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Getting Started
Contacts
Managing contacts
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
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
Campaigns
Managing Campaigns
Creating a campaign
Editing a campaign
Disabling or Enabling a campaign
Deleting a campaign
Cloning a campaign
Using campaign tracking token
Campaign Archives
Managing Campaign Leads
DailyStory Campaigns Guide
FAQs: Campaigns
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
Email Marketing
Email Marketing Guide
Create or Edit an Email
Using the Email Designer
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, CSS and AMP
Manage Email Revisions
Import and Export Emails
Email Technical Details
Troubleshooting Email Delivery
Bounced Email Guide
How to Warm-Up an IP address
Sending AMP Emails
Email Frequently Asked Questions
Email Designer Frequently Asked Questions
Text Message Marketing
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
Scheduling Text Messages
Sending a Single Text Message
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
Autopilot Automation
Autopilot Automation Guide
Design an Autopilot Automation
Autopilot Triggers
Autopilot Actions
Autopilot Conditions
View all Autopilot Automations
Autopilot Frequently Asked Questions
Features
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
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
Popups
Creating Popups
Configuring a Popup's Basic Settings
Configuring a Popup's Display Options
Configuring a Popup's Layout Options
Personalization
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
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 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
Install DailyStory Beacon in WiX
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
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
Campaign Quickstarts
Give Us Feedback
Managing custom contact fields
Accessing the custom contact fields
The custom contact fields attached to your account depend on what fields you create and which third-party applications are integrated with your DailyStory account. Note: Only users with Administrator…
Creating custom contact fields
To create new custom fields, from the DailyStory navigation bar, select Contacts > Manage Fields from the Contacts drop-down menu. On the Custom Contact Fields box, select Add field. The page display…
Sample custom field configuration
In the following sample configuration, a new custom contact field called Response Frequency is being created. The data type assigned to the new custom contact field is Text and the Pick list feature…
Enabling a custom field in search
When you're searching for contacts, you can use custom contact fields as filters to narrow down your search. The following is an example for when custom contact fields from MINDBODY ONLINE integratio…
Editing and arranging custom contact fields
Editing custom fields. To edit custom fields, select Contacts > Manage Fields from the main navigation bar. From the Customer Contact Fields list, click on the name of the field to edit its propertie…
