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
Merge duplicate contacts
Searching for contacts
Getting started with contacts search
Using direct free text search
Using advanced search
Filtering your search
Common searches used for segments
Managing custom contact fields
Accessing the custom contact fields
Creating and editing custom contact fields
Sample custom field configuration
Enabling a custom field in search
DailyStory Campaigns Guide
Create a Campaign
Add Contacts to a Campaign
Edit a Campaign
Pause a Campaign
Delete a Campaign
Leads in Campaigns
Campaign Tracking Token
Campaigns Frequently Asked Questions
DailyStory Segments Guide
Create a Static Segment
Create a Dynamic Segment
Add Contacts to a Static Segment
Viewing the Contacts in a Segment
Deleting a Segment
Segment Frequently Asked Questions
Email Marketing Guide
Create or Edit an Email
Using the Email Designer
Email Options Menu
Email Designer Widgets
Preview an Email
Send a Test Email
Sending an Email
Email Sending Guardrails
Scheduling an Email
Send an email to a single contact
Email Designer Advanced Topics
Email Merge Tags
Edit Email Html and CSS
Import and Export Emails
Email Technical Details
Email Frequently Asked Questions
Email Designer Frequently Asked Questions
How to warm up an IP address
Troubleshooting email delivery
Manage Email Revisions
Text Message Marketing
DailyStory Text Message Marketing Guide
Create or Edit a Text Message
Send text to a single contact
Understanding Text Messaging costs
Send a test Text Message
Sending a Text Message
Setting up Keywords for Text Message Replies
Replies to Text Messages
Text Message Replies Report
Opting out of Text Messages
Text Message Frequently Asked Questions
Text Message Deliverability Score
Text Message Sending Guardrails
Autopilot Automation Guide
Design an Autopilot Automation
View all Autopilot Automations
Autopilot Frequently Asked Questions
File Manager Guide
File Manager Frequently Asked Questions
Manage files and folders in File Manager
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
Configuring a Popup's Basic Settings
Configuring a Popup's Display Options
Configuring a Popup's Layout Options
Built in Personalization Tokens
Custom Personalization Tokens
Using Conditional Logic with Personalization
Personalization 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
Account Setup and Configuration
Account Settings Frequently Asked Questions
Personal Settings Frequently Asked Questions
Changing Your Password
Add a User to a Role
Understanding Role Permissions in DailyStory
Access Control using Roles
Create or Edit a Role
Grant Permissions in the Role
Delete a Role
Remove a User from a Role
Roles and Permissions Frequently Asked Questions
How to Find Your DailyStory Beacon
Install DailyStory Beacon in SquareSpace
Install DailyStory Beacon in WordPress
Manually Add the Beacon
Beacon Frequently Asked Questions
Steps for hosting your own subdomain with DailyStory
Technical Setup Guide
Install DailyStory Beacon in WiX
How DailyStory integrates with Google Analytics
Mailgun and DailyStory integration
MINDBODY ONLINE and DailyStory integration
MINDBODY Frequently Asked Questions
reCAPTCHA and DailyStory integration
RhinoFit and DailyStory Integration
Salesforce and DailyStory integration
Twilio and DailyStory integration
Twilio Integration Frequently Asked Questions
Verint Community and DailyStory integration
WordPress and DailyStory Integration
Zapier and DailyStory Integration
GoToWebinar integration using Zapier
Slack integration for DailyStory
Give Us Feedback
Updated by Rob Howard
You can use the Bulk Import tool to easily import contacts by bulk from a text or CSV file. To open the tool, select Import Contacts from the Contacts drop-down menu on the navigation bar. The page displays the Contact Import tool window.
To import contacts from a text or CSV file, follow these steps:
1. Creating a text or CSV file
Gather your contacts data in a text file or a CSV file. The file will be used as the import source for your contacts data.
Using a text file
When using a text file, each contact information set should start with a new row, while each information should be separated by a comma with no space. Contact information that contains spaces or other symbols should be enclosed in double quotation marks. See the following example.
"Valerie Ruel",email@example.com,"Demo Companny"
"Melody Webster",firstname.lastname@example.org,"Demo Company"
"Lela Davis",email@example.com,"Demo Company"
"Craig Blum",firstname.lastname@example.org,"Demo Company"
Copy-paste the data into the Bulk Import tool text box. Select Next, and then proceed to step 2.
Using a CSV file
When using a CSV file, each contact information set should be entered on a new row, while each information should be separated into cells. See the following example.
It's easy to create a CSV file from Excel, Numbers or Google Sheets. We also have a sample CSV file you can use.
Select the Select a CSV file button to load your CSV file, and then select Next. Proceed to step 2.
2. Map the contacts data to DailyStory fields
After your data is loaded, the first set of your contacts data is displayed in the Import Contacts box. The number of contacts imported is also displayed in the box.
In this box, you will see two columns: COLUMN TO IMPORT and MAP INTO CONTACT FIELD. The COLUMN TO IMPORT column attempts to categorize each contact information type present in your imported data. Meanwhile, the MAP INTO CONTACT FIELD column displays a drop-down list of DailyStory contact fields.
Map your contacts data to their corresponding contact field. You can also choose not to map a field by leaving the Ignore this field option as its corresponding value.
Optional: Import and add tags to imported contacts
If you want to import contacts with tags add a column to your import CSV and provide a semi-colon separated list of tags. Next, select Tags as the MAP INTO CONTACT FIELD:
This will create any tags that do not exist and add the specified tags to the contact.
Optional: Add your imported contacts to a segment
If you think you might want to look back at a specific list you imported, it’s a good practice to create a new segment during the import process. You can always delete or disable this segment in the future. Before you import, you can add your imported contacts to a new or existing static segment. During import, new contacts can only be added to static segments.
- Select New Segment, and then enter the name of the new segment.
- Select Existing Segment, and then select any of the available segments from the drop-down list.
For more information about managing segments in DailyStory, refer to Segments.
3. Import your contacts
After mapping your contacts data, select Import Contacts. DailyStory adds your contacts to the system and sends you a confirmation email.
Frequently Asked Questions
Why does the number imported not match the number in my segment?
If you import a list of 300 contacts that already exist for the purpose of creating a segment, the number of contacts in the segment may not always match the number of contacts imported. Only Active contacts are added to the segment. If a contact is marked as Deleted, Inactive, Bounced, etc. then the contact is not added to the segment.