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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
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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
Exporting contacts
Arranging order of custom contact record fields
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Merge duplicate contacts
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Common searches used for segments
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Accessing the custom contact fields
Creating custom contact fields
Sample custom field configuration
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Editing and arranging custom contact fields
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FAQs: Contacts
Test Lead
Work with Campaigns
DailyStory Campaigns Guide
Creating a campaign
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Add Contacts to a Campaign
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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
Transactional Email Guide
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 Integrations
Automation
Content Managment
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CRM
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Flowhub Integration
Instamojo Integration
BigCommerce Integration
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Square Integration
Stripe Integration
Point of Sale
Reviews
Text Messaging
Utlity
Zapier
Zapier Integration
GoToWebinar integration using Zapier
Save SMS Replies to Google Sheets using Zapier
Integration for Slack
Calendly Integration
Google Analytics Integration
Google reCAPTCHA Integration
Zoom Integration
Verification
Integration Guide
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
Tasks
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Event Calendar
Retargeting Pixel
Help & Support
Using Automation
Automation Guide
DailyStory includes a friendly, drag-and-drop automation builder inside a campaign. You can model out complex user journeys and experiences using Triggers, Actions and Conditions. Common automation e…
Design an Automation
The automation designer is a drag-and-drop designer used to visually build automations. Automations are located inside a campaign and built with three elements: Triggers , Actions and Conditions. Col…
Automation Triggers
An automation in DailyStory is started using a trigger. Triggers determine how a contact enters the automation. For example: starting an automation when someone completes a form on your website. Trig…
Automation Actions
Actions are Autopilot blocks that perform an automated action typically after a trigger or condition is met. For example, send a welcome email when a visitor signs up. Actions are always related to t…
Automation Conditions
Automations in DailyStory support logic through the use of conditions. For example, was an email opened. Conditions are unique because they support logic Yes/No branching, i.e. if the email is opened…
Automations Dashboard
To view all automations navigate to Campaigns > All Automations : From this screen you can see the name of the automation, description, campaign it is associated with. The number of people who have c…
Exporting and Importing Automations
Export an automation. If you've built an automation and would like to use it again, you can export any automation using the Export option. Just click on the... options and select Export next to the a…
Automation Frequently Asked Questions
Below are some frequently asked questions when working with DailyStory's Autopilot automation system. Why am I not seeing my automation? We have 3 filters set up in the automation dashboard: Show Run…
