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
Searching for contacts
Getting started with contacts search
Using direct free text search
Using advanced search
Filtering your search
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
Create or Edit a Campaign
Pause a Campaign
Delete a Campaign
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
DailyStory Email Marketing Guide
Create or Edit an Email
Using the Email Designer
Email Options Menu
Email Designer Widgets
Preview an Email
Email Web View
Send a Test Email
Sending an Email
Email Sending Guardrails
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
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
Schedule 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
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
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
Features available for personalization
Built in Personalization Tokens
Custom Personalization Tokens
Using Conditional Logic with Personalization
Personalization Frequently Asked Questions
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
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
Updated by Richale Cabauatan
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.
What happens when I delete a campaign?
When a campaign is deleted, it is moved to the Trash. The campaign, its assets, and workflows 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 workflows 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 workflow, the lead is automatically added to the workflow. 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.