Features

All Categories Features

Quick Start Guide

Navigating DailyStory

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

Deleting contacts

Exporting contacts

Merge duplicate contacts

Getting started with contacts search

Using direct free text search

Using advanced search

Filtering your search

Common searches used for segments

Accessing the custom contact fields

Creating and editing custom contact fields

Sample custom field configuration

Enabling a custom field in search

Accessing Tags

Creating Tags

Assigning Tags

Removing Tags

FAQs: Contacts

DailyStory Campaigns Guide

Create a Campaign

Add Contacts to a Campaign

Edit a Campaign

Pause a Campaign

Delete a Campaign

Leads in Campaigns

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

Email Marketing Guide

Create or Edit an Email

Using the Email Designer

Email Options Menu

Email Designer Widgets

Preview an Email

Manage Senders

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 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

Manage Email Revisions

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

Sending 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

Text Message Deliverability Score

Text Message Sending Guardrails

Autopilot Automation Guide

Design an Autopilot Automation

Autopilot Triggers

Autopilot Actions

Autopilot Conditions

View all Autopilot Automations

Autopilot Frequently Asked Questions

File Manager Guide

File Manager Frequently Asked Questions

Manage files and folders in File Manager

Landing Pages

Create or Edit a Landing Page

DailyStory Push Notification Marketing Guide

Push Notification Frequently Asked Questions

Tasks

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

Creating Popups

Configuring a Popup's Basic Settings

Configuring a Popup's Display Options

Configuring a Popup's Layout Options

Personalization Guide

Built in Personalization Tokens

Custom Personalization Tokens

Using Conditional Logic with Personalization

Personalization Frequently Asked Questions

Event Calendar

Magic Forms

Retargeting Pixel

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

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

Install DailyStory Beacon in WiX

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

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

First Engaged 1 Year Anniversary

Happy Birthday Campaign

How Are We Doing?

Event Calendar

The event calendar provides an overview of communication activities that have occurred or that are scheduled in the future. You can find the Event Calendar from Campaigns > Events. Note the Event Cal…

Updated 1 month ago by Rob Howard

Magic Forms

A DailyStory Magic Form enables you to integrate DailyStory with any web form on your website. This includes custom HTML forms or those built with other platforms such as Marketo, Eloqua, HubSpot and…

Updated 1 month ago by Rob Howard

Retargeting Pixel

A retargeting pixel is typically a few lines of JavaScript or HTML provided by your advertisement provider, such as Facebook. This code is used by advertisers to allow them to display targeted ads as…

Updated 1 month ago by Rob Howard