Navigating DailyStory

Christy Cook Updated by Christy Cook

The Navigation Bar provides quick access to many of DailyStory's features.

The are 3 primary elements to the navigation bar:

  • Logo - on the far left is the application logo. Clicking this takes you to the home screen dashboard.
  • Drop downs - clicking on a drop down menu, such as Campaign, will give you additional options related to the item clicked on.
  • User name - click on your user name for quick access to account settings and configuration.
The Navigation Bar is displayed on all pages.
  • Campaigns - campaign related items including automations, events calendar and favorites.
  • Contacts - items related to contacts including segments, importing, fields and tags.
  • Tasks - items related to tasks and due dates.
  • Acquisition - items related to acquiring new leads including tracking links, pop-ups, forms and retargeting pixels
  • Content - items used to communicate we call "assets", including emails, texts, push notifications, social media, a file manager, landing pages and a content gallery for downloadable templates.
  • Reports - list of dashboards and reports

Homepage

Your Homepage consists of visual summaries of marketing activity, buttons for quick access to our most commonly used features, a quick access contact search bar, and leads visual and list view.

Anytime you want to get back to the Homepage, just click on the DailyStory Logo in your navigation bar.

The charts above the home dashboard represent a rolling sixty day glance of the following:

  • landing page visitors - visitors to your landing pages hosted within DailyStory.
  • clicks - link clicks across all assets including tracking links, emails and landing pages.
  • messages sent - messages sent including emails, text messages and push notifications.
  • new leads - new leads acquired through any forms (does not include new synced contacts).

Feature Bar

The Feature Bar menu is used on pages that provide lists of information like Campaigns, Contacts, Segments, and more.

The Feature Bar provides feature specific details. Such as the quick menu (known as the hamburger menu) on the left and Search bar on the right.

Line Item Quick Menu

Through DailyStory, you will see 3 dots to indicate an additional menu. This line item menu will give you additional quick access navigation options.

How did we do?

Quick Start Guide

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