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
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
Creating a campaign
Editing a campaign
Disabling or Enabling a campaign
Deleting a campaign
Cloning a campaign
Using campaign tracking token
Managing Campaign Leads
DailyStory Campaigns Guide
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
Email Marketing Guide
Create or Edit an Email
Using the Email Designer
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, CSS and AMP
Manage Email Revisions
Import and Export Emails
Email Technical Details
Troubleshooting Email Delivery
Bounced Email Guide
How to Warm-Up an IP address
Sending AMP Emails
Email Frequently Asked Questions
Email Designer Frequently Asked Questions
Text Message Marketing
DailyStory Text Message 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 a Single Text Message
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
Opting into Text Messages
Autopilot Automation Guide
Design an Autopilot Automation
View all Autopilot Automations
Autopilot Frequently Asked Questions
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
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
Popup Frequently Asked Questions
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
The DailyStory integration with Twilio enables you to use the power of DailyStory's marketing and automation tools with a powerful cloud communications platform: Twilio
When enabled, Twilio allows you to:
- Send text message campaigns and receive text message replies.
- Send push notifications to iOS and Android apps registered to your contacts.
Configuring Twilio Integration
There are several steps required to configure DailyStory and Twilio integration.These steps are detailed below.
- Create a Twilio Account
Visit Twilio and create an account.
You can create a free account that comes with enough credits for you to experiment with DailyStory's Twilio integration, but we recommend upgrading to a paid acount as quickly as possible. You can start with as low as $20 as a credit on your Twilio account.
We also strongly encourage enabling "Auto Recharge" when you setup Twilio your biling information. This will automatically refill your account so that your balance never goes to zero.
- Twilio API Credentials
After creating your account, you are ready for the first setp to connect Twilio to DailyStory.
When you are logged in to your Twilio account, navigate to your Dashboard for your API Credentials. Copy the Account SID and Auth Token. You will need these values in step 8.
- Purchase a Twilio Phone Number (required for Text Messages)
To enable DailyStory to send Text Messages, you need to configure a phone number in Twilio. Navigate to Phone Numbers > Buy a Number. You can search for an area code and number closest to your business number. Once you have created a phone number in Twilio, you can find it in your Twilio console as <Active Numbers>.
- Twilio Notify (required for Push Notifications)
Push Notifications will only be sent to Contacts that opted in to receive Push Notifications on their iOS or Android device and the App registers the device id with DailyStory.
Once added to your account, click the blue button "Create Messaging Service" or select and existing messaging service.
- Configure SMS Messaging Service
Navigate to Programmable > SMS to create a new SMS Messaging Service in Twilio. This messaging service will give DailyStory access to numerous Twilio features and manage delivery of your text messages.
Create a new Messaging Service by clicking the blue plus button. This will open a popup window. Give your messaging service a friendly name and select "Marketing, 2-Way":
- Configure the new messaging service:
Select the option to "Send an incoming_message webhook" this will allow DailyStory to receive replies to your text messages.
In DailyStory navigate to
Admin > Integrations > Twilio and copy the Inbound Webhook URL (right click and copy URL):
Enter this value in the message service Request URL.
- Add phone numbers
The last step in Twilio is to add your phone numbers to your new messaging service. Just click the blue plus button to add numbers you already purchased. From the Programmable SMS page, select Sender Pool.
Here you will find any number associated with your account. To add a number you purchased to your sender pool, click the Add Senders button.
- Configure DailyStory
In DailyStory navigate to
Admin > Integrations > Twilio and select the Twilio integration:
- Enter the Account SID and Auth Token from step 2.
- Enter one of the purchased phone numbers (this will be your primary number) from step 3.
- Enter the Message Service ID from step 6.
- Optionally enter the Service ID for Push Notifications from step 4.
Next, click Save.
DailyStory will attempt to send a test SMS to the phone number you configured for DailyStory. This text message is sent to verify the integration is properly setup.
If you received an error when saving your Twilio credentials it means that something is misconfigured with Twilio.
First, we recommend double-checking the Account SID and Auth Token to ensure that the values are the same as the values provided in Twilio. This is the most common problem.
Next, double-check that the mobile phone number used by DailyStory is a valid and working. The mobile phone can be found in Admin > Personal Settings.