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Getting Started
Contacts
Managing contacts
Contacts Overview
Editing contact records
Adding contacts manually using the Create Contact option
Adding contacts using the Import Bulk tool
Adding contacts using automation
Deleting contacts
Exporting contacts
Searching for contacts
Getting started with contacts search
Using direct free text search
Using advanced search
Filtering your search
Managing custom contact fields
Accessing the custom contact fields
Creating and editing custom contact fields
Sample custom field configuration
Enabling a custom field in search
FAQs: Contacts
Campaigns
Campaigns
Create or Edit a Campaign
Pause a Campaign
Delete a Campaign
Leads
Campaign Tracking Token
Campaigns Frequently Asked Questions
Segments
DailyStory Segments Guide
Create a Static Segment
Create a Dynamic Segment
Add Contacts to a Static Segment
Viewing the Contacts in a Segment
Deleting a Segment
Segment Frequently Asked Questions
Email Marketing
DailyStory Email Marketing Guide
Create or Edit an Email
Using the Email Designer
Email Options Menu
Email Designer Widgets
Preview an Email
Email Web View
Manage Senders
Send a Test Email
Sending an Email
Email Sending Guardrails
Send an email to a single contact
Email Designer Advanced Topics
Email Merge Tags
Edit Email Html and CSS
Import and Export Emails
Email Technical Details
Email Frequently Asked Questions
Email Designer Frequently Asked Questions
How to warm up an IP address
Troubleshooting email delivery
Text Message Marketing
DailyStory Text Message Marketing Guide
Create or Edit a Text Message
Send text to a single contact
Understanding Text Messaging costs
Send a test Text Message
Schedule a Text Message
Setting up Keywords for Text Message Replies
Replies to Text Messages
Text Message Replies Report
Opting out of Text Messages
Text Message Frequently Asked Questions
Features
File Manager
File Manager Guide
File Manager Frequently Asked Questions
Manage files and folders in File Manager
Landing Pages
Push Notifications
Tasks
Tracking Links
Tracking Links Guide
Create or Edit a Tracking Link
Test a Tracking Link
Tracking Link Advanced Options
Measure click performance and track link conversions
Tracking Link Metrics and Reporting
Tracking Links Frequently Asked Questions
Web Forms
Web Forms Guide
Create or Edit a Web Form
Design a Web Form
Styling your Web Form
Publishing your Web Form
Web Forms Frequently Asked Questions
Personalization
Personalization Guide
Features available for personalization
Built in Personalization Tokens
Custom Personalization Tokens
Using Conditional Logic with Personalization
Personalization Frequently Asked Questions
Magic Forms
Popups
Retargeting Pixel
Autopilot Automation
DailyStory Autopilot Guide
Design an Autopilot Automation
Autopilot Triggers
Autopilot Actions
Autopilot Conditions
View all Autopilot Automations
Autopilot Frequently Asked Questions
Integrations
Integrations Guide
How DailyStory integrates with Google Analytics
Mailgun and DailyStory integration
MINDBODY ONLINE and DailyStory integration
MINDBODY Frequently Asked Questions
reCAPTCHA and DailyStory integration
Salesforce and DailyStory integration
Twilio and DailyStory integration
Twilio Integration Frequently Asked Questions
Verint Community and DailyStory integration
WordPress and DailyStory Integration
Zapier and DailyStory Integration
GoToWebinar integration using Zapier
Account Setup and Configuration
Account Settings
Account Settings
Account Settings Frequently Asked Questions
Personal Settings
Personal Settings Frequently Asked Questions
Changing Your Password
Asset Preferences
DailyStory Users
Add a User to a Role
Understanding Role Permissions in DailyStory
Access Control using Roles
Create or Edit a Role
Grant Permissions in the Role
Delete a Role
Remove a User from a Role
Roles and Permissions Frequently Asked Questions
How to Find Your DailyStory Beacon
Install DailyStory Beacon in SquareSpace
Install DailyStory Beacon in WordPress
Manually Add the Beacon
Beacon Frequently Asked Questions
Test Lead
Steps for hosting your own subdomain with DailyStory
Technical Setup Guide
Personalization
Personalization Guide
Use DailyStory's Personalization engine to create content individually targeted to a contact's profile properties. Using personalization is as simple as displaying a person's firstname, {{user.firstn…
Features available for personalization
The Personalization Engine is available for the following features. Email. The use of Personalization within email is available in: Subject. Preview Text. Body. Plain Text Body. Text Messages. The us…
Built in Personalization Tokens
Below is a list of DailyStory's built-in tokens available for personalization: Contact field tokens. The following personalization tokens are unique to each individual contact. {{user.fullname}} - st…
Custom Personalization Tokens
Custom profile tokens correspond to custom fields you can add to your contact. When you add a custom profile field you will see a corresponding API Name: To use a custom profile token in DailyStory's…
Using Conditional Logic with Personalization
The DailyStory Personalization Engine automatically replaces the personalization token with the content associated with it. For example, for a contact whose first name is 'Anna' the personalization t…
Personalization Frequently Asked Questions
Below are some frequently asked questions about personalization. Can I use personalization in the subject of my email? Yes. The Subject, Preview Text, Body and Plain Text body of the email can all us…