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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
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Manage Personal Subscriptions
Changing Your Password
Personal Settings Frequently Asked Questions
Setting up Email Marketing
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Integrating With Your Website
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Install DailyStory WordPress Plugin
Install DailyStory Beacon in SquareSpace
Install DailyStory Beacon in WiX
Beacon Frequently Asked Questions
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Choosing your Plan
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Free Plan (Freemium) Account Verification
Free Plan (Freemium) Limitations
Upgrading Your Subscription
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Credit Card Declined
Build Popular Campaigns
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Managing Static Segments
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DailyStory Segments Guide
Viewing the Contacts in a Segment
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Archiving and Restoring Archived Segments
Contacts Feature Guide
Editing contact records
Adding contacts manually using the Create Contact option
Importing contacts using the Import Bulk tool
Adding contacts using automation
Arranging order of custom contact record fields
Merge duplicate contacts
Making Contacts Inactive
Searching for contacts
Getting started with contacts search
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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
Using campaign tracking token
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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
Tracking Links Guide
Create or Edit a Tracking Link
Test a Tracking Link
Tracking Link Advanced Options
Tracking Link Metrics and Reporting
Measure click performance and track link conversions
Tracking Links Frequently Asked Questions
Web Forms Guide
Create or Edit 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
Scheduling an Email
Send an Email to a Single Contact
Built-in Email Guardrails
Create an Email Template
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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
How to Warm-Up an IP address
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
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
Design an Automation
Exporting and Importing Automations
Automation Frequently Asked Questions
Reports and Dashboards Guide
Sent Emails Report
Sent Text Messages Report
Sent Push Notifications Report
Web Activity Report
Tracking Links Report
Who is Visiting Report
Paid Search Summary Report
Email OptOut Report
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Manage files and folders in File Manager
File Manager Frequently Asked Questions
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- Magic Forms
Updated by Rob Howard
A DailyStory Magic Form enables you to integrate DailyStory with any web form on your website. This includes custom HTML forms or those built with other platforms such as Marketo, Eloqua, HubSpot and HTML form applications such as Ninja Forms.
Use DailyStory Magic Forms when you cannot use a DailyStory Web Form or do not wish to use the DailyStory API for integration.
Once setup, DailyStory Magic Forms capture customer data when forms are submitted and either associate the data with a DailyStory contact or create a new contact.
DailyStory does all this without requiring any changes to your existing forms or the addition of any custom code.
Create and Edit a Magic Form
To create a new Magic Form go to
Inbound > Magic Forms. There you will find a list of all the existing Magic Forms. You can edit a Magic Form by clicking on it and you can create a new Magic Form by clicking the sidebar menu and clicking the +Create link:
Clicking either will open the Magic Form editor:
The Magic Form editor is very simple, but does have several required fields.
- Name the name of the Magic Form must be set. This is used mainly as a helpful reference for identifying the Magic Form.
- Url the full URL to the page containing the existing HTML form. For example, www.dailystory.com/contact-us. The full URL, including the domain, is required.
- Form Fields The form fields contain the mapping between your form and a DailyStory lead field. For example, if you have a form field named
C_Email_Addressyou would map it to a DailyStory
Not all of your form fields will be mapped to DailyStory Magic Forms. And Magic Forms are not meant to replace your existing automation system. Rather it provides association between a visitor and an email address and attributes the lead to the appropriate campaign.
Auto-discover Form Fields
When creating a new Magic Form you are presented with the option to "Find Forms". When clicked, the Magic Form editor can auto-discover your form fields. DailyStory will populate the Form fields with a list of the fields it finds. You will need to then map the discovered fields to the corresponding DailyStory fields.
The left column represents the fields on your form that DailyStory found. The right column represents the DailyStory lead field to map to. When a field is mapped the UI highlights that field with a green checkbox.
Advanced Form Settings
To find the Advanced Form Settings, click the
More options... link. These advanced options are helpful when dealing with multiple forms on the same page or for non-standard form submit buttons.
This will display the Advanced Form Settings:
Form Submit Button
If you receive an error that DailyStory cannot find your form's submit button, you'll need to set this up yourself. Click the "Select Form Submit Button". This will open a new browser tab and you'll notice that as your move your mouse across the screen a blue-box will appear with some cryptic information.
Navigate to your form's submit button and click it.
This will close the browser window and populate the XPath expression field. For example:
This information will tell Magic Forms exactly which element on your page is responsible for submitting the form.
If you have multiple forms on your page and Magic Forms cannot find the right form you can use the Form Id value to provide the id of your form.
For example, given a form with the following HTML:
<input type="text" name="firstname"/>
contact_us would be used to uniquely identify the form.
We're sorry that you've run into issues setting up a Magic Form for your website's form. Unfortunately there are some cases where we can't make setting this up as easy as we'd like.
If this troubleshooting guide doesn't resolve your issue, please contact us. Someone from our team would be happy to assist you.
Ensure the DailyStory beacon is installed
There are cases where even though the beacon is installed, we still can't detect your form. Website tools, such as WP Rocket, can interfere with how we detect if the beacon is installed.
Ensure your form is using standard HTML
Ensure your form isn't hosted in an iframe
If you are using a form provided by a 3rd party form builder and your form is hosted in an iframe DailyStory's Magic Form will be unable to connect to your form due to security restrictions built into the browser.
As an alternative, consider using an embedded DailyStory web form embedded into your website.
Use of Magic Forms requires that your form uses an
<input type="submit"> button. If a submit button is not found Magic Forms will use artificial intelligence to determine which button or link is associated with the form.
Frequently Asked Questions
Where does the data go in DailyStory when the form is submitted?
When the Magic Form is created it is associated with a campaign. When Magic Forms processes data for a form it will create a lead in your campaign and tag that lead as associated with a Magic Form.
Will Magic Forms work with Ninja Forms?
Yes, DailyStory Magic Forms have built-in support for Ninja Forms. Ninja Forms are commonly used with WordPress websites to easily add forms. You could also consider using the DailyStory WordPress plug-in and Web Forms to replace Ninja Forms.
How can I capture free-form text?
A common form is a contact us form. These forms typically have some area where several sentences can be typed, such as describing the reason for the contact us request. DailyStory Magic Forms has a special "Description" field that should be used for this type of data.
What if I have multiple forms on a single page?
When Magic Forms detects multiple forms on a single page it attempts to use the form with the most fields. For example, a search form and a contact us form may exist on the same page. DailyStory will pick the Contact Us form because it will have more fields. However, sometimes we need a little help. Use the Advanced Form Settings to select the form submit button and set the id of the form.
My form was found, but I don't know how to map the fields
Sometimes the form fields use cryptic names like,
input_1.3. In these cases it's pretty difficult to know which field is used for which form value, e.g. first name. If you run into this please contact us and we can help setup your Magic Form.
Can I start an automation when someone submits a form?
Yes, use the Magic Form submitted trigger to start an automation in your campaign when a Magic Form is submitted.