Insights Lead Quick-Start Guide
👤 Insights Leads guide the storytelling process by planning what stories need to be collected, identifying key voices, and managing contributions. They ensure that the right stories are captured and used effectively.
Introduction
This guide walks you through your journey as an Insights Lead using Folktale to coordinate projects and manage storytelling efforts. If you've just been invited to join Folktale, this guide will help you accept your invitation, create a story request, track progress, and manage submitted stories.
📍 Who is this for?
This guide is for Insights Leads who have been invited to join a Folktale workspace. It covers:
- Accepting your Workspace Invitation
- Creating Story Invitations
- Managing and tracking submissions
- Reviewing and tagging stories
🔑 What permissions are needed?
- You must have received a Workspace Invitation from your team.
- You must be assigned the Insights Lead role within a workspace.
Accepting Your Workspace Invitation
Before you can start coordinating projects, you need to be a member of a Folktale workspace.
How to accept your invitation
- Open the email or message with your workspace invitation.
- Click the link to create an account (new users) or sign in (existing users).
- Follow the prompts to join your workspace.
Creating a Story Request
What is a Story Invitation?
A Story Invitation is sent to contributors, inviting them to record and submit a story. It clearly defines:
- The type of story you’re requesting
- How the story will be used
- The submission deadline
💡 Tip: Send your first Story Invitation to yourself to experience recording and submitting a story firsthand.
Other Ways to Collect Stories
Community Link
A Community Link allows contributors to submit a story without needing an account. This is useful for large-scale participation.
🔗 Using a Community Link
Story Preset
A Story Preset allows Field Reporters to capture multiple story contributions over time.
Responding to a Story Invitation
To contribute your story, you need to accept the invitation first. Contributors can review the invitation details before deciding to participate.
🔗 Responding to a Story Invitation
Recording and Submitting Your Story
Now that you have accepted the invitation, you can record and submit your first story.
🔗 Recording and Submitting Your Story
Filming Tips and Best Practices
✔ Good lighting – Face a light source to avoid shadows. ✔ Clear audio – Record in a quiet space to reduce background noise. ✔ Steady framing – Hold your phone still or use a stand.
Learn More with Folktale Academy
Interested in improving your mobile storytelling skills? Folktale Academy offers a free course on capturing meaningful narratives using your phone.
🔗 Introduction to Folktale Academy
Playback and Download Your Story
You can view and download your submitted story from your My Stories page.
🔗 Viewing and Downloading Stories
Tracking the Progress of Your Story Invitation
After sending a Story Invitation, you can track its progress from different locations within Folktale.
Your Invitation Overview
The Invitation Overview gives you a summary of your invitation’s performance and engagement.
Your Project Dashboard
Monitor invitations at a project level using the Project Dashboard.
🔗 Understanding the Project Dashboard
Review and Tag Stories in the Story Library
All submitted stories are stored in the Story Library. Here, you can:
- React to stories with emojis to engage with contributors.
- Add tags to organize and filter stories.
- Order a Supercut, a compilation of multiple stories for insights.
🔗 Using the Story Library 🔗 Reacting to Stories 🔗 Creating and Using Story Tags 🔗 Ordering a Supercut
🎉 Congratulations! You’ve now covered all the basics of Folktale.
Next Steps
- Check out the Admin & Insights Lead Playbook (coming soon).
- Improve your skills with Folktale Academy.
- Explore more features in the Help Center.