{"Status":true,"Message":"","Response":{"post":{"postuid":"tivfba1hb5","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"DailyStory Campaigns Guide","slug":"article/tivfba1hb5-campaigns","html":"\u003Cp\u003ECampaigns are the cornerstone feature of DailyStory. Everything in DailyStory is associated back to a campaign.\u003C/p\u003E\u003Cp\u003EIn DailyStory, campaigns are an organized course of actions to achieve a goal. Most often, campaigns are centered around promoting products or services or generating new leads. In DailyStory, campaigns can include an assortment of tools that we call \u003Cb\u003Eassets.\u003C/b\u003E\u003C/p\u003E\u003Cp\u003EIf you are looking for ideas for your first campaign, checkout our \u003Ca href=\u0022/category/7fila4jp5w\u0022\u003Epre-built campaign templates\u003C/a\u003E that have everything you need to launch a campaign.\u003C/p\u003E\u003Ch2 id=\u0022accessing_campaigns_page\u0022\u003EAccessing campaigns page\u003C/h2\u003E\u003Cp\u003EYou can navigate to your list of campaigns by clicking on the \u003Cb\u003ECampaigns button\u003C/b\u003E on the homepage or from the navigation menu \u003Ccode\u003ECampaigns \u0026gt; Campaigns\u003C/code\u003E:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221371\u0022 data-height=\u0022394\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/6a1eabd2-9ac3-4ab5-a5f3-3151e743faf7.png?v=-122008300\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3 id=\u0022campaign_page_layout\u0022\u003ECampaign page layout\u003C/h3\u003E\u003Cp\u003EYour Campaigns page will display all of your active campaigns:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221371\u0022 data-height=\u0022486\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/970424e4-6fb6-44ff-a8e6-1b846b7f1503.png?v=1439125396\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EOnce on this page you can use filtering tools to limit the number of campaigns shown based on the campaign name or by the campaigns status. In the example above we\u0027ve filtered to only show running campaigns with the text announcements.\u003C/p\u003E\u003Ch2 id=\u0022best_practices_for_managing_campaigns\u0022\u003EBest Practices for Managing Campaigns\u003C/h2\u003E\u003Cp\u003EThink of a campaign like a folder. It organizes all of the \u0022things\u0022 you need to send emails, text messages, run automations and more. Ideally, you want to have a handful of campaigns. Examples might be: Newsletter Campaign, Special Sales Campaign, etc.\u003C/p\u003E\u003Cp\u003EFor example, for a Newsletter Campaign you only need a single campaign and you can create an email for each month in the campaign. As opposed to creating a new campaign for each month of your newsletter.\u003C/p\u003E\u003Ccite class=\u0022important\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EImportant\u003C/span\u003E\u003Cp\u003ECustomers coming from legacy platforms like Mailchimp may associate a campaign with a single activity, such as an email send. This is not how DailyStory works.\u003C/p\u003E\u003C/cite\u003E\u003Ch3 id=\u0022advanced_campaign_management_strategies\u0022\u003EAdvanced Campaign Management Strategies\u003C/h3\u003E\u003Cp\u003EWhile the best practice is to manage as few campaigns as possible, for some larger enterprise customers they may choose to organize their campaign by month or by quarter. Examples:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E2026 Q1 - Sales and Marketing\u003C/li\u003E\u003Cli\u003E2026 Q2 - Sales and Marketing\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EOr\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E2026 January - Sales and Marketing\u003C/li\u003E\u003Cli\u003E2026 February - Sales and Marketing\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EThese techniques to name the campaign by quarter or month are useful if you want to manage reports within those time windows. Otherwise, we recommend sticking with simple campaigns.\u003C/p\u003E\u003Ch2 id=\u0022frequently_asked_questions\u0022\u003EFrequently Asked Questions\u003C/h2\u003E\u003Cp\u003EBelow are some frequently asked questions about campaigns.\u003C/p\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EWhat is the recommended campaign structure?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EWhen creating a campaign, first we must consider where and how your leads are coming into the system.\u003C/p\u003E\u003Cp\u003E1. Inbound Leads (leads coming\u0026nbsp;\u003Ci\u003Einto\u003C/i\u003E\u0026nbsp;DailyStory from pop-ups, QR codes, landing pages, etc.\u003C/p\u003E\u003Cp\u003E2. Existing Contacts (contacts that\u0026nbsp;\u003Ci\u003Ealready\u003C/i\u003E\u0026nbsp;exist in your database).For lead acquisition campaigns, you will want to be specific about the type of campaign you\u0027re running. \u003C/p\u003E\u003Cp\u003EFor example, you have a pop-up running on your website that takes leads and drops them into DailyStory. You may call this campaign\u0026nbsp;\u003Ci\u003EWebsite Pop Up Campaign.\u003C/i\u003E\u003C/p\u003E\u003Cp\u003E\u003Ci\u003E\u003C/i\u003EDailyStory will handle assigning leads to the appropriate campaign based on their origination (ex. A lead comes in from your\u0026nbsp;\u003Ci\u003EWebsite Pop Up Campaign\u003C/i\u003E. It will be added to that campaign as a Lead).\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003ECan a campaign have duplicate leads?