https://docs.dailystory.comThe latest posts for DailyStory Documentationen-ushttps://docs.dailystory.com/article/035zxhdqfo-edit-email-html-and-css035zxhdqfoDailyStory's Email Designer enables you to quickly build robust emails. However, more complicated email designs typically start from an HTML base. The Email HTML Editor also enables you to create AMP emails . You'll find the HTML option in both the email settings page and as an option inside the designer. Editing the HTML of an email is an advanced option and emails initially built with the Email Designer will prevent you require you to "Unlock HTML Editor" to edit the HTML. ...Tue, 19 Apr 2022 12:12:42 GMTSun, 14 Dec 2025 19:05:03 GMThttps://docs.dailystory.com/article/coupons07333345-ca3a-4898-9209-c99d49f102d4Create, manage, and personalize unique coupon codes for SMS and email campaigns in DailyStory—currently with Shopify integration support only.Tue, 16 Sep 2025 14:14:06 GMTTue, 16 Sep 2025 14:14:07 GMThttps://docs.dailystory.com/article/085qt7qc2i-integrations-verint-community085qt7qc2iDailyStory seamlessly integrates with Verint Community to boost marketing automation, segment audiences, and re-engage members effortlessly.Mon, 14 Aug 2023 20:24:40 GMTThu, 19 Mar 2026 21:00:44 GMThttps://docs.dailystory.com/article/working-with-affiliate-links0ab105d3-c8d0-490f-98e6-ea3feb3a66d8Learn how franchises and MLMs can use dynamic affiliate links in email/SMS campaigns, set up custom contact fields, and automate referral tracking.Fri, 21 Nov 2025 14:53:22 GMTWed, 17 Dec 2025 22:46:26 GMThttps://docs.dailystory.com/article/0c8o72rok6-integrations-abcs0c8o72rok6Learn how to integrate Blood Bank Computer Systems (BBCS) with DailyStory for seamless donor data syncing and management.Mon, 14 Apr 2025 09:09:00 GMTThu, 19 Mar 2026 20:59:37 GMThttps://docs.dailystory.com/article/0e747su44z-step-4-setup-your-email0e747su44zSet up a verified email domain for better delivery in DailyStory. Learn how to add DNS records, validate them, and avoid sending from @gmail.com.Thu, 05 Jun 2025 16:38:55 GMTSat, 07 Mar 2026 22:13:57 GMThttps://docs.dailystory.com/article/0eb1doi9pl-message-statuses0eb1doi9plThe following diagram shows the status progression of your text messages as DailyStory attempts to send them to your contacts' inbox. Status Description Sent The text message was sent successfully to the upstream carrier, which will then deliver the message to the contact's inbox. Fail DailyStory could not send the text message to the upstream carrier because of an invalid phone number or the phone number belonging to a non-mobile system such as landline, Voice Over IP (VoIP), and so ...Tue, 10 May 2022 13:28:44 GMTFri, 16 May 2025 19:18:21 GMThttps://docs.dailystory.com/article/0m1pml3mj8-creating-tags0m1pml3mj8To 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 description (optional) and click Add. Once you've added a tag, you will see it listed in the Manage Tags list, the number of contacts using it and the option to delete it. You can create as many tags as you like and use them in searches to create dynamic segments.Fri, 29 Jul 2022 15:53:55 GMTFri, 16 May 2025 19:13:15 GMThttps://docs.dailystory.com/article/0v094uv9wk-tracking-links-report0v094uv9wkURL Shortener Reports Homepage From the URL shorteners reports homepage, you will find a visual summary and list view for all URL shorteners within a selected time frame. The default time frame is the current month to date. To choose a time frame, click the calendar drop down menu and select a set time frame or a custom range and click Apply . Beneath the graph, you will see the list of URL Shorteners for the time frame selected in the previous step and the following report information for e ...Tue, 21 Nov 2023 11:16:54 GMTFri, 16 May 2025 19:22:33 GMThttps://docs.dailystory.com/article/mindbody-first-visit10b38549-3d96-47c8-b33d-a883413272f2Boost engagement on your first visit with Mindbody's pre-built campaign. Requires Mindbody integration for automated gym or studio onboarding.Tue, 18 Nov 2025 18:36:20 GMTMon, 24 Nov 2025 19:55:39 GMThttps://docs.dailystory.com/article/import-and-export-campaigns13dfd622-df08-49a4-a599-ba56ab01e8d4Import and export individual assets or entire campaigns in DailyStory. Easily transfer emails, automations, tags, and more using encrypted .gzip files.Tue, 02 Dec 2025 15:15:49 GMTTue, 02 Dec 2025 15:15:50 GMThttps://docs.dailystory.com/article/1o49c462b3-opting-out-of-text-messages1o49c462b3If a recipient replies to a Text Message with "STOP", they are automatically opted out of future text messages from the sending number. In addition to the "STOP" keyword, there are more keywords that DailyStory looks for to automatically opt out recipients: QUIT CANCEL UNSUBSCRIBE END REMOVE Note, the opt out keyword does not need to be capitalized. In addition to the keywords above, DailyStory also automatically opts out recipients if the follow phrases are used within the c ...Fri, 26 Feb 2021 09:39:24 GMTTue, 27 Jan 2026 02:06:51 GMThttps://docs.dailystory.com/article/1wztdqtdur-write-a-review1wztdqtdurLoading… We appreciate you!Fri, 06 May 2022 09:52:39 GMTFri, 16 May 2025 19:23:21 GMThttps://docs.dailystory.com/article/27swt0jgnj-custom-personalization-tokens27swt0jgnjA powerful feature of DailyStory is the ability to use custom fields you add to your contact for personalization. For example, if you add a custom coupon code field to contacts then import data in with the custom coupon code you can send emails, text messages and more that use that contact's unique coupon code. And, while creating custom fields is simple, some integration, such as MINDBODY ONLINE , RhinoFit , Verint Community , and Salesforce (to name a few) automatically create custom f ...Wed, 27 Apr 2022 11:52:56 GMTFri, 16 May 2025 19:19:10 GMThttps://docs.dailystory.com/article/loyalty-and-rewards-store2ade1dd0-c448-40fd-97dc-2e7048c4befdEnterprise DailyStory customers can enable the DailyStory Loyalty and Rewards Store—a pre-built storefront where users can redeem points for rewards. The store supports both digital and physical goods, all of which are managed through the Loyalty and Rewards product catalog. You can checkout a demo of the loyalty store at https://loyalty.dailystory.com and click the Demo Store button. Enabling the Loyalty and Rewards Store The DailyStory Loyalty and Rewards Store requires Single Sign On inte ...Tue, 03 Mar 2026 23:19:01 GMTThu, 19 Mar 2026 20:59:45 GMThttps://docs.dailystory.com/article/2aiz010jf7-event-widget2aiz010jf7The Event widget dynamically retrieves and displays a list of upcoming events based on each recipient's geographic location.Tue, 07 Jan 2025 11:30:58 GMTThu, 19 Mar 2026 20:48:03 GMThttps://docs.dailystory.com/article/2bj7cc7yl6-text-messages2bj7cc7yl6Text Messages in DailyStory can be sent as an SMS (Short Message Service) or an MMS (Multimedia Message Service). A typical single SMS message is 160 characters or less while an MMS contains an image and should be kept to less than 150KB in size. To send messages in DailyStory, it requires  enabling SMS marketing . Important:  Unless included, use of Text Messaging will incur charges to your credit card associated with your DailyStory account. See  Understanding Text Messaging ...Wed, 10 Aug 2022 12:09:57 GMTTue, 27 Jan 2026 01:58:13 GMThttps://docs.dailystory.com/article/2cg7w8ybh3-integrations-slack2cg7w8ybh3Connect the DailyStory app to Slack to automate personalized notifications for marketing and sales activity. Easy setup and integration guide included.Fri, 03 Nov 2023 13:23:35 GMTThu, 16 Oct 2025 14:23:53 GMThttps://docs.dailystory.com/article/2d1npxcdxb-frequently-asked-questions2d1npxcdxbBelow are some frequently asked questions about DailyStory emails. Can I restore a deleted email? You can restore deleted emails and other deleted items across the DailyStory platform. From the all Email page, click on the hamburger menu (3 lines) in the top left and click on Trash . Click on the email you want to restore and then select Remove from Trash , Save and Close . Items are stored in trash for approximately 30 days. Why do emails look different across email clients? The majority of ...Thu, 15 May 2025 17:43:41 GMTSun, 14 Dec 2025 19:08:05 GMThttps://docs.dailystory.com/article/2k8umotgil-purchase-managed-services2k8umotgilNeed some additional support? We're here to help. Whether you don't have the time or just want help creating that marketing vision you have, we're here for you. Just navigate to Help & Support > Purchase Managed Services. You'll be taken to our Additional Services option in your Account Settings. You can purchase dedicated support or even types of content development and campaign build-outs. Just click on the service you'd like to purchase and a popup will appear where ...Mon, 19 Sep 2022 13:12:57 GMTFri, 16 May 2025 19:09:49 GMThttps://docs.dailystory.com/article/2rbcghfozs-email-designer-best-practices2rbcghfozsBelow are some advanced topics related to the Email Designer. Image best practices It's important to use images in your email, but too many images can flag your email as potential spam. And, images should be resized for optimal display in the email. The best-practice dimension of an email is 640 px wide. If your image is wider than 640 px it means the image will have to be resized to fit in the email and the image file size is likely bigger (and will take longer to download). Try to stri ...Tue, 19 Apr 2022 11:58:18 GMTFri, 16 May 2025 19:16:12 GMThttps://docs.dailystory.com/article/3402xvgmhq-account-verification3402xvgmhqDailyStory’s free trial offers most features for 14 days. Account verification is required before sending emails or using automations. FAQ included.Thu, 22 May 2025 13:42:38 GMTTue, 17 Feb 2026 20:48:17 GMThttps://docs.dailystory.com/article/how-to-warm-up-an-sms-sending-number34dd5f04-8bf4-4c44-9e06-a7f0d01d41a5Learn why warming up your SMS sending number is crucial for deliverability, avoiding carrier violations, and building a strong reputation for SMS marketing.Thu, 12 Mar 2026 19:58:22 GMTFri, 20 Mar 2026 19:10:36 GMThttps://docs.dailystory.com/article/36veu05f41-text-message-frequently-asked-questions36veu05f41Below are frequently asked questions about SMS Marketing in DailyStory. What is SMS Marketing? Text message marketing - or SMS (short message service) marketing - is a form of marketing goods or services using a mobile phone's text messaging capability. This includes sending announcements, coupons, special deals and other information to your customers mobile phone as a text message. SMS marketing is simply a quicker, easier and direct way of reaching your customer. How doe ...Wed, 17 Jul 2024 16:52:39 GMTThu, 19 Mar 2026 16:51:39 GMThttps://docs.dailystory.com/article/pipedrive-integration3a35122d-0c23-4096-8a35-432f5c24c69aIntegrate DailyStory with Pipedrive to sync leads, automate marketing, personalize messaging, and boost conversions—no technical expertise required.Fri, 13 Jun 2025 16:23:09 GMTSun, 19 Oct 2025 17:20:23 GMThttps://docs.dailystory.com/article/bulk-segment-management3aeb9bd4-53f7-4a03-90d7-e0cd3df62f2aBulk Segment Management lets enterprise users create or update dynamic segments in DailyStory via CSV. Supports bulk rename, edit, and delete actions.Tue, 17 Mar 2026 05:00:00 GMTMon, 30 Mar 2026 22:20:14 GMThttps://docs.dailystory.com/article/3hvo2y6q3y-integrations-mindbody3hvo2y6q3yDailyStory’s Mindbody integration syncs customer data, enabling advanced marketing automation, segmentation, and rewards for health and wellness businesses.Fri, 13 Jun 2025 15:51:16 GMTMon, 20 Oct 2025 16:02:42 GMThttps://docs.dailystory.com/article/3hx4lytkex-integrations-zapier3hx4lytkexConnect DailyStory to thousands of apps with Zapier. Learn setup steps, triggers, actions, and integration tips for automating your marketing workflows.Tue, 09 Sep 2025 15:26:50 GMTThu, 04 Dec 2025 22:09:54 GMThttps://docs.dailystory.com/article/3wffprperc-image-widget3wffprpercWhen selected the image widget opens image specific settings in the design menu: Within the image widget you can link the image to a URL (recommended). As well as set a title, which is also recommended. At the bottom of the menu you'll find buttons that control how the image behaves on different screen sizes: Full width will attempt to display the image at full with. Most images should be set to full width. Current size will ensure that the widget remains at the current specified width a ...Mon, 26 Aug 2024 17:18:03 GMTFri, 16 May 2025 19:17:17 GMThttps://docs.dailystory.com/article/3wzyqpvgxt-send-a-text-to-a-single-contact3wzyqpvgxtIn DailyStory, you can send individual text messages as well as bulk scheduling and sending. There are 3 different ways to send a single message. You can review our How To video (below) or keep scrolling for step-by-step instructions: From within a contact record: From the Activity Log section of a contact's record, click on the Send SMS tab. Type and send your message. From within a text message report: Click on the Replied tab and then click on the response link from the Message column ...Fri, 04 Aug 2023 09:52:44 GMTFri, 16 May 2025 19:18:15 GMThttps://docs.dailystory.com/article/3xed75mlkd-rss-widget3xed75mlkdThe RSS widget enables you to insert the content from an RSS feed into your email.Tue, 07 Jan 2025 15:48:38 GMTWed, 14 Jan 2026 01:35:51 GMThttps://docs.dailystory.com/article/loyalty-and-rewards-guide4409a32b-7ae0-402f-a7a7-f50123dcfa29Create and manage end-to-end loyalty and rewards programs with DailyStory, including reward tiers, store, automations, integrations, and custom rewards.Tue, 02 Dec 2025 23:21:24 GMTWed, 03 Dec 2025 22:20:34 GMThttps://docs.dailystory.com/article/46d6j3qd4d-email-a-b-testing46d6j3qd4dCreate an A/B Test Before you create a new A/B test, be sure you've created the email you want to test. Next, find the email you want to create in either it's Campaign or in your list of all emails from the Emails Page. Click on the More Options menu (3 dots) next to the email you want to create the A/B test for and select A/B Test. Once you've created a new A/B test, give it a "Name" and optional "Description". Create the variants you want to test Next to email A ...Thu, 28 Sep 2023 13:47:10 GMTFri, 16 May 2025 19:19:01 GMThttps://docs.dailystory.com/article/brandlive-integration486aa00d-b7e7-4b5c-a414-ed6f8101fa46Easily integrate Brandlive with DailyStory to sync events, manage attendees, and automate event workflows, all with broadcast-quality video experiences.Fri, 12 Sep 2025 18:49:50 GMTSat, 14 Mar 2026 22:37:44 GMThttps://docs.dailystory.com/article/smileio-integration4c09f9f4-0e6a-436a-b563-d39a7a42f26cIntegrate Smile.io with DailyStory to sync loyalty data like points and VIP tier, personalize marketing, and automate customer engagement easily.Fri, 30 Jan 2026 15:49:41 GMTFri, 30 Jan 2026 15:49:43 GMThttps://docs.dailystory.com/article/4l1vrdyryw-viewing-the-contacts-in-a-segment4l1vrdyrywThu, 22 May 2025 22:00:49 GMTThu, 22 May 2025 22:00:49 GMThttps://docs.dailystory.com/article/4oi73c3ghy-a-b-testing-for-texts4oi73c3ghyCreate an A/B Test Before you create a new A/B test, be sure you've created the text message you want to test. Next, find the text message you want to test in either its Campaign or in your list of all texts messages from the Text Messages Page. Click on the More Options menu (3 dots) next to the text message you want to test and select A/B Test. Once you've created a new A/B test, give it a "Name" and optional "Description". Create the variants you want to test Next ...Wed, 27 Apr 2022 11:24:29 GMTFri, 16 May 2025 19:19:04 GMThttps://docs.dailystory.com/article/4tmg0cl3rn-sent-text-messages-report4tmg0cl3rnText Messages Reports Homepage From the text messages reports homepage, you will find a summary dashboard for total delivered, total failed, total opt-out and total clicked across all text messages within a selected time frame. Automated text messages previously showed an aggregate total in reports, but now, you'll see data tied to specific timeframes. To choose a time frame, click the calendar drop-down menu and select a set time frame or choose a custom range and click Apply . Beneath ...Mon, 13 May 2024 17:38:39 GMTFri, 16 May 2025 19:22:25 GMThttps://docs.dailystory.com/article/4umc3gc8jz-cloning-a-text-message4umc3gc8jzThe cloning feature in DailyStory only applies to accounts who are utilizing subaccounts and have been setup accordingly in the system. When subaccounts are enabled, the parent account can clone an e…Wed, 21 Aug 2024 10:02:16 GMTFri, 16 May 2025 19:18:43 GMThttps://docs.dailystory.com/article/4xo6dafct7-rate-us-campaign4xo6dafct7We 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 would like to have happened prior to asking for a rating (ex: first visit, first purchase, event attendance, etc). In order to utilize automated purchase or attendance information for your contacts, you need to be integrated with your point-of-sale or CRM system. See our Integrations Guide for h ...Mon, 22 Jan 2024 09:17:57 GMTFri, 16 May 2025 19:11:04 GMThttps://docs.dailystory.com/article/5d69v19i7m-integrations-konnektive5d69v19i7mKonnektive is a customer transaction and campaign management platform. By integrating Konnektive with DailyStory, you can leverage the DailyStory marketing automation platform to seamlessly send emails, text messages, push notifications and more. How to integrate Konnektive and DailyStory Konnektive integration with DailyStory requires several steps. Konnektive API keys Generate a set of Konnektive APIs keys consisting of a username and password. These API keys allow DailyStory to access the ...Mon, 14 Aug 2023 16:51:22 GMTMon, 20 Oct 2025 14:46:03 GMThttps://docs.dailystory.com/article/5foqen0lx6-personalization-widget5foqen0lx6The Driving Directions widget is a special widget used to embed a clickable map into the email. The map is updated to reflect an address and is automatically linked to Google Maps to create driving d…Tue, 01 Oct 2024 13:23:15 GMTFri, 16 May 2025 