Step 6: Send your first campaign

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.

Recommended

For step-by-step guidance on creating some of our most popular campaigns, see our Help Section: Build Popular Campaigns.

Create a Campaign

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

Configure the Campaign

To create a campaign, enter a campaign name:

While there are other option for setting up your campaign. This is all you need to get started.

Add Segments to the Campaign

While not required, you can also add segments to the campaign. This will pre-configure the campaign for outbound marketing which can be targeted to those segments.

Recommended

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.

Campaign leads

Simply put, leads are customer records (contacts) associated with a campaign.

When a contact from your system is in a campaign, we call that contact a lead. And, it is possible for a contact to be in multiple campaigns at the same time. For example, a new customer campaign, a newsletter campaign, and a webinar campaign.

Leads that are created by submitting forms, or through other inbound channels, will show up in your campaign's inbound leads list:

Create your First Outbound Message

To add an email or a text message, click on the Assets tab and then click on + Create new and select and email or text message:

For more detailed help with emails and text messages, see our sections on Email Marketing and SMS Marketing.

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:

Select Recipients and Send Date / Time

Choose who you want to receive the message from the list of segments you assigned to the campaign:

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

View Results in Reporting

To see the reporting metrics for your email or text messages, navigate to the reporting sections.

From here you can view dashboards and lists of various reports. See all articles for reports in our Reports section.