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Getting Started
Contacts
Managing contacts
Contacts Overview
Editing contact records
Adding contacts manually using the Create Contact option
Adding contacts using the Import Bulk tool
Adding contacts using automation
Deleting contacts
Exporting contacts
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
FAQs: Contacts
Campaigns
Campaigns
Create or Edit a Campaign
Pause a Campaign
Delete a Campaign
Leads
Campaign Tracking Token
Campaigns Frequently Asked Questions
Segments
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
Email Marketing
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
Manage Senders
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
Features
File Manager
File Manager Guide
File Manager Frequently Asked Questions
Manage files and folders in File Manager
Landing Pages
Push Notifications
Tasks
Tracking Links
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 Link Metrics and Reporting
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
Personalization
Personalization Guide
Features available for personalization
Built in Personalization Tokens
Custom Personalization Tokens
Using Conditional Logic with Personalization
Personalization Frequently Asked Questions
Magic Forms
Popups
Retargeting Pixel
Autopilot Automation
DailyStory Autopilot Guide
Design an Autopilot Automation
Autopilot Triggers
Autopilot Actions
Autopilot Conditions
View all Autopilot Automations
Autopilot Frequently Asked Questions
Integrations
Integrations Guide
How DailyStory integrates with Google Analytics
Mailgun and DailyStory integration
MINDBODY ONLINE and DailyStory integration
MINDBODY Frequently Asked Questions
reCAPTCHA 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
Account Setup and Configuration
Account Settings
Account Settings
Account Settings Frequently Asked Questions
Personal Settings
Personal Settings Frequently Asked Questions
Changing Your Password
Asset Preferences
DailyStory Users
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
Test Lead
Steps for hosting your own subdomain with DailyStory
Technical Setup Guide
Web Forms
Web Forms Guide
A DailyStory Web Form enables you to create forms using a simple drag-and-drop designer. Once your form is built it can be used on your website, standalone, in a DailyStory landing page or elsewhere.…
Create or Edit a Web Form
To create or edit a Web Form navigate to Acquisition > 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…
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: Application integration - such as the WordPress shortcode. DailyStory Landing Page - embed a form in a DailyStory Landing Page. Stand a…
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…