Quick Start Guide

Christy Cook Updated by Christy Cook

Welcome to the DailyStory Marketing Automation Platform!

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!

Click on any of the topic headings for complete step-by-step instructions.
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, customize and configure your account, such as contact information, logo, social media links, and users. Navigate to the user menu and select Account Settings.

For a video tutorial, see our link at the bottom of the page.

  1. Connect to your website

To capture your website traffic and lead generation, install the DailyStory Beacon (Tracking Tag) located in the Account Settings > Beacon tab. It's a small piece of JavaScript that needs to be added to the <head> of all your website pages.

  1. Add 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:

  1. 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 a Newsletter campaign, Happy Birthday, Google AdWords, New Member Welcome, and more.

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.

  1. 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 in the campaign.

  1. 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.

From within the campaign, click on the Assets tab and then click on + Add Asset.

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.

Watch this short video for a walk through of setting up your account.

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