Account Setup and Configuration
Customize Your Account
Changing Your Password
Setup Your Billing
Account Settings Frequently Asked Questions
Personal Settings Frequently Asked Questions
Configure Your Account
Steps for hosting your own subdomain with DailyStory
Technical Setup Guide
Setting up your email domain with DailyStory
Installing the Beacon
Where to Find Your DailyStory Beacon
Manually Add the Beacon
Install DailyStory Beacon in SquareSpace
Install DailyStory Beacon in WiX
Beacon Frequently Asked Questions
Install DailyStory Beacon in WordPress
Google Analytics Integration
Google reCAPTCHA Integration
Verint Community Integration
GoToWebinar integration using Zapier
Contacts Feature Guide
Editing contact records
Adding contacts manually using the Create Contact option
Adding contacts using the Import Bulk tool
Adding contacts using automation
Arranging order of custom contact record fields
Merge duplicate contacts
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
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
DailyStory Campaigns Guide
Creating a campaign
Managing a Campaign
Add Contacts to a Campaign
Editing a campaign
Using campaign tracking token
Disabling or Enabling a campaign
Deleting a campaign
Cloning a campaign
File Manager Guide
Manage files and folders in File Manager
File Manager Frequently Asked Questions
Landing Page Guide
Creating Landing Pages Using the Content Gallery
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
Built in Personalization Tokens
Custom Personalization Tokens
Using Conditional Logic with Personalization
Personalization Frequently Asked Questions
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
Autopilot Automation Guide
Design an Autopilot Automation
View all Autopilot Automations
Exporting and Importing Automations
Autopilot Frequently Asked Questions
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
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
Configuring SPF, DKIM and DMARC
Text Message Marketing
DailyStory Text Message Marketing Guide
Text Message Sending Guardrails
Text Message Deliverability Score
Understanding Text Messaging Costs
Creating or Editing a Text Message
Sending a Test Text Message
Sending Text Messages
Sending Individual Text Messages
Text Message Replies Report
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
Text Message Password Protected Link
Opting into Text Messages
10 DLC Registration
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
Give Us Feedback
Updated by Rob Howard
Below are some frequently asked questions when working with DailyStory's Autopilot automation system.
Why weren't my contacts added to my automation?
Below are some of the common reasons why contacts weren't added to your automation:
The automation was not enabled
New automation are off by default and must be enabled.
The automation was enabled after a trigger condition was met
For example, if you have an existing campaign with leads and later add an Autopilot automation using a When added to a campaign trigger only leads added to the campaign after the automation is enabled are added to the automation.
This is done on purpose to ensure that existing leads in a campaign don't re-enter an automation designed for new leads.
The triggers were configured incorrectly
If you are using triggers to start your automation, such as "When email is clicked", make sure that the correct email is selected.
The contact didn't meet the trigger conditions
Examine the trigger used to start the automation to ensure it is setup correctly. Some triggers, like "When email is opened", will only start if a specific behavior takes place.
Can I edit or revise a saved automation?
Yes, however, this may impact contacts moving through the automation. We recommend only editing an automation when there are no leads in progress (see image below). And, a best practice is to first disable the automation, edit, save, and then enable it again.
In the screen shot below two Autopilot automations are active. The first has 0 leads in progress and the second has 2 leads in progress.
The first automation could be safely edited with no impact since no leads are moving through the automation. However, edits to the 2nd automation may cause those leads to not complete the automation.
The 'When page is visited' trigger isn't working
When using the 'When page is visited' trigger the URL must match exactly and the DailyStory beacon must be installed on the page.
What timezone is used?
For Autopilot triggers, actions and conditions that use a date/time, the DailyStory Account's timezone is used.
For example, the When past date/time trigger's properties enable you to specify a Date and Time when the trigger will fire. If the account's time zone is GMT-7 (Seattle) and the contact's time zone is GMT+1 (London), the trigger will fire at 9:00 AM GMT-7 (Seattle).
For actions that send emails, text messages, or push notifications DailyStory will attempt to use the contact's time zone.
For example, the Send an email action's properties enable you to specify a Send on or after along with Send Days:
If the account's time zone is GMT-7 (Seattle) and the contact's time zone is GMT+1 (London), the email would be sent at 9:00 am GMT+1 (London).
What does ...cannot have additional steps mean?
When building automations you may encounter this error message:
This is shown when you attempt to add a step to an automation that does not allow additional steps. Examples include actions such as: Go to, Restart automation and End automation. All of these actions either transfer the lead to another place in the automation or end the automation completely.
How can I re-run a lead through an automation?
To run a lead through an automation again:
1. Go to the campaign, example "Welcome Series"
2. Click the Leads tab
3. Select "Bulk Edit"
4. Check the record(s) you want to send through an automation
5. Click the "Add to Automation" link (opens popup)
6. Select the Automation
7. Click "Add"