19:17:32 GMThttps://docs.dailystory.com/article/5i2w5ntc96-join-opt-in-campaign5i2w5ntc96Grow your customer database with various ways to capture new customers. We'll walk you through an easy way to set up an automation so you can 'set it and forget it.'Sat, 10 May 2025 09:06:56 GMTFri, 16 May 2025 19:10:31 GMThttps://docs.dailystory.com/article/5itiwxukqb-daily-story-web-forms5itiwxukqbEasily build web forms using DailyStory's drag-and-drop form builder. Once published your web form is available as a standalone self-hosted web form, or it can be embedded in a DailyStory landing page or your own website. If you already have a web form on your website, consider using a Magic Form to enable DailyStory to connect to that web form. Create or Edit a Web Form Using the Web Form Designer Publishing your Web Form Adding custom CSS to your Web Form Frequently Asked Questions Emb ...Thu, 25 Apr 2024 10:12:28 GMTFri, 16 May 2025 19:15:01 GMThttps://docs.dailystory.com/article/5n8fl49evm-file-manager-picker5n8fl49evmUse File Manager to manage all the files and folders used in your DailyStory assets. Access File Manager. Navigate to Outbound > File Manager from the main Navigation Bar. Add files. When you enter F…Mon, 26 Aug 2024 17:15:40 GMTTue, 13 Jan 2026 16:52:36 GMThttps://docs.dailystory.com/article/5osh5hg7so-create-a-landing-page-using-the-page-designer5osh5hg7soThe Page Designer is a drag-and-drop design canvas. There are several ways to access the designer. Access the designer from the more options menu Whether you're in the Landing Pages list view or in the Assets tab of a campaign, you can access the Page Designer from the more options menu (3 dots). Click on the 3 dots next to the landing page you'd like to work for the more options menu. Select Design Page from the menu. Note: Whenever you are in the Landing Page Settings screen, you c ...Thu, 09 Nov 2023 09:20:50 GMTFri, 16 May 2025 19:14:07 GMThttps://docs.dailystory.com/article/5t2m3h3j7o-personalization-frequently-asked-questions5t2m3h3j7oBelow 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 use personalization. For example, to greet someone by first name in the subject: `An update just for you {{@ user.firstname default="friend"}}Wed, 27 Apr 2022 11:53:08 GMTFri, 16 May 2025 19:19:13 GMThttps://docs.dailystory.com/article/creating-and-sending-your-first-transactional-email630ffe2f-9aa4-498d-b3d0-ae8485456707Learn how to create and send personalized transactional emails using DailyStory's API with built-in templates, tokens, and step-by-step instructions.Wed, 11 Mar 2026 17:16:02 GMTWed, 11 Mar 2026 17:16:05 GMThttps://docs.dailystory.com/article/66mgtpn9nx-pause-a-campaign66mgtpn9nxPausing a campaign puts the campaign in a "paused" status and removes it from your active campaigns list. A campaign will remain in a paused/disabled status until you manually enable it again. Warning: When a campaign is disabled, its assets, automations, and lead generation activities are automatically disabled and paused as well. Pause a campaign To pause a campaign, follow these steps: Navigate to the campaign you want to pause. Click on Campaign Settings . Scroll down to the Adva ...Thu, 12 Jan 2023 16:58:31 GMTFri, 16 May 2025 19:13:39 GMThttps://docs.dailystory.com/article/6ekyjnt312-arranging-order-of-custom-contact-fields6ekyjnt312To change the order of how the custom fields appear on a contact record, select Contacts > Manage Custom Fields from the main navigation bar. Select the grid icon next to the field name to drag and place the custom fields in the order you want. This will also control the order in the contact search screen.Thu, 28 Jul 2022 11:23:48 GMTFri, 16 May 2025 19:11:52 GMThttps://docs.dailystory.com/article/6fvbc5wo16-bounced-email-guide6fvbc5wo16When sending email, you will occasionally receive a notification in DailyStory that your message bounced. What is a bounced email A bounced email is a notification from the recipient's email system informing the sender that the message has not been delivered (or another delivery problem occurred). The original message is said to have "bounced". What causes email to bounce There can be numerous causes that lead to an email server preventing delivery of your message: An email filte ...Tue, 15 Oct 2024 17:06:04 GMTFri, 16 May 2025 19:16:27 GMThttps://docs.dailystory.com/article/6h2oikbmg5-sending-an-email-hnv6h2oikbmg5After previewing and testing your email, you are ready to schedule an email to send. There are 3 ways you can send emails to your contacts: Schedule an email. Send a published email to a contact. Sen…Tue, 25 Apr 2023 16:14:48 GMTFri, 16 May 2025 19:15:54 GMThttps://docs.dailystory.com/article/6kneuz2q92-removing-tags6kneuz2q92Learn how to remove tags from contact records manually or automate tag removal in campaigns with step-by-step instructions and screenshots.Wed, 17 Apr 2024 09:25:38 GMTThu, 20 Nov 2025 22:10:30 GMThttps://docs.dailystory.com/article/6mhy7zapzy-enable-field-in-search6mhy7zapzyWhen you're searching for contacts, you can use custom contact fields as filters to narrow down your search. The following is an example for when custom contact fields from MINDBODY ONLINE integration are enabled in search: Make sure to check the Index Field option of the custom field to enable it in search.Thu, 16 Jun 2022 14:33:11 GMTFri, 16 May 2025 19:13:07 GMThttps://docs.dailystory.com/article/6x6d4qayle-test-lead6x6d4qayleView a sample Test Lead in DailyStory, including key properties like name, status, contact details, company info, and lead activity dates.Fri, 29 Jul 2022 11:54:26 GMTFri, 20 Mar 2026 19:07:47 GMThttps://docs.dailystory.com/article/6zmqw2lx9r-text-message-deliverability-score6zmqw2lx9rThe Text Message Deliverability Recommendations section is a built-in tool within the text message editor to guide you with how likely is your text message going to pass carrier spam systems . A carrier violation effectively means that the carriers (AT&T, Verizon, etc.) flagged your message as SPAM and are actively blocking message delivery. What drives recommendations? DailyStory maintains a list of over 1,500 words and phrases that are known to impact carrier deliverability. For example, a ...Thu, 27 Feb 2025 18:33:43 GMTTue, 27 Jan 2026 02:06:06 GMThttps://docs.dailystory.com/article/71c8emgwiw-add-contacts-to-a-campaign71c8emgwiwAdd Contacts to a Campaign There are 3 ways contacts are added to campaigns: Segments  - Contacts are added using segments . A segment in DailyStory is a group of contacts  who share one or more common characteristics and are grouped together for marketing purposes. For example, customers that are part of a loyalty program. Inbound leads - Contacts are added when they convert from a web form, pop-up or other lead acquisition tools associated with the campaign. Manually  - Cont ...Mon, 17 Mar 2025 07:00:01 GMTTue, 28 Oct 2025 18:01:09 GMThttps://docs.dailystory.com/article/ever-green-automations7767ab07-afd4-424c-a77b-6580cda54fd9Evergreen automations run continuously, saving time and resources by automating tasks like reminders and follow-ups without manual intervention.Mon, 08 Dec 2025 15:17:53 GMTMon, 08 Dec 2025 15:17:54 GMThttps://docs.dailystory.com/article/events7a1cceea-27f9-4537-a0df-764b37551895Promote customer events like tournaments, races, and webinars through emails, SMS, and landing pages with effective strategies.Fri, 26 Sep 2025 20:01:16 GMTSat, 14 Mar 2026 22:55:47 GMThttps://docs.dailystory.com/article/7gem58v4ot-contact-search7gem58v4otUse the direct search method if you want to directly search using any keyword and pull up contacts with matching information. Enter any text into the quick search text box.  Tip: Enclose your text with double quotation marks to search for exact matches. You can also use a minus sign to exclude specific information from your search. For more information about using these methods, refer to Search using an exact phrase and Exclude an information from search . Common Searches Below are some ...Thu, 16 Jun 2022 14:33:11 GMTFri, 16 May 2025 19:12:43 GMThttps://docs.dailystory.com/article/7hin3gw78p-mailgun-and-dailystory-integration7hin3gw78pThe DailyStory Mailgun integration enables you to use the power of DailyStory's marketing and automation tools with a powerful transactional email platform:  Mailgun . DailyStory sends email for you, but with Mailgun integration you can further control how email is sent and ensure that it is authorized to your domain - all to help deliver your email to your customers. DailyStory takes care of communicating with Mailgun to track delivery and bounces. Open and click tracking is manage ...Mon, 14 Aug 2023 16:53:24 GMTSat, 14 Mar 2026 22:17:50 GMThttps://docs.dailystory.com/article/7legytw1r5-daily-story-users7legytw1r5A user is anyone who can log into your DailyStory account. This is different than a Contact . A user account is created either when you first set up a new account with DailyStory, or your user account is added by another user. To add and manage users, navigate to your User Settings > Account Settings > Users. Please see Roles  for how to manage the permissions users have in your account. From the Manage Users screen, you can add users, remove users and edit other users. Included i ...Wed, 03 Jan 2024 10:30:49 GMTFri, 16 May 2025 19:09:10 GMThttps://docs.dailystory.com/article/7ulgpbpjs2-copying-a-text-message7ulgpbpjs2How to Copy a Text Message Review how to copy a text message with our video tutorial (below) or keep scrolling for step-by-step instructions! Open the text message you would like to copy and click on the Copy button. A new window will appear asking you to assign the new copied message to a campaign or create a new campaign. Once you select a campaign, you will be taken to the copied message to rename, revise and save it. Once saved, you can check the Deliverability Score or Schedule the message.Fri, 07 Jul 2023 18:32:30 GMTTue, 27 Jan 2026 02:07:52 GMThttps://docs.dailystory.com/article/7v8i2xekus-sent-push-notifications-report7v8i2xekusPush Notifications Reports Homepage From the push notifications reports homepage, you will find a list of sent push notifications for the current month to date as the default time frame. To choose a new time frame, click the calendar drop down menu and select a set time frame or choose a custom range and click Apply . To see more detail, click on any of the fields that are in blue (name or sent) and you will be taken to the supporting data for that individual report. Individual Push Notifica ...Mon, 13 Nov 2023 09:02:28 GMTFri, 16 May 2025 19:22:28 GMThttps://docs.dailystory.com/article/834xuctnng-countdown-timer834xuctnngThe Countdown Timer widget enables you to insert an animated countdown timer in your email. When the image is rendered the countdown timer displays the remaining time until an event. Once the event occurs, or has past, the timer will show 0:0:0.Tue, 01 Oct 2024 16:24:21 GMTTue, 27 Jan 2026 01:56:40 GMThttps://docs.dailystory.com/article/83ecg64apo-web-push-notification83ecg64apoA web push notification is an actionable message sent to a subscribed user's computer. Note: to use DailyStory to send app push notifications you need to use the DailyStory REST API to register the device from your mobile app. Push Notifications are useful for sending specific messages to people directly on their phone through an existing iOS or Android app. Similar to Email Marketing and Text Message Marketing , you can use push notifications to send targeted and personalized communicat ...Mon, 03 Jan 2022 12:31:29 GMTSun, 25 Jan 2026 17:30:35 GMThttps://docs.dailystory.com/article/can-spam-compliance-guide840b886c-fe8e-40b0-889c-98d536bcd7e7Learn how to comply with the CAN-SPAM Act: key requirements, penalties, and how DailyStory helps ensure your emails meet U.S. commercial email laws.Thu, 19 Mar 2026 14:49:00 GMTThu, 19 Mar 2026 16:38:06 GMThttps://docs.dailystory.com/article/850grwyd47-deleting-a-segment850grwyd47Deleting segments Warning: Deleting a segment effectively disables it. Its contacts list cannot be updated statically and dynamically. It also cannot be added to campaigns. If a segment that's assigned to active campaigns is deleted, the system will automatically remove the segment from affected campaigns. To delete a segment, go to its edit page. On the bottom part of the page, double-click on Delete > Really? DailyStory then temporarily moves the segment to the Segments Trash bin. T ...Mon, 16 Oct 2023 18:41:45 GMTFri, 16 May 2025 19:12:23 GMThttps://docs.dailystory.com/article/86eo66t0pi-chat-gpt-writing-assistant86eo66t0piDailyStory includes support for a ChatGPT writing assistant to assist with creating content for emails and text messages. Text Messages When authoring text messages you can utilize ChatGPT to help create your content or revise your content. To work with existing content from a text message simply click the robot icon below the text message content area. Or, click when creating a new text message and use prompts to help write your text message. This will open the ChatGPT writing assistant. Em ...Wed, 07 Jun 2023 17:14:21 GMTFri, 16 May 2025 19:22:49 GMThttps://docs.dailystory.com/article/managing-events89394aa2-dda0-4df4-b8c2-47906639352fTrack and automate user activity with events—real-time records of actions like clicks or purchases—to trigger campaigns and build dynamic segments.Fri, 06 Mar 2026 22:00:38 GMTThu, 12 Mar 2026 13:24:11 GMThttps://docs.dailystory.com/article/how-to-build-a-newsletter-archive8b477547-340d-4b04-95fd-8c555a95f093Learn how to publish a newsletter archive on your website using DailyStory with options for auto-publishing, custom HTML/JavaScript, or exporting email HTML.Fri, 13 Mar 2026 18:29:21 GMTFri, 13 Mar 2026 18:29:22 GMThttps://docs.dailystory.com/article/how-to-test-with-seed-segments8b6b5fbc-775d-4b1d-a5aa-15113b710f3dPreview and validate emails or texts before sending with a seed segment—an internal group for testing content, links, and personalization in DailyStory.Tue, 17 Mar 2026 22:22:42 GMTWed, 25 Mar 2026 17:42:32 GMThttps://docs.dailystory.com/article/8brlzdrrd1-little-green-light8brlzdrrd1Certainly! However, I need the actual content of the HTML document’s body to generate a relevant meta description. Please provide the body text, and I’ll write a meta description no longer than 160 characters.Thu, 22 May 2025 13:30:04 GMTThu, 19 Mar 2026 21:00:43 GMThttps://docs.dailystory.com/article/8ccbmpswua-install-daily-story-tracking-tag-in-square-space8ccbmpswuaSquarespace is a SaaS-based content management system-integrated website builder, blogging platform, hosting service and domain name registrar. The system allows individuals and businesses to create and maintain websites and blogs. Adding the DailyStory tracking code to SquareSpace is requires two main steps: Adding your DailyStory Beacon to your SquareSpace header pages. Verifying it's installed in DailyStory. Adding DailyStory Beacon to SquareSpace Sign into your SquareSpace Account. C ...Wed, 27 Sep 2023 10:37:08 GMTFri, 16 May 2025 19:09:33 GMThttps://docs.dailystory.com/article/one-time-passwords8dd6c738-1062-498f-b3e9-0cca6873a0c6Enable OTP support in your app using DailyStory email/SMS settings and API. Learn how to generate and validate One-Time Passwords for secure access.Wed, 17 Sep 2025 16:52:00 GMTThu, 02 Apr 2026 19:25:05 GMThttps://docs.dailystory.com/article/8jpx3fj1r4-integrations-woocommerce8jpx3fj1r4WooCommerce is an open-source e-commerce plugin for WordPress. It is designed for small- to large-sized online merchants using WordPress. By integrating WooCommerce with DailyStory, you can leverage the DailyStory marketing automation platform to seamlessly send emails, text messages, push notifications and more. How to integrate WooCommerce and DailyStory Obtain your WooCommerce API keys Login to your WooCommerce account and see the WooCommerce documentation to generate the Consumer Key and ...Mon, 14 Aug 2023 16:51:22 GMTMon, 20 Oct 2025 14:48:58 GMThttps://docs.dailystory.com/article/8k0p7s06vw-subaccounts8k0p7s06vwDailyStory easily allows customers to manage multiple accounts with a single login. There are two options for managing multiple accounts. In both cases each account requires its own license. However, for customers that have multiple account will allow for aggregate billing options. Please contact DailyStory support if you want this option setup. Options for managing multiple accounts: Create a new account and add existing users Create a subaccount under the current account New account with e ...Fri, 19 Aug 2022 10:20:28 GMTMon, 01 Dec 2025 19:46:53 GMThttps://docs.dailystory.com/article/8omibw2171-integrations-wordpress8omibw2171The DailyStory WordPress integration is simple to set up and easy to use. The integration makes use of a  DailyStory plugin for WordPress . Just install the plugin, and you'll be ready to use the integration. What does the WordPress plugin do The DailyStory WordPress plugin adds DailyStory visitor tracking to your WordPress website and enables the DailyStory WordPress shortcodes. Using DailyStory's drag-and-drop web form builder tool, this means you can create no-code web forms ...Fri, 14 Jun 2024 14:59:27 GMTSun, 19 Oct 2025 17:19:07 GMThttps://docs.dailystory.com/article/8r1fmuxytm-email-designer-widgets8r1fmuxytmExplore a variety of drag-and-drop email widgets, layouts, and columns to easily design and personalize emails with text, images, video, polls, and more.Mon, 21 Jul 2025 19:31:40 GMTWed, 01 Apr 2026 17:22:46 GMThttps://docs.dailystory.com/article/8s8nehjoy8-popups-frequently-asked-questions8s8nehjoy8Can I use a Popup created in DailyStory on one of my DailyStory landing pages? Yes, you use the landing page URL for the pop-up just like a normal website page. Related Articles Configuring a Popup's Basic Settings Configuring a Popups Display Options Configuring a Popups Layout Options Use the DailyStory JavaScript API to display popups Popup ads: 8 tips to get more leads Popup ReportingThu, 16 Jun 2022 