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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
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Managing contacts
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DailyStory Campaigns Guide
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Email Marketing Guide
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Transactional Email Guide
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Send a Text Message Quick Start
DailyStory SMS Marketing Guide
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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 using an automation. From within a campaign, create a…
