- All Categories Autopilot Automation
Getting Started
Account Setup and Configuration
Customize Your Account
Account Settings
DailyStory Users
Personal Settings
Changing Your Password
Asset Preferences
Setup Your Billing
Account Settings Frequently Asked Questions
Personal Settings Frequently Asked Questions
Configure Your Account
Steps for hosting your own subdomain with DailyStory
Technical Setup Guide
Setting up Text Message Marketing
Setting up email marketing
Installing the Beacon
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
Manage Roles
Integrations
Integration Guide
BBCS Integration
Flowhub Integration
Google Analytics Integration
Google reCAPTCHA Integration
Konnektive Integration
Mailfloss Integration
Mailgun Integration
Mindbody Integration
NeverBounce Integration
RhinoFit Integration
Salesforce Integration
Slack Integration
Shopify Integration
Twilio Integration
Verint Community Integration
WordPress Integration
Zapier Integration
GoToWebinar integration using Zapier
Yotpo Integration
Weave Integration
Contacts
Managing contacts
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
Merge duplicate contacts
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
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
Campaigns
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
Features
A/B Testing
File Manager
File Manager Guide
Manage files and folders in File Manager
File Manager Frequently Asked Questions
Landing Pages
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
Personalization Guide
Built in Personalization Tokens
Custom Personalization Tokens
Using Conditional Logic with Personalization
Personalization Frequently Asked Questions
Popups
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
Push Notifications
Tasks
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
Web Push Notifications
Event Calendar
Magic Forms
Retargeting Pixel
Autopilot Automation
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
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
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
DailyStory SMS 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
Text Message Password Protected Link
Opting into Text Messages
10 DLC Registration
Send a Text Message Quick Start
Quickstarts
Reports
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
Manage Report Subscriptions
Give Us Feedback
Autopilot Automation
Autopilot Automation Guide
Autopilot is DailyStory’s friendly, drag-and-drop automation builder inside a campaign. You can model out complex user journeys and experiences using Triggers, Actions and Conditions. Common autopilo…
Design an Autopilot Automation
The Autopilot 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. Coll…
Autopilot 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…
Autopilot 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…
Autopilot 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…
View all Autopilot Automations
To view all Autopilot Automations navigate to Campaigns > Automations : From this screen you can see the name of the automation, description, campaign it is associated with. The number of people who…
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…
Autopilot Frequently Asked Questions
Below are some frequently asked questions when working with DailyStory's Autopilot automation system. Why weren't my contacts added to my automation? Below are some of the common reasons why contacts…