14:33:34 GMTFri, 16 May 2025 19:14:32 GMThttps://docs.dailystory.com/article/8slhxx6ycr-view-all-autopilot-automations8slhxx6ycrTo view all automations navigate to Campaigns > All Automations : From this screen you can see the name of the automation, description, campaign it is associated with. The number of people who have completed the automation, the number of people in the automation as well as whether or not the automation is enabled. The on/off switch enables you to easily turn on or turn off an automation. Clicking the name of an automation will take you to the design screen for that automation . The number ...Tue, 18 Jun 2024 16:04:35 GMTFri, 16 May 2025 19:22:05 GMThttps://docs.dailystory.com/article/8ujplyhdvo-changing-your-password8ujplyhdvoLearn how to change, reset, or recover your DailyStory password. Instructions provided for users and team members, with password requirements included.Mon, 19 May 2025 18:34:58 GMTFri, 20 Mar 2026 19:20:17 GMThttps://docs.dailystory.com/article/922m6dlbdu-assigning-a-form-to-a-landing-page922m6dlbduOften times landing pages are used to acquire information from customers and new leads, so they require a form to collect the information. To add a form to a landing page, you will need to complete 3 steps: Create a form and add it to the same campaign as your landing page. Assign your form to your landing page. Add the form to your landing page. Assigning your form Once you've created a form in the campaign, it will be available in the list of Associated Web Forms from the Page settings ...Thu, 09 Nov 2023 09:22:02 GMTFri, 16 May 2025 19:14:09 GMThttps://docs.dailystory.com/article/93bl410lop-integrations-yotpo93bl410lopYotpo is an eCommerce marketing platform with the most advanced solutions for customer reviews, visual marketing, loyalty, referrals, and SMS marketing. How to integrate Yotpo and DailyStory Yotpo integration with DailyStory requires several steps. Yotpo API key and Guid First, you'll need to obtain your Yotpo API key and Guid. Follow these steps to retrieve these for your Yotpo account. Enable integration in DailyStory Navigation to Account Settings > Integrations and select Yotpo. E ...Mon, 14 Aug 2023 16:53:01 GMTThu, 19 Mar 2026 21:00:46 GMThttps://docs.dailystory.com/article/97gg2cxm2e-cloning-an-email97gg2cxm2eThe cloning feature in DailyStory only applies to accounts who are utilizing subaccounts and have been setup accordingly in the system. When subaccounts are enabled, the parent account can clone an entire campaign , this includes all campaign assets, keywords, automations and more, to one or more subaccounts. Individual emails can be cloned to subaccounts too without cloning the entire campaign. To clone an email, follow these steps: Navigate to All Emails , next to the email you'd like ...Wed, 21 Aug 2024 09:57:23 GMTTue, 27 Jan 2026 01:52:01 GMThttps://docs.dailystory.com/article/how-to-use-on-demand-webinars-as-a-lead-magnet9a698315-2e08-4b3b-8052-ecbb6371c13bLearn how to use on-demand webinars as a lead magnet with DailyStory and WordPress, set up web forms, automate follow-ups, and grow your leads fast.Fri, 13 Mar 2026 18:11:13 GMTThu, 19 Mar 2026 20:48:00 GMThttps://docs.dailystory.com/article/9bd7ej72ip-integrations-rhinofit9bd7ej72ipThe DailyStory integration with RhinoFit enables you to use the power of DailyStory's marketing and automation tools with the  RhinoFit Gym Management Software . When enabled, RhinoFit integration syncs RhinoFit customer data, fields, memberships, and more directly to DailyStory. Then, use DailyStory’s powerful segmentation and personalization tools to craft targeted email and text messages to your customers. While several steps are required to configure the DailyStory / Rhino ...Mon, 14 Aug 2023 20:19:43 GMTSat, 14 Mar 2026 22:40:43 GMThttps://docs.dailystory.com/article/9e6au46bfd-zoom-integration9e6au46bfdZoom is a communications platform that allows users to connect with video, audio, phone, and chat. DailyStory’s integration with Zoom simplifies the setup for capturing prospects for marketing, adding to webinars, and more using DailyStory’s drag-and-drop automation builder. How to add the DailyStory app to Zoom Zoom integration with DailyStory requires you to authorize DailyStory to access your Zoom data. You must have a commercial Zoom account in order to utilize the integratio ...Tue, 15 Oct 2024 16:43:11 GMTMon, 20 Oct 2025 16:04:55 GMThttps://docs.dailystory.com/article/9fn1dy88po-bring-in-your-contacts9fn1dy88poLearn how to add contacts to DailyStory through CSV imports or powerful POS/CRM integrations. Step-by-step guide with tips for managing your contacts.Tue, 29 Jul 2025 23:01:00 GMTTue, 07 Apr 2026 17:52:52 GMThttps://docs.dailystory.com/article/9mkvzsj9j6-understanding-text-messaging-costs9mkvzsj9j6Text Message, unlike emails which are relatively inexpensive, telecommunication companies charge per-text message (160 characters). It's important to understand how this cost impacts you. The cost to send a text message through the DailyStory platform varies per-message depending upon your license plan . This includes all additional carrier fees. Important: the costs above reflect costs for the United States. If you are sending messages outside of the United States your costs will be dif ...Mon, 17 Mar 2025 07:00:01 GMTTue, 27 Jan 2026 02:14:44 GMThttps://docs.dailystory.com/article/9om1bd1kiv-amp-emails9om1bd1kivAMP (Accelerated Mobile Pages) email is a technology that enables interactive emails. AMP emails support forms, image carousels, and more interactions directly in the inbox. Google calls these “dynamic emails". Support for AMP emails is dependent upon the email client. Several of the most popular email clients, Gmail and Outlook, both support AMP emails. Helpful articles For more information about AMP emails, please see the AMP for email documentation . The AMP for Gmail documentat ...Tue, 19 Apr 2022 13:03:10 GMTFri, 16 May 2025 19:16:28 GMThttps://docs.dailystory.com/article/preview-a-text-messagea0af39e2-5fdd-4a04-89cd-883721d0c585Learn how to preview and send test text messages, including dedicated previews, personalization, and compliance tips for regulated industries.Tue, 27 Jan 2026 16:47:03 GMTTue, 27 Jan 2026 16:47:04 GMThttps://docs.dailystory.com/article/a13wgqwyen-setup-your-billinga13wgqwyenDailyStory offers free and paid plans based on your marketing contacts and SMS needs. Start for free and easily upgrade as your business grows.Tue, 14 Mar 2023 11:11:25 GMTTue, 17 Feb 2026 20:44:31 GMThttps://docs.dailystory.com/article/a31o2hmlge-autopilot-actionsa31o2hmlgeActions are Autopilot blocks that perform an automated action typically after a trigger or condition is met. For example, send a welcome email when a visitor signs up. Actions are always related to the lead moving through the automation. This can include sending the lead an email or sending someone on your team a notification. DailyStory uniquely offers more than 25 actions that you can use in an automation. The following is a list and description of each Autopilot Actions. Send an email The ...Thu, 14 Dec 2023 15:23:17 GMTFri, 20 Mar 2026 18:53:39 GMThttps://docs.dailystory.com/article/a4lb0y1tdn-email-merge-tagsa4lb0y1tdnContent created for DailyStory emails including Title, Subject and Body of your messages support personalization tags and scripts. Personalization is the recommended way to personalize email content. However, DailyStory also supports Merge Tags, a simpler form of personalization supported in other email platforms. Merge Tags may be used in the subject and body of your email. The table below lists the Merge Tags supported by DailyStory: Merge Tag Description *|FNAME|* The recipient's firs ...Thu, 28 Mar 2024 15:21:18 GMTFri, 16 May 2025 19:16:14 GMThttps://docs.dailystory.com/article/welcomea68a9edd-04ca-4b67-8f60-d147d9a617deDailyStory helps businesses automate marketing with email, SMS, and digital campaigns. Try our free trial, upgrade anytime, or start with a guided tour.Tue, 24 Mar 2026 17:09:04 GMTTue, 24 Mar 2026 17:09:04 GMThttps://docs.dailystory.com/article/a6kif9cinn-setting-up-text-to-join-keywordsa6kif9cinnYou can view our How To video (below) or keep scrolling for step-by-step instructions:. Setting up keywords for text messages is a great way to automatically add senders to a campaign and send back a…Mon, 17 Mar 2025 07:00:01 GMTThu, 19 Mar 2026 20:08:50 GMThttps://docs.dailystory.com/article/global-searchaa32b42a-09ba-4005-ab7e-c46199a52d6fQuickly find assets, contacts, or help in DailyStory using Global Search. Use filters to refine results and navigate campaigns, emails, and more efficiently.Sat, 10 Jan 2026 16:25:00 GMTSat, 10 Jan 2026 16:44:14 GMThttps://docs.dailystory.com/article/aiod9b526r-event-calendaraiod9b526rThe event calendar provides an overview of communication activities that have occurred or that are scheduled in the future. You can find the Campaign Calendar from Campaigns > Campaign Calendar . Note the Campaign Calendar shows all scheduled assets across all campaigns. To see scheduling for a particular campaign, navigate to Campaigns , select a campaign and then click the Calendar tab. When opened the Campaign Calendar defaults to the scheduled assets occurring that day. Use the button ...Fri, 10 Nov 2023 09:37:50 GMTFri, 16 May 2025 19:22:51 GMThttps://docs.dailystory.com/article/aobu4y4xq3-editing-and-arranging-custom-contact-fieldsaobu4y4xq3Edit custom contact fields, update properties, manage picklists, and arrange their order in the Contacts > Manage Fields section of your dashboard.Fri, 06 Jun 2025 15:12:02 GMTFri, 06 Jun 2025 15:12:09 GMThttps://docs.dailystory.com/article/aph7p5klkc-send-an-email-to-a-single-contactaph7p5klkcQuickly send or re-send an email to a contact in a campaign. Locate the More Options menu (3 dots) next to the email you want to send and click on Send Single. A search box will appear where you can search for a contact in your database and then click Send . If the person you select is not in the campaign where the email resides, you will not be able to send it to them. See how to add contacts to a campaign manually. Once you click send, you'll recieve an instant message that it was sent ...Tue, 19 Apr 2022 11:33:53 GMTFri, 16 May 2025 19:15:59 GMThttps://docs.dailystory.com/article/ayxnot7ypu-changing-order-of-custom-contact-search-fieldsayxnot7ypuTo change the order of how the custom fields appear in search, select Contacts > Manage Fields from the main navigation bar. Select the grid icon next to the field name to drag and place the custom fields in the order you want. This will also control the order on the contact record.Thu, 28 Jul 2022 16:21:11 GMTFri, 16 May 2025 19:12:48 GMThttps://docs.dailystory.com/article/az7kh97xud-filtering-your-searchaz7kh97xudWhen searching for contacts, you can use the following filter options to narrow down your search results. Use default contact fields as filters Use custom contact fields as filters Use contact location / geo code as filters Use campaign engagement as filters Use acquisition method as filters View our How To video below, or keep scrolling for step-by-step instructions: Use default contact fields as filters You can use any of the default contact fields to filter your search.  Use custom c ...Mon, 17 Mar 2025 07:00:01 GMTMon, 23 Mar 2026 20:51:02 GMThttps://docs.dailystory.com/article/create-qr-code-to-send-an-emailb2085186-5ac7-4070-9f20-c83ba69e2213Learn how to create a QR code that opens a pre-filled draft email with your chosen recipient, subject, and body when scanned with a phone or QR app.Sat, 07 Mar 2026 18:02:12 GMTSat, 07 Mar 2026 18:02:09 GMThttps://docs.dailystory.com/article/b2zfk0qrzn-upgrading-your-accountb2zfk0qrznWe make upgrading easy, whether you started with a free account or your company has grown to the next level.Tue, 14 Mar 2023 11:09:38 GMTTue, 17 Feb 2026 20:46:44 GMThttps://docs.dailystory.com/article/b6crj8sfja-scheduling-an-emailb6crj8sfjaScheduling an email is the easiest way to send an email to your contacts. Schedule an Email to Select Segments Review how to schedule an email with our video tutorial (below) or keep scrolling for step-by-step instructions! Be sure you have added contacts to your campaign prior to attempting to schedule an email. From the Email Settings, click Schedule to open the message scheduler: Select one or more segments to send to: The segments available in this list will be all of the segme ...Mon, 17 Mar 2025 07:00:01 GMTFri, 16 May 2025 19:15:56 GMThttps://docs.dailystory.com/article/b70ketl44y-block-listb70ketl44yThe Block List allows administrators to add email addresses or mobile numbers that should be blocked. Note : records created through the API do not honor the block list. When utilizing inbound features such as web forms, popups, or inbound SMS keywords DailyStory will check to see if the email address or mobile number submitted is on the block list. If it is on the block list the record will not be created in DailyStory. How the Block List helps you Unfortunately, despite everyone's best ...Thu, 11 Aug 2022 09:32:14 GMTMon, 01 Dec 2025 19:58:45 GMThttps://docs.dailystory.com/article/conversion-funnelsb9f0cac8-69f2-4c1a-8ffb-b03eed02ab8cTrack and set up a conversion funnel for websites or apps with DailyStory. Learn how to measure purchases, cart abandonment, and assign conversion value.Fri, 16 Jan 2026 16:44:43 GMTMon, 02 Feb 2026 22:37:05 GMThttps://docs.dailystory.com/article/personalize-an-emails-call-to-action-buttonbe78d64d-9be7-4c61-8aaf-87644e7a453fPersonalize CTA buttons in DailyStory emails using scripting or the Personalization widget for tailored content, URLs, and conditional logic. See how it works!Fri, 13 Mar 2026 18:22:08 GMTFri, 13 Mar 2026 18:22:08 GMThttps://docs.dailystory.com/article/bg731xjkts-driving-directions-widgetbg731xjktsThe Driving Directions widget is a special widget used to embed a clickable map into the email. The map is updated to reflect an address and is automatically linked to Google Maps to create driving directions when clicked. For example, a Google map embedded in an email with the DailyStory Dallas, TX address used: Design options When the widget is selected, the designer options for the widget is shown: This includes setting an address or location as well as configuring the map zoom level.Fri, 12 Jul 2024 11:54:41 GMTFri, 16 May 2025 19:17:37 GMThttps://docs.dailystory.com/article/bl0ve1qii0-text-message-replied-reportbl0ve1qii0The Text Message Report provides a summary of all messages sent along with details for each message. Individual responses to a customer's query via DailyStory are free. Navigating to the Text Message Replies Report Review how to navigate to the text message replies report with our video tutorial (below) or keep scrolling for more in-depth instructions! You can find the Replied Report by navigating to Reports > Text Messages . The report provides an aggregate view of all messages sent ...Mon, 17 Mar 2025 07:00:01 GMTFri, 16 May 2025 19:18:06 GMThttps://docs.dailystory.com/article/bwballjdan-integrations-salesforcebwballjdanSalesforce Integration The DailyStory integration with Salesforce enables: Syncing contacts from Salesforce into DailyStory Leads in DailyStory that are marked as Marketing Qualified are automatically created as new leads in Salesforce. Salesforce Opportunities can be associated with a DailyStory campaign. Track Salesforce Opportunity value back to your DailyStory campaign. DailyStory does not support bi-directional sync with Salesforce. DailyStory can publish leads to Salesforce and read op ...Mon, 14 Aug 2023 16:54:01 GMTMon, 20 Oct 2025 14:43:20 GMThttps://docs.dailystory.com/article/bwjzlj4g62-account-defaultsbwjzlj4g62Configure brand colors, fonts, email sender settings, text message options, and advanced features using the Brand Kit page in DailyStory.Mon, 04 Aug 2025 19:38:57 GMTMon, 04 Aug 2025 19:38:58 GMThttps://docs.dailystory.com/article/by7nndovq9-resending-an-emailby7nndovq9Resending an Email Occasionally you will want to resend an email. For example, resending to people that did not open the original email. Understanding email guardrails DailyStory's built in email guardrails prevent resending the same email to recipients who have already been send the email once. This is done purposefully to ensure you cannot accidentally send the same recipient the same email multiple times. This specifically applies to non-transactional email. Transactional emails have ...Thu, 29 Aug 2024 11:35:50 GMTFri, 16 May 2025 19:16:59 GMThttps://docs.dailystory.com/article/runsignup-integrationc2f03876-7870-4bce-a6df-dd09c90890f1Integrate RunSignup with DailyStory for seamless race, participant, and volunteer syncing plus automated event management and communications.Mon, 23 Mar 2026 21:57:18 GMTMon, 23 Mar 2026 21:57:20 GMThttps://docs.dailystory.com/article/carb7hh43z-access-to-marketing-guidescarb7hh43zThe DailyStory team routinely publishes marketing guides on a variety of digital marketing topics. These guides are available on our website, but require filling out a form to download them. Customers (free or paid) of DailyStory have access to all the guides without requiring a form filled out. Download Marketing Guides To access the marketing guides, navigate to Account Settings > Support > Marketing Guides : From here, you can click "Download" to downloading the marketing guide.Tue, 18 Jul 2023 14:02:21 GMTFri, 16 May 2025 19:10:10 GMThttps://docs.dailystory.com/article/polls-guidecd57f014-681a-4c63-b912-4d310e9da645Create and share polls easily via email, social, SMS, or web. Gather feedback, control voting options, and view public or private poll results.Thu, 24 Jul 2025 23:17:06 GMTSat, 07 Mar 2026 17:27:27 GMThttps://docs.dailystory.com/article/cwbuysjt8k-preview-web-push-notificationscwbuysjt8kDailyStory provides a preview page where you can see what your web push optin message will look like: If you do not see the optin popup when viewing the preview page you need to reset your web push