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
Managing Static Segments
Managing Dynamic Segments
DailyStory Segments Guide
Viewing the Contacts in a Segment
Disabling and Enabling Segments
Deleting and Restoring Deleted Segments
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
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
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
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
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
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
Integration for Slack
Google Analytics Integration
Google reCAPTCHA Integration
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
File Manager Guide
Manage files and folders in File Manager
File Manager Frequently Asked Questions
ChatGPT Writing Assistant
Help & Support
Updated by Christy Cook
Integrations allow you to sync data and run services from other software platforms into DailyStory.
For example, integrating with the fitness platform, Mindbody, allows fields such as last visit, memberships and more, to sync directly with DailyStory. Utilizing this data helps build segments, run automations and keep your data up to date!
To configure an integration with one of our partners, log in to your DailyStory account and navigate to your
User Menu > Integrations.
You can also find this section in your Account Settings men under
SETUP > Integrations.
From the Integrations page, you can search by category or by name.
Current Integrations List
American Shaman Feathers is a custom business management and online point of sale platform for the American Shaman CBD franchise. Learn more about American Shaman integration.
Arfinn is a record management system for medical clinics. Automate every aspect of your medical clinic workflows with Arfinn's EMR, telehealth, and practice management platform. Learn more about Arfinn integration.
Blood Bank Computer Systems (BBCS)
Blood Bank Computer Systems, Inc. (BBCS) is a dedicated partner in the blood banking industry. Learn more about BBCS integration.
BigCommerce is a e-commerce platform offering software-as-a-service (SaaS) services for building and hosting online stores. Learn more about BigCommerce integration.
Calendly is an app for scheduling appointments, meetings, and events. Learn more about Calendly integration.
Clubspeed is the world’s leading venue management software for Family Entertainment Centers. Learn more about Clubspeed integration.
Facebook is a social networking site that makes it easy for you to connect and share with family and friends online.
Flowhub is the modern cannabis retail management platform for running a compliant dispensary that keeps up with the evolving industry. Learn more about Flowhub integration.
Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. Learn more about Google Analytics integration.
Google APIs enable integration with Google services, such as geocoding used in distance-based searches. Add your Google API keys to take advantage of these powerful features.
Google reCAPTCHA is a free service that protects your website from spam and abuse by adding a simple test. reCAPTCHA is available on DailyStory forms. Learn more about Google reCAPTCHA integration.
Gorgias enables merchants to manage their customer service channels in a unified platform. Learn more about Gorgias integration.
Instamojo is India's simplest online selling platform. Learn more about Instamojo integration.
Klaviyo is a marketing automation platform. Learn more about Klaviyo integration.
Konnektive is a customer transaction and campaign-management platform. Learn more about Konnektive integration.
Lightspeed C-Series is an e-commerce point-of-sale solution. Learn more about Lightspeed C-Series integration.
Lightspeed R-Series is a retail point-of-sale solution. Learn more about Lightspeed R-Series Integration.
Magento is a platform with built-in PHP, which helps programmers create eCommerce websites. Learn more about Magento integration.
Mailfloss is a bulk email verification service built for busy businesses. Learn more about Mailfloss integration.
Mailgun is an email platform used for sending transactional emails. Learn more about Mailgun integration.
Mindbody is a business management and online scheduling platform for health and wellness businesses. Learn more about Mindbody integration.
NeverBounce is an email verification and email cleansing service. Learn more about Neverbounce integration.
Plivo is an enterprise-grade communications platform with premium carrier network connectivity for messaging and voice calls. Learn more about Plivo integration.
RhinoFit is a feature-packed and easy-to-use member management platform designed for all types of fitness business models, such as gyms, dojos, boot camps, CrossFit and personal trainers. Learn more about RhinoFit integration.
Salesforce is a sales-automation platform. Learn more about Salesforce integration.
Shopify is subscription-based software that allows anyone to set up an online store and sell their products. Learn more about Shopify integration.
Slack is a messaging app for businesses that connects people to the information they need. Learn more about Slack integration.
Square Online is a robust platform that covers your website, the items you sell online, online order fulfillment, and much more. Learn more about Square integration.
Twilio is a cloud communications platform for sending SMS messages. Learn more about Twilio integration.
Verint is an online community platform. Learn more about Verint Community integration.
WooCommerce is an open-source e-commerce plugin for WordPress. It is designed for small to large-sized online merchants using WordPress. Learn more about WooCommerce integration.
The DailyStory WordPress integration is simple to set up and easy to use. The integration makes use of a DailyStory plugin for WordPress. Just install the plugin, and you'll be ready to use the integration. Learn more about WordPress integration.
Yotpo is an e-commerce marketing platform with the most advanced solutions for customer reviews, visual marketing, loyalty, referrals and SMS marketing. Learn more about Yotpo integration.
Zapier is an automation platform that makes it easy to connect your favorite applications to DailyStory. Our Zapier integration is in private beta. Please contact us if you are interested in using it. Learn more about Zapier integration.
Zoho Bigin CRM is a CRM used to convert more leads, engage with customers, and grow revenue. Learn more about Zoho Bigin integration.