{"Status":true,"Message":"","Response":{"post":{"postuid":"wz22r27fbi","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Contacts Guide","slug":"article/wz22r27fbi-contacts","html":"\u003Cp\u003EA DailyStory contact refers to a single customer record managed by DailyStory.\u003C/p\u003E\u003Ch3 id=\u0022viewing_all_of_your_contacts\u0022\u003EViewing all of your contacts\u003C/h3\u003E\u003Cp\u003ETo view all your contacts, navigate to \u003Ccode\u003EContacts \u0026gt; All Contacts\u003C/code\u003E from the top navigation bar. All your contacts are displayed on the page.\u0026nbsp;\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221104\u0022 data-height=\u0022481\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/b3d16d4ac21ee688839d911942c123aa.gif\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch3 id=\u0022contact_search_and_lists\u0022\u003EContact Search and Lists\u003C/h3\u003E\u003Cp\u003ETo find contacts based on related information or to build saved lists of contacts (we call \u003Ca href=\u0022/article/v1v5lti4gf-segments\u0022\u003Esegments\u003C/a\u003E), click the Contacts button on the main dashboard or navigate to \u003Ccode\u003EContacts \u0026gt; Search Contacts\u003C/code\u003E.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221056\u0022 data-height=\u0022481\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/ccf106e4286b6be2609b5485d6ac3437.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EWhen the contact is used in a campaign, the contact record in the campaign is called a \u003Ca href=\u0022https://docs.dailystory.com/article/dvjndjnhg8-leads\u0022\u003Elead\u003C/a\u003E. A contact can belong to zero or multiple campaigns simultaneously, but the underlying contact remains the same.\u003C/p\u003E\u003Cp\u003EFor example, one contact can be simultaneously subscribed to a newsletter, a nurturing drip campaign, and a new membership email sequence. This would mean they are a lead in three campaigns at the same time.\u003C/p\u003E\u003Ch3 id=\u0022inside_a_contact_record\u0022\u003EInside a Contact record\u003C/h3\u003E\u003Cp\u003EContact records contain individual information organized into 3 tabs:\u003C/p\u003E\u003Col\u003E\u003Cli\u003EAbout\u003C/li\u003E\u003Cli\u003ERecent Activity\u003C/li\u003E\u003Cli\u003EDuplicates\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022338\u0022 data-height=\u0022176\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/50b222858df15eeac5daa915333d974f.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch4 id=\u0022about_tab\u0022\u003EAbout tab\u003C/h4\u003E\u003Cp\u003E\u003Cb\u003EContact Information\u003C/b\u003E: these display the basic standard fields, like name, company, phone numbers and address information.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022572\u0022 data-height=\u0022582\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/dfc51a2e9b0fb347a6c5a53a1bf31561.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003E\u003Cb\u003ECustom Fields\u003C/b\u003E: any fields synced through \u003Ca href=\u0022/article/f46b72mtps-integrations-guide\u0022\u003Eintegration\u003C/a\u003E(s) or \u003Ca href=\u0022/article/h1vsml1ve0-create-or-edit-custom-contact-field\u0022\u003Eadded manually\u003C/a\u003E. The below example is a customer who uses the \u003Ca href=\u0022/article/3hvo2y6q3y-integrations-mindbody\u0022\u003EMindbody integration\u003C/a\u003E.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022560\u0022 data-height=\u0022793\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/883a915f3755a4b6a3e1b6e1680239d2.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003E\u003Cb\u003EContact Insights\u003C/b\u003E: their DailyStory status, when created, modified, contacted, etc. These are fields related specifically to their DailyStory record.\u003C/p\u003E\u003Cp\u003EA contact can have 1 of 5 different statuses:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Ci\u003EActive\u003C/i\u003E: viewable and editable in system; can receive marketing.\u003C/li\u003E\u003Cli\u003E\u003Ci\u003EInactive\u003C/i\u003E: viewable and editable in system; cannot receive marketing.\u003C/li\u003E\u003Cli\u003E\u003Ci\u003ESpam\u003C/i\u003E: viewable and editable; will not receive any marketing; blocked from lead forms.\u003C/li\u003E\u003Cli\u003E\u003Ci\u003EBounced\u003C/i\u003E: viewable and editable; email attempts have bounced; cannot receive marketing until changed back to Active.\u003C/li\u003E\u003Cli\u003E\u003Ci\u003EDeleted\u003C/i\u003E: viewable only through managing contacts in the trash; permanently deleted after 30 days.\u003C/li\u003E\u003C/ul\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022562\u0022 data-height=\u0022468\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/4f262a759bc66486ae6fd0167ddeba62.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022470\u0022 data-height=\u0022182\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/c5559486aef8f7d8c2b1518cf8d72b70.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003ETo easily find All Contacts, Active Contacts, Inactive Contacts or Deleted Contacts, just click on the pre-loaded buttons from the Contact Search page.