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…
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…
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…
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…
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.…
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…
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…