Managing contacts

Contacts Guide

A DailyStory contact refers to a single customer record managed by DailyStory. Viewing all of your contacts. To view all your contacts, navigate to Contacts > All Contacts from the top navigation bar…

Rob Howard
Updated by Rob Howard

Editing contact records

DailyStory enables you to edit a contact's main record in the system and the contact's specific record in a campaign. Editing a contact's record in the system (contact's main record). Open a contact'…

Christy Cook
Updated by Christy Cook

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…

Christy Cook
Updated by Christy Cook

Importing contacts

Review our video tutorial on Importing Contacts, or keep scrolling for step-by-step instructions:. You can use the Bulk Import tool to easily import contacts by bulk from a text or CSV file. Note: Da…

Christy Cook
Updated by Christy Cook

Adding contacts using automation

You can use the following automation methods to automatically register your customers as contacts in your DailyStory system. Campaigns. When an unregistered customer subscribes to any of your campaig…

Christy Cook
Updated by Christy Cook

Exporting contacts

With just a few clicks, you can easily export your contacts data from DailyStory into a CSV file. Exporting all contacts. Navigate to Contacts > All Contacts.. Select the Export link located in the t…

Christy Cook
Updated by Christy Cook

Arranging order of custom contact record fields

To change the order of how the custom fields appear on a contact record, select Contacts > Manage Custom Fields from the main navigation bar. Select the grid icon next to the field name to drag and p…

Christy Cook
Updated by Christy Cook

Deleting Contacts

There are multiple ways to delete contacts. Deleting a contact from inside a contact's record. Deleting a contact from a search list using Bulk Edit. A contact's delete status can not be executed unt…

Christy Cook
Updated by Christy Cook

Merge duplicate contacts

While DailyStory does everything possible to prevent duplicate contacts, duplicates will occur. For example, if a contact was added manually with one email address and completed a pop-up using anothe…

Christy Cook
Updated by Christy Cook

Making Contacts Inactive

There are multiple ways to make a contact inactive. Changing a contact's status from inside their contact record. Changing multiple contact's status from a search list using Bulk Edit. Inactive conta…

Christy Cook
Updated by Christy Cook

Contact