Managing contacts

Contacts Overview

A DailyStory contact refers to a single customer, or a prospective customer, managed by DailyStory. A contact can be part of multiple campaigns in DailyStory. For example, one contact can be simultan…

Richale Cabauatan
Updated 1 hour ago by Richale Cabauatan

Editing contact records

DailyStory enables you to edit a contact's record in the system as well as the contact's specific record in a campaign. Editing a contact's record in the system. Open a contact's record by selecting…

Richale Cabauatan
Updated 4 minutes ago by Richale Cabauatan

Adding contacts manually using the Create Contact option

Select Create Contact from the Contacts drop-down menu on the navigation bar. The page displays the Create a Contact form. Fill out the form with the new contact’s information, and then select Create…

Richale Cabauatan
Updated 1 hour ago by Richale Cabauatan

Adding contacts using the Import Bulk tool

You can use the Bulk Import tool to easily import contacts by bulk from a text or CSV file. To open the tool, select Import Contacts from the Contacts drop-down menu on the navigation bar. The page d…

Christy Cook
Updated 1 day ago by Christy Cook

Adding contacts using automation

To add contacts using automation, you have several options: Web Forms allow you to create a customized form to place on a landing page. Magic Forms allow you to link to forms already on your website.…

Christy Cook
Updated 1 day ago by Christy Cook

Deleting contacts

To delete a contact, open the contact's record. You can open a contact's record by selecting the contact's name on the Contacts page or from a search results list. In the Contact Insights box, select…

Richale Cabauatan
Updated 1 hour ago by Richale Cabauatan

Exporting contacts

With just a few clicks, you can easily export your contacts data from DailyStory into a CSV file. To export all your contacts or specific contacts from a results list, select the Export button locate…

Richale Cabauatan
Updated 1 hour ago by Richale Cabauatan

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