notification permissions. Reset Web Push Notification Permissions Web Push notifications requires the recipient to grant access to receive notifications. If you accidentally denied the permission, it needs to be reset. Google Chrome Click the padlock icon next to the URL in Chrome, click the " ...Wed, 11 May 2022 10:09:07 GMTFri, 16 May 2025 19:19:24 GMThttps://docs.dailystory.com/article/cyuzqm0065-purchase-text-message-creditscyuzqm0065To purchase additional text message credits, navigate to Account Settings > Product Usage: This opens a popup where you can select the dollar amount of credits to purchase: The amount purchased is then added to your Purchase Balance and is reflected in your Available Balance: Any unused purchased credits roll over to the next month. Your monthly included credits reset on the 1st of the month. Please see the article Understanding Text Message costs to get more detail on how text message cr ...Wed, 27 Nov 2024 17:11:30 GMTTue, 27 Jan 2026 02:09:47 GMThttps://docs.dailystory.com/article/d0o6pa0h3h-step-1-setup-your-accountd0o6pa0h3hSet up your account with basic details, company settings, user management, and personal preferences. Complete verification for full access.Wed, 21 May 2025 14:18:59 GMTMon, 01 Dec 2025 20:06:45 GMThttps://docs.dailystory.com/article/how-to-warm-up-an-email-ip-addressd18d12b5-ada5-418b-85d6-b304cc5a9c3aLearn how to warm up an email IP address to ensure proper delivery, build reputation, avoid spam filters, and follow best practices for successful inbox placement.Fri, 13 Mar 2026 16:35:00 GMTFri, 20 Mar 2026 19:17:34 GMThttps://docs.dailystory.com/article/d1na6q03zm-square-integrationd1na6q03zmSquare Online (Square) is a robust platform that covers your website, the items you sell online, online order fulfillment, and much more. By integrating Square with DailyStory, you can leverage the DailyStory marketing automation platform to seamlessly send emails, text messages, push notifications and more. How to integrate Square and DailyStory Square integration with DailyStory requires several steps. Enable integration in DailyStory Navigate to Account Settings > Integrations, and sel ...Tue, 25 Mar 2025 13:41:51 GMTSat, 14 Mar 2026 22:57:33 GMThttps://docs.dailystory.com/article/tixr-integrationd25032bd-62eb-4ffb-8532-e036f8e2d93cDailyStory integrates with Tixr to sync events, contacts, and orders, enabling automated event management and personalized marketing workflows.Wed, 04 Mar 2026 17:58:50 GMTFri, 20 Mar 2026 19:49:33 GMThttps://docs.dailystory.com/article/geocoded-lead-routingd9a2b407-916a-423e-a101-a75b0e330d3eAutomatically route leads to the nearest location using geocode lead routing in DailyStory. Perfect for organizations with multiple franchises or accounts.Mon, 24 Nov 2025 15:06:26 GMTMon, 24 Nov 2025 16:04:06 GMThttps://docs.dailystory.com/article/waiver-consentdb2c366c-11b0-45a5-a831-5a6e9cf72f63Require waiver consent before submitting forms with our widget. Customize label, waiver text, and consent checkbox for user agreement.Thu, 02 Oct 2025 15:28:09 GMTThu, 02 Oct 2025 15:28:10 GMThttps://docs.dailystory.com/article/dcbmnnuxxa-landing-page-frequently-asked-questionsdcbmnnuxxaCan I upload images? Yes, you can upload images in by using the image widget in the designer and with the WYSIWYG editor. Images are publicly accessible and will be added to your file manager in DailyStory automatically. Can a DailyStory Landing page also host a DailyStory Popup? Yes, you use the landing page URL for the pop-up just like a normal website page. Can I include JavaScript in a page? Yes, add JavaScript between <script/> blocks in either the Custom Head or Custom Footer sec ...Wed, 23 Aug 2023 14:42:55 GMTFri, 16 May 2025 19:14:12 GMThttps://docs.dailystory.com/article/dcif24ahrf-assigning-tags-to-contacts-placeholderdcif24ahrfAdding 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 like to add from the drop down list and click Add . You can create as many new tags as you like and add as many tags to a customer as you like. Easily remove tags by clicking on the x next to the tag name Adding tags with an automation From within a campaign, create a new automation . Fr ...Wed, 17 Apr 2024 09:27:39 GMTFri, 06 Mar 2026 17:53:15 GMThttps://docs.dailystory.com/article/dcw1ybchwp-replies-to-text-messagesdcw1ybchwpNot only can you send text messages from DailyStory, you can receive them too. When someone replies to your text message several things happen: You can receive an email notification that a text message reply was received You can view replies and respond through individual conversations The text message reply can run an automation Review our How To video (below) or keep scrolling for step-by-step instructions: Receive a notification Below is an example of the email notification DailyStory sen ...Tue, 06 Aug 2024 08:56:17 GMTWed, 12 Nov 2025 00:57:50 GMThttps://docs.dailystory.com/article/dmjm0pytri-how-to-warm-up-an-sms-sending-numberdmjm0pytriWhen you lease a new number for your SMS marketing , or move from another provider, you need to warm-up your sending number reputationTue, 21 May 2024 14:43:18 GMTThu, 19 Mar 2026 20:08:48 GMThttps://docs.dailystory.com/article/dw3bqm0v03-daily-story-magic-formsdw3bqm0v03A DailyStory Magic Form enables you to integrate DailyStory with any web form on your website. This includes custom HTML forms or those built with other platforms such as Marketo, Eloqua, HubSpot and HTML form applications such as Ninja Forms. Use DailyStory Magic Forms when you cannot use a DailyStory Web Form  or do not wish to use the DailyStory API  for integration. Important to use Magic Forms, the DailyStory beacon must be installed on your website Once setup, DailyStory Magi ...Tue, 25 Jun 2024 11:14:08 GMTFri, 16 May 2025 19:13:58 GMThttps://docs.dailystory.com/article/how-to-manage-foreground-and-background-colors-in-emailse2b8c379-b3d7-4d45-9391-460f4689e991Learn how to configure foreground and background colors in DailyStory emails using the email designer’s blocks and style settings for consistent, polished designs.Wed, 01 Apr 2026 16:32:54 GMTWed, 01 Apr 2026 16:32:56 GMThttps://docs.dailystory.com/article/e3stpju18w-sending-a-text-messagee3stpju18wSimilar to other features such as Email  and Push Notifications , Text Messages are sent through schedules or automations . There are multiple ways you can send messages to your contacts: Schedule a text message You'll want to ensure that your contacts are added to a campaign before sending a bulk message. Schedule a text message using randomized send times Send a published text message to a contact Compose and send a single text message Send as part of an automation Send as an ...Mon, 17 Mar 2025 07:00:01 GMTFri, 16 May 2025 19:18:02 GMThttps://docs.dailystory.com/article/3-column-widgete7493c9b-cdaa-4bbb-a534-ff1f318e574cCreate responsive email layouts with the flexible Three Column Container widget. Customize spacing, alignment, and mobile stacking options easily.Wed, 04 Jun 2025 14:46:35 GMTWed, 04 Jun 2025 14:46:35 GMThttps://docs.dailystory.com/article/e7a3j46krr-integqations-calendlye7a3j46krrIntegrate Calendly with DailyStory to automate actions when appointments are scheduled or canceled. A commercial Calendly account is required.Tue, 02 Apr 2024 21:09:46 GMTMon, 20 Oct 2025 16:04:43 GMThttps://docs.dailystory.com/article/e7vuqdhq9s-edit-a-campaigne7vuqdhq9sLearn how to edit a campaign in DailyStory with a step-by-step guide and video tutorial. Discover simple ways to access campaign editing options.Mon, 02 Jun 2025 19:55:10 GMTMon, 02 Jun 2025 19:55:11 GMThttps://docs.dailystory.com/article/ede63x6vyt-win-back-campaignede63x6vytSeeing some of your customers wander off and need to get them back? Our " Win Back " campaigns can help you stay on top of those drifters.Thu, 26 Jan 2023 11:40:16 GMTFri, 16 May 2025 19:10:15 GMThttps://docs.dailystory.com/article/button-widgetedeb08d7-371a-4966-8d31-0239d7af349fAdd customizable call-to-action buttons to emails with our widget; supports URLs, mailto links, and style adjustments for broad email client compatibility.Wed, 01 Apr 2026 17:32:58 GMTWed, 01 Apr 2026 17:33:00 GMThttps://docs.dailystory.com/article/forcyte-integrationee26471a-c055-4b27-8db3-fd64f07f15f0Learn how to integrate Blood Bank Computer Systems (BBCS) with DailyStory for seamless donor data syncing and management.Mon, 23 Mar 2026 21:53:44 GMTTue, 24 Mar 2026 18:03:37 GMThttps://docs.dailystory.com/article/poll-widgetef74b9a3-8496-43fd-9920-ebe1aaecf943Embed polls or surveys in emails using the Poll widget. Email-compatible radio buttons link users to a voting page for secure, trackable responses.Wed, 23 Jul 2025 16:16:15 GMTWed, 23 Jul 2025 16:16:16 GMThttps://docs.dailystory.com/article/egqhdkbweh-randomized-or-batched-sendingegqhdkbwehSend a Message using 'Batched' or Randomized Sending Using batched or randomized sending may improve deliverability since this will send your message out in batches. This means the system will send small amounts of messages over the timeframe you select. From the Scheduler popup, click on  More Scheduling Options . Choose the  Randomize Send Time  you would like. Your options are: Send all messages simultaneously at scheduled send time (default) Randomly send each mess ...Tue, 03 Sep 2024 18:19:15 GMTFri, 16 May 2025 19:18:49 GMThttps://docs.dailystory.com/article/ejo6yu6i47-tracking-tag-frequently-asked-questionsejo6yu6i47Some integrations, like WordPress and Shopify, automatically install a beacon once you have integrated them with DailyStory. Where should I place the script for the beacon? Place the beacon JavaScript in the <head> section of all pages in your website, as well as any landing pages. It's important that the beacon is available on any pages people may visit. How does the beacon work? The beacon serves several purposes: Identifies and captures website visit data Loads the DailyStory Ja ...Wed, 12 Jul 2023 15:23:51 GMTWed, 04 Feb 2026 03:32:49 GMThttps://docs.dailystory.com/article/eju41pn77i-integrations-flowhubeju41pn77iIntegrate Flowhub with DailyStory for dispensary customer data sync, segmentation, and automation. Learn setup steps and available synced fields.Mon, 14 Aug 2023 20:20:50 GMTMon, 20 Oct 2025 14:45:24 GMThttps://docs.dailystory.com/article/refer-a-friendf072d042-dafb-4955-b6e6-e9bf7bb94410Invite friends to DailyStory and earn $20 credits for you and them! Use the referral system to share your link and save on SMS or monthly license.Fri, 21 Nov 2025 15:07:26 GMTFri, 21 Nov 2025 15:07:27 GMThttps://docs.dailystory.com/article/f38tmm0vai-deleting-a-contacts-from-a-contact-recordf38tmm0vaiThere are multiple ways to delete contacts. Deleting a contact from inside a contact's record. Deleting a contact from a search list using Bulk Edit. A contact's delete status can not be executed until 60 days have passed from their last date of contact (receipt of a marketing asset). They will continue to count towards your overall contact count until this time. Rather than deleting, we would encourage you to make contacts 'inactive'. The same rules apply. Deleting a contact ...Tue, 13 Feb 2024 19:32:48 GMTTue, 03 Mar 2026 22:48:54 GMThttps://docs.dailystory.com/article/f46b72mtps-integrations-guidef46b72mtpsEasily sync data into DailyStory from platforms like Mindbody. Find, configure, and explore integrations or request new ones for advanced automation.Thu, 22 May 2025 15:47:55 GMTFri, 10 Oct 2025 18:57:24 GMThttps://docs.dailystory.com/article/f69fubpqee-unsplash-integrationf69fubpqeeCanva is a graphic design platform that provides tools for creating social media graphics, presentations, promotional merchandise and websites.Tue, 30 Jul 2024 13:23:56 GMTTue, 02 Dec 2025 02:26:44 GMThttps://docs.dailystory.com/article/f9v2rlputr-integrations-klaviyof9v2rlputrHow to integrate Klaviyo and DailyStory Klaviyo integration with DailyStory allows your DailyStory platform to pull in selected customer lists and segments stored in Klaviyo. These will be created in DailyStory as a segment and then synced and updated hourly with Klaviyo. DailyStory is an alternative to Klaviyo and is much more affordable! Items you will need: Klaviyo API key. List IDs of the Klaviyo lists and/or segments you'd like to sync. How to find your Klaviyo API Key Log into your ...Wed, 09 Apr 2025 10:57:27 GMTMon, 20 Oct 2025 14:56:06 GMThttps://docs.dailystory.com/article/ffiv28gn4b-integrations-recaptchaffiv28gn4bProvided by Google , reCAPTCHA is a free service that protects your website from spam and abuse by adding a simple test to your web or mobile experience. You've probably seen reCAPTCHA when completing forms online. reCAPTCHA uses an advanced risk analysis engine and adaptive CAPTCHAs to keep automated software from engaging in abusive activities on your site. It does this while letting your valid users pass through with ease. Why use reCAPTCHA? DailyStory Web Forms collect data from visi ...Tue, 25 Jul 2023 10:31:06 GMTMon, 20 Oct 2025 15:13:48 GMThttps://docs.dailystory.com/article/fgav9856ay-email-opt-out-reportfgav9856ayEmail OptOut Summary Report Homepage From the email optout reports homepage, you will find a list of names and email addresses for individuals who have opted out within a selected time frame. The default time frame is the current month to date. There are several options from the homepage report: Choose a different time frame, click the calendar drop down menu and select a set time frame or a custom range and click Apply . Navigate to a contact's record. You will see the field for OPT OUT ...Wed, 11 May 2022 10:40:31 GMTFri, 16 May 2025 19:22:44 GMThttps://docs.dailystory.com/article/fmt3sgx6k4-autopilot-frequently-asked-questionsfmt3sgx6k4Below are some frequently asked questions when working with DailyStory's automations. Why am I not seeing my automation? We have 3 filters set up in the automation dashboard: Show Running Show Not Running Show All Please check your filtered status to ensure your automation isn't located under one of these filters, especially if it's not currently set to 'active'. Why weren't my contacts added to my automation? Below are some of the common reasons why contacts weren&#3 ...Wed, 17 Apr 2024 09:20:00 GMTThu, 19 Mar 2026 21:12:44 GMThttps://docs.dailystory.com/article/fudqyj28n4-credit-card-declinedfudqyj28n4If you receive an error message while attempting to purchase credits or you received an email stating that there is a problem with a recent payment, your service with DailyStory may be impacted. Payment Declined Impact DailyStory is a subscription-based service that requires a valid credit card to be kept on file. This credit card is automatically charged monthly for your subscription. Some services, such as SMS marketing, require credits. And to send messages, you must have a positive balan ...Mon, 25 Jul 2022 15:20:12 GMTThu, 16 Oct 2025 19:05:25 GMThttps://docs.dailystory.com/article/g48zqrv2gj-american-shaman-integrationg48zqrv2gjAmerican Shaman is a CBD franchise. Feathers is the business management and online point of sale platform built specifically for American Shaman CBD franchise owners. American Shaman integration is limited to franchise owners Click here for more information on becoming an American Shaman franchise owner or here for more information on how the integration will work. The American Shaman Feathers integration with DailyStory will require several steps. American Shaman franchise owners are r ...Mon, 14 Aug 2023 20:19:43 GMTMon, 20 Oct 2025 15:15:52 GMThttps://docs.dailystory.com/article/g5d6kyabxb-create-an-emailg5d6kyabxbLearn how to create, personalize, and manage emails in DailyStory—including settings, attachments, calendar invites, and advanced tracking options.Wed, 02 Jul 2025 16:10:49 GMTSun, 23 Nov 2025 00:09:35 GMThttps://docs.dailystory.com/article/g6cmmn16r2-open-ai-integrationg6cmmn16r2Enable the OpenAI integration in DailyStory for advanced ChatGPT features. Follow simple steps to connect your OpenAI API key and get support anytime.Tue, 15 Oct 2024 16:49:26 GMTThu, 19 Mar 2026 21:00:45 GMThttps://docs.dailystory.com/article/g8tpd8an7k-adding-contacts-manually-using-the-create-contact-optiong8tpd8an7kSelect Create Contact from the Contacts drop-down menu on the navigation bar. The page displays the Create a Contact form. Fill out the form with the new contact’s information, and then select Create Contact at the bottom of the page. DailyStory then adds your new contact to the system.Wed, 27 Jul 2022 14:50:36 GMTFri, 16 May 2025 19:11:35 GMThttps://docs.dailystory.com/article/gl89uasthu-weather-widgetgl89uasthuThe Weather widget is a special widget used to embed a weather forecast into the email. The forecast data is fetched when the email is sent.Tue, 07 Jan 2025 11:33:44 GMTFri, 16 May 2025 19:17:40 GMThttps://docs.dailystory.com/article/gmp5jp0kxm-subscribe-to-reportsgmp5jp0kxmMany of the reports in DailyStory can be subscribed to. When you subscribe to a report, the exported version of that report is emailed to you on either a daily, weekly, or monthly basis. You choose! Manage Report Subscriptions Navigate to Account Settings > Personal Settings > Subscriptions . Select the frequency dropdown for the report you wish to receive Toggle the subscription to "on" (receive subscription) or "off" (disable subscription) Report Frequency The report ...Wed, 07 Aug 2024 10:40:47 GMTThu, 12 Mar 2026 14:09:29 GMThttps://docs.dailystory.com/article/gpm5u610do-google-lead-form-adsgpm5u610doGoogle Ads support lead forms that enable visitors to submit their information directly into the page showing the Google Ad. If you've setup Google Ads with lead forms this article will guide you through the process of setting up integration with DailyStory. Create a campaign The first thing to do is setup a campaign in DailyStory. Ideally the campaign should include an automation to send a follow-up email once a lead is added. From either the created campaign or an existing campaign, co ...Mon, 09 Oct 2023 10:53:41 GMTFri, 20 Mar 2026 19:07:48 