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003ELeads can be added to a campaign in two ways:\u003C/p\u003E\u003Cp\u003EUsing segments or adding manually\u003C/p\u003E\u003Cp\u003EAdded through an acquisition tool, such as a web form\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EUsing segments or adding manually\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EWhen using segments to populate a campaign it is not uncommon for a contact to exist in multiple segments. For example, a customer could be in the segments: \u0022Customers\u0022, \u00222021 Conference Attendees\u0022, \u0022Upsell Candidates\u0022.\u003C/p\u003E\u003Cp\u003EWhen the segments are added to the campaign DailyStory will automatically remove duplicates so that a contact is in the campaign once.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EAdded through an acquisition tool, such as a web form\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EIf your website uses a DailyStory form, popup, or magic form, it is entirely possible for a contact to get added to a campaign multiple times.\u003C/p\u003E\u003Cp\u003EFor example, if you have a contact us form on your website and you are using a DailyStory Magic Form to send a thank you message when the form is completed. It is completely possible that the same customer may complete that form multiple times.\u003C/p\u003E\u003Cp\u003EAfter the first submission, subsequent leads added to the campaign for that contact are flagged as \u0022Duplicates\u0022.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EWhat happens when I delete a campaign?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EWhen a campaign is deleted, it is moved to the Trash. The campaign, its assets, and automations are disabled. However, the campaign will not be permanently deleted and is recoverable from the Trash for up to seven days. After seven days, the campaign will be permanently deleted.\u003C/p\u003E\u003Cp\u003EOnce the campaign is deleted all assets associated with the campaign will be tagged as \u0022Unassigned\u0022.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EWhy don\u0027t I see my campaign when trying to assign it to an asset?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EIn order for a campaign to be available to assign assets, it must be Active. Double-check that you have enabled the campaign in the campaign settings.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EWhat is an \u0022Unassigned\u0022 campaign?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EIn your DailyStory account, you may see an email or other campaign asset associated with the campaign \u0022Unassigned\u0022. The \u0022Unassigned\u0022 campaign is a special type of campaign used when an asset is no longer associated with a campaign.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EHow do I archive a campaign?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003ETo archive a campaign and retain the campaign activity, mark the campaign as disabled. Archiving a campaign retains all the data and assets for reporting purposes, but disables automations and other campaign automation.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EWhat happens when a contact is added to a campaign?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EWhen a contact is added to a campaign either directly or as part of a segment, the contact becomes a new\u0026nbsp;\u003Ca href=\u0022https://docs.dailystory.com/article/dvjndjnhg8-leads\u0022\u003Elead\u003C/a\u003E\u0026nbsp;and a lead record is created for that contact in the campaign. Next, if the campaign has an associated automation, the lead is automatically added to the automation. The lead becomes eligible to receive all scheduled assets of the campaign, such as emails, text messages, push notifications, etc. Additionally, if the campaign has automation or scoring rules in place, the lead is automatically run through them as well.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Csection class=\u0022faq\u0022\u003E\u003Ch3\u003EHow do I add segments to a campaign?\u003C/h3\u003E\u003Carticle\u003E\u003Cp\u003EYou can review how to add segments to a campaign\u0026nbsp;\u003Ca href=\u0022https://docs.dailystory.com/article/71c8emgwiw-add-contacts-to-a-campaign\u0022 target=\u0022_blank\u0022\u003Ehere\u003C/a\u003E. It\u0027s important to note that you will not be able to schedule out assets until segments or leads are added to a campaign.\u003C/p\u003E\u003C/article\u003E\u003C/section\u003E\u003Cp\u003E\u003C/p\u003E\r\n\u003Cscript type=\u0022application/ld\u002Bjson\u0022\u003E\r\n{\r\n  \u0022@context\u0022: \u0022https://schema.org\u0022,\r\n  \u0022@type\u0022: \u0022FAQPage\u0022,\r\n  \u0022mainEntity\u0022: [\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022What is the recommended campaign structure?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022When creating a campaign, first we must consider where and how your leads are coming into the system. 1. Inbound Leads (leads coming\u0026nbsp; into \u0026nbsp;DailyStory from pop-ups, QR codes, landing pages, etc. 2. Existing Contacts (contacts that\u0026nbsp; already \u0026nbsp;exist in your database).For lead acquisition campaigns, you will want to be specific about the type of campaign you\u0027re running. For example, you have a pop-up running on your website that takes leads and drops them into DailyStory. You may call this campaign\u0026nbsp; Website Pop Up Campaign. DailyStory will handle assigning leads to the appropriate campaign based on their origination (ex. A lead comes in from your\u0026nbsp; Website Pop Up Campaign . It will be added to that campaign as a Lead).