Quick Start

Want to send your first message fast? Complete these steps in order. Each one links to the full guide in New? Start Here if you need more detail.

Set up email and text messaging early

Email DNS records can take 20-30 minutes to verify, and text messaging requires 10DLC approval before you can send. Start these early and complete the other steps while you wait.

Finish account setup. In Account Settings, confirm your company name, logo and time zone. Finish Account Setup
Set up email. In Account Settings > Email Setup, enter your sending domain and add the DNS records it gives you at your domain provider. Set up Email Marketing
Set up text messaging (optional). In Account Settings > Setup > SMS Marketing, choose a sending number and register for 10DLC. Set up SMS Marketing
Add contacts. Import a CSV from Contacts > Import Contacts, or connect your system in Account Settings > Integrations. Add Contacts
Create a segment. Use Contacts > Create Segment, or start with the built-in All Contacts segment. Create Customer Segments
Create a campaign. Use Campaigns > Create Campaign, then add your segment under Target Audience in the campaign settings. Send your first campaign
Send your first message. In the campaign's Assets tab, create an email or text message, click Schedule and choose your segment. Send your first campaign

Work from your AI assistant

Connect Claude, ChatGPT or another AI assistant to DailyStory with MCP to look up results and to draft, test and schedule emails and text messages in plain language. You confirm every send. Connect AI Assistants to DailyStory with MCP

New to campaigns, segments and leads? Read Core Concepts to understand how DailyStory fits together.

Ask about anything in DailyStory Documentation

Recently updated

Quick Start

Ask about anything in DailyStory Documentation

Recently updated

Quick Start

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