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Navigation Tour
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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Work with Contacts
Managing contacts
Contacts Guide
Editing contact records
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DailyStory Segments Guide
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Managing tags
FAQs: Contacts
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Work with Campaigns
DailyStory Campaigns Guide
Creating a campaign
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Landing Page Guide
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URL Shorteners Guide
Create or Edit a URL Shortener
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Web Forms Guide
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Email Marketing
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Email Marketing Guide
Create an Email from a Template
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Bounced Email Guide
Send AMP Emails
Email Frequently Asked Questions
Email Designer Frequently Asked Questions
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
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
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Replies to Text Messages
Understanding Text Message Delivery Codes
Setting up Keywords for Text Message Replies
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Text Message Frequently Asked Questions
Copying a Text Message
Purchase Text Message Credits
SMS Links with Restricted Content
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Cloning a text message
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Personalization
Personalization Guide
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Reports and Dashboards Guide
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FAQs: Reports
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File Manager
File Manager Guide
Manage files and folders in File Manager
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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…
