Automation makes your marketing repeatable, consistent, and measurable

Easily design and build sales and marketing automations: drip campaigns, happy birthday offers, or more complex automations that integrate with Slack and other tools. All in an easy to use drag-and-drop designer.

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Why automate marketing and sales

Automation of your marketing and sales campaigns enables you to add consistency and process to your sales and marketing activities. And, repeatable automations are more easily measured enabling rapid improvement to existing processes.

Save time and scale marketing and sales

A simple automation that done manually would take hours can free up your marketing and sales team. The time given back is used to focus on new campaigns, new content, and new opportunities.

Measure campaign success and effectiveness

A transition to automating common marketing activities (welcome sequences, onboarding sequences, abandoned cart reminders, thank you messages, and more) create a repeatable process and outcome that can be measured.

DailyStory Marketing Automation Features

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.

Start an Automation with a Trigger

DailyStory includes 25+ triggers used to start an automation. For example: starting an automation when someone completes a form on your website.

Do Something with an Action

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.

Make a Decision with a Condition

Conditions include: was form submitted, was text message clicked, was email opened, was paged visited, and evaluation of your own custom fields.

Works with Native Integrations

All of DailyStory’s Triggers, Actions, and Conditions natively integrate with all DailyStory integrations. For example, trigger a cart abandon, order shipped, or order confirmation with our Shopify integration.

Import, Export and Share

Easily export an automation to share with another DailyStory instance. And, you can import automations as well – including pre-built automations.

Schedule when an Automation Runs

With DailyStory’s advanced scheduling for automations, you can control exactly when your automations runs. For example, only run an automation once every day.

Drag-and-Drop Designer

Drag-and-drop your triggers, actions, and conditions using the DailyStory automation designer. Simply snap items together to build your workflow.

Personalize all Automated Messages

Actions that send messages, such as an email or text message, support full personalization of the message.

Reporting on Automation Progress

Quickly view or export reports that show how contacts are moving through various automations.

Multiple-Automations per Campaign

Setup and configure as many automations per-campaign as you need. Create single complex automations, or smaller simpler automations. And contacts can easily be moved between automations too.

Engage in your Customer’s Journey

Find, sell, retain … repeat. DailyStory includes everything you need to meet your customers wherever they are in their journey.

Grow Your Marketing List

Web forms, QR Codes, Keywords and everything else you need to grow your marketing list.

Increase Your Sales

Automate abandon carts, shipping notifications, win-backs, onboarding and more.

Retain Your Customers

Drip retention campaigns, segment by last activity, send email and SMS marketing.

Measure Outcomes

See how your marketing campaign contribute to your revenue with conversion funnels.

Start for Free, No Long Term Commitments

Start using DailyStory for free today and get all these amazing capabilities:

  • Experiments and multivariate testing
  • ROI and conversion tracking
  • Web Forms
  • Pre-built email templates
  • Pre-built automations
  • Import and export contacts
  • Reports and analytics
  • QR Codes
  • Tracking Links
  • Magic Forms
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