Automate the communication that matters most

The benefits of DailyStory Automations

DailyStory’s automation designer makes it simple to add repeatability, consistency and process to your sales and marketing activities. And, repeatable automations are more easily measured enabling rapid improvement to existing processes.

Save Time

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 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.

Drag-drop and Run

DailyStory’s marketing automation designer makes building complex automations simple.

Easily enrich automation data from your other platforms

Explore all integrations

DailyStory Marketing Automation Key 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.

Unlimited Automations

Setup and configure as many automations as you need. Create single complex automations, or smaller simpler automations.

Marketing Guides to Help Get Started

We’ve put together dedicated guides to help you

Marketing Automation Guide

Marketing automation, by nature then, refers to any outbound marketing (like email and text messages) that automatically happens in response to a user’s actions that were made or not made. For example, when a lead joins your email newsletter subscription list, a welcome email is automatically sent to that new subscriber.

How to Start Your First Marketing Campaign

If you’re a team of one, planning your first campaign can feel especially overwhelming. Heck, even understanding what a campaign is can be confusing. So, where should you begin? We’ve developed this guide to help you get started with your first digital marketing campaign.

Digital Marketing 101

Most business owners have heard the term “digital marketing” before, but how well do you understand it and the opportunities it offers for your business? We’ve developed this guide to help you and divided it into three main sections: 12 different methods of digital marketing, A to-do checklist to optimize your own digital marketing efforts, What DailyStory can do for your business’s digital marketing.