003EInbound\u003C/b\u003E \u003Cb\u003E-\u003C/b\u003E items related to acquiring new leads including tracking links, pop-ups, forms and retargeting pixels\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EOutbound\u003C/b\u003E \u003Cb\u003E-\u003C/b\u003E items used to communicate that we call \u0022assets\u0022. This includes emails, text messages, push notifications, landing pages and a file manager to store images and files.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EReports\u003C/b\u003E \u003Cb\u003E-\u003C/b\u003E list of dashboards and reports.\u003C/li\u003E\u003C/ul\u003E\u003Ch3 id=\u0022global_search\u0022\u003EGlobal Search\u003C/h3\u003E\u003Cp\u003EClicking search or pressing Control-k (PC) or \u2318k (Mac) opens global search. \u003C/p\u003E\u003Cp\u003EGlobal search is a tool to help you quickly find contacts, and assets (email, SMS, segment and so on) and quick access to help documentation.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022912\u0022 data-height=\u0022362\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/42db1593-a021-4750-a499-931caa70eeaa.png?v=1284677375\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003ESimply type what you are looking for or use the suggested filters to narrow search to specific topics. You can also \u003Ca href=\u0022/article/global-search\u0022\u003Eexplore all the filters and search options for global search\u003C/a\u003E.\u003C/p\u003E\u003Ch3 id=\u0022notifications\u0022\u003ENotifications\u003C/h3\u003E\u003Cp\u003ENotifications such as important updates from DailyStory or system notifications, such as when an export is ready, can be found here. When you have notifications waiting for you you\u0027ll see a counter as well.\u003C/p\u003E\u003Cp\u003EClicking on the notifications icon drops down to show any new or recent notifications:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022666\u0022 data-height=\u0022283\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/b77bbfd7-3134-492e-b1c4-339aedea5ada.png?v=1864728283\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3 id=\u0022user_menu\u0022\u003EUser Menu\u003C/h3\u003E\u003Cp\u003EFinally, on the far right is the user profile menu. The user profile menu is a drop down that gives you access to a number of different user specific options and settings - as well as the main \u003Ccode class=\u0022inline-code\u0022\u003EAccount Settings\u003C/code\u003E for managing your account.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022195\u0022 data-height=\u0022366\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/2a46296b2d578485ccceacc82f4f8b99.png\u0022 style=\u0022\u0022 alt=\u0022User Profile Menu\u0022/\u003E\u003Cp\u003EFor more information on \u003Ca href=\u0022/article/wn95tda3bk-account-settings\u0022\u003Eaccount settings\u003C/a\u003E, see our articles in the Your DailyStory section of our Help Docs menu.\u003C/p\u003E\u003Ch2 id=\u0022homepage_dashboard\u0022\u003EHomepage Dashboard\u003C/h2\u003E\u003Cp\u003EYour homepage dashboard consists of visual summaries of marketing activity, buttons for quick access to our most commonly used features, a quick access contact search bar, and list view for new leads added to the system from your active campaigns.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EAnytime you want to get back to the Homepage, just click on the DailyStory logo in the navigation bar.\u003C/p\u003E\u003C/cite\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022912\u0022 data-height=\u0022467\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/d5969b26b958df160fb2398fee660be8.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EThe charts above the home dashboard represent a rolling sixty-day glance of the following:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003ELanding Page Visitors\u003C/b\u003E - visitors to your landing pages hosted within DailyStory.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EClicks\u003C/b\u003E - link clicks across all assets including tracking links, emails and landing pages.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EMessages Sent\u003C/b\u003E - messages sent including emails, text messages and push notifications.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003ENew\u003C/b\u003E \u003Cb\u003ELeads\u003C/b\u003E - new leads acquired through any forms (does not include new synced contacts).\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EUnderneath the dashboard buttons is a list of messages sent and scheduled for the day and a list of leads from various campaigns running.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022912\u0022 data-height=\u0022791\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/3f698f72fa8f93ebe9887bf51f547776.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E","publish_status":0,"post_type":"Article","authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d","author":{"authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d"},"featured_image_updating":false,"meta_description":"Explore DailyStory\u0027s platform with a video tour and step-by-step guide covering navigation, dashboard, feature pages, help resources, and account settings.","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":2,"total_views":1119,"date_published":"2025-06-02T19:57:00","date_updated":"2026-10-17T19:51:20.24","date_created":"2025-04-23T17:16:33.86"}}}