{"Status":true,"Message":"","Response":{"post":{"postuid":"xrhcd8830x","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Automation Guide","slug":"article/xrhcd8830x-daily-story-autopilot-guide","html":"\u003Cp\u003EDailyStory includes a friendly, drag-and-drop automation builder. You can model out complex user journeys and experiences using Triggers, Actions and Conditions.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221444\u0022 data-height=\u00221024\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/c21aa4fc0ffffdd12110588ee47e25cc.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch2 id=\u0022common_automation_examples\u0022\u003ECommon automation examples\u003C/h2\u003E\u003Cul\u003E\u003Cli\u003EWelcome a new customer\u003C/li\u003E\u003Cli\u003EThank you for contacting us\u003C/li\u003E\u003Cli\u003EHappy Birthday\u003C/li\u003E\u003Cli\u003EHappy Anniversary\u003C/li\u003E\u003Cli\u003EWe haven\u0027t seen you in a while\u003C/li\u003E\u003Cli\u003ELoyalty point offers\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u0022parts_of_an_automation\u0022\u003EParts of an Automation\u003C/h2\u003E\u003Col\u003E\u003Cli\u003E\u003Ca href=\u0022/article/pffq9y943p-autopilot-triggers\u0022\u003ETriggers\u003C/a\u003E - a condition that has to be true for the automation to start. Triggers \u0022start\u0022 an automation. For example, when a new lead is added to a campaign.\u003C/li\u003E\u003Cli\u003E\u003Ca href=\u0022/article/a31o2hmlge-autopilot-actions\u0022\u003EActions\u003C/a\u003E - an action to be performed within the automation. They \u0022do\u0022 something. For example, send an email.\u003C/li\u003E\u003Cli\u003E\u003Ca href=\u0022/article/k9nzwqmzxa-autopilot-conditions\u0022\u003EConditions\u003C/a\u003E - steps that support Yes/No logic. They \u0022evaluate\u0022 something. For example, was an email opened?\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EYou can find all active automations from the top navigation menu at \u003Ccode\u003ECampaigns \u0026gt; Automations\u003C/code\u003E and campaign-specific automations on the \u003Cb\u003EAutomations\u003C/b\u003E tab within the campaign.\u003C/p\u003E\u003Ch2 id=\u0022navigating_automations\u0022\u003ENavigating Automations\u003C/h2\u003E\u003Cp\u003EThe Automations page will display all of your\u0026nbsp; automations across all campaigns.\u0026nbsp;\u003C/p\u003E\u003Cp\u003EYou will also see a dropdown to filter by \u0027Show Running\u0027, \u0027Show Inactive\u0027, or \u0027Show All\u0027.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221444\u0022 data-height=\u0022724\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/a783ac8a2d6b08f4c98d7156f15986d5.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EFor an individual automation item, you can see what campaign it\u0027s assigned to, tell if it\u0027s running (or not), quickly access contacts who have completed the automation or are in progress, as well as access the \u003Ci\u003EAdvanced Options Menu\u003C/i\u003E (3 dots) for additional options.\u003C/p\u003E\u003Ch2 id=\u0022create_or_edit_an_automation\u0022\u003ECreate or Edit an automation\u003C/h2\u003E\u003Cp\u003EWhen creating or editing an automation you\u0027ll be presented with the automation settings screen:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022932\u0022 data-height=\u0022492\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/573a32b9-f32c-4fdd-a46c-5dc3123839f3.png?v=-74666574\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EFrom the screen, you can easily change the name and description of the automation. And, toggle if the automation is running or not.\u003C/p\u003E\u003Cp\u003EThere are additional configuration options for your automation on this screen:\u003C/p\u003E\u003Ch3 id=\u0022exit_when_a_goal_is_achieved\u0022\u003EExit When a Goal is Achieved\u003C/h3\u003E\u003Cp\u003EExit when a goal is achieved enables you to specify goals, that when they reached, automatically exit the contact from the automation (vs completing the automation). \u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022930\u0022 data-height=\u0022270\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/a821d10a-2aa2-4b82-87e1-7e473e02e3e6.png?v=1141430741\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EFor example, when running an abandon cart automation you can exit a contact from that automation when they purchase their cart.\u003C/p\u003E\u003Ch3 id=\u0022daily_time_window\u0022\u003EDaily Time Window\u003C/h3\u003E\u003Cp\u003EAutomations can additionally be configured to run only during specific times of the day. For example, this is helpful to ensure SMS messages do not go out early in the am, or late in the pm. However, in most customer cases, it is recommended to run automations continuously.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221008\u0022 data-height=\u0022227\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/eafa850f-e80d-4360-8d28-593867ff2eb3.png?v=1051104192\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3 id=\u0022automation_schedule\u0022\u003EAutomation Schedule\u003C/h3\u003E\u003Cp\u003EUse the automation schedule to automatically enable an automation or disable an automation based on the date.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221007\u0022 data-height=\u0022231\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/7a657536-117d-499c-99ca-5f0426c80e30.png?v=343416564\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ccite class=\u0022important\u0022\u003E\u003Cspan class=\u0022title\u0022\u003EImportant\u003C/span\u003E\u003Cp\u003EIf an automation has a schedule and it not eligible to run, the automation automatically pauses.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003EYou can set both the start and end date range or you can set individually. For example, you could set a future start date but leave the end date unset to automatically start an automation.\u003C/p\u003E\u003Ch3 id=\u0022advanced_settings\u0022\u003EAdvanced Settings\u003C/h3\u003E\u003Cp\u003EUsing the choices available in advanced settings you can reset the automation. These options should be used with caution.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022927\u0022 data-height=\u0022272\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/d8cc88d1-fff3-47d6-9c77-36109e6ff995.png?v=1074959199\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3 id=\u0022reset_all_and_rerun\u0022\u003EReset all and rerun\u003C/h3\u003E\u003Cp\u003EResets all contacts and reruns the automation. If contacts are in an automation they will restart from the beginning.\u003C/p\u003E\u003Ch3 id=\u0022reset_completed_and_rerun\u0022\u003EReset completed and rerun\u003C/h3\u003E\u003Cp\u003EWhen contacts complete an automation, such as a drip campaign, this option allows you to reset the completed status. This is useful when you have modified an automation and want contacts to \u0022restart\u0022 where they left off.\u003C/p\u003E\u003Cp\u003EFor example, if you have a drip campaign and decided to add another email or SMS. You can add the new action or condition to the automation and then \u0022Reset Completed\u0022. Contacts that successfully completed the automation will restart and run through the new actions or conditions.\u003C/p\u003E\u003Ch3 id=\u0022remove_all_contacts\u0022\u003ERemove all contacts\u003C/h3\u003E\u003Cp\u003EThis hard-deletes all contacts that have run through the automation.\u003C/p\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":"DailyStory includes a friendly, drag-and-drop automation builder. You can model out complex user journeys and experiences using Triggers, Actions and Conditions. Common automation examples Welcome a new customer Thank you for contacting us Happy Birthday Happy Anniversary We haven\u0026#39;t seen you in a while Loyalty point offers Anatomy of an automation Triggers - a condition that has to be true for the automation to start. They \u0026#34;start\u0026#34; an automation. For example, when a new lead is ad ...","keywords":"DailyStory automation; drag-and-drop builder; Triggers; Actions; Conditions; automation examples; campaign automations; Exit When a Goal is Achieved; Run Schedule; Reset and rerun options","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":0,"total_views":1108,"date_published":"2024-06-18T16:03:31","date_updated":"2026-04-02T19:03:34.28","date_created":"2025-04-24T15:03:17.553"}}}