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221085\u0022 data-height=\u0022293\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/77ece181299e28de40b6a90760e040e9.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003E\u003Cb\u003EContact Preferences\u003C/b\u003E: opt-in and opt-out status for email, text, push notifications, and phone calls.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022563\u0022 data-height=\u0022361\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/01113e4a2c427901cf1cd612c83d9215.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003E\u003Cb\u003ETags\u003C/b\u003E: what tags are associated with their record and the ability to \u003Ca href=\u0022/article/od6p6uz801-managing-tags-placeholder\u0022\u003Eadd tags\u003C/a\u003E.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022569\u0022 data-height=\u0022160\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/1dcf7740f44758dd84b04069e77ba6d6.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003E\u003Cb\u003ECampaigns\u003C/b\u003E: lists the campaigns your contact is a lead in and the ability to add and remove your contact to campaigns on the fly. For more on adding contacts to campaigns see our article \u003Ca href=\u0022/article/71c8emgwiw-add-contacts-to-a-campaign\u0022\u003EAdd Contacts to a Campaign\u003C/a\u003E.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022568\u0022 data-height=\u0022310\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/56a19b7e286077aa59c9cadd0371f2e8.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003E\u003Cb\u003ESegments\u003C/b\u003E: lists the segments your contact is a part of and the ability to add and remove your contact to segments on the fly. For more on adding contacts to segments see our article \u003Ca href=\u0022/article/zhkvr8ytwp-create-customer-lists\u0022\u003ECreate Customer Lists\u003C/a\u003E.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022566\u0022 data-height=\u0022280\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/4453fe3965be34e4b081346207172296.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EYou can only manually add or remove contacts to \u003Ca href=\u0022/article/l0k4jxv6fj-create-or-edit-a-segment\u0022\u003EStatic\u003C/a\u003E segments, not dynamic segments since \u003Ca href=\u0022/article/lxpvj9ex98-create-a-dynamic-segment-from-search\u0022\u003EDynamic\u003C/a\u003E segments are based on saved criteria.\u003C/p\u003E\u003C/cite\u003E\u003Cp\u003E\u003Cb\u003EAutomations\u003C/b\u003E: list of what automations the contact has completed or is in the process of completing. You can also manually add or remove contacts from an automation here.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022567\u0022 data-height=\u0022339\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/440f5537a92e69b0ee40377c5636f176.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003E\u003Cb\u003EActivity Log\u003C/b\u003E: see and add system notes, send one-off emails or text messages, assign tasks to team members based on a contact\u0027s record.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022566\u0022 data-height=\u0022308\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/caffc8f62b4ba8d9edcb112f4422d9a7.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch4 id=\u0022recent_activity_tab\u0022\u003ERecent Activity tab\u003C/h4\u003E\u003Cp\u003EContains a dynamic visual of all marketing activities for the individual over the past 60 days. You\u0027ll see when the contact was added to various campaigns, marketing that was sent, and the contact\u0027s behavior with those communications.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EAnything in blue is a clickable link for more information or a shortcut to that feature.\u003C/p\u003E\u003C/cite\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u00221104\u0022 data-height=\u0022601\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/9527e4be1f754a7a93cfed8814a29e76.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch4 id=\u0022duplicates_tab\u0022\u003EDuplicates tab\u003C/h4\u003E\u003Cp\u003EHelps you identify if the contact has a duplicate record in the system with a different email or phone number.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-width=\u0022903\u0022 data-height=\u0022238\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/ef30552064f5e87334636ee993a70e4f.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003ERecommended\u003C/span\u003E\u003Cp\u003EWe use a contact email or mobile number as the unique identifier.\u003C/p\u003E\u003C/cite\u003E","publish_status":0,"post_type":"Article","authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d","author":{"authoruid":"3dde8c16-763a-4a2b-ae0b-1d8c50c62e3d"},"featured_image_updating":false,"meta_description":"Manage contacts in DailyStory: view, search, segment, and organize customer records with statuses, tags, preferences, and campaign participation.","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"sort_order":0,"total_views":1274,"date_published":"2026-03-18T00:00:00","date_updated":"2026-03-18T22:26:08.183","date_created":"2025-04-23T17:16:59.2"}}}