All Categories Features

Navigating DailyStory

Quick Start Guide

Account Settings

DailyStory Users

Personal Settings

Changing Your Password

Asset Preferences

Setup Your Billing

Account Settings Frequently Asked Questions

Personal Settings Frequently Asked Questions

Steps for hosting your own subdomain with DailyStory

Technical Setup Guide

Where to Find Your DailyStory Beacon

Manually Add the Beacon

Install DailyStory Beacon in SquareSpace

Install DailyStory Beacon in WiX

Beacon Frequently Asked Questions

Install DailyStory Beacon in WordPress

Integrations Guide

How DailyStory integrates with Google Analytics

Mailgun and DailyStory integration

Mindbody 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

Weave integration for DailyStory

Remove a User from a Role

Understanding Role Permissions in DailyStory

Create or Edit a Role

Access Control using Roles

Add a User to a Role

Grant Permissions in the Role

Delete a Role

Roles and Permissions Frequently Asked Questions

Autopilot Automation Guide

Design an Autopilot Automation

Autopilot Triggers

Autopilot Actions

Autopilot Conditions

View all Autopilot Automations

Exporting and Importing Automations

Autopilot Frequently Asked Questions

DailyStory Campaigns Guide

Creating a campaign

Managing a Campaign

Add Contacts to a Campaign

Editing a campaign

Using campaign tracking token

Disabling or Enabling a campaign

Deleting a campaign

Campaign Archives

Cloning a campaign

FAQs: Campaigns

First Engaged 1 Year Anniversary

Happy Birthday Campaign

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

Arranging order of custom contact record fields

Merge duplicate 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

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

Accessing Tags

Creating Tags

Assigning Tags

Removing Tags

FAQs: Contacts

Test Lead

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

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

A/B Testing Guide

A/B Testing for Email

A/B Testing for Texts

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

Personalization Guide

Built in Personalization Tokens

Custom Personalization Tokens

Using Conditional Logic with Personalization

Personalization Frequently Asked Questions

Creating Popups

Configuring a Popup's Basic Settings

Configuring a Popup's Display Options

Configuring a Popup's Layout Options

Popup Frequently Asked Questions

QR Codes Guide

Create a QR Code Using the Code Builder

Create a QR Code Using a Tracking Link

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

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

Add Contacts to a Static Segment

Create a Static Segment

Building Exclude Segments

Create a Dynamic Segment

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

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 Individual Text Messages

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

Purchase Text Message Credits

Opting into Text Messages

How Are We Doing?

Features

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 11 months 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 11 months 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 11 months ago by Rob Howard