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Step 1: Finish Setting Up Your Account
Step 2: Bring in your contacts
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Step 4: Set up Email Marketing
Step 5: Set up SMS Marketing
Step 6: Send your first campaign
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Work with Contacts
Managing contacts
Contacts Guide
Editing contact records
Adding contacts manually using the Create Contact option
Importing contacts
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Deleting Contacts
Merge duplicate contacts
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DailyStory Campaigns Guide
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Web Forms Guide
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Email Marketing Guide
Create an Email from a Template
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Cloning an email
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Transactional Email Guide
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SMS Marketing
Send a Text Message Quick Start
DailyStory SMS Marketing Guide
Creating or Editing a Text Message
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Personalization Guide
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Reports and Dashboards Guide
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File Manager Guide
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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…
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'…
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…
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. DailySto…
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…
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…
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…
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…
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…
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…