Table of Contents

Step 6: Create your first campaign

Christy Cook Updated by Christy Cook

Campaign Starter

Campaigns are a cornerstone feature of DailyStory. Everything in DailyStory is associated back to a campaign. Once you create a new campaign, you'll be ready to send your first message.

For step-by-step guidance on creating some of our most popular campaigns, see our Help Section: Build Popular Campaigns.
Please review our video tutorial or scroll below for step-by-step instructions:

On the Campaigns drop-down menu, select Create Campaign.

Campaign settings

There are multiple settings you can choose from, but the only two necessary are Name and Target Audience.

  • Name—enter the name of the campaign.
  • Target Audience—select which segments (group of contacts) will be assigned to the campaign.
    • Existing Contacts: contacts from saved lists/segments.
    • Inbound Leads: new contacts you expect to capture from a form, popup, keyword, etc.

When you created your account, there was a Dynamic Segment created for you automatically called "All Contacts." For any campaigns where you will want to target everyone in your system, use this segment.

In this example, you would choose this segment for Existing Contacts.

You may have also created your own segments in step 3 of the Start Here section called, "Create Customer Lists." You will see those from the existing contacts drop-down list, too.

You can add multliple segments to a campaign. Which segments you assign to a campaign determines the segments available when you schedule your messages in the campaign, as you will see in more detail below.

For a more detailed explanation on campaigns, their settings and types of segments, see the different articles in the Campaigns section or these specific articles we've chosen for you:

Campaign leads

Simply put, leads are your contacts. When a contact from your system is in a campaign, we call that contact a Lead in the campaign. Mikey may be one contact in your system but could be a lead in 5 campaigns at the same time.

The leads tab in your campaign gets populated from the segments you chose in the settings for Target Audience.

You also will see these same segments you chose in the settings when you go to schedule your email or text message. You will have the option to choose all of the leads in the campaign or certain ones by segment.

Create your first message

To add an email or a text message, click on the Assets tab and then click on + Add Asset and then select Add an Email or Add Text Message.

The mandatory fields to create your email are Name, Subject and From (sender).

The mandatory fields to create a text message are Name and text message content.

For more detailed help with emails and text messages, see our sections on Email Marketing and SMS Marketing or these specific articles we've chosen for you:

Schedule your first message

Scheduling your messages will become a familiar screen, whether you are sending email or text messages.

First, click on the Schedule button from the bottom of your email or text message page.

Second, choose who you want to receive the message from the list of segments you assigned to the campaign (from the step mentioned above).

Third, choose the day and time and click on the Schedule button.

That's it! Your first message is ready to go.

For more information on scheduling, see our articles Scheduling an Email and Sending Text Messages.

Track results

To see the reporting metrics for your email or text messages, navigate to Reports > Email or Reports > Text Messages. This will take you to a dashboard and list where you can dive into individual reports and refine the list by time frame. See all articles for reports in our Reports section.

How Did We Do?

Step 5: Set up text messaging