GMThttps://docs.dailystory.com/article/gu3lgahm7k-a-b-testing-guidegu3lgahm7kA/B testing (also known as split testing) is a process of showing two or more variants of the same email to different segments of customers at the same time and comparing which variant drives more conversions. When to use A/B testing You can use A/B testing for anything from testing subject lines, call-to-action buttons, link placement or content. A/B testing is a great way to increase the open and click-through rates of your marketing, and even decrease opt-outs. How it works Sele ...Fri, 14 Jul 2023 13:50:32 GMTFri, 16 May 2025 19:18:58 GMThttps://docs.dailystory.com/article/h02ufe59wn-troubleshooting-email-deliveryh02ufe59wnUnfortunately, sometimes your email doesn't get delivered as expected. This troubleshooting guide has some tips and may help. Make sure they weren't previously sent the email If a recipient mentions that they never received your email, be sure to check if they were already sent the email. DailyStory includes guardrails to prevent you from accidentally spamming your customers with the same emails. One of those guardrails is that the same email cannot be sent to the same recipient more ...Wed, 03 Jan 2024 10:33:38 GMTFri, 20 Mar 2026 19:18:18 GMThttps://docs.dailystory.com/article/h1vsml1ve0-create-or-edit-custom-contact-fieldh1vsml1ve0Learn how to add and manage custom fields in DailyStory, including creating, updating, segmenting, and importing contact data for better organization.Fri, 06 Jun 2025 15:59:23 GMTFri, 26 Sep 2025 15:22:03 GMThttps://docs.dailystory.com/article/h294fbcedj-delete-a-campaignh294fbcedjWhen a campaign is deleted the campaign is disabled and placed in the trash bin, but is not permanently deleted immediately. After a maximum of 10 days, the campaign and all its assets are permanently deleted. This includes emails, text messages, landing pages, pop-ups, automations, etc. To undelete a campaign, navigate to the Campaigns > Trash view and click the "Activate Campaign" button.Thu, 16 Jun 2022 14:33:20 GMTFri, 16 May 2025 19:13:40 GMThttps://docs.dailystory.com/article/h766zz7ies-create-or-edit-a-web-formh766zz7iesTo create or edit a Web Form navigate to Inbound > Web Forms . Here you will find a list of all the Web Forms. To edit a Web Form, click it. To create a new Web Form, click the Create Web Form button on the left menu or the + Create new button. Create a Web Form The Create Web Form screen enables you to set some basic information about the form: Name - the name of the form Description - an internal description of the form Configure how the web form is used A web form is used is multiple w ...Tue, 25 Jun 2024 08:48:47 GMTMon, 24 Nov 2025 14:31:57 GMThttps://docs.dailystory.com/article/ilq2ygudzt-header-widgetilq2ygudztThe Header widget is used to add headers into your email. The header font size and color is configured in account defaults and allows you to save frequently used header designs. Using the Header widget Drag-and-drop the header widget onto the email designer. By default Header 1 is selected. In the design tab, select the header to use and change/update any styles in the style tab. To edit the text of the header just double-click the text and edit inline. Setting Header widget default font siz ...Wed, 07 Aug 2024 17:03:02 GMTFri, 16 May 2025 19:17:42 GMThttps://docs.dailystory.com/article/j4l023kihx-import-contactsj4l023kihxLearn how to import contacts into DailyStory via CSV, Google Sheets, API, or text files. Step-by-step guides, mapping, and troubleshooting tips included.Mon, 02 Jun 2025 19:35:00 GMTTue, 07 Apr 2026 17:53:30 GMThttps://docs.dailystory.com/article/j58mbnhlrm-file-manager-frequently-asked-questionsj58mbnhlrmWhat happens if my file is deleted? When a file is deleted, File Manager moves the file to the Trash. Once placed in the Trash, the Public URL for your file will return a generic "not found" message. The File Manager will permanently delete files that have been in the Trash for more than 5 days. Prior to that, you can remove a file from the Trash. What is the Public URL? The Public URL is the URL used whenever your file is referenced. The Public URL will always return your file, even ...Wed, 27 Apr 2022 11:25:30 GMTFri, 16 May 2025 19:23:04 GMThttps://docs.dailystory.com/article/j8ksr86i8t-take-a-tourj8ksr86i8tExplore DailyStory's platform with a video tour and step-by-step guide covering navigation, dashboard, feature pages, help resources, and account settings.Mon, 02 Jun 2025 19:57:11 GMTSat, 10 Jan 2026 16:00:51 GMThttps://docs.dailystory.com/article/j9so9n53sc-editing-a-landing-page-s-html-and-cssj9so9n53scThe Page Designer generates HTML friendly emails based on the Bootstrap templates - these are optimized all major browsers and are mobile (responsive/adaptive) friendly. HTML and CSS Editor While DailyStory's Pages Designer enables you to quickly build robust page, more complicated page designs typically start from an HTML base. As an example, if you have an existing landing page design you wish to use in DailyStory the best way to start is to copy-and-paste the HTML and CSS of that land ...Thu, 16 Jun 2022 14:33:34 GMTFri, 16 May 2025 19:14:11 GMThttps://docs.dailystory.com/article/jot4rcnoqe-transactional-email-guidejot4rcnoqeSometimes it is necessary to send important notifications to recipients. These are known as transactional emails. What is a transactional email? A transactional email is any email sent to an individual that contains information the recipient requires. This can include: password reset emails, subscription confirmation, order confirmation, and delivery notifications. Unlike marketing emails, transactional emails do not obey email opt-out information. Transactional emails ignore opt out se ...Mon, 30 Oct 2023 13:17:20 GMTWed, 11 Mar 2026 17:22:19 GMThttps://docs.dailystory.com/article/js7pcsmpdz-file-managerjs7pcsmpdzFile Manager allows you to manage your images and files. To access the File Manager, select Outbound > File Manager from the main Navigation Bar. While File Manager is most commonly used for images, you can also store other file types, such as PDFs, Microsoft Word documents, etc. A few notes and tips: The size limit for files is 8mb The format for emails or text messages needs to be .jpg or .png File Manager can also store .css, .svg, and even .js files used in landing pages . Images uplo ...Mon, 13 May 2024 17:25:14 GMTTue, 02 Dec 2025 01:47:55 GMThttps://docs.dailystory.com/article/k8s0ndsy33-building-exclude-segmentsk8s0ndsy33When running campaigns you may want to exclude some contacts from receiving messages. For scheduled messages this is easily accomplished with the exclude option used to exclude members of a segment (see #2 below): There are several ways these exclude segment can be built. Create dynamic segment for excludes Follow the same instructions for building a dynamic segment , but specify search criteria for people who should be excluded from your messaging. For example, to exclude contacts based on ...Mon, 16 Oct 2023 18:41:45 GMTFri, 16 May 2025 19:12:32 GMThttps://docs.dailystory.com/article/k9nzwqmzxa-autopilot-conditionsk9nzwqmzxaDailyStory automations use conditions to enable Yes/No logic branching, letting you control workflows based on contact actions like email opens, tags, or form submissions.Wed, 23 Jul 2025 17:29:45 GMTWed, 23 Jul 2025 17:29:45 GMThttps://docs.dailystory.com/article/kbtg2vnpb9-text-message-sending-guardrailskbtg2vnpb9DailyStory enforces rules when sending text messages. These rules are in place to help you effectively communicate and ensure simple mistakes are avoided. A text message can only be sent to a recipient once When sending text messages through automation or through the scheduler, DailyStory will ensure that a contact in a campaign will only receive your text message once. This keeps you from sending the same text message by accident and it allows tracking of text message performance per unique ...Tue, 19 Apr 2022 16:19:20 GMTTue, 27 Jan 2026 02:05:41 GMThttps://docs.dailystory.com/article/kkm2kt9ebe-adding-video-to-an-emailkkm2kt9ebeWhen selected the Video widget opens video specific settings in the design menu: Video URL  is the URL to the video. When set, DailyStory will replace the default Video widget in the design canvas with a preview of your image. When clicked it will navigate to the URL of the video. Title / Alt sets the title and alt tag of the URL to the video. Embedded videos are not supported in most email clients . When a video is selected DailyStory will automatically create a placeholder image for t ...Tue, 07 Jan 2025 08:56:32 GMTFri, 16 May 2025 19:17:19 GMThttps://docs.dailystory.com/article/kthrqu64p0-autopilot-designerkthrqu64p0Tue, 20 May 2025 17:24:58 GMTTue, 20 May 2025 17:24:58 GMThttps://docs.dailystory.com/article/kw4n3vdfqc-using-the-email-designerkw4n3vdfqcLearn how to use the Email Designer with this step-by-step guide. Discover tips for widgets, layout, personalization, and more for email marketing.Tue, 19 Aug 2025 20:59:43 GMTTue, 19 Aug 2025 20:59:44 GMThttps://docs.dailystory.com/article/kxts12m8ny-account-settings-frequently-asked-questionskxts12m8nyWhy does my uploaded image appear blurry? If you uploaded a large image, DailyStory will resize your image to fit the recommended dimensions. However, when this resize occurs it can impact the quality of your image. If you can, it is best to export an image from a graphic program (or request one from your designer) constrained to the recommended dimensions of 300px wide and 150px tall. Why are the dates and times shown differently than my local date and time? Most likely, the account's t ...Thu, 16 Jun 2022 14:34:00 GMTFri, 16 May 2025 19:09:11 GMThttps://docs.dailystory.com/article/l0k4jxv6fj-create-or-edit-a-segmentl0k4jxv6fjYou have several ways to create a static segment Watch our How-To Video, or keep scrolling for step-by-step instructions on how to create a static segment: From the main toolbar, select Contacts > Create Segment. From the Segments Page, select   + Create  in the Segment left side-bar menu. Import a list of Contacts and save it as a new segment. To finish creating a static segment, add a name, a description (optional), and click save. Your static segment is now ready to use in ca ...Mon, 16 Oct 2023 18:40:38 GMTFri, 20 Mar 2026 19:02:00 GMThttps://docs.dailystory.com/article/lgibz97mv6-lightspeed-integrationlgibz97mv6Lightspeed is a point-of-sale and e-commerce software provider. By integrating Lightspeed with DailyStory, you can leverage the DailyStory marketing automation platform to seamlessly send emails, text messages, push notifications and more. Versions of Lightspeed supported by DailyStory C-Series - supported R-Series - supported X-Series - supported E-Series , S-Series , K-Series , L-Series , U-Series , O-Series , G-Series - not currently supported How to integrate Lightspeed C-Series and Dail ...Wed, 05 Jun 2024 14:33:01 GMTSat, 14 Mar 2026 22:19:12 GMThttps://docs.dailystory.com/article/lq7x542bhu-free-offer-pop-up-campaignlq7x542bhuIn DailyStory, you have lots of options for finding and capturing new leads. In this campaign, we'll walk you through creating a popup offer on your website. In order to utilize this campaign, you will need to connect DailyStory with your website. See our article on Integrating With Your Website . Steps we'll guide you through: Creating a campaign Creating a pop-up Creating a follow-up text or email Creating an automation STEP 1: Create a campaign Navigate to Campaigns > Create Ca ...Thu, 26 Jan 2023 11:51:24 GMTFri, 16 May 2025 19:10:47 GMThttps://docs.dailystory.com/article/ls637h6xqg-happy-birthday-campaignls637h6xqgBuildng 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 on their birthday. In order to utilize this campaign you need to have their birthday field recorded in DailyStory. Steps we'll guide you through: Creating a dynamic segment Creating a campaign Creating a text or email Creating an automation STEP 1: Create a dynamic segment Create a dynami ...Thu, 26 Jan 2023 11:54:18 GMTMon, 24 Nov 2025 19:54:51 GMThttps://docs.dailystory.com/article/lsdsy5k183-popups-reportlsdsy5k183Popups Reports Homepage From the Popups reports homepage, you will find a metrics dashboard, graph and list view for all popups within a selected time frame. The default time frame is the current month to date. To choose a time frame, click the calendar drop down menu and select a set time frame or a custom range and click Apply . Beneath the graph, you will see the list of Popups for the time frame selected in the previous step and summary information for each: Popup Name Total Impressions: ...Mon, 13 Nov 2023 09:08:36 GMTFri, 16 May 2025 19:22:36 GMThttps://docs.dailystory.com/article/lxpvj9ex98-create-a-dynamic-segment-from-searchlxpvj9ex98Creating a Dynamic Segment with contact search The easiest was to create a Dynamic Segment is to start in Contact Search . Click on the Contacts button from your main dashboard or navigate to Contacts > Search Contacts from the main toolbar. Search using any criteria including both standard contact fields as well as custom contact fields . With dynamic segments it is possible to build segments using multiple sets of criteria including records in other segments. For example, all contacts i ...Sun, 23 Feb 2025 15:32:11 GMTFri, 20 Mar 2026 19:02:07 GMThttps://docs.dailystory.com/article/m4e9vt2e0b-understanding-role-permissions-in-daily-storym4e9vt2e0bDailyStory supports a robust permissions model used to control what users can do on the platform. An administrator of the account can create different permissions with limited access to certain features. Important - enabling permissions has immediate impact to users. We recommend approaching permissions with a plan for who should and should not have access. Read before turning on permissions By default, permissions are "off'. With no permissions enabled, all users have full administr ...Sat, 17 Aug 2024 09:32:35 GMTTue, 17 Mar 2026 19:34:14 GMThttps://docs.dailystory.com/article/m4jk83serm-configuring-a-popups-display-optionsm4jk83sermDisplay Options Chose how you want your popup to display. Display as popup will fade out the background whereas the Display as cover will blackout the background. Height and Width The popup will scale automatically depending on the size of the screen. You can manually adust the size of the popup. This can be helfpul when creating background images in other programs or using images along with your content. The default size is 480 x 780. Background Image and Color The Background Image and Colo ...Thu, 16 Jun 2022 14:33:34 GMTFri, 16 May 2025 19:14:27 GMThttps://docs.dailystory.com/article/m95jrtorf4-archiving-and-deleting-a-campaign-xsym95jrtorf4Archiving a campaign happens automatically by the system when the campaign has not been used in over 180 days. When a campaign is in archive status, all assets and automations are paused. Archiving a…Tue, 27 Aug 2024 18:15:32 GMTFri, 16 May 2025 19:13:53 GMThttps://docs.dailystory.com/article/m9vjrlhr6c-archiving-and-deleting-a-campaignm9vjrlhr6cArchiving a campaign happens automatically by the system when the campaign has not been used in over 180 days. When a campaign is in archive status, all assets and automations are paused. Archiving a campaign will also flush all of the contacts, and they will no longer be dynamically updated. Removing a campaign from archive status To remove a campaign from it's archive/paused status, follow these steps: Click on the Campaigns button from your Dashboard or navigate to Campaigns > All ...Tue, 27 Aug 2024 18:06:05 GMTFri, 16 May 2025 19:13:44 GMThttps://docs.dailystory.com/article/mgx5e6ii8u-managing-autorepliesmgx5e6ii8uLearn how to manage out-of-office email replies, prevent automatic responses using headers, and optimize your DailyStory settings for a cleaner inbox.Fri, 12 Sep 2025 22:13:07 GMTWed, 03 Dec 2025 22:56:06 GMThttps://docs.dailystory.com/article/mpl7zsbbvm-integrations-big-commercempl7zsbbvmBigCommerce is a e-commerce platform offering software-as-a-service (SaaS) services for building and hosting online stores. By integrating BigCommerce with DailyStory, you can leverage the DailyStory marketing automation platform to seamlessly send emails, text messages, push notifications and more. How to integrate BigCommerce and DailyStory BigCommerce integration with DailyStory requires several steps. BigCommerce API URL & keys Please see the BigCommerce documentation to generate the API ...Mon, 14 Aug 2023 16:51:22 GMTThu, 19 Mar 2026 21:00:47 GMThttps://docs.dailystory.com/article/muwnwn6yco-integrations-magentomuwnwn6ycoMagento is a platform with built-in PHP, which helps programmers create an eCommerce website. How to integrate Magento and DailyStory Sign in to DailyStory and navigate to Account Settings > Integrations > Ecommerce . Click on the Magento gear icon and select "configure". That's it, the DailyStory integration with Magento is ready.Mon, 14 Aug 2023 16:51:22 GMTMon, 20 Oct 2025 14:47:03 GMThttps://docs.dailystory.com/article/mv0pw8zyrt-text-html-widgetmv0pw8zyrtThe Text / HTML widget is the most commonly used widget in the email designer. Use it for simple text or custom HTML. Using the Rich Editor When selected the Text / HTML widget opens a rich text editor in place of the widget menu: The rich editor provides tools for controlling exactly how you want your content formatted. Content is written or copy/pasted into the rich editor and is updated automatically in the design canvas. Content that is copy/pasted is stripped of any special information, ...Thu, 18 Jul 2024 15:26:09 GMTTue, 02 Dec 2025 19:14:30 GMThttps://docs.dailystory.com/article/mvuesefoxv-free-plan-limitationsmvuesefoxvDailyStory’s free plan lets you use most platform features, send up to 500 emails a month, but has limitations on support, SMS, API, and domains.Wed, 27 Aug 2025 17:34:31 GMTTue, 17 Feb 2026 20:43:07 GMThttps://docs.dailystory.com/article/mw3xkq2aqr-first-purchase-promo-campaignmw3xkq2aqrSend