Using Automation

Automation Guide

DailyStory includes a friendly, drag-and-drop automation builder inside a campaign. You can model out complex user journeys and experiences using Triggers, Actions and Conditions. Common automation e…

Rob Howard
Updated by Rob Howard

Design an Automation

The automation designer is a drag-and-drop designer used to visually build automations. Automations are located inside a campaign and built with three elements: Triggers , Actions and Conditions. Col…

Christy Cook
Updated by Christy Cook

Automation Triggers

An automation in DailyStory is started using a trigger. Triggers determine how a contact enters the automation. For example: starting an automation when someone completes a form on your website. Trig…

Rob Howard
Updated by Rob Howard

Automation Actions

Actions are Autopilot blocks that perform an automated action typically after a trigger or condition is met. For example, send a welcome email when a visitor signs up. Actions are always related to t…

Rob Howard
Updated by Rob Howard

Automation Conditions

Automations in DailyStory support logic through the use of conditions. For example, was an email opened. Conditions are unique because they support logic Yes/No branching, i.e. if the email is opened…

Christy Cook
Updated by Christy Cook

Automations Dashboard

To view all automations navigate to Campaigns > All Automations : From this screen you can see the name of the automation, description, campaign it is associated with. The number of people who have c…

Christy Cook
Updated by Christy Cook

Exporting and Importing Automations

Export an automation. If you've built an automation and would like to use it again, you can export any automation using the Export option. Just click on the... options and select Export next to the a…

Christy Cook
Updated by Christy Cook

Automation Frequently Asked Questions

Below are some frequently asked questions when working with DailyStory's Autopilot automation system. Why am I not seeing my automation? We have 3 filters set up in the automation dashboard: Show Run…

Christy Cook
Updated by Christy Cook

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