New? Start Here
Step 1: Set up your account
Step 2: Bring in your contacts
Step 3: Create customer lists
Step 4: Set up email
Step 5: Set up text messaging
Step 6: Create your first campaign
Your DailyStory Settings
Manage Personal Subscriptions
Changing Your Password
Personal Settings Frequently Asked Questions
Setting up Email Marketing
Setting up Text Message Marketing
Integrating With Your Website
Using Subscription Preferences
Install DailyStory WordPress Plugin
Install DailyStory Beacon in SquareSpace
Install DailyStory Beacon in WiX
Beacon Frequently Asked Questions
Licensing and Usage
Choosing your Plan
Understanding Plan Usage
Free Plan (Freemium) Account Verification
Free Plan (Freemium) Limitations
Upgrading Your Subscription
Purchase Managed Services
Cancelling your DailyStory Service
Credit Card Declined
Setting Up A Subdomain
Permissions Frequently Asked Questions
DailyStory Developer Guide
Build Popular Campaigns
Find New Customers
Work with Contacts
Editing contact records
Adding contacts manually using the Create Contact option
Adding contacts using automation
Arranging order of custom contact record fields
Merge duplicate contacts
Making Contacts Inactive
Creating Contact Lists
DailyStory Segments Guide
Viewing the Contacts in a Segment
Disabling and Enabling Segments
Deleting and Restoring Deleted Segments
Archiving and Restoring Archived Segments
Add Contacts to a Static Segment
Building Exclude Segments
Create a Static Segment
Create a Dynamic Segment
Advanced Contact Searches
Using direct free text search
Using advanced search
Changing order of custom contact search fields
Filtering your search
Common searches used for segments
Managing custom contact fields
Accessing the custom contact fields
Creating custom contact fields
Sample custom field configuration
Enabling a custom field in search
Editing and arranging custom contact fields
Work with Campaigns
DailyStory Campaigns Guide
Creating a campaign
Managing a Campaign
Add Contacts to a Campaign
Editing a campaign
Pausing or Unpausing a campaign
Deleting a campaign
Cloning a campaign
Inbound Marketing Tools
Landing Page Guide
Creating or Editing a Landing Page
Using the Page Designer
Adding a Form to a Landing Page
Editing a Landing Page's HTML and CSS
Landing Page Frequently Asked Questions
Creating a Popup Using a Canva Image
Configuring a Popup's Basic Settings
Configuring a Popup's Display Options
Configuring a Popup's Layout Options
Popup Frequently Asked Questions
URL Shorteners Guide
Create or Edit a URL Shortener
Test a URL Shortener
URL Shortener Advanced Options
URL Shortener Metrics and Reporting
Measure click performance and track link conversions
URL Shorteners Frequently Asked Questions
Web Forms Guide
Setting up or Editing a Web Form
Design a Web Form
Styling your Web Form
Publishing your Web Form
Web Forms Frequently Asked Questions
Google Ads Conversion Tracking
Outbound Marketing Tools
Email Marketing Guide
Create an Email from a Template
Using the Email Designer
Create or Edit an Email
Email Designer Widgets
Preview an Email
Send a Test Email
Send an Email
Mocking a forwarded or replied to email
Scheduling an Email
Send an Email to a Single Contact
Built-in Email Guardrails
Create an Email Template
Edit an Email Template
Manage Email Revisions
Email Designer Advanced Topics
Email Merge Tags
Edit Email HTML, CSS and AMP
Import and Export Emails
Email Technical Details
Troubleshoot Email Delivery
Bounced Email Guide
Send AMP Emails
Email Frequently Asked Questions
Email Designer Frequently Asked Questions
Cloning an email
Configuring SPF, DKIM and DMARC
Editing HTML in the Email Designer
Transactional Email Guide
Send a Text Message Quick Start
DailyStory SMS Marketing Guide
Creating or Editing a Text Message
Sending Text Messages
Sending a Test Text Message
Text Message Replies Report
Understanding Text Messaging Costs
Text Message Sending Guardrails
Text Message Deliverability Score
Sending Individual Text Messages
Replies to Text Messages
Understanding Text Message Delivery Codes
Setting up Keywords for Text Message Replies
Opting out of Text Messages
Text Message Frequently Asked Questions
Copying a Text Message
Purchase Text Message Credits
SMS Links with Restricted Content
Opting into Text Messages
Custom SMS URL Shortener
Built in Personalization Tokens
Custom Personalization Tokens
Using Conditional Logic with Personalization
Personalization Frequently Asked Questions
Web Push Notifications
Point of Sale
GoToWebinar integration using Zapier
Save SMS Replies to Google Sheets using Zapier
DailyStory app for Slack
Google Analytics Integration
Google reCAPTCHA Integration
Google Lead Form Ads
Design an Automation
Exporting and Importing Automations
Automation Frequently Asked Questions
Reports and Dashboards Guide
Sent Emails Report
Sent Text Messages Report
Push Notifications Report
Web Activity Report
URL Shortener Report
Who is Visiting Report
Paid Search Summary Report
Email OptOut Report
File Manager Guide
Manage files and folders in File Manager
File Manager Frequently Asked Questions
ChatGPT Writing Assistant
Help & Support
Updated by Rob Howard
The DailyStory integration with Mindbody enables you to use the power of DailyStory's marketing and automation tools with the Mindbody health and wellness platform. And, DailyStory is considered an alternative to the Mindbody Marketing Suite.
DailyStory is a Mindbody partner. You can learn more in the Mindbody partner store.
When enabled, Mindbody integration syncs Mindbody customer data, fields, memberships, and more directly to DailyStory. Then, use DailyStory’s powerful segmentation and personalization tools to craft targeted messages for your clients.
This guide provides a list of resources to help you get started with Mindbody integration.
