Table of Contents

Creating a campaign

Christy Cook Updated by Christy Cook

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.

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.

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.
Note: The automations of the campaign will only run during the campaign's active period.
Additional Options

Additional campaign options include auto-qualifying leads, enabling or pausing the campaign, and customizing the tracking token of the campaign.

  • Auto qualify leads—this is an advanced option used when integrating with a sales CRM, such as Salesforce. New leads are automatically converted to a status of Qualified. This feature is turned off when creating a new campaign. Toggle the status to ON to enable this feature in your campaign.
  • Campaign is enabled—toggle to pause or activate the campaign. This feature is turned on by default; thus, the campaign becomes active after creation, unless a duration period is specified and is not reached yet.
  • Campaign Tracking Token—refers to the unique token added to the URLs generated in campaigns to help attribute activities to the campaign. The tracking token sets the Google Analytics UTM of all outbound links from this campaign to the specified value. By default, the campaign tracking token uses the specified campaign name. Modify the tracking token as preferred and make sure not to use spaces.

How Did We Do?

DailyStory Campaigns Guide

Managing a Campaign