Story Invitation Overview

The Invitation Overview page provides a complete summary of your invitations, allowing you to track performance, manage contributors, and make necessary adjustments. This guide will help you navigate and utilize the Invitation Overview effectively.

📍   Who is this for?

This guide is designed for Insights Leads and Admins who need to monitor, update, and analyze Story Invitations.

🔑 What permissions are needed?

  • Admin or Insights Manager role in the workspace.
  • Access to the Invitation Overview page within a project.

Navigating to the Invitation Overview

  1. Sign in to Folktale.
  2. Click on your workspace name in the left navigation panel (desktop) or press the menu icon (mobile).
  3. Select a project, click Story Invitations, and choose the invitation title.
  4. Alternatively, go to the Project Dashboard and click on an active invitation to access the Invitation Overview.

📌 The Invitation Overview can also be accessed through the Project Dashboard for a broader view of all active invitations.

What Can I Do on the Invitation Overview?

Monitor Invitation Performance

  • Track acceptance, decline, and non-response rates.
  • View the completion rate and number of stories submitted.
  • Assess overall engagement trends for each invitation.

Modify Invitation Details

  • Change the send date (before the invitation is sent).
  • Extend the expiration date for an active invitation.
  • Edit the invitation title, enable or disable response imports, and manage Community Link settings.

⚠️  Disabling the Community Link removes access to the invitation for contributors using the shared link.

See the Template Used

  • View the template associated with the invitation to ensure consistency.

Add Contributors

  • Invite new contributors by entering their email addresses.
  • Add past contributors who have previously accepted an invitation.

Send Reminders to Contributors

  • If contributors have started but not submitted a story, send a reminder notification to encourage completion before the deadline.

Watch Submitted Stories

  • View and filter submitted stories by:
    • Project
    • Team
    • Contributor
    • Location
    • Tags
    • Reactions

🎉 Great job! You now have the tools to effectively manage and monitor invitations using the Invitation Overview page!

Next Steps