Managing a Campaign

Christy Cook Updated by Christy Cook

Campaigns in DailyStory have a lot of moving parts all working together. Inside a campaign you will see a menu dropdown: Dashboard, Leads, Assets, A/B Tests, Calendar, Automation, Reports and Settings. You'll also see Quick Actions and Import/Exports. These components enable you to build, manage, and automate a campaign.

Review our How-To video below, or keep scrolling for step-by-step instructions:
  1. Dashboard - displays the summary metrics for the different assets being used in the campaign. See Reports and Dashboards Guide to learn more about what you see on the homepage
  1. Inbound Leads—a list of all of the leads acquired in the campaign.
  1. Contacts - a list of all of the contacts included in the campaign. When a contact is added to a campaign, that contact becomes a lead of the campaign.
  2. Assets - lists all of the different pieces of content used in the campaign such as emails, text messages, landing pages, pop-ups, and more. You can edit an asset, create a new asset and see the reporting metrics.
  1. Sign-Up Forms - The simple sign-up form is a pre-built form you can share to easily add people to your campaign without needing to create a custom web form.
  1. A/B Tests - lists any email or text message A/B tests running in the campaign. A/B Testing is the ability to test different versions of an email or text message for the best engagement.
  2. Schedule—displays the scheduled and published assets on a calendar. You can view the calendar by day, week, or month.

  1. Automation - lists all of the automations running in the campaign. You can enable yours to create multiple automated flows.
  2. Reports & Settings- see a breakdown of assets, leads and conversions, or jump quickly into Campaign Settings.

How Did We Do?

Creating a campaign

Add Contacts to a Campaign