Creating a campaign

Watch this quick tutorial video to learn how to create a campaign in DailyStory.

On the Campaigns drop-down menu, select Create Campaign. You can also go to the Campaigns page, and then select + Create from the Campaigns hamburger menu. The site displays the Create a Campaign form.

Campaign information and settings

Specify the campaign information and settings for your campaign. Refer to the following sections to understand each field. After specifying the campaign information and settings, select Create Campaign. You will then be redirected to the campaign's home page.

Basic information

Provide the following basic information:

• Name - enter the name of the campaign. The name is a required field; the campaign cannot be created if this field is left blank.
• Description - describe the campaign using a phrase or a group of sentences.
• Segments - select which segments (group of contacts) will be assigned to the campaign. Select the field to display a drop-down list of available segments.

Task Assignment

Determine whether or not to assign a follow-up task to yourself or to another user when new leads are generated in the campaign. Select one of the following options:

• Do not assign a follow-up task.
• Assign a follow-up task. If selected, select which user from the drop-down list will be assigned a follow-up task.

Notifications

Determine whether the system sends email notifications to users when new leads are generated from acquisition features such as web forms, pop-ups, and the DailyStory API. Select one of the following options:

• Do not send notifications.
• Send notifications. If selected, the system adds all users to the field by default. Modify which users are affected by this feature as preferred. Select the field to display a drop-down list of available users. The system sends an email notification to the selected users for each generated lead. The email notification will contain the lead's full name, contact details, and company. If available, the lead's reply is also included in the email.

Duration

Determine if the campaign will run on a specified time period or indefinitely. Select one of the following options:

• Do not set duration. If selected, the campaign can be started and ended on any date, as preferred.
• Set campaign duration. If selected, specify the duration period at which the campaign is active. When the specified start date is reached, the system automatically activates the campaign and pauses it when the end date is reached.

Advanced Options

Advanced campaign options include pausing the campaign customizing the tracking token of the campaign and more. These options should not be used without understanding what they do.

• Pause the campaign - used to pause or activate the campaign. Paused campaigns do not send messages or run automations.
• Reindex campaign - if there is a problem with the leads in the campaign, reindexing will reset the campaign.
• Auto-pause - campaigns that are not actively used will automatically pause themselves after 180 days.
• Custom URL Shortener Domain - see this article about custom SMS URL shorteners.
• Campaign Tracking Token - refers to the unique token added to the URLs generated in campaigns to help attribute activities to the campaign.

Understanding the Campaign Tracking Token

The campaign tracking token is used to associate user actions back to this campaign. The campaign tracking token also impacts how Google Analytics UTM tokens are created for URLs generated in emails, text messages, tracking links and other source.

DailyStory will always add the ds_campaign parameter to an outbound URL set to the value of the Campaign Tracking Token.

If the utm_campaign is not specified, DailyStory will set the value of utm_campaign to the value of the Campaign Tracking Token as well.

By default, the campaign tracking token uses the campaign name when created, but modifies is to be alpha numeric with no spaces.

All outbound links used in a campaign (examples include: emails, text messages, tracking links) add Google Analytics utm_source, utm_campaign, and utm_medium values. Unless the link already contains these parameters they will be set as follows:

• utm_source: DailyStory
• utm_campaign: The name of the campaign in DailyStory
• utm_medium: how the link was sent, e.g. Email, TextMessage

In addition, DailyStory sets its own tag: ds_campaign. The ds_campaign tracking token is set to the values specified in the campaign tracking token.

When installed on your website, DailyStory's tracking tag / beacon looks for the ds_campaign token and associates it with the visitor's actions.