Managing contacts

Contacts Feature Guide

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…

Rob Howard
Updated 1 week ago 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'…

Richale Cabauatan
Updated 2 months 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 2 months 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…

Rob Howard
Updated 4 weeks ago by Rob Howard

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…

Richale Cabauatan
Updated 2 months ago by Richale Cabauatan

Deleting contacts

DailyStory provides you the following methods for deleting contacts. Note: Deleted contacts can be restored to your account. If you want to restore some of your deleted contacts, contact the DailySto…

Richale Cabauatan
Updated 2 months 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 2 months ago by Richale Cabauatan

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…

Rob Howard
Updated 1 week ago by Rob Howard

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