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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
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
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Install DailyStory WordPress Plugin
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Install DailyStory Beacon in WiX
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Connect With Other Apps
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
Searching for contacts
Getting started with contacts search
Using direct free text 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
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Using campaign tracking token
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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
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
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Web Forms Frequently Asked Questions
Outbound Marketing Tools
Email Marketing Guide
Create an Email from a Template
Using the Email Designer
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Email Designer Widgets
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Scheduling an Email
Send an Email to a Single Contact
Built-in Email Guardrails
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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
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
File Manager Guide
Manage files and folders in File Manager
File Manager Frequently Asked Questions
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Updated by Christy Cook
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.
Importing non-text data into custom contact fields
When importing data from a CSV file and mapping data to custom fields, it is important to consider the data format so that the data is imported correctly.
- Dates and time. Dates and times must be in the ISO 8601 standard format. For example, the date August 7, 2020 should be imported as 2020-08-07.
- Numbers. DailyStory supports two types of numbers whole numbers and decimals. Decimals numbers can only be imported into custom fields of type "Double".
- Yes/No & True/False. Fields that support a yes/no or true/false must have data imported as either Yes/True or No/False. Note, casing does not matter.
- String array. String array fields enable a contact to have multiple values for a single field. To import a string array use a semi-colon separated list of words. For example, for a custom field "products": Blue bikes;Red bikes;Green bikes.
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.
What happens if a contact in the import already exists?
DailyStory will attempt to "match" records on either the DailyStory Unique Id, email address, or mobile number. If a match is not found, a new record is created. If a match is found, the records are merged together and any new data in the import overrides data in the existing record.
Can I create a segment from an import?
Yes, it's easy to build a static segment using import. Simply create a CSV file with a single column containing either the DailyStory Unique Id, email address or mobile phone. Import this file and add the contacts to a segment or create a new segment.
If a contact is not found for the DailyStory Unique Id, email address ore mobile phone, a new contact will be created.
What happens if I create a segment from an import and some records already exist?
When creating a segment from an import file DailyStory will always first create records that it can't match (don't already exist). And then add everyone from the import to the named segment.
What happens when I import a list of existing contacts with additional fields?
If additional fields are mapped and the contact already exists, the mapped field will be updated with the new value. For example, to bulk update the country name of a set of existing contacts a CSV containing email address and country would be imported.
Will a sync service overwrite imported data?
Yes, if you are using one of DailyStory's sync integrations, such as Salesforce, the sync data is always considered the origin data and will overwrite any existing data.