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Quick Start Guide

Rob Howard Updated by Rob Howard

DailyStory brings process, consistency, and measurement to your digital marketing campaigns. We've put together this Quick Start Guide to help you get up and running fast!

To get the most out of DailyStory we recommend following the steps in this guide.

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

1. Enter your account details

First, you will need to setup a few basic account details so you can take advantage of all the built in personalization, such as setting your time zone.

For a full walk through of all the account details, visit the Customize Your Account article.

  • Account Settings: name your account, select the account owner, upload your logo and then be sure to fill all of your company address information, website address and social media links. These will auto-populate throughout the system as you create content.
  • Personal Settings: the system will use your personal settings for sending you test messages and timestamping activities.
  • Add Users: add additional users to your account

2. Setup website integration

DailyStory integrates with your website for visitor tracking, popups, forms, and more.

This requires that you install the DailyStory Beacon (Tracking Tag) located in the Account Settings > Website.

It's a small piece of JavaScript that needs to be added to the <head> of all your website pages. If you are using WordPress you can also just install our WordPress plugin.

3. Setup email marketing

To configure your email marketing, you'll just need to add a few DNS records. These help ensure that when DailyStory sends email on your behalf email recipients can verify the authenticity of your email -- this helps ensure your email makes it to the inbox.

Follow this step-by-step process in the article, Setting up your email domain with DailyStory.

If you don't plan on using email marketing, you can skip this step and set it up later.

4. Setup text message marketing

To configure your text message marketing, you'll just need to configure your billing options and select your phone numbers.

Follow this step-by-step process in the article, Setup text message marketing. If you are eager to get our your first text message, please see the Send a Text Message Quick Start.

If you don't plan on using text message marketing, you can skip this step and set it up later.

Need text messaging setup? Let us know and we'll help you get this configured.

5. Add your contacts

To run an email or text message campaign, you'll first need to add your contacts.

There are several ways to add contacts to your DailyStory account. The simplest way to start is to add yourself manually by navigating to Contacts > Create Contact.

Here are articles on other ways to add contacts:

6. Create your first 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 a Newsletter campaign, Happy Birthday, Google AdWords, New Member Welcome, and more.

Follow this step-by-step process in the article, Create your first campaign.

To create your first campaign, navigate to Campaigns > Create Campaign. All you need is a name and description to create your campaign, but you'll eventually need to add leads (contacts) and content (we call assets).

Want to start with one of our pre-built campaigns? Click on Campaign Quickstarts from the help menu.

7. Add contacts to a campaign

There are several ways to add contacts to a campaign - a contact in a campaign is called a "lead":

  • 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 in the campaign.

6. Create your first message

Emails, text messages, landing pages, tracking links, pop-ups and more are assets used in your campaign.

To add a campaign asset, click on the Assets tab and then click on + Add Asset. From here you can pick the type of asset to add.

If you create a new asset outside of the campaign, you will always be prompted to either select a campaign or create a new campaign.

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