\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022Can a campaign have duplicate leads?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022Leads can be added to a campaign in two ways: Using segments or adding manually Added through an acquisition tool, such as a web form\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022Using segments or adding manually\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022When using segments to populate a campaign it is not uncommon for a contact to exist in multiple segments. For example, a customer could be in the segments: \\\u0022Customers\\\u0022, \\\u00222021 Conference Attendees\\\u0022, \\\u0022Upsell Candidates\\\u0022. When the segments are added to the campaign DailyStory will automatically remove duplicates so that a contact is in the campaign once.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022Added through an acquisition tool, such as a web form\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022If your website uses a DailyStory form, popup, or magic form, it is entirely possible for a contact to get added to a campaign multiple times. For example, if you have a contact us form on your website and you are using a DailyStory Magic Form to send a thank you message when the form is completed. It is completely possible that the same customer may complete that form multiple times. After the first submission, subsequent leads added to the campaign for that contact are flagged as \\\u0022Duplicates\\\u0022.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022What happens when I delete a campaign?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022When a campaign is deleted, it is moved to the Trash. The campaign, its assets, and automations are disabled. However, the campaign will not be permanently deleted and is recoverable from the Trash for up to seven days. After seven days, the campaign will be permanently deleted. Once the campaign is deleted all assets associated with the campaign will be tagged as \\\u0022Unassigned\\\u0022.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022Why don\u0027t I see my campaign when trying to assign it to an asset?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022In order for a campaign to be available to assign assets, it must be Active. Double-check that you have enabled the campaign in the campaign settings.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022What is an \\\u0022Unassigned\\\u0022 campaign?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022In your DailyStory account, you may see an email or other campaign asset associated with the campaign \\\u0022Unassigned\\\u0022. The \\\u0022Unassigned\\\u0022 campaign is a special type of campaign used when an asset is no longer associated with a campaign.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022How do I archive a campaign?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022To archive a campaign and retain the campaign activity, mark the campaign as disabled. Archiving a campaign retains all the data and assets for reporting purposes, but disables automations and other campaign automation.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022What happens when a contact is added to a campaign?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022When a contact is added to a campaign either directly or as part of a segment, the contact becomes a new\u0026nbsp; lead \u0026nbsp;and a lead record is created for that contact in the campaign. Next, if the campaign has an associated automation, the lead is automatically added to the automation. The lead becomes eligible to receive all scheduled assets of the campaign, such as emails, text messages, push notifications, etc. Additionally, if the campaign has automation or scoring rules in place, the lead is automatically run through them as well.\u0022\r\n    }\r\n},\r\n{\r\n    \u0022@type\u0022: \u0022Question\u0022,\r\n    \u0022name\u0022: \u0022How do I add segments to a campaign?\u0022,\r\n    \u0022acceptedAnswer\u0022: {\r\n    \u0022@type\u0022: \u0022Answer\u0022,\r\n    \u0022text\u0022: \u0022You can review how to add segments to a campaign\u0026nbsp; here . It\u0027s important to note that you will not be able to schedule out assets until segments or leads are added to a campaign.\u0022\r\n    }\r\n}\r\n    ]\r\n}\r\n\u003C/script\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":"Campaigns are the cornerstone feature of DailyStory. Everything in DailyStory is associated back to a campaign. In DailyStory, campaigns are an organized course of actions to achieve a goal. Most often, campaigns are centered around promoting products or services or generating new leads. In DailyStory, campaigns can include an assortment of tools that we call assets. Popular campaign examples Happy Birthday First Time Shopper New Member Welcome Loyalty Rewards Weekly Promotions Newsletter Fa ...","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":0,"total_views":1620,"date_published":"2023-01-11T13:11:30","date_updated":"2026-03-06T22:18:25.08","date_created":"2025-04-23T17:17:15.837"}}}