Getting started with Dailyfy

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TEST IN

Find out how to create a Dailyfy account, add a company, a workspace (DailySpace) and create your first publication on your networks.

What is Dailyfy?

Dailyfy is the essential tool for managing, planning and analyzing your content across your various communication channels. In addition to centralizing your content, we improve your productivity and make it easier to manage your team. It’s a platform that enables agencies, social network managers, freelancers and marketing and communications teams worldwide to create content together, in harmony.

We’ve created Dailyfy to bring your team, your customers and, of course, your content together in one place.

Step 1: Create an account

The first step in using Dailyfy is to create your account and workspaces.

First, we recommend that you create a free account so that you can enjoy the full Dailyfy experience for free, for 15 days. After that, you’ll automatically be relegated to our free plan (which is pretty limited for content specialists like you). You’ll then need to subscribe to one of our paid plans to enjoy all our great features.

To create your account, simply click here or go to our dailyfy.co website and click on Free Trial.

Next, you’ll need to enter your name, email address and password (remember to use more than 10 characters, mixing numbers, letters and special characters).

Well done! You now have a Dailyfy account 🙂 You should also have received an e-mail from us.

If you wish to subscribe to one of our paid packages (which we recommend).

Very good initiative and we thank you in advance.

You’ll need to select your next plan, then click on subscribe. You’ll then need to choose the various options you require:

DailyTeam: add users to your team or customers so you can work hand in hand
DailySpace : Add workspaces. We recommend associating each brand with a workspace.
DailySocial: Add profiles and pages on social networks (if you have lots of profiles).

Next, you’ll need to enter your payment details (company name, address, VAT number, country, etc.).

Finally, you will be redirected to our payment provider Paddle to pay for your package.

We accept almost all payment methods. Find out more here.

Step 2: Creating a workspace

Dailyspace is a workspace designed for online productivity and teamwork.

Forget folders, messy files and endless threads.

Don’t mix your different communication strategies.

Group people, social network accounts and content calendars into separate workspaces and see how managing multiple brands becomes simpler.

This workspace is a collaborative place for your brand content. You can easily create, edit, collaborate, publish and keep everyone in the same stream.

With Dailyfy, you’ll be a true conductor of your content.

A workspace can be used for a brand, a company or a customer. If you have 3 customers, we recommend you have 3 workspaces.

When creating a new DailySpace Workspace, you will be asked to :

give it a name
Upload a cover image and a cover photo related to your brand.
choose the time zone best suited to your community

Step 3: Workspace configuration

Next, you’ll need to click on the settings icon at the bottom left of the menu to add your team members, the rights granted to each, configure the approval system or connect your profiles to your DailySpace.

Add your DealyTeam

To add a member to your DailySpace, you’ll need to go to Settings (bottom left in the menu) and then the Team tab.

Here you can :

Invite members to your workspace

To invite a collaborator by e-mail, you’ll need to add their e-mail address, choose their role (more information here) and then select the type of collaborator (internal or customer).

manage the team

In this section, you’ll have access to all the members of your workspace with their different roles.

This is where you can delete a collaborator, change their status, or turn a member into a “Dailyspace owner”.

manage permissions

With Dailyfy, you can manage the rights and access of each member. You have 5 options: View, Approve, Edit, Publish and Administer. Find out more about permissions on this page.

manage notifications

Finally, you can choose which notification you’d like to receive by internal notification (the little bell at top right).

New message, Publish update and Conversation

We currently offer 3 types of notification, but more are in the pipeline. To find out more about managing notifications, go to this page.

Set up your approval process.

To manage your approval process, go to the approval section (settings).

With Dailyfy, you have 3 approval options for smooth collaboration within your team.

None: the way forward if you’re your only team: you’re the boss. It couldn’t be simpler. The approval process is thus deactivated.
Optional: Ideal for teams who want to intensify their collaboration while remaining flexible.
Publications can be scheduled and published with or without approval.
Mandatory: as the name suggests, approval of a post before publication is mandatory. You can select the members who must approve posts.

A useful feature for DailySpace with several teams: you can automatically lock content once it has been approved, so that no one can modify it.

Other useful parameters to configure.

Finally, in the configuration section you can :

change the name of your DailySpace
change time zone
choose to have new content automatically published internally (only seen by the team, customers won’t see it). Handy for agencies 😉

Step 4: Create your first content

To create content for your different communication channels, simply click on the “airplane” compose icon in the left-hand menu.

You can also create a publication from different views: calendar and feed.

When creating a publication, you’ll first need to choose one or more profiles on which to publish your content.

You can also create groups to bring together profiles from a particular brand or region.

With our composition tool, you can :

Writing your content
Add and modify an image (drag & drop or upload)
Add a GIF
Adding and editing a video
Add a URL link
Add a time/date

* And many more features to explore when creating your first message.

A more complete guide to creating a publication is available here.

In the right-hand section, you’ll also find a system for previewing your message depending on the platform.

Once your content is ready, you can publish it now, save it as a draft or schedule it for a later date.

Step 5: Content display

At Dailyfy, we offer several ways to display and manage your content.

Feed

Our “Feed” view gives you access to published or scheduled content as it would be displayed on the platforms.

You can filter the Feed view to suit your requirements.

This view is ideal for getting an overview of posts and for working with your team, because to the right of each post, you can interact with other members and assign them.

You can also easily approve publications with this view.

Calendar

The calendar is the ideal view for planning your content.

View content by week or month at a glance.

You can display the content of several pages at the same time and create publications directly from your calendar. If you need to change the date, all you have to do is drag and drop the publication to another time slot.

You can also drag and drop a draft post to program it directly.

If you have any further questions or curiosity, we invite you to consult our help center..

Getting started with Dailyfy

TEST IN

What is Dailyfy?

Step 1: Create an account

Step 2: Creating a workspace

Step 3: Workspace configuration

Add your DealyTeam

Set up your approval process.

Other useful parameters to configure.

Step 4: Create your first content

Step 5: Content display

Feed

Calendar

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