Campaigns

Rob Howard Updated by Rob Howard

Campaigns organize and manage contacts and assets around activities. Activities include visits to pages, scheduled emails, drip marketing, push notifications and more.

When a contact is in a campaign it is called a lead. A contact may be in multiple campaigns simultaneously.

This guide provides a list of resources to help you get started with campaigns.Create and Edit a Campaign

Add Contacts to a Campaign

There are 3 ways contacts are added to campaigns:

  • Segments - Contacts are added using segments. A segment in DailyStory is a group of contacts who share one or more common characteristics and are grouped together for marketing purposes. For example, customers that purchased in the last week.
  • Acquisition - Contacts are added when converting on web forms, popups or other lead acquisition tools associated with the campaign.
  • Manually - Contacts are added manually to the campaign.

When assets, such as emails, are used in your campaign, only those contacts are able to receive messaging from that campaign.

Contacts are added either through lead acquisition or by assigning existing Contacts to the campaign.

While Contacts can be assigned individually to a campaign, assigning segments is the easiest way to add large numbers of contacts efficiently.

And, once segments are assigned to the campaign, you can use the scheduler to control which segments the email (or other asset) will be sent to and when:

Scheduler

By default the scheduler will send to "Everyone in this campaign". If one or more segments are part of the campaign, you can select to send to those segments as well.

To add one or more segments to a campaign:

  1. Edit the campaign
  2. Select one or more segments
  3. Save the campaign

For example, the segments "Customer List" and "Digital Agencies":

Add Segments
DailyStory takes care of removing duplicate contacts. If a contact is in multiple segments, they are only added to the campaign once. And, if a segment is removed from a campaign, the contact will remain in the campaign if they are part of another segment.

Lead acquisition campaign example

Let's look at a simple example:

Your website gets both organic traffic and traffic from a Google Ads campaign "Summer Sales". People complete a Contact Us form on your website and your sales team follows up.

Now let's add DailyStory.

First, create a Magic Form in the General Campaign to connect your Contact Us form to DailyStory. Organic visitors that complete the Contact Us form are added to the General Campaign.

Next, create a "Summer Sales" campaign with Tracking Links and use those tracking links in your Google Ads.

People that come in through your "Summer Sales" tracking link and complete the Contact Us form will be automatically routed into the "Summer Sales" campaign.

Marketing to existing contacts

Unlike a lead acquisition campaign, where leads are added through forms on your website or integration with the DailyStory API, marketing to existing contacts is accomplished by creating a campaign and adding contacts or segments.

Contacts are added individually, by selecting multiple contacts from a search result, or by adding segments to the campaign.

How did we do?

Create or Edit a Campaign

Contact