FAQs: Campaigns

Rob Howard Updated by Rob Howard

Below are some frequently asked questions about Campaigns.

For lead acquisition campaigns, we recommend first creating a campaign called General Campaign, and then creating campaigns for the specific activities you want to track.

DailyStory will handle assigning leads to the appropriate campaign based on their origination.

Can a campaign have duplicate leads?

Leads can be added to a campaign in two ways:

  • Using segments or added manually
  • Added through an acquisition tool, such as a web form

Using segments or added manually

When using segments to populate a campaign it is not uncommon for a contact to exist in multiple segments. For example, a customer could be in the segments: "Customers", "2021 Conference Attendees", "Upsell Candidates".

When the segments are added to the campaign DailyStory will automatically remove duplicates so that a contact is in the campaign once.

Added through an acquisition tool. such as a web form

If your website uses a DailyStory form, popup, or magic form, it is entirely possible for a contact to get added to a campaign multiple times.

For example, if you have a contact us form on your website and you are using a DailyStory Magic Form to send a thank you message when the form is completed. It is completely possible that the same customer may complete that form multiple times.

After the first submission, subsequent leads added to the campaign for that contact are flagged as "Duplicate".

What happens when I delete a campaign?

When a campaign is deleted, it is moved to the Trash. The campaign, its assets, and automations are disabled. However, the campaign will not be permanently deleted and is recoverable from the Trash for up to seven days. After seven days, the campaign will be permanently deleted.

Once the campaign is deleted all assets associated with the campaign will be tagged as "Unassigned".

Why don't I see my campaign when trying to assign it to an asset?

In order for a campaign to be available to assign assets, it must be Active. Double check that you have enabled the campaign in the campaign settings.

What is an "Unassigned" campaign?

In your DailyStory account, you may see an email or other campaign asset associated with the campaign "Unassigned". The "Unassigned" campaign is a special type of campaign used when an asset is no longer associated with a campaign.

How do I archive a campaign?

To archive a campaign and retain the campaign activity mark, the campaign as disabled. Archiving a campaign retains all the data and assets for reporting purposes, but disables automations and other campaign automation.

What happens when a contact is added to a campaign?

When a contact is added to a campaign either directly or as part of a segment, the contact becomes a new lead and a lead record is created for that contact in the campaign. Next, if the campaign has an associated automation, the lead is automatically added to the automation. The lead becomes eligible to receive all scheduled assets of the campaign, such as emails, text messages, push notifications, etc. Additionally, if the campaign has automation or scoring rules in place, the lead is automatically run through them as well.

Why am I seeing this error message?

When there are no leads in a campaign and a message is scheduled, the following error message is shown:

The message may still be scheduled, but currently there are no recipients to send the message too. Check your campaign settings and ensure that you have leads assigned to the campaign.

How did we do?

DailyStory Campaigns Guide

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