New? Start Here
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
Using Subscription Preferences
Install DailyStory WordPress Plugin
Install DailyStory Beacon in SquareSpace
Install DailyStory Beacon in WiX
Beacon Frequently Asked Questions
Licensing and Usage
Choosing your Plan
Understanding Plan Usage
Free Plan (Freemium) Account Verification
Free Plan (Freemium) Limitations
Upgrading Your Subscription
Purchase Managed Services
Cancelling your DailyStory Service
Credit Card Declined
Setting Up A Subdomain
Permissions Frequently Asked Questions
DailyStory Developer Guide
Build Popular Campaigns
Find New Customers
Work with Contacts
Editing contact records
Adding contacts manually using the Create Contact option
Adding contacts using automation
Arranging order of custom contact record fields
Merge duplicate contacts
Making Contacts Inactive
Creating Contact Lists
DailyStory Segments Guide
Viewing the Contacts in a Segment
Disabling and Enabling Segments
Deleting and Restoring Deleted Segments
Archiving and Restoring Archived Segments
Add Contacts to a Static Segment
Building Exclude Segments
Create a Static Segment
Create a Dynamic Segment
Advanced Contact Searches
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
Work with Campaigns
DailyStory Campaigns Guide
Creating a campaign
Managing a Campaign
Add Contacts to a Campaign
Editing a campaign
Pausing or Unpausing a campaign
Deleting a campaign
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
Creating a Popup Using a Canva Image
Configuring a Popup's Basic Settings
Configuring a Popup's Display Options
Configuring a Popup's Layout Options
Popup Frequently Asked Questions
URL Shorteners Guide
Create or Edit a URL Shortener
Test a URL Shortener
URL Shortener Advanced Options
URL Shortener Metrics and Reporting
Measure click performance and track link conversions
URL Shorteners Frequently Asked Questions
Web Forms Guide
Setting up or Editing a Web Form
Design a Web Form
Styling your Web Form
Publishing your Web Form
Web Forms Frequently Asked Questions
Google Ads Conversion Tracking
Outbound Marketing Tools
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
Sending and Scheduling Emails
Mocking a forwarded or replied to 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
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
Transactional Email Guide
Send a Text Message Quick Start
DailyStory SMS Marketing Guide
Creating or Editing a Text Message
Sending and Scheduling 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
Custom SMS URL Shortener
Built in Personalization Tokens
Custom Personalization Tokens
Using Conditional Logic with Personalization
Personalization Frequently Asked Questions
Web Push Notifications
Point of Sale
GoToWebinar integration using Zapier
Save SMS Replies to Google Sheets using Zapier
DailyStory app for Slack
Google Analytics Integration
Google reCAPTCHA Integration
Google Lead Form Ads
Design an Automation
Exporting and Importing Automations
Automation Frequently Asked Questions
Reports and Dashboards Guide
Sent Emails Report
Sent Text Messages Report
Push Notifications Report
Web Activity Report
URL Shortener 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
ChatGPT Writing Assistant
Help & Support
Updated by Christy Cook
Below are some frequently asked questions about Campaigns.
What is the recommended campaign structure?
When creating a campaign, first we must consider where and how your leads are coming into the system.
1. Inbound Leads (leads coming into DailyStory from pop-ups, QR codes, landing pages, etc.
2. Existing Contacts (contacts that already exist in your database).
For lead acquisition campaigns, you will want to be specific about the type of campaign you're running. For example, you have a pop-up running on your website that takes leads and drops them into DailyStory. You may call this campaign Website Pop Up Campaign.
DailyStory will handle assigning leads to the appropriate campaign based on their origination (ex. A lead comes in from your Website Pop Up Campaign. It will be added to that campaign as a Lead).
Can a campaign have duplicate leads?
Leads can be added to a campaign in two ways:
- Using segments or adding manually
- Added through an acquisition tool, such as a web form
Using segments or adding 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 "Duplicates".
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.
How do I add segments to a campaign?
You can review how to add segments to a campaign here. It's important to note that you will not be able to schedule out assets until segments or leads are added to a campaign.
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 to. Check your campaign settings and ensure that you have leads assigned to the campaign. Review adding contacts to a campaign here. If you have added leads to a campaign, and still aren't seeing them, please sign out and sign back in.