Personal Settings

Personal Settings enable you to configure options related to your login account for DailyStory. This includes settings, such as email address, time zone, notifications and more.

This guide provides a list of resources to help you get started with Personal Settings.

Accessing Personal Settings

You can access your personal settings from your user name menu or from the Account Settings > Personal Settings.

If services such as Email or Text Messaging are enabled for your account, the email address and mobile number you provide will be used to send test and confirmation messages. The mobile number will be used for confirmation and test text messages, and the email address will be used for confirmation and test emails sent to yourself.

Important

An email address is required to create a user in your account.

Setting Your Time Zone

The time zone determines how dates and times are shown and also is required when creating scheduled activities (emails, text messages and so on). If your time zone is not set, DailyStory will default to the time zone found in your Account Settings. If the time zone is not set in Account Settings or Personal Settings, DailyStory will default to UTC time.

Display Options

Use Display Options to configure how DailyStory will display values, such as money, dates and times.

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DailyStory does not manage currency conversions.

Notifications

There are many types of notifications that DailyStory sends. In the Notifications section, you can configure the types of notifications you receive.

Receive a daily summary email

The Daily Digest email is a digest email of all activities that occurred the previous day. It is sent at 7 a.m. every morning and contains metrics, such as leads created, page visitors, website sessions and more. It also includes a list of the leads (up to 25), a list of returning contacts (up to 25) and, when enabled, a list of identified anonymous visiting companies.

By default, new users in DailyStory are not subscribed to Daily Summary emails.

Receive new lead notifications

A new lead notification is sent whenever a new inbound lead is created in any campaign and recipients are set up to receive notifications. Notifications are not sent when leads are added to a campaign through segments.

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Note: New lead notifications are only sent when enabled within the campaign's settings.

For example, if a Magic Form is configured for a contact form on your website, whenever someone completes the form and DailyStory receives the lead, a new lead notification email is sent to any subscribers.

This setting prevents the user from receiving any new lead notifications.

Receive text message reply notifications

A text message reply notification is sent whenever someone replies to a text message and recipients are set up to receive notifications. If no recipients are configured to receive the reply, the account owner is sent the notification.

This setting prevents the user from receiving any text message reply notifications.

Receive the DailyStory newsletter

Opts the user in to receive the DailyStory newsletter.

Allow web push notifications

When enabled, a popup will appear and you will need to confirm that you will allow web push notifications sent from DailyStory:

Once allowed, some notifications will be sent as web push notifications. Additionally, the Send web push notification automation trigger can also be used.

Sign-in Account

If you manage multiple accounts within DailyStory you can identify which account is the account you are automatically logged into when you sign in to DailyStory.

Frequently Asked Questions

Below are some frequently asked questions about personal settings.

How do I change my password?

If you are already signed in to DailyStory, you can change your password by navigating to Account Settings > Change Password. If you are not signed in, or forgot your password, you can use the Forgot Password page to send yourself a reset password link.

What happens if I forgot my password?

If you forgot your password and cannot sign in to your DailyStory account, please use the reset password link. This will send an email to the email configured for your account. Clicking on this link will open a page where you can configure a new password. You will then be automatically signed in to your account.

How do I disable notifications for someone on my team?

Not everyone on your team may want or need notifications when new leads are created. To disable notifications, these users can log in to DailyStory and disable their Notifications. If you are the site owner, you can also disable notifications for them. In Account Settings, navigate to Users. Click on the user whose settings you wish to modify. Change their notification preferences, and click Save.

How do I change a password for someone on my team?

You cannot change the password for someone on your team. However, you can send them a link to reset their password. In Account Settings, navigate to Users. Click the Re-Invite button next to a user. This will send a link to the user that they can use to reset their password. Alternatively, anyone can go to the Forgot Password page and request for their password to be reset.

What happens if someone resets my password for me?

If someone, other than yourself, attempts to reset your password you will receive a Reset Password Notification to the email configured with your user account in DailyStory. However, until your password is changed, your existing password will continue to work. If you receive unwanted or unexpected emails to reset your password, someone may be attempting to gain access to your account. If this happens, please let us know.

Why are the dates and times shown differently than my local date and time?

If the dates and times shown next to any record in DailyStory do not appear to be correct, this may be because either your account time zone or your personal time zone has not been set correctly. All dates and times in DailyStory are stored in UTC, and they are converted to your local date and time (time zone) by settings first in your Account Settings and then in your Personal Settings.

How do I change the format used for dates and times?

To change the format used for dates and times, simply choose from the list in the Display Options of your Personal Settings.