Modify an Active Story Invitation

A guide for Admins and Insights Managers on how to modify a Story Invitation on the Invitation Overview page.

📍   Who is this for?

This guide is for Admins and Insights Leads who need to make adjustments to a Story Invitation after it has been sent. Modifying an invitation ensures Contributors have the necessary time, context, and permissions to share meaningful stories.

🔑 What permissions are needed?

  • You must be an Admin or Insights Manager in the workspace to modify a Story Invitation.
  • You must be signed in to Folktale to access the Invitation Overview page.

Overview

Once a Story Invitation has been sent, you can still modify key details, such as the expiration date, invitation title, contributor permissions, and access settings. This ensures flexibility in gathering stories while maintaining clear communication with contributors.

Step One: Go to the Invitation Overview page

  1. Sign in to Folktale and navigate to your workspace.
    • On desktop, click on your workspace name in the left navigation panel.
    • On mobile, tap the menu icon in the top left, then select your workspace name.
  2. Select the project that contains the invitation you want to modify.
  3. Click Story Invitations, then select the invitation title to open the Invitation Overview.

📌 Alternative Access: You can also find the Invitation Overview from the Project Dashboard by selecting an active invitation card.

Step Two: Modify your Story Invitation

On the Invitation Overview page, you can update