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
Below are some frequently asked questions about Campaigns.
What is the recommended campaign structure?
For lead acquisition campaigns, we recommend first creating a campaign called General Campaign, and then creating campaigns for the specific activities you want to track.
DailyStory will handle assigning leads to the appropriate campaign based on their origination.
Can a campaign have duplicate leads?
Leads can be added to a campaign in two ways:
- Using segments or added manually
- Added through an acquisition tool, such as a web form
Using segments or added manually
When using segments to populate a campaign it is not uncommon for a contact to exist in multiple segments. For example, a customer could be in the segments: "Customers", "2021 Conference Attendees", "Upsell Candidates".
When the segments are added to the campaign DailyStory will automatically remove duplicates so that a contact is in the campaign once.
Added through an acquisition tool. such as a web form
If your website uses a DailyStory form, popup, or magic form, it is entirely possible for a contact to get added to a campaign multiple times.
For example, if you have a contact us form on your website and you are using a DailyStory Magic Form to send a thank you message when the form is completed. It is completely possible that the same customer may complete that form multiple times.
After the first submission, subsequent leads added to the campaign for that contact are flagged as "Duplicate".
What happens when I delete a campaign?
When a campaign is deleted, it is moved to the Trash. The campaign, its assets, and automations are disabled. However, the campaign will not be permanently deleted and is recoverable from the Trash for up to seven days. After seven days, the campaign will be permanently deleted.
Once the campaign is deleted all assets associated with the campaign will be tagged as "Unassigned".
Why don't I see my campaign when trying to assign it to an asset?
In order for a campaign to be available to assign assets, it must be Active. Double check that you have enabled the campaign in the campaign settings.
What is an "Unassigned" campaign?
In your DailyStory account, you may see an email or other campaign asset associated with the campaign "Unassigned". The "Unassigned" campaign is a special type of campaign used when an asset is no longer associated with a campaign.
How do I archive a campaign?
To archive a campaign and retain the campaign activity mark, the campaign as disabled. Archiving a campaign retains all the data and assets for reporting purposes, but disables automations and other campaign automation.
What happens when a contact is added to a campaign?
When a contact is added to a campaign either directly or as part of a segment, the contact becomes a new lead and a lead record is created for that contact in the campaign. Next, if the campaign has an associated automation, the lead is automatically added to the automation. The lead becomes eligible to receive all scheduled assets of the campaign, such as emails, text messages, push notifications, etc. Additionally, if the campaign has automation or scoring rules in place, the lead is automatically run through them as well.
Why am I seeing this error message?
When there are no leads in a campaign and a message is scheduled, the following error message is shown:
The message may still be scheduled, but currently there are no recipients to send the message too. Check your campaign settings and ensure that you have leads assigned to the campaign.