an automated message after a first purchase to generate a quick second purchase.Thu, 26 Jan 2023 11:43:48 GMTFri, 16 May 2025 19:10:21 GMThttps://docs.dailystory.com/article/n5es3z9ydp-integrations-goto-webinar-zapiern5es3z9ydpConnect GoToWebinar to DailyStory using Zapier to automate attendee capture and sync lead data—no CSVs needed. Follow our step-by-step guide.Mon, 14 Aug 2023 17:43:00 GMTFri, 20 Mar 2026 19:07:55 GMThttps://docs.dailystory.com/article/n5kraiq9ik-add-files-or-folders-to-file-managern5kraiq9ikUse File Manager to manage all the files and folders used in your DailyStory assets. Access File Manager Navigate to Outbound > File Manager from the main Navigation Bar. Add files When you enter File Manager page, you'll see any folders you've created along the left-hand side for easy navigation. You will also see folders and/or images on the right-hand side. From here, you can create new folders, access folders, drag-and-drop files, and upload files from your computer. Drag-and- ...Wed, 27 Dec 2023 17:25:31 GMTFri, 16 May 2025 19:23:03 GMThttps://docs.dailystory.com/article/n8w26n5ob4-styling-your-web-formn8w26n5ob4If you include a DailyStory Web Form in a Landing Page or embedded in your website, you may want to add custom CSS to style your form. The table below provides some guidance on the CSS classes supported: Custom CSS Classes Class Description ds-form-layout A <div> that wraps the entire contents of the form. form-element A <div> that wraps each element in the form. ds-cta-button Added the submit <button> . The form additionally uses Bootstrap class names, such as form-control ...Thu, 16 Jun 2022 14:33:34 GMTFri, 16 May 2025 19:15:11 GMThttps://docs.dailystory.com/article/na8xjb6ixx-text-message-conversationna8xjb6ixxNot only can you send text messages from DailyStory, you can receive them too. When someone replies to your text message several things happen: You can receive an email notification that a text messa…Tue, 06 Aug 2024 09:06:02 GMTFri, 16 May 2025 19:18:52 GMThttps://docs.dailystory.com/article/o0zh2kr1tv-cloning-a-web-formo0zh2kr1tvThe cloning feature in DailyStory only applies to accounts who are utilizing subaccounts and have been setup accordingly in the system. When subaccounts are enabled, the parent account can clone an e…Wed, 21 Aug 2024 10:02:50 GMTFri, 16 May 2025 19:15:18 GMThttps://docs.dailystory.com/article/o4ykaysahe-email-designer-frequently-asked-questionso4ykaysaheFrequently Asked Questions  Below are some frequently asked questions about the Email Designer. How do I center an image, text or video in my email? To center an Image, Text Section, or Video in your email select the widget in the designer, select the  Style Menu and set Text Align to Center. For Image and Video widgets select the Image Wrapper or Video Wrapper before centering. Why does my image look distorted? Be sure to insert an image widget inside of an email container so ...Tue, 19 Apr 2022 13:20:54 GMTSun, 28 Dec 2025 23:48:08 GMThttps://docs.dailystory.com/article/o5cuusbxt9-creating-or-editing-a-landing-pageo5cuusbxt9DailyStory Landing Pages are used to create stand-alone micro-sites and web pages hosted by DailyStory. They are most often used along with an offer or request for information. Visitors are driven to this page from advertisements or from offers embedded in other marketing pieces like social media, emails, etc. If using a landing page URL in SMS for industries that fall under SHAFT law, please ensure your landing page is clean. Otherwise, you may experience impacted deliverability. You can fi ...Thu, 09 Nov 2023 09:17:19 GMTFri, 16 May 2025 19:14:04 GMThttps://docs.dailystory.com/article/o7g6t488u8-manage-email-revisionso7g6t488u8When creating and editing emails you may occasionally find that you inadvertently saved an old version or lost some edits made previously - this can happen if multiple people are editing the same email at the same time. If you need to revert to a previously saved version of the email. From either the email options in the HTML or Designer or on the options menu, select Revisions: This will open the Manage Email Revisions screen: In this screen you are shown a live preview of your email as wel ...Tue, 19 Apr 2022 11:55:27 GMTFri, 16 May 2025 19:16:10 GMThttps://docs.dailystory.com/article/obw4omogkg-integrations-shopifyobw4omogkgEnhance your Shopify store with DailyStory: sync customer data, enable popups, and track revenue and ROI to boost marketing performance.Fri, 12 Sep 2025 18:44:34 GMTWed, 04 Feb 2026 03:34:17 GMThttps://docs.dailystory.com/article/od6p6uz801-managing-tags-placeholderod6p6uz801Tags 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 tags to describe characteristics about your contacts. For example, common tags could include: Customers Prospects Sent Q3 Survey Automate using Tags Tags are an integral part of DailyStory's automation engine . Tag related automations include: A trigger - start an automation when a contact has ...Wed, 17 Apr 2024 09:12:18 GMTFri, 16 May 2025 19:13:13 GMThttps://docs.dailystory.com/article/ombwzqd1h4-ending-your-serviceombwzqd1h4Learn how to cancel your account, export your data, and understand service termination. Get answers to common questions about account cancellation.Fri, 06 Jun 2025 21:50:09 GMTTue, 24 Mar 2026 02:40:40 GMThttps://docs.dailystory.com/article/omlopd8u8w-exporting-contactsomlopd8u8wEasily export your DailyStory contacts to CSV files in just a few steps. Compatible with Excel, Google Sheets, and more. Fast, simple guide included.Mon, 02 Jun 2025 19:42:36 GMTMon, 02 Jun 2025 19:42:44 GMThttps://docs.dailystory.com/article/oqauhasx3y-create-an-email-from-a-templateoqauhasx3yWe're making emails simple! Use one of our pre-built templates and customize it however you like. Navigate to your emails page from the top navigation bar Outbound > Emails or from the home dashboard button. Click on the Template Gallery link in the far left column. Select the Start with a Pre-built Template or Start with a Blank Email button and then select a category and template. Once you click on a template, you'll be asked to assign it to an existing Campaign or create a new ...Thu, 10 Oct 2024 19:00:48 GMTFri, 16 May 2025 19:15:27 GMThttps://docs.dailystory.com/article/oyg4lgy7y0-setting-up-your-email-domainoyg4lgy7y0Set up your email domain in DailyStory by adding SPF and DKIM DNS records to improve deliverability. Learn how to validate your setup easily.Wed, 02 Jul 2025 16:26:29 GMTFri, 20 Mar 2026 19:10:27 GMThttps://docs.dailystory.com/article/p1cxjcpi3i-web-activity-reportp1cxjcpi3iWeb Activity Reports Homepage From the web activity reports homepage, you will find a visual summary and list view for all pages within a selected time frame. The default time frame is the current month to date. To choose a time frame, click the calendar drop down menu and select a set time frame or a custom range and click Apply . Dashboard Visual Summary and Graph The following metrics are reported and visually represented in the dashboard: Total Page Views: pages viewed for any DailyStory ...Mon, 13 Nov 2023 09:05:35 GMTFri, 16 May 2025 19:22:30 GMThttps://docs.dailystory.com/article/pdk7w47r2m-opting-into-text-messagespdk7w47r2mIf a recipient replies to a Text Message with "START", they are automatically opted into future text messages from the sending number. In addition to the "START" keyword, there are more keywords that DailyStory looks for to automatically opt in recipients: JOIN OPTIN SUBSCRIBE Automated confirmation on opt-in When DailyStory received an opt-in keyword a reply is automatically sent back confirming the opt-in. For example, opting into text messages from an account named Jamie&# ...Wed, 20 Apr 2022 11:11:55 GMTFri, 16 May 2025 19:18:37 GMThttps://docs.dailystory.com/article/pffq9y943p-autopilot-triggerspffq9y943pDiscover how DailyStory automations work with powerful triggers. Explore over 35 options to start and manage workflows, including campaign, form, and event triggers.Wed, 10 Sep 2025 17:07:57 GMTSat, 14 Mar 2026 23:23:00 GMThttps://docs.dailystory.com/article/pm4u32rcrc-managing-optin-and-optout-preferencespm4u32rcrcManage contact opt-in/opt-out preferences in DailyStory, including Do Not Contact status, contact frequency limits, and manual settings.Fri, 01 Aug 2025 18:27:40 GMTThu, 19 Mar 2026 16:51:42 GMThttps://docs.dailystory.com/article/ppg0z9xv1v-installing-the-daily-story-tracking-tagppg0z9xv1vTue, 20 May 2025 17:18:32 GMTTue, 20 May 2025 17:18:32 GMThttps://docs.dailystory.com/article/ppkr13hyl9-exporting-and-importing-automationsppkr13hyl9Export an automation If you've built an automation and would like to use it again, you can export any automation using the Export option. Just click on the ... options and select Export next to the automation you want to export. This is available from either the all automations page or the automations list from within a campaign . This will export an encrypted file [name of automation].autopilot . You are now ready, should you choose, to import the .autopilot file. Import an automation f ...Wed, 17 Apr 2024 09:10:35 GMTFri, 16 May 2025 19:22:08 GMThttps://docs.dailystory.com/article/pqhyj0g8v0-step-5-setup-text-messagingpqhyj0g8v0Set up DailyStory SMS marketing: register for 10DLC, get approval, purchase a sending number, and agree to Terms before sending text messages.Tue, 29 Jul 2025 23:04:26 GMTTue, 29 Jul 2025 23:04:27 GMThttps://docs.dailystory.com/article/pspgp79c94-common-searchs-used-for-segmentspspgp79c94Below are some tips on putting together common searches used to build segments. Birthdays by month DailyStory maintains and updates the annual birthday for your members (if you have provided their date of birth). A common request may be to build a segment for everyone whose birthday is in June (or any other month). However, this can be problematic since the birth year can vary. For example, if today is May 3rd, 2020 and two member's birthdays are June 29, 1983 and June 7, 1974. DailyStor ...Fri, 23 Aug 2024 14:16:30 GMTFri, 07 Nov 2025 15:41:58 GMThttps://docs.dailystory.com/article/psqx5r1kk7-disable-or-enable-a-segmentpsqx5r1kk7Enabling and disabling segments can also be referred to as unpausing and pausing segments, respectively. To enable or disable a segment, go to the segment’s edit page, and then switch its status to ON (enable/unpause) or Off (disable/pause).  Disabling a dynamic segment  Warning: If the disabled or paused segment belongs to an active campaign, the campaign can no longer use it unless it is re-enabled. You can find disabled or paused segments on the Paused Segments page. Open ...Mon, 16 Oct 2023 18:41:45 GMTFri, 16 May 2025 19:12:21 GMThttps://docs.dailystory.com/article/ptshg9vhir-daily-story-popupsptshg9vhirA  DailyStory Popup  enables you to display a popup window in a web or mobile experience. Popups are a great way to capture signups for newsletters, offer discounts to new visitors, or attempt to persuade someone not to leave your website. Popups can be shown on specific pages, configured to automatically show after a certain amount of time has passed, when the visitor first arrives, or if the visitor is leaving the site. Ensure that you have integrated with your website to ensure ...Thu, 09 Nov 2023 09:28:19 GMTFri, 16 May 2025 19:14:16 GMThttps://docs.dailystory.com/article/pxypifs6h8-sending-an-emailpxypifs6h8After previewing and testing your email, you are ready to schedule an email to send if you have set up your email DNS. There are 3 ways you can send emails to your contacts: Schedule an email Send a published email to a contact Send as part of an automation You can review how to schedule an email video tutorial (below) or keep scrolling for step-by-step instructions! But first, you need to make sure you have added the necessary contacts to your Campaign. Add Your Segments ...Mon, 17 Mar 2025 07:00:01 GMTFri, 16 May 2025 19:15:50 GMThttps://docs.dailystory.com/article/q0pgudbzsg-abandoned-cart-campaignq0pgudbzsgSetup an automated campaign to nudge customers who've left items in their cart.Thu, 26 Jan 2023 11:47:06 GMTFri, 16 May 2025 19:10:28 GMThttps://docs.dailystory.com/article/q1rhes3fq4-stripe-integrationq1rhes3fq4Stripe is a suite of APIs powering online payment processing and commerce solutions for internet businesses of all sizes. By integrating Stripe with DailyStory, you can leverage the DailyStory marketing automation platform to seamlessly send emails, text messages, push notifications and more to customers added to Stripe. How to integrate Stripe and DailyStory Stripe integration with DailyStory requires several steps. Create a Stripe restricted API key Login to your Stripe account and find yo ...Sat, 19 Aug 2023 15:27:46 GMTSat, 14 Mar 2026 22:49:49 GMThttps://docs.dailystory.com/article/q3otfsm0s6-google-ads-conversion-trackingq3otfsm0s6Google Ads supports the ability to track conversions as page views or when a user completes an action, such as submitting a form. This article details how to track conversions when a visitor submits a DailyStory web form. Follow the steps in this article: Setup Google Ad conversion tracking for your website and select "Method 2: Set up conversions manually". This provides step-by-step instructions for how to create a manual conversion tag in Google Ads. Ideally the global site tag is ...Mon, 18 Jul 2022 12:10:56 GMTFri, 16 May 2025 19:15:21 GMThttps://docs.dailystory.com/article/q9kanmfpxr-qr-codes-guideq9kanmfpxrLearn how QR Codes work, what they store, and how to use them for marketing. Discover practical QR code tips, examples, and helpful resources.Wed, 30 Jul 2025 21:56:00 GMTWed, 25 Mar 2026 17:02:09 GMThttps://docs.dailystory.com/article/qdrjdr5enm-built-in-personalization-tokensqdrjdr5enmBelow is a list of DailyStory's built-in personalization tags: Contact Personalization Tags The following personalization tags are unique to each individual contact. Important personalization tokens are case sensitive. {{user.fullname}}  - string; full name of the contact. If there is not first or last name, the email is returned. {{user.firstname}}  - string; first name of the contact. {{user.lastname}}  - string; last name of the contact. {{user.email}}  - string; e ...Tue, 13 Aug 2024 15:39:42 GMTFri, 16 May 2025 19:19:08 GMThttps://docs.dailystory.com/article/qewim3zf4e-editing-a-contactqewim3zf4eThu, 22 May 2025 22:06:27 GMTThu, 22 May 2025 22:06:27 GMThttps://docs.dailystory.com/article/qfl7mox9nn-install-daily-story-tracking-tag-in-word-pressqfl7mox9nnInstalling the DailyStory WordPress plugin is simple! All you need is administrative rights to your WordPress site, an active DailyStory account ... and about 10 minutes. Steps to Install the WordPress Plugin Log into your WordPress website using an account that has access to the admin area. You can also find the login screen by typing /wp-admin/ at the end of your website URL. Once you are in your WordPress admin area, click the menu option on the left that says Plugins . Next, click Add Ne ...Mon, 25 Jul 2022 12:34:26 GMTFri, 16 May 2025 19:09:30 GMThttps://docs.dailystory.com/article/qhwmtm7eag-adding-contacts-automaticallyqhwmtm7eagYou can use the following automation methods to automatically register your customers as contacts in your DailyStory system. Campaigns When an unregistered customer subscribes to any of your campaigns, DailyStory adds the customer as a new contact and campaign lead to your system. For more information, refer to Campaigns Feature Guide DailyStory forms When an unregistered customer completes and submits any of the following DailyStory forms, the customer is automatically added as a new contac ...Thu, 16 Jun 2022 14:33:11 GMTFri, 16 May 2025 19:11:44 GMThttps://docs.dailystory.com/article/qjfigxm04c-cloning-a-campaignqjfigxm04cThe cloning feature in DailyStory only applies to account holders who are utilizing subaccounts and have been setup accordingly in the system. When subaccounts are enabled, the parent account can select a campaign and push a copy down to one or many of the subaccounts. Cloning creates a copy of the campaign and all of its assets and adds it to the selected subaccount(s). To clone a campaign, follow these steps: From within a campaign, look at the sidebar menu and select Clone Campaign or fro ...Wed, 21 Aug 2024 10:06:09 GMTTue, 02 Dec 2025 14:50:29 GMThttps://docs.dailystory.com/article/qmc7blnf8l-neverbounce-integrationqmc7blnf8lNeverBounce is an email verification and email cleansing service. By integrating NeverBounce with DailyStory unverified emails for contacts will automatically get cleansed. And, unverifiable emails are prevented from sending. How to integrate NeverBounce and DailyStory NeverBounce integration with DailyStory requires several steps. NeverBounce Account Key Obtain an Account Key for NeverBounce. Note, this requires you to purchase a number of credits from NeverBounce. Enable integration in Dai ...Mon, 14 Aug 2023 16:53:38 GMTMon, 20 Oct 2025 14:56:58 GMThttps://docs.dailystory.com/article/qmsaftb8hb-two-column-containerqmsaftb8hbThe Two Column Container widget offers flexible, mobile-friendly email layouts with adjustable column widths and spacing, plus stack or no-stack mobile options.Wed, 04 Jun 2025 14:22:57 GMTWed, 04 Jun 2025 14:22:57 GMThttps://docs.dailystory.com/article/qofcvyk80i-making-contacts-inactiveqofcvyk80iLearn how to make contacts inactive individually or in bulk, the effects on your subscription, and answers to common questions about inactive contacts.Mon, 16 Jun 2025 23:00:22 GMTThu, 18 Dec 2025 19:55:36 GMThttps://docs.dailystory.com/article/qrf7s5g6gw-preview-an-emailqrf7s5g6gwPreview an Email Prior to sending an email we recommend previewing and testing your email. There are several ways to preview an email: Preview from the Email Settings Page Preview from the Email Designer Page Once you are ready to preview, you will be given the option to Preview Email As: This allows you to preview the email as a contact or bypass it and preview as-is. A new tab will open with the