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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
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Work with Contacts
Managing contacts
Segments
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
FAQs: Segments
Contacts Feature Guide
Editing contact records
Adding contacts manually using the Create Contact option
Importing contacts using the Import Bulk tool
Adding contacts using automation
Deleting contacts
Exporting contacts
Arranging order of custom contact record fields
Deleting Contacts
Merge duplicate contacts
Making Contacts Inactive
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
Managing tags
FAQs: Contacts
Test Lead
Work with Campaigns
DailyStory Campaigns Guide
Creating a campaign
Managing a Campaign
Add Contacts to a Campaign
Editing a campaign
Using campaign tracking token
Pausing or Unpausing a campaign
Deleting a campaign
Campaign Archives
Cloning a campaign
FAQs: Campaigns
Inbound Marketing Tools
Landing Pages
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
Popups
Creating Popups
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
QR Codes
Tracking Links
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
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
Google Ads Conversion Tracking
Magic Forms
Outbound Marketing Tools
Email Marketing
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
Manage Senders
Send an Email
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
How to Warm-Up an IP address
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
SMS Marketing
Send a Text Message Quick Start
DailyStory SMS Marketing Guide
Creating or Editing a Text Message
Sending 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
10DLC Registration
Custom SMS URL Shortener
A/B Testing
Personalization
Personalization Guide
Built in Personalization Tokens
Custom Personalization Tokens
Using Conditional Logic with Personalization
Personalization Frequently Asked Questions
Push Notifications
Web Push Notifications
Using Automation
Automation Guide
Design an Automation
Automation Triggers
Automation Actions
Automation Conditions
Automations Dashboard
Exporting and Importing Automations
Automation Frequently Asked Questions
Reporting Tools
Reports and Dashboards Guide
Dashboards
Sent Emails Report
Sent Text Messages Report
Sent Push Notifications Report
Web Activity Report
Tracking Links Report
Popups Report
Who is Visiting Report
Paid Search Summary Report
Email OptOut Report
FAQs: Reports
Other Tools
File Manager
File Manager Guide
Manage files and folders in File Manager
File Manager Frequently Asked Questions
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Web Forms
Web Forms Guide
DailyStory allows you to create new web forms or link to forms you already have on your website. Linking up to forms already on your website are called Magic Forms in DailyStory. You can also create…
Create or Edit a Web Form
To create or edit a Web Form navigate to Inbound > Web Forms. Here you will find a list of all the Web Forms. To edit a Web Form, click it. To create a new Web Form, click the hamburger menu and sele…
Design a Web Form
Building Web Forms with the DailyStory Web Form designer is simple. In the designer, a completed form may look something like this - with multiple text boxes, a reCAPTCHA and a submit button: Adding…
Styling your Web Form
If you include a DailyStory Web Form in a Landing Page or embedded in your website, you may want to add custom CSS to style your form. The table below provides some guidance on the CSS classes suppor…
Publishing your Web Form
A web form created in DailyStory can be published several ways: Hosted form - automatically created for every web form. Application integration - see the WordPress shortcode. Embed in a DailyStory La…
Web Forms Frequently Asked Questions
Below are some common questions regarding DailyStory's Web Forms. Can I use a web form by itself? Yes, every web form includes a pre-built form landing page. Just click on the URL of the web form whe…
Google Ads Conversion Tracking
Google Ads supports the ability to track conversions as page views or when a user completes an action, such as submitting a form. This article details how to track conversions when a visitor submits…
