Easily design and build sales and marketing automation. Start with simple automations, such as a happy birthday text message, or more complex automations that integrate with Slack and other tools. All in an easy to use drag-and-drop designer.
DailyStory’s automation and workflow includes all the features you need to automate your sales and marketing campaigns. Below are some of the capabilities offered:
Triggers determine how a contact enters the automation. For example: starting an automation when someone completes a form on your website.
Actions are always related to the lead moving through the automation. This can include sending the lead an email or sending someone on your team a notification.
Easily export an automation to share with another DailyStory instance. And, you can import automations as well – including pre-built automations.
Drag-and-drop your triggers, actions, and conditions using the DailyStory automation designer. Simply snap items together to build your workflow.
Triggers can start from form submits, website visits, campaigns, segments, tags, points, opt outs, APIs, when RSS pages have changed and from other automations.
Actions that send messages, such as an email or text message, support full personalization of the message.
Actions to add/remove from segments, tags, campaigns. Actions to send messages and notifications (including to Slack). Actions that update points, status, and more.
Conditions include: was form submitted, was text message clicked, was email opened, was paged visited, and evaluation of your own custom fields.
Reports enable you to see where your customers are as they progress through your different automations.
Setup and configure as many automations per-campaign as you need.
Of course there is more to be found in DailyStory’s automation features. And, we’d love to tell you more.
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