option to view Desktop or Mobile and display a preview of your email: Due to HTML inconsistenci ...Mon, 14 Apr 2025 17:51:24 GMTTue, 27 Jan 2026 01:30:59 GMThttps://docs.dailystory.com/article/qrrjexcvqr-footer-widgetqrrjexcvqrThe Footer widget is a special widget that automatically includes the CAN/SPAN required elements to your email. This includes opt-out links and your account's physical address. These values are set using personalization and the content in the Footer block can be editing/changed. If the email does not contain an anchor with the URL set to *|UNSUBSCRIBE|* an unsubscribe link is automatically added. The footer automatically includes a URL with this set. Using the Footer widget The Footer wi ...Tue, 06 Aug 2024 13:43:03 GMTFri, 16 May 2025 19:17:47 GMThttps://docs.dailystory.com/article/qtspa412xc-tracking-linksqtspa412xcDailyStory URL Shorteners let you share and track links—plus integrate with your marketing funnel, ads, and analytics. Advanced options and metrics.Tue, 21 Nov 2023 11:15:51 GMTSat, 07 Mar 2026 17:20:07 GMThttps://docs.dailystory.com/article/qzdfgegk5z-personalizationqzdfgegk5zMeta description: Discover valuable insights and information in this page. Explore engaging content designed to inform, inspire, and enrich your experience.Wed, 21 May 2025 15:48:35 GMTThu, 19 Mar 2026 19:03:48 GMThttps://docs.dailystory.com/article/qzgpqyvsyd-tasksqzgpqyvsydUse DailyStory Tasks to assign and track follow-ups on calls, emails or other activities. A Task is helpful reminder for work or actions that require someone on your team to follow-up on. Tasks can be assigned by you to people on your team, or you can create new Tasks assigned to yourself. This guide provides a list of resources to help you get started with Tasks. Create a Task Edit a Task Complete a Task Delete a Task Create a Task Creating a Task is simple and can easily be found in the ma ...Wed, 27 Apr 2022 12:16:29 GMTFri, 16 May 2025 19:23:14 GMThttps://docs.dailystory.com/article/r8auo0qksf-install-daily-story-beacon-in-wi-xr8auo0qksfWiX is a simple to use drag-and-drop website builder. Adding the DailyStory tracking code to WiX is very simple. Sign into your WiX Account Navigate to Settings > Custom Code Get Your DailyStory Beacon Go to the Beacon page , where you can find your DailyStory Beacon. Copy the Beacon code. Navigate back to WiX, and click on Add Code from the Body - Start section. Click on Add Code . This opens a popup: Paste the beacon code snippet into the textbox. Set the name to DailyStory. Select All ...Mon, 25 Jul 2022 13:49:04 GMTFri, 16 May 2025 19:09:36 GMThttps://docs.dailystory.com/article/r8yizkzy1v-audit-logr8yizkzy1vThu, 16 Jun 2022 14:34:01 GMTFri, 16 May 2025 19:10:05 GMThttps://docs.dailystory.com/article/rbx116z8ik-design-a-web-formrbx116z8ikBuilding Web Forms with the DailyStory Web Form designer is simple. In the designer, a completed form may look something like this - with multiple text boxes, a reCAPTCHA and a submit button: Adding items to the designer is as simple as dragging from the left options pane and dropping onto the design surface. Drag-and-drop Form Items Drag-and-drop form items onto the design surface: Once added to the design surface, form elements can be selected and re-arranged by dragging them up or down. T ...Fri, 10 Jan 2025 17:34:32 GMTFri, 16 May 2025 19:15:10 GMThttps://docs.dailystory.com/article/rf6pml06vg-push-notificationsrf6pml06vgUse DailyStory Push Notifications to send personalized and targeted messages to an iOS or Android app. Note: to use DailyStory to send app push notifications you need to use the DailyStory REST API to register the device from your mobile app. Push Notifications are useful for sending specific messages to people directly on their phone through an existing iOS or Android app. Similar to Email Marketing and Text Message Marketing , you can use push notifications to send targeted and person ...Mon, 01 Aug 2022 14:24:54 GMTSat, 14 Mar 2026 23:24:37 GMThttps://docs.dailystory.com/article/rupy3ghzv9-step-6-create-your-first-campaignrupy3ghzv9Learn how to create, configure, and manage marketing campaigns in DailyStory, add segments, schedule messages, and view reporting metrics.Tue, 29 Jul 2025 23:05:00 GMTWed, 25 Mar 2026 17:43:47 GMThttps://docs.dailystory.com/article/s5d4o6dxai-setting-up-text-message-marketings5d4o6dxaiSet up DailyStory text message marketing: configure SMS, select sending numbers, accept terms, manage your number pool, and get answers to common questions.Tue, 29 Jul 2025 23:11:35 GMTMon, 24 Nov 2025 20:25:48 GMThttps://docs.dailystory.com/article/s6bixca338-what-is-a-retargeting-pixels6bixca338Sat, 17 May 2025 20:30:00 GMTSat, 17 May 2025 20:30:00 GMThttps://docs.dailystory.com/article/s9wiedkrlb-integrations-zapier-google-sheet-sms-replys9wiedkrlbThis article details how to use Zapier integration with DailyStory to write text message replies to a Google Sheet. Specifically, when a customer texts your SMS number a row is written to a specific Google Sheet. Note : this requires DailyStory Zapier app version 1.10.0 or later. Below are the steps: Create a new sheet in Google sheets that has at least the following columns: In this example a Sheet called Zapier SMS Replies was created with the columns: Name, Mobile Phone, and Message. Crea ...Mon, 14 Aug 2023 20:30:16 GMTFri, 16 May 2025 19:21:28 GMThttps://docs.dailystory.com/article/sbehg2k7qs-arfinn-integrationsbehg2k7qsArfinn  is a medical clinic workflow automation platform for EMR, telehealth, and practice management. How to integrate Arfinn and DailyStory Arfinn integration with DailyStory requires several steps. Obtain an Arfinn API key First, you'll need to contact Arfinn and request an API Key. This is required to set up the integration with DailyStory. Enable integration in DailyStory Navigate to Account Settings > Integrations and select Arfinn. Enter the API Key obtained in Step 1 and ...Mon, 14 Aug 2023 20:19:43 GMTMon, 20 Oct 2025 16:00:42 GMThttps://docs.dailystory.com/article/sevm78rpqi-creating-a-popup-using-a-canva-imagesevm78rpqiCreate and customize popups with DailyStory, using Canva images. Step-by-step guide for design, display, lead capture, and integration options.Tue, 29 Jul 2025 22:53:22 GMTTue, 29 Jul 2025 22:53:23 GMThttps://docs.dailystory.com/article/sf7cdfvdrz-create-or-edit-a-text-messagesf7cdfvdrzYou can review our video tutorial on how to create or edit a text message, or keep scrolling for step-by-step instructions: Create a text message There are three ways to create new text messages, also called SMS for Short Message Service or MMS for Multimedia Message Service: The Text Messages page Create Text Messages from the Outbound dropdown Within a Campaign From the text messages page You can navigate to your text messages page by clicking on the SMS button on the homepage or from the ...Tue, 17 Jun 2025 21:12:42 GMTTue, 17 Jun 2025 21:13:09 GMThttps://docs.dailystory.com/article/sna4a0xwwa-send-a-text-message-quick-startsna4a0xwwaThis quick start guide will take you through the required steps to create and send your first Text Message through DailyStory. Step 1 - Setup text message marketing First, you will need to setup Text Message marketing in DailyStory. In this step you will select the numbers that your text messages will be sent from. Step 2 - Create a segment The easiest way to identify who you want to send your first text message marketing campaign to is to create a segment . An easy option to start with is t ...Thu, 21 Jul 2022 14:47:01 GMTFri, 16 May 2025 19:17:51 GMThttps://docs.dailystory.com/article/spkp75vtwz-canva-integrationspkp75vtwzCertainly! However, there is currently no body content provided. Please include the HTML body content so I can generate a suitable meta description for you.Wed, 21 May 2025 20:59:08 GMTTue, 02 Dec 2025 02:27:32 GMThttps://docs.dailystory.com/article/t0fa43i3hl-send-a-test-text-messaget0fa43i3hlClicking the Sent Test button in the Text Message editor will open a popup. By default, the mobile number in the popup will be set to the mobile number in your Personal Settings. Some important details about test messages: Sending a Test text message will only send the message to the specified mobile number. Test text messages still requires credits when sending. The Test Message will use the test personalization data for any personalization tags in your message.Thu, 11 Aug 2022 12:02:56 GMTFri, 16 May 2025 19:18:04 GMThttps://docs.dailystory.com/article/t8bs4i2mva-manage-senderst8bs4i2mvaIf you frequently send messages from different from addresses, you can save common addresses using Manage Senders . 1. Navigate to you User Settings > Account Settings . You cannot add email senders until you have set up email marketing first. If you have not set up your email marketing yet (adding your domain and DNS records), you will see the Setup Email Marketing screen first. 2. Select Email Marketing from the left-hand menu. 3. Click on the green button at the bottom that says Add Se ...Wed, 03 Jan 2024 10:32:22 GMTFri, 16 May 2025 19:15:46 GMThttps://docs.dailystory.com/article/tcoajwlugl-faq-contactstcoajwluglWed, 21 May 2025 15:49:21 GMTWed, 21 May 2025 15:49:21 GMThttps://docs.dailystory.com/article/ti4eldubyv-reports-and-dashboardsti4eldubyvReports and Dashboards enable you to see insights about your contacts as well as track, measure and monitor how your contacts and prospective clients interact with your marketing. Here's what you'll find in the Reports section Unless noted or you have the option to set a time period, charts reflect a rolling 60 days. Dashboards Dashboards are an information management tool that visually displays key performance metrics, data points and metrics. The following dashboards are available ...Mon, 13 Nov 2023 08:54:02 GMTFri, 16 May 2025 19:22:15 GMThttps://docs.dailystory.com/article/tivfba1hb5-campaignstivfba1hb5Campaigns are the cornerstone feature of DailyStory. Everything in DailyStory is associated back to a campaign. In DailyStory, campaigns are an organized course of actions to achieve a goal. Most often, campaigns are centered around promoting products or services or generating new leads. In DailyStory, campaigns can include an assortment of tools that we call assets. Popular campaign examples Happy Birthday First Time Shopper New Member Welcome Loyalty Rewards Weekly Promotions Newsletter Fa ...Wed, 11 Jan 2023 13:11:30 GMTFri, 06 Mar 2026 22:18:25 GMThttps://docs.dailystory.com/article/tk9h5p10qv-managing-campaign-assetstk9h5p10qvCampaigns in DailyStory have a lot of moving parts all working together. Inside a campaign you will see a menu dropdown: Dashboard, Leads , Assets, A/B Tests , Calendar, Automation , Reports and Settings. You'll also see Quick Actions and Import/Exports. These components enable you to build, manage, and automate a campaign. Review our How-To video below, or keep scrolling for step-by-step instructions: Dashboard - displays the summary metrics for the different assets being used in the ca ...Mon, 17 Mar 2025 07:00:01 GMTFri, 16 May 2025 19:13:29 GMThttps://docs.dailystory.com/article/tqc266jig5-understanding-plan-usagetqc266jig5To see your plan usage, navigate to Account Settings > Usage : Plan Summary The first section shows a summary of your plan: Marketing Contacts Marketing contact usage provides details regarding the plan limits around the number of active marketing contacts: Licensed - The number of active contacts in your plan. Active - the number of contacts counting towards your plan limit. Inactive - the number of contacts that are inactive, but still count towards your active contacts. A contact that ...Tue, 21 Nov 2023 10:29:22 GMTFri, 07 Nov 2025 15:57:01 GMThttps://docs.dailystory.com/article/ttkewgd9bj-10-dlc-registrationttkewgd9bjRegister your business for 10DLC to send compliant, high-deliverability SMS/MMS via long codes. Learn registration steps, fees, and requirements.Wed, 27 Aug 2025 17:36:00 GMTThu, 19 Mar 2026 20:57:50 GMThttps://docs.dailystory.com/article/tv6t8nzgro-dashboard-guide-placeholdertv6t8nzgroHomepage Dashboard Your Homepage consists of visual summaries of marketing activity, buttons for quick access to our most commonly used features, a quick access contact search bar, and leads visual and list view. Anytime you want to get back to the Homepage, just click on the DailyStory Logo in your navigation bar. The charts above the home dashboard represent a rolling sixty day glance of the following: landing page visitors - visitors to your landing pages hosted within DailyStory. clicks ...Mon, 13 Nov 2023 08:58:05 GMTFri, 16 May 2025 19:22:18 GMThttps://docs.dailystory.com/article/u0t395qtb2-custom-sms-url-shorteneru0t395qtb2Text Messages sent from DailyStory support link-click tracking (enabled by default). When "Track Clicks" is enabled, URLs used in text messages are shortened and a unique URL is sent to each recipient. DailyStory offers two methods for the link to be shorted: Our built-in domain(s) used for URL shorteners Using a custom URL shortener When DailyStory's built-in shortener is used, it may look like this: In this example, smslinks.co is the built-in shortener domain provided by Daily ...Wed, 23 Aug 2023 14:32:50 GMTSat, 14 Mar 2026 22:41:35 GMThttps://docs.dailystory.com/article/u64t7ue8lh-referral-campaignu64t7ue8lhShow your customers you appreciate their referrals with a simple drip campaign. We'll walk you through an easy way to set up an automation so you can 'set it and forget it!' Please note, in order to utilize this campaign/segment you have to be collecting the data field for whatever you want to celebrate (i.e. first product purchase, becoming a member, etc.). Steps we'll guide you through: Determining your audience and creating a segment Creating a campaign Creating your marke ...Thu, 26 Jan 2023 11:47:49 GMTFri, 16 May 2025 19:10:58 GMThttps://docs.dailystory.com/article/u8890mowsx-configuring-spf-dkim-and-dmarcu8890mowsxEnsure reliable email delivery with DailyStory using dedicated subdomains, SPF, DKIM, and DMARC for enhanced security and inbox placement.Mon, 30 Jun 2025 16:47:00 GMTWed, 01 Apr 2026 18:22:25 GMThttps://docs.dailystory.com/article/ucykomarxo-reports-faqucykomarxoThe following are frequently asked questions about the DailyStory reports feature. How often do reports update? Typically reporting data will update with a rolling twenty minute time period.Wed, 11 May 2022 10:40:47 GMTFri, 16 May 2025 19:22:45 GMThttps://docs.dailystory.com/article/ug5lumgbiq-import-and-export-emailsug5lumgbiqEmails created in DailyStory may be exported and imported. This enables customers to easily share emails between accounts in a secure manner. Exported emails are encrypted files to prevent tampering with the content. Export an Email To export an email select Export from the Options menu next to the email you want to export. This will export an encrypted file [Name of the Email] .elmz and download it to your computer. Import an Email To import an email, navigate to Outbound > Emails . ...Tue, 09 Aug 2022 16:01:08 GMTFri, 16 May 2025 19:16:19 GMThttps://docs.dailystory.com/article/uj2wtp9jlf-merge-contactsuj2wtp9jlfWhile DailyStory does everything possible to prevent duplicate contacts, duplicates will occur. For example, if a contact was added manually with one email address and completed a pop-up using another email address. In this case, DailyStory can't resolve that both of these contacts are the same individual. DailyStory attempts to merge duplicates automatically when those duplicates use the same contact’s email address, mobile phone number, or DailyStory ID to determine whether or no ...Mon, 17 Mar 2025 07:00:01 GMTFri, 16 May 2025 19:12:01 GMThttps://docs.dailystory.com/article/umezj95o46-steps-for-hosting-your-own-subdomain-with-daily-storyumezj95o46To enable DailyStory to host your subdomain , e.g. pages.example.com, please follow the instructions below. You will need to talk with someone on your IT team or with your hosting company to complete these steps. And please note that DailyStory only supports subdomains for enterprise customers. Create a CNAME OR A Record Create a DNS CNAME record  that points to dailystory-cms-1.azurewebsites.net: NAME TYPE VALUE ------------------ ---- ------------------- pages CNAME dailystory-cms-1.a ...Thu, 05 Dec 2024 08:49:14 GMTMon, 01 Dec 2025 19:53:51 GMThttps://docs.dailystory.com/article/uo2nsgh4qu-integrations-google-analyticsuo2nsgh4quDailyStory will always add or honor Google Analytic UTM codes used in your URLs. However, DailyStory will attempt to add UTM codes if none exist. “UTM” stands for “Urchin tracking module.” UTM codes are added to the end of regular URL's and are designed to tell Google Analytics (and other analytics tools) a little bit more information about each link and which marketing campaign it relates to. Below are the UTM codes that DailyStory will recognize: utm_s ...Tue, 08 Apr 2025 10:48:05 GMTMon, 20 Oct 2025 16:04:00 GMThttps://docs.dailystory.com/article/uoblcdhcj5-using-subscription-preferencesuoblcdhcj5Subscriber topics allow contacts to identify the type of communication they wish to receive. This is a useful option when contacts wish to opt out of some content but continue to receive other content. Subscriber topics help prevent contacts from opting out of all communication. For example, you may send content in the following topics: Fitness and Walking Recipes and Nutrition Victory Stories and Weight Loss Using subscriber topics, a contact can choose to receive "Recipes and Nutrition ...Thu, 22 Aug 2024 13:30:08 GMTMon, 26 Jan 2026 18:34:28 GMThttps://docs.dailystory.com/article/upsu1zcv0v-social-icons-widgetupsu1zcv0vThe social icons widget enables you to add social media icons into the email: Editing icons Individual icons may be selected, edited or removed. When an individual icon is selected the standard image widget designer is opened. By default, the URL of the image is set to the value configured for the social media URL in Account Settings . This URL can be replaced