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 Text Message Marketing
Setting up email marketing
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
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
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
Web Push Notifications
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
Cloning an email
Configuring SPF, DKIM and DMARC
Editing HTML in the Email Designer
DailyStory SMS 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
Send a Text Message Quick Start
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
Manage Report Subscriptions
Give Us Feedback
Table of Contents
Updated by Rob Howard
DailyStory brings process, consistency, and measurement to your digital marketing campaigns. We've put together this Quick Start Guide to help you get up and running fast!
To get the most out of DailyStory we recommend following the steps in this guide.
1. Enter your account details
First, you will need to setup a few basic account details so you can take advantage of all the built in personalization, such as setting your time zone.
For a full walk through of all the account details, visit the Customize Your Account article.
- Account Settings: name your account, select the account owner, upload your logo and then be sure to fill all of your company address information, website address and social media links. These will auto-populate throughout the system as you create content.
- Personal Settings: the system will use your personal settings for sending you test messages and timestamping activities.
- Add Users: add additional users to your account
2. Setup website integration
DailyStory integrates with your website for visitor tracking, popups, forms, and more.
This requires that you install the DailyStory Beacon (Tracking Tag) located in the
Account Settings > Website.
3. Setup email marketing
To configure your email marketing, you'll just need to add a few DNS records. These help ensure that when DailyStory sends email on your behalf email recipients can verify the authenticity of your email -- this helps ensure your email makes it to the inbox.
Follow this step-by-step process in the article, Setting up your email domain with DailyStory.
If you don't plan on using email marketing, you can skip this step and set it up later.
4. Setup text message marketing
To configure your text message marketing, you'll just need to configure your billing options and select your phone numbers.
If you don't plan on using text message marketing, you can skip this step and set it up later.
5. Add your contacts
To run an email or text message campaign, you'll first need to add your contacts.
There are several ways to add contacts to your DailyStory account. The simplest way to start is to add yourself manually by navigating to
Contacts > Create Contact.
Here are articles on other ways to add contacts:
- Integrate with your CRM
- Manually add them
- Import an existing list
- Start from scratch and find new contacts
6. Create your first campaign
Campaigns are a cornerstone feature of DailyStory. Everything in DailyStory is associated back to a campaign. We recommend you create campaigns for activities you want to track or measure, such as a Newsletter campaign, Happy Birthday, Google AdWords, New Member Welcome, and more.
Follow this step-by-step process in the article, Create your first campaign.
To create your first campaign, navigate to
Campaigns > Create Campaign. All you need is a name and description to create your campaign, but you'll eventually need to add leads (contacts) and content (we call assets).
7. Add contacts to a campaign
There are several ways to add contacts to a campaign - a contact in a campaign is called a "lead":
- Manually using the Add Lead button and completing the Create Lead form.
- From within a contact record you can add a contact to a campaign from their contact record.
- Using Segments grouped contacts in DailyStory are called segments.
- Forms on your website when visitors complete either a Web Form or Magic Form.
- Popups on your website when visitors share their email address in a Popup.
- Texting a keyword when people text a keyword to your account number.
- API when the API is used to create a new lead, such as through Zapier integration or the REST API.
Example scenario: If Elon Musk registers for your Newsletter Signups campaign, Elon Musk becomes a lead in your campaign. You will see his lead record in the campaign.
6. Create your first message
To add a campaign asset, click on the Assets tab and then click on
+ Add Asset. From here you can pick the type of asset to add.