- All Categories
- Work with Contacts Managing tags
New? Start Here
Navigation Tour
Step 1: Set up your account
Step 2: Bring in your contacts
Step 3: Create customer lists
Step 4: Set up email
Step 5: Set up text messaging
Step 6: Create your first campaign
Your DailyStory Settings
Company Settings
Personal Settings
Personal Settings
Manage Personal Subscriptions
Changing Your Password
Personal Settings Frequently Asked Questions
Account Setup
Setting up Email Marketing
Setting up Text Message Marketing
Integrating With Your Website
Using Subscription Preferences
Install DailyStory WordPress Plugin
Install DailyStory Beacon in SquareSpace
Install DailyStory Beacon in WiX
Beacon Frequently Asked Questions
Licensing and Usage
Choosing your Plan
Understanding Plan Usage
Free Plan (Freemium) Account Verification
Free Plan (Freemium) Limitations
Upgrading Your Subscription
Purchase Managed Services
Cancelling your DailyStory Service
Credit Card Declined
Advanced Settings
Permissions
Subaccounts
Setting Up A Subdomain
Permissions Frequently Asked Questions
DailyStory Developer Guide
Audit Log
Block List
Customer Support
Build Popular Campaigns
Work with Contacts
Managing contacts
Segments
Managing Static Segments
Managing Dynamic Segments
DailyStory Segments Guide
Viewing the Contacts in a Segment
Disabling and Enabling Segments
Deleting and Restoring Deleted Segments
Archiving and Restoring Archived Segments
FAQs: Segments
Contacts Feature Guide
Editing contact records
Adding contacts manually using the Create Contact option
Importing contacts using the Import Bulk tool
Adding contacts using automation
Exporting contacts
Arranging order of custom contact record fields
Deleting Contacts
Merge duplicate contacts
Making Contacts Inactive
Searching for contacts
Getting started with contacts search
Using direct free text search
Using advanced search
Changing order of custom contact search fields
Filtering your search
Common searches used for segments
Managing custom contact fields
Accessing the custom contact fields
Creating custom contact fields
Sample custom field configuration
Enabling a custom field in search
Editing and arranging custom contact fields
Managing tags
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
Campaign Archives
Cloning a campaign
FAQs: Campaigns
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
Configuring a Popup's Display Options
Configuring a Popup's Layout Options
Popup Frequently Asked Questions
QR Codes
Tracking Links
Tracking Links Guide
Create or Edit a Tracking Link
Test a Tracking Link
Tracking Link Advanced Options
Tracking Link Metrics and Reporting
Measure click performance and track link conversions
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
Google Ads Conversion Tracking
Magic Forms
Outbound Marketing Tools
Email Marketing
Email Marketing Guide
Create an Email from a Template
Using the Email Designer
Create or Edit an Email
Email Designer Widgets
Preview an Email
Send a Test Email
Manage Senders
Send an Email
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
How to Warm-Up an IP address
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
SMS Marketing
Send a Text Message Quick Start
DailyStory SMS Marketing Guide
Creating or Editing a Text Message
Sending Text Messages
Sending a Test Text Message
Text Message Replies Report
Understanding Text Messaging Costs
Text Message Sending Guardrails
Text Message Deliverability Score
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
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
Instamojo Integration
BigCommerce Integration
Konnektive Integration
Lightspeed Integration
Magento Integration
Shopify Integration
Weave Integration
WooCommerce Integration
Square Integration
Stripe Integration
Point of Sale
Reviews
Text Messaging
Utlity
Zapier
Zapier Integration
GoToWebinar integration using Zapier
Save SMS Replies to Google Sheets using Zapier
Integration for Slack
Calendly Integration
Google Analytics Integration
Google reCAPTCHA Integration
Zoom Integration
Verification
Integration Guide
Using Automation
Automation Guide
Design an Automation
Automation Triggers
Automation Actions
Automation Conditions
Automations Dashboard
Exporting and Importing Automations
Automation Frequently Asked Questions
Reporting Tools
Reports and Dashboards Guide
Dashboards
Sent Emails Report
Sent Text Messages Report
Sent Push Notifications Report
Web Activity Report
Tracking Links 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
Tasks
ChatGPT Writing Assistant
Event Calendar
Retargeting Pixel
Help & Support
Managing tags
Accessing Tags
Tags are words or phrases used to describe your contacts. Tags enable a virtually unlimited degree of organization for your contacts and are designed to be added and removed quickly and easily. Use t…
Creating Tags
To create a tag, navigate to the Manage Tags page from the Contacts menu on the navigation bar or the hamburger menu on the Contacts page. Click the Add tag button and provide a name, give it a brief…
Assigning Tags
Adding tags within a contact record. Once you've created a tag, you are ready to assign them to your contacts. Navigate to a contact's record. Click add from the Tags section. Select the Tag you'd li…
Removing Tags
Removing tags within a contact record. Navigate to a contact's record and click on the x next to the tag's name you want to remove. Removing tags with Autopilot automation. From within a campaign, cr…
