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Step 1: Finish Setting Up Your Account
Step 2: Bring in your contacts
Step 3: Create Customer Lists
Step 4: Set up Email Marketing
Step 5: Set up SMS Marketing
Step 6: Send your first campaign
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Build Popular Campaigns
Work with Contacts
Managing contacts
Contacts Guide
Editing contact records
Adding contacts manually using the Create Contact option
Importing contacts
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Merge duplicate contacts
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Creating Contact Lists
DailyStory Segments Guide
Viewing the Contacts in a Segment
Disabling and Enabling Segments
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FAQs: Segments
Add Contacts to a Static Segment
Building Exclude Segments
Create a Static Segment
Create a Dynamic Segment
Advanced Contact Searches
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Changing order of custom contact search fields
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Accessing the custom contact fields
Creating custom contact fields
Sample custom field configuration
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FAQs: Contacts
Test Lead
Work with Campaigns
DailyStory Campaigns Guide
Creating a campaign
Managing a Campaign
Add Contacts to a Campaign
Editing a campaign
Pausing or Unpausing a campaign
Deleting a campaign
Removing a Campaign from Archived Status
Cloning a campaign
FAQs: Campaigns
Archiving a Campaign
Inbound Marketing Tools
Landing Pages
Landing Page Guide
Creating or Editing a Landing Page
Using the Page Designer
Adding a Form to a Landing Page
Editing a Landing Page's HTML and CSS
Landing Page Frequently Asked Questions
Popups
Creating Popups
Creating a Popup Using a Canva Image
Configuring a Popup's Basic Settings
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Configuring a Popup's Layout Options
Popup Frequently Asked Questions
QR Codes
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URL Shorteners Guide
Create or Edit a URL Shortener
Test a URL Shortener
URL Shortener Advanced Options
URL Shortener Metrics and Reporting
Measure click performance and track link conversions
URL Shorteners Frequently Asked Questions
Web Forms
Web Forms Guide
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Web Forms Frequently Asked Questions
Cloning a web form
Google Ads Conversion Tracking
Magic Forms
Outbound Marketing Tools
Email Marketing
Email Designer Widgets
Email Designer Widgets
Text / HTML widget
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Email Marketing Guide
Create an Email from a Template
Using the Email Designer
Create or Edit an Email
Preview an Email
Send a Test Email
Manage Senders
Sending and Scheduling Emails
Mocking a forwarded or replied to email
Scheduling an Email
Send an Email to a Single Contact
Built-in Email Guardrails
Create an Email Template
Edit an Email Template
Manage Email Revisions
Email Designer Advanced Topics
Email Merge Tags
Edit Email HTML, CSS and AMP
Import and Export Emails
Email Technical Details
Troubleshoot Email Delivery
Bounced Email Guide
Send AMP Emails
Email Frequently Asked Questions
Email Designer Frequently Asked Questions
Cloning an email
Configuring SPF, DKIM and DMARC
Editing HTML in the Email Designer
Transactional Email Guide
Resending an Email
Managing auto-reply emails
SMS Marketing
Send a Text Message Quick Start
DailyStory SMS Marketing Guide
Creating or Editing a Text Message
Sending and Scheduling Text Messages
Sending a Test Text Message
Text Message Replies Report
Understanding Text Messaging Costs
Text Message Sending Guardrails
Text Message Deliverability Recommendations
Sending Individual Text Messages
Replies to Text Messages
Understanding Text Message Delivery Codes
Setting up Keywords for Text Message Replies
Opting out of Text Messages
Text Message Frequently Asked Questions
Copying a Text Message
Purchase Text Message Credits
SMS Links with Restricted Content
Opting into Text Messages
10DLC Registration
Cloning a text message
Randomized or Batched Sending
Text Message Conversations
Custom SMS URL Shortener
A/B Testing
Personalization
Personalization Guide
Built in Personalization Tokens
Custom Personalization Tokens
Using Conditional Logic with Personalization
Personalization Frequently Asked Questions
Push Notifications
Web Push Notifications
Using Integrations
Automation
Content Managment
CMS
CRM
Ecommerce
Flowhub Integration
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Graphics
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Productivity
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Zapier
Zapier Integration
GoToWebinar integration using Zapier
Save SMS Replies to Google Sheets using Zapier
DailyStory app for Slack
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Zoom Integration
Google Lead Form Ads
Verification
Integration Guide
Using Automation
Automation Guide
Design an Automation
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Automations Dashboard
Exporting and Importing Automations
Automation Frequently Asked Questions
Reporting Tools
Reports and Dashboards Guide
Dashboards
Sent Emails Report
Sent Text Messages Report
Push Notifications Report
Web Activity Report
URL Shortener Report
Popups Report
Who is Visiting Report
Paid Search Summary Report
Email OptOut Report
FAQs: Reports
Other Tools
File Manager
File Manager Guide
​Manage files and folders in File Manager
File Manager Frequently Asked Questions
File Manager Picker
Tasks
ChatGPT Writing Assistant
Campaign Calendar
Retargeting Pixel
Help & Support
Build Loyalty
Rate Us Campaign
We all want great customer ratings and for them to share the love! Automate the process of asking your customers to give you feedback and ratings. First, you'll need to decide what experience you wou…
Happy Birthday Campaign
Buildng loyalty with your customers is often as simple as celebrating milestones with them. In this article, we'll walk you through setting up a campaign that wishes them a Happy Birthday every year…