with a standard URL (starting with https://) as well. Design options When added into an email the social icons have designer options: ...Wed, 26 Jun 2024 14:23:24 GMTFri, 16 May 2025 19:17:24 GMThttps://docs.dailystory.com/article/ur6wq47zbb-twilio-and-daily-story-integrationur6wq47zbbThe DailyStory integration with Twilio enables you to use the power of DailyStory's marketing and automation tools with a powerful cloud communications platform: Twilio When enabled, Twilio allows you to: Send text message campaigns and receive text message replies. Send push notifications to iOS and Android apps registered to your contacts. The configuration for push notification requires Step 4 below which does not need to be done if you are only using text messages. Configuring Twilio ...Wed, 03 Jan 2024 10:35:02 GMTFri, 16 May 2025 19:21:00 GMThttps://docs.dailystory.com/article/v1v5lti4gf-segmentsv1v5lti4gfLearn how to use segments in DailyStory to organize contacts by shared traits, such as status or behavior, using static or dynamic segmentation.Thu, 22 May 2025 21:41:00 GMTFri, 20 Mar 2026 18:55:58 GMThttps://docs.dailystory.com/article/v2t0mkfgrv-daily-story-developer-guidev2t0mkfgrvIf you are looking for documentation on DailyStory's REST APIs and Webhooks, please see the resources below: Developer documentation API End Point Reference DocumentationThu, 16 Jun 2022 14:34:01 GMTTue, 28 Oct 2025 18:02:12 GMThttps://docs.dailystory.com/article/v7ihhxexur-using-conditional-logic-with-personalizationv7ihhxexurThe DailyStory Personalization engine automatically replaces the personalization token with the content associated with it. If you are using conditional personalization in emails, check out the Personalization widget . It makes building conditional personalization much easier! For example, for a contact whose first name is 'Anna' the personalization token  {{user.firstname}}  is replaced with  Anna . But what happens when the firstname is is not set, e.g. blank? Such a ...Wed, 02 Oct 2024 16:19:34 GMTFri, 16 May 2025 19:19:11 GMThttps://docs.dailystory.com/article/vauweeih0z-accessing-help-feedbackvauweeih0zAccess DailyStory help with support articles, live chat, ticket requests, managed services, guides, webinars, and developer docs—find answers fast!Thu, 12 Jun 2025 16:01:07 GMTThu, 12 Jun 2025 16:01:08 GMThttps://docs.dailystory.com/article/vbt6trt1ke-configuring-a-popups-layout-optionsvbt6trt1keLayout Options Use preset layout options or custom HTML options to control where your text and buttons are located in the popup. Just click on the desired layout and you will see the content in your popup snap into place. Border and Padding You can customize your popup's border style as round or square, adjust the width and set the color. Setting the padding will also shift your content up/down and left/right for optimal control of the look you want. Custom HTML Layout Want even more con ...Thu, 16 Jun 2022 14:33:34 GMTFri, 16 May 2025 19:14:30 GMThttps://docs.dailystory.com/article/vc2jmye64n-custom-contact-fieldsvc2jmye64nCustom contact fields in DailyStory let you add and manage unique contact details, automate fields via integrations, and use data for segmentation.Fri, 06 Jun 2025 15:42:51 GMTSat, 14 Mar 2026 22:21:12 GMThttps://docs.dailystory.com/article/w474gmcg29-daily-story-email-marketingw474gmcg29Tue, 27 May 2025 19:52:33 GMTTue, 27 May 2025 19:52:33 GMThttps://docs.dailystory.com/article/w9704u8cc1-advanced-contact-search-guidew9704u8cc1Use the advanced search method if you want to apply filters to your search and narrow down results. The following advanced search options are available in DailyStory: Use wildcard search Search using an exact phrase Exclude information from search Search using multiple data points  Search using AND and OR commands Search using time period or range Search by area code To access the Advanced Search page, select the Advanced Search option on the Contacts page. Use wildcard search Wildcard ...Thu, 28 Jul 2022 14:01:47 GMTFri, 20 Feb 2026 14:16:05 GMThttps://docs.dailystory.com/article/wiii2gcjpe-paid-search-summary-reportwiii2gcjpePaid Search Summary Reports Homepage The summary report for a paid search requires integration with Google or Bing Ad platforms. From the paid search reports homepage, you will find a visual summary of Key Performance Indicators within a selected time frame. The default time frame is the current month to date. To choose a time frame, click the calendar drop down menu and select a set time frame or a custom range and click Apply . The following metrics are reported and visually represented: T ...Wed, 27 Apr 2022 13:00:04 GMTFri, 16 May 2025 19:22:41 GMThttps://docs.dailystory.com/article/wiri8tg34r-email-sending-guardrailswiri8tg34rDailyStory enforces rules when sending emails. These rules are in place to help you effectively communicate and ensure simple mistakes are avoided. A lead in a campaign is only sent an email once When sending emails through automation or through the scheduler, DailyStory will ensure that a lead in a campaign will only receive your email once. This keeps you from sending the same email by accident, it allows tracking of email performance per unique send, and most importantly it ensures that e ...Wed, 12 Mar 2025 10:08:28 GMTFri, 16 May 2025 19:16:00 GMThttps://docs.dailystory.com/article/wn95tda3bk-account-settingswn95tda3bkManage your DailyStory account settings: update account name, logo, owner, time zone, contact info, and social media links for compliance and personalization.Mon, 02 Jun 2025 19:51:58 GMTMon, 24 Nov 2025 15:14:27 GMThttps://docs.dailystory.com/article/wz22r27fbi-contactswz22r27fbiManage contacts in DailyStory: view, search, segment, and organize customer records with statuses, tags, preferences, and campaign participation.Wed, 18 Mar 2026 00:00:00 GMTWed, 18 Mar 2026 22:26:08 GMThttps://docs.dailystory.com/article/x284lgm51p-create-a-campaignx284lgm51pWatch this quick tutorial video to learn how to create a campaign in DailyStory. On the Campaigns drop-down menu, select Create Campaign . You can also go to the Campaigns page, and then select + Create from the Campaigns hamburger menu. The site displays the Create a Campaign form. Campaign information and settings Specify the campaign information and settings for your campaign. Refer to the following sections to understand each field. After specifying the campaign information and settings, ...Thu, 09 Nov 2023 09:14:53 GMTFri, 06 Mar 2026 22:20:17 GMThttps://docs.dailystory.com/article/xcvoulsyjk-web-push-optin-popupxcvoulsyjkTo send Web Push notifications to your website visitors and customers you first need to opt-in those visitors and customers. Web push notifications is a powerful tool to help you share timely information. However, it requires the recipient to "opt in" to receive notifications. And, unfortunately, once someone opts out it is very difficult to get them to opt back in. DailyStory uses a double opt-in strategy to ensure that if visitor or customer declines to opt in, they can be prompted ...Tue, 23 Aug 2022 09:23:19 GMTFri, 16 May 2025 19:19:27 GMThttps://docs.dailystory.com/article/xdp80kse8j-sample-custom-field-configurationxdp80kse8jIn the following sample configuration, a new custom contact field called Response Frequency is being created. The data type assigned to the new custom contact field is Text and the Pick list feature is applied. Three Pick list values are added to the custom field. As a result, these options are available when the custom field is used as a search criterion or when creating and editing contact information.Thu, 16 Jun 2022 14:33:11 GMTWed, 18 Feb 2026 14:44:07 GMThttps://docs.dailystory.com/article/xii6yz3cdh-edit-and-email-templatexii6yz3cdhOnce an email template is created, you can still edit and revise the design and settings. Navigate to your emails page from the top navigation bar Outbound > Emails or from the home dashboard button. Click on the hamburger menu next to Emails for more menu options and select My Email Templates . Click on the 3 dots menu next to the template you want to edit and select Design Email Template . You will be taken to the email designer where you can revise the design or settings. Remember to c ...Tue, 09 Aug 2022 14:36:06 GMTFri, 16 May 2025 19:16:07 GMThttps://docs.dailystory.com/article/xrhcd8830x-daily-story-autopilot-guidexrhcd8830xDailyStory includes a friendly, drag-and-drop automation builder. You can model out complex user journeys and experiences using Triggers, Actions and Conditions. Common automation examples Welcome a new customer Thank you for contacting us Happy Birthday Happy Anniversary We haven't seen you in a while Loyalty point offers Anatomy of an automation Triggers - a condition that has to be true for the automation to start. They "start" an automation. For example, when a new lead is ad ...Tue, 18 Jun 2024 16:03:31 GMTThu, 02 Apr 2026 19:03:34 GMThttps://docs.dailystory.com/article/y6kztxzaav-segment-archivesy6kztxzaavArchiving segments Archiving segments is a DailyStory system function. The system automatically archives a dynamic segment when it has not been used by any active campaign or updated in over 90 days. Filter your segments, and then select Archive to view your archived segments list. Restoring archived segments To restore an archived segment, open the segment’s edit page, and then switch its status to On. Save the changes. The system effectively moves the segment back to the Active Segme ...Wed, 29 Jan 2025 15:00:12 GMTFri, 20 Mar 2026 19:06:12 GMThttps://docs.dailystory.com/article/ybkhf0pb9e-create-a-template-from-an-emailybkhf0pb9eYou can design a new template from scratch, or create a template from an existing email. Once you create a template, it will show up on your All Emails page and in your Template Gallary under My Email Templates. To use a template to create a new email, see our Create an Email from a Template article. Create a template from an existing email Navigate to your emails page from the top navigation bar Outbound > Emails or from the home dashboard button. Click on the 3 dots for more menu option ...Mon, 25 Jul 2022 08:59:28 GMTFri, 16 May 2025 19:16:04 GMThttps://docs.dailystory.com/article/yf8yc53654-email-technical-detailsyf8yc53654Below is some technical information about the email format and markup that DailyStory adds to your email. Note, this only applies to emails that are edited or saved in the DailyStory designer. Raw HTML emails are preserved unmodified. Sending Domain Unless otherwise configured, email is sent by DailyStory from an @dailystory.net email address. It is strongly recommended that you configure a custom domain to allow DailyStory to send emails securely on your behalf or leverage DailyStory's& ...Tue, 09 Aug 2022 16:08:40 GMTThu, 19 Mar 2026 16:51:38 GMThttps://docs.dailystory.com/article/yhpvbki77v-sent-a-test-emailyhpvbki77vPrior to sending an email we recommend previewing and testing your email. To send a test email, click the options menu and click the Send Test option. This will open a popup window pre-populated with your email. Any personalization or merge tags in your email will use DailyStory's test user data . This is because when sending a test email the send is not linked to an actual contact. DailyStory fills in these values so you can confirm that your personalization is working too. The ema ...Tue, 09 Aug 2022 12:20:57 GMTFri, 16 May 2025 19:15:42 GMThttps://docs.dailystory.com/article/yinids3dm8-add-contacts-to-a-static-segmentyinids3dm8Once a segment is created you can add contacts to the segment. DailyStory support multiple types of segments, but all segments are either dynamic or static: Dynamic segments are maintained automatically based on changing results of a search; Static segments are manually maintained by adding or removing contacts. You can only manually add and remove contacts from a static segment. If you try to add a contact to a dynamic segment you will be unable to do so. Watch our How-To Vid ...Mon, 16 Oct 2023 18:40:38 GMTFri, 16 May 2025 19:12:30 GMThttps://docs.dailystory.com/article/yqm7clpjxk-web-forms-frequently-asked-questionsyqm7clpjxkBelow are some common questions regarding DailyStory's Web Forms. Can I use a web form by itself? Yes, every web form includes a pre-built form landing page. Just click on the URL of the web form when editing it . What fields are mandatory for creating a web form? To create a web form, you must have either an email address or mobile number field as part of the form. We must have one or the other to be used as the unique identifier for the contact record. What happens when the form is sub ...Thu, 09 Nov 2023 09:44:36 GMTSat, 14 Mar 2026 22:24:52 GMThttps://docs.dailystory.com/article/z2l32rh39p-landing-pagesz2l32rh39pDailyStory Landing Pages are used to create stand-alone micro-sites and web pages hosted by DailyStory. They are most often used along with an offer or request for information. Visitors are driven to this page from advertisements or from offers embedded in other marketing pieces like social media, emails, etc. You can navigate to Pages from the home screen dashboard button or the navigation bar under Inbound > Landing Pages . Like other assets in DailyStory, you will have to assign your L ...Thu, 01 Sep 2022 17:58:00 GMTFri, 16 May 2025 19:14:00 GMThttps://docs.dailystory.com/article/z8le8bw866-personal-settingsz8le8bw866Personal Settings enable you to configure options related to your login account for DailyStory. This includes settings, such as email address, time zone, notifications and more. This guide provides a list of resources to help you get started with Personal Settings. Frequently Asked Questions You can access your personal settings from your user name menu or from the Account Settings page > Personal Settings. Contact Details The contact section of your Personal Settings is used by DailyStor ...Mon, 25 Jul 2022 11:55:16 GMTSat, 14 Mar 2026 21:25:08 GMThttps://docs.dailystory.com/article/zb5c8jovur-publishing-your-web-formzb5c8jovurA web form created in DailyStory can be published several ways: Hosted form - automatically created for every web form Application integration - see the WordPress shortcode Embed in a DailyStory Landing Page - see DailyStory Landing Page Embed in HTML - using an iframe If you have an exist web form that you want to use with DailyStory consider using a DailyStory Magic Form . Hosted form Every web form created in DailyStory automatically comes with a hosted web page for the web form. While th ...Thu, 16 Jun 2022 14:33:34 GMTMon, 24 Nov 2025 14:32:55 GMThttps://docs.dailystory.com/article/zcxqobnlgh-mailfloss-integrationzcxqobnlghMailfloss is an email verification and email cleansing service. By integrating Mailfloss with DailyStory unverified emails for contacts will automatically get cleansed. And, unverifiable emails are prevented from sending. How to integrate Mailfloss and DailyStory Mailfloss integration with DailyStory requires several steps. Mailfloss API Key Obtain a API key for Mailfloss. Note, this requires you to have a commercial account with Mailfloss. You can find your API key here: Enable integration ...Mon, 14 Aug 2023 16:54:12 GMTMon, 20 Oct 2025 14:57:28 GMThttps://docs.dailystory.com/article/zhkvr8ytwp-create-customer-listszhkvr8ytwpLearn how to create and manage contact lists (segments) in DailyStory, including static and dynamic segments, and assign them to marketing campaigns.Tue, 29 Jul 2025 23:02:25 GMTTue, 29 Jul 2025 23:02:25 GMThttps://docs.dailystory.com/article/zm3a9h2uod-configuring-popupszm3a9h2uodName The name you give your popup is for internal use only. Content Body content should be brief. Use common formatting options from the drop down and quick menus. You can also use the return key to create line breaks in the content. The body content is wrapped in a <p> tag with <br> to handle line breaks. CSS settings for  #ds_pop .content p Call to Action Button The Call to Action button is the primary action you want viewers to take. When clicked, the call to action butto ...Thu, 09 Nov 2023 09:30:49 GMTFri, 16 May 2025 19:14:24 GMThttps://docs.dailystory.com/article/zp2twx53vf-who-is-visiting-reportzp2twx53vfPeriscope Report for Who is Visiting From the "Who is Visiting" reports homepage, you will find a list of companies visiting your website and their website address, based on a given time frame. The default time frame when you enter is month to date. To choose a new time frame, click the calendar drop down menu and select a set time frame or choose a custom range and click Apply . To see more detail, click on any of the fields that are in blue (name or website) and you will be taken t ...Wed, 27 Apr 2022 13:00:00 GMTFri, 16 May 2025 19:22:38 GMThttps://docs.dailystory.com/article/zuqmsg00xh-editing-html-in-the-email-designerzuqmsg00xhDailyStory provides tools that allow advanced users to directly control the HTML, CSS, and AMP content of their emails. But occasionally you may want to add or edit HTML directly from the email designer . Warning editing the HTML directly is not recommended unless you are familiar with HTML. Emails built in the email designer are optimized for mobile email clients. Only content created in a Text / HTML block allows for editing HTML. Edit the HTML of a Text / HTML block In the email designer ...Tue, 19 Apr 2022 13:52:48 GMTFri, 16 May 2025 19:16:53 GMThttps://docs.dailystory.com/article/zwxu0xrxez-reports-guide-placeholderzwxu0xrxezEmail Reports Homepage From the email reports homepage, you will find a summary dashboard for total sent, total delivered, total opened and total clicked across all emails within a selected time frame. Automated emails previously showed an aggregate total in reports, but now, you'll see data tied to specific timeframes. To choose a time frame, click the calendar drop down menu and select a set time frame or a custom range and click Apply . Beneath the dashboard, you will see a list of em ...Mon, 17 Mar 2025 07:00:01 GMTTue, 24 Mar 2026 21:09:24 GMT