Configure Mindbody Integration
While there are several steps required to configure DailyStory and Mindbody integration, they are simple and don't require any technical expertise.
- Obtain Mindbody Site ID.
First, you need to find your Mindbody Site ID. This is the identification Mindbody assigns your location.
You may already know your Site ID, but if you don't, it's easy to find. When you log into your Mindbody account, your Site ID is in the URL. For example:
In the above URL, the Site ID is
Copy your Site ID and then log into your DailyStory account.
- Configure Site ID.
Log into DailyStory and navigate to
Admin > Integrations, click on the Mindbody integration. Set the
Site Id field with your Site ID, and click Save.
- Activate Mindbody API.
Next, you need to allow DailyStory access to your Mindbody data. Click the "Get Activation Code" button. This will open a popup:
Enter a Site ID and click the "Get Activation Code" button:
Click the Activation Code link or copy the code and use it within Mindbody to activate API access for "DailyStory." This is the final step to approve DailyStory's access to your account through the Mindbody API.
Please see this article on Mindbody's website for more details on the steps required to activate API access.
Once complete, DailyStory will automatically sync your contacts from Mindbody.
Configure multiple-location sync
DailyStory supports syncing multiple Mindbody locations in a single DailyStory instance. This is useful when you want to manage multiple locations from a single instance of DailyStory.
Simply separate the site IDs with a semi-colon:
If cross-regional support is enabled in your Mindbody account and you have enabled cross-regional access for DailyStory, enable "Regional permission granted to DailyStory":
Fields synced from Mindbody
When Mindbody integration is enabled, DailyStory automatically syncs data from Mindbody.
DailyStory will sync the following standard fields from Mindbody:
- First name
- Last name
- Email address
- Postal code
DailyStory also will automatically geocode (calculate the latitude and longitude) the contact record.
In addition to standard fields, the following Mindbody-specific fields are synced. These fields are used for personalizing content, running automations or building segments, such as customers who haven't ordered in 6 months.
The unique identifier of the client in Mindbody. Accessible in personalization as
The membership type of the client in Mindbody. Accessible in personalization as
The services associated with the client in Mindbody. Accessible in personalization as
A list of the purchases the client has made in Mindbody. Accessible in personalization as
Last Visit Date
The last visit date for the client in Mindbody. Accessible in personalization as
Last Visit Location
The last location the client visited. Accessible in personalization as
Last Purchase Location
The last location where the client made a purchase. Accessible in personalization as
The total amount of money spent by the client. Accessible in personalization as
Last Purchase Date
The date that a purchase was completed. Accessible in personalization as
Last Purchase Amount
The amount spent on the last purchase date. Accessible in personalization as
Last Visit Type
The type of visit the client last made to a location. Accessible in personalization as
Last Visit Staff
The staff member the client last interacted with on their last visit. Accessible in personalization as
The clients status in Mindbody, e.g. Active, Terminated, etc. Accessible in personalization as
Date Status Changed
The date when the clients status last changed. Accessible in personalization as
The date when the client became an Active member. Accessible in personalization as
The number of years the client has been an Active member. If today is September 28, 2022 and the client became a member on June 12, 2020. The member years is 2. Accessible in personalization as
The anniversary date of when the client became an Active member. If today is September 28, 2022 and the client became a member on June 12, 2020. The anniversary date would be June 12, 2023. Accessible in personalization as
The location id the client is associated with. Accessible in personalization as
The total number of visits the client has made. Accessible in personalization as
Cross Regional Site Id
If the client is cross-regional, the location id to whom the member is associated with as their home location. Accessible in personalization as
Loyalty and Rewards
The following activities from Mindbody generate loyalty points:
- New Customer - when a new account signs up
- Place an Order - for each dollar spent
- Location Visit - each time a customer visits a location
- Membership Years - each year of membership
Frequently Asked Questions
Why is Mindbody integration only available with certain DailyStory licenses?
Mindbody requires partners to pay to access the APIs for each Mindbody Site ID. Because this is an expense for DailyStory, we only offer this integration for some licenses. However, please contact us as we can make exceptions.
Will DailyStory create a Contact for each of my clients?
Yes! When DailyStory runs sync for the first time, or when a new client is added to Mindbody, DailyStory will create a new Contact record in DailyStory. Later, when information about your clients changes in Mindbody, such as they purchase a new service, this information will be added to the relevant Contact in DailyStory.
Can a single DailyStory instance sync with multiple Mindbody locations?
Yes! When configuring Mindbody integration, simply specify each Site ID separated by a semi-colon. For example: -99;123;456
Can I send text messages to my clients?
Yes! Using DailyStory's Text Messaging feature, you can send text messages to your Mindbody clients (as long as you have a valid mobile number).
Does DailyStory update my Mindbody contacts?
Currently, no. DailyStory only receives updates from Mindbody. We may consider adding two-way sync in the future.
How often does DailyStory sync data with Mindbody?
DailyStory syncs data with Mindbody every 3 hours.
Can I create segments for clients with different services or memberships?
Yes! Build a dynamic segment using a Mindbody Service or Membership Type as part of the search criteria. DailyStory will build the segment and update it as your clients meet the criteria.
What is a Mindbody status of Cross-Regional?
If a member synced from Mindbody shows a status of Cross-Regional, this indicates that the member is owned by another location. Typically this will only happen when DailyStory is used by a franchise that owns multiple locations.
Cross-Regional is a special status within Mindbody to indicate that the client has participated in a location, but that the account belongs to another location. For example, a client visited a location in San Francisco and shows as Cross-Regional, but the same member is Active for Los Angeles.
I created a link from Mindbody in an email, and it doesn't work
Make sure that the link you are using is created when you are not signed into Mindbody. It is usually best to copy links when using an incognito browser window.