Quick Start Guide

Rob Howard Updated by Rob Howard

Welcome to DailyStory!

We've put up this quick start guide to help you get started with using DailyStory.

Tip: You can also see the Technical Setup Guide for advanced setup options such as setting up a custom subdomain or custom email address.

1. Set up your account

First, set up your basic account information such as contact information, logo, social media links, and users. Watch this quick video tutorial to learn how you can find your way around DailyStory and set up your account.

2. Connect to your website

To capture your website traffic and lead generation, install the DailyStory Beacon (Tracking Tag). The beacon connects DailyStory to your website and enables you to use DailyStory features. Its similar to other tags, such as Google Analytics, that you are already using. The DailyStory beacon is a small piece of JavaScript that needs to be added to the <head> of all your website pages.

Your DailyStory beacon is located in your Account Settings under the Beacon tab. For more information about installing your tracking tag, refer to How to Find Your DailyStory Beacon.

3. Add your contacts

Now, you have to decide how you're going to add contacts to your DailyStory account. Do you want to bring in a list you already have? Do you want to manually add them? Or do you want to start from scratch and find new contacts?

You can put this off until after you've completely set up your account. For now, to set up the basics of your account, add yourself first as a contact. Go to the Contacts screen, and select Create Contact. For more information about how to proceed, refer to Contacts Feature Overview.

4. Create a campaign

Campaigns are a cornerstone feature of DailyStory. Everything in DailyStory is associated back to a campaign. We recommend you create campaigns for activities you want to track or measure, such as newsletter campaign, Happy Birthday, Google AdWords, Facebook posts, and more.

To create your first campaign, all you need is a name and description. You'll eventually need to add contacts and content (we call assets), too, but we'll get to that next.

When a contact is in a campaign it is called a lead. There is a  contact record for every lead.

5. Add contacts to a campaign

When a contact is in a campaign it is called a lead. Leads are added to campaigns using the following methods:

  • Manually using the Add Lead button and completing the Create Lead form.
  • From within a contact record you can add a contact to a campaign from their contact record.
  • Using Segments grouped contacts in DailyStory are called segments.
  • Forms on your website when visitors complete either a Web Form or Magic Form.
  • Popups on your website when visitors share their email address in a Popup.
  • Texting a keyword when people text a keyword to your account number.
  • API when the API is used to create a new lead, such as through Zapier integration or the REST API.

Example scenario: If Elon Musk registers for your Newsletter Signups campaign, Elon Musk becomes a lead in your campaign. You will see his lead record under the campaign.

6. Create your first campaign asset

Assets in DailyStory are the meat of your campaign. Assets include things like emails, text messages, landing pages, tracking links, pop-ups and more.

When you create any new assets, such as an  EmailTracking Link, or Landing Page you'll be prompted to either select a campaign or create a new campaign.

7. Review feature guides

DailyStory's documentation includes guides for many of our features. Explore these guides for more details on the features you want to use.

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