Automation Guide

Christy Cook Updated by Christy Cook

Autopilot is DailyStory’s friendly, drag-and-drop automation builder inside a campaign. You can model out complex user journeys and experiences using Triggers, Actions and Conditions.

Common autopilot examples

  • Welcome a new customer
  • Thank you for contacting us
  • Happy Birthday
  • Happy Anniversary
  • We haven't seen you in a while
  • Loyalty point offers

Anatomy of an automation

  1. Triggers - a condition that has to be true for the automation to start. They "fire" something. For example, when a new lead is added to a campaign.
  2. Actions - an action to be performed once the trigger is met. They "do" something. For example, send an email.
  3. Conditions - steps that support Yes/No logic branching. They "evaluate" something. For example, was an email opened.

You can find all active Autopilot automations from the top navigation menu at Campaigns > Automations and campaign-specific Autopilot automations on the Automations tab within the campaign.

Automations page layout

The Automations page will display all of your created automations across all campaigns. From the top of the page, you can access the Automations Menu (3 lines/hamburger menu), search for an automation, or quickly create a new automation.

For an individual automation line item, you can see what campaign it's assigned to, enable or disable it with the toggle button, quickly access contacts lists who have complated the automation or are in progress, as well as access the Advanced Options Menu (3 dots) to export.

Automations Menu

MENU ITEM

DESCRIPTION

+ Create

Create a new automation

Templates

Create a new automation from our pre-built templates

Import

Import a DailyStory created automation that has been exported

Help & Feedback

Opens pop-up window for help with AutoPilot

Edit an automation

Once an automation is created you additionally have access to the edit screen:

From the screen you can easily change the name and description of the automation. And, configure if the automation is enabled or now.

You can additionally specify cancellation triggers. When a cancellation trigger occurs it can automatically cancel the automation from running further for the specific contact. An example, is a cancellation trigger for an Abandon Cart automation to remove the contact from an automation if they have purchased their cart.

Finally, you an configure an automation to only run once per-day. This is useful if you have an automation that sends daily reminders, such as for an upcoming appointment.

We put together this guide to help you understand how to use Autopilot.

How Did We Do?

Design an Automation

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