Create a Story Preset

Create a reusable Story Preset to collect multiple story contributions with clear structure and permissions.

📍   Who is this for?

This guide is for Admins and Insights Leads who want to create a Story Preset to enable Field Reporters to capture multiple story contributions over time. Story Presets allow teams to gather ongoing insights without needing to send individual invitations for each submission.

🔑 What permissions are needed?

  • You must be an Admin or Insights Lead in the workspace.
  • You must be signed in to Folktale to create a Story Preset.

Overview

A Story Preset enables Field Reporters to capture and submit multiple stories at their convenience. Unlike Story Invitations, which are sent to individual Contributors with a set deadline, Story Presets provide flexibility by allowing Field Reporters to submit whenever needed, until the preset is disabled.

Step One: Select a project

  1. Sign in to Folktale and navigate to your workspace.
  2. Click on Projects to see your active projects.
  3. Select the project where you want to create the Story Preset.
  4. Click Story Presets, then click Create a story preset.

Step Two: Define the story structure

  1. Add a title – Choose a clear and descriptive title for your preset.
  2. Select a template – Choose a predefined template or create a custom one by selecting Use this template.
  3. Customize the template (if needed) – Modify the template’s wording and questions before saving it for future use.
  4. Enable or disable media imports – Choose whether Contributors can upload videos from their device’s camera roll.
  5. Select branding (optional) – Add custom branding to the preset if applicable.

📌  Using structured templates ensures consistency across all story contributions.

Step Three: Manage access and messaging

  1. Set contributor access – Choose whether Contributors can:
    • View and download their stories.
    • View only their submissions.
    • Have no access after submission.
  2. Write a message for Contributors – Craft a message to explain the purpose of the Story Preset and any additional instructions.

📌  A clear message helps Contributors understand what is expected and encourages meaningful storytelling.

Step Four: Manage consent and visibility

  1. Define the purpose of collection – Explain why these stories are being collected and how they will be used.
  2. Set the primary usage – Select how the collected stories will be used (e.g., internal reporting, community engagement).
  3. Set the intended audience – Determine whether the stories will be shared internally or externally.
  4. Add relevant story tags – Categorize stories for easy retrieval and analysis.
  5. Control story visibility – Choose whether Contributors can view each other’s stories in the Activity Feed.

📌  Clearly defining consent and visibility settings fosters trust and transparency with Contributors.

Step Five: Save your preset

  1. Review your Story Preset details.
  2. Click Save as preset to finalize the setup.
  3. Once saved, the Story Preset will appear on the Home and My Stories pages of all Field Reporters, Insights Managers, and Admins in the workspace.

🎉 Congratulations! Your Story Preset is now live, allowing Field Reporters to contribute stories on an ongoing basis. You can monitor submissions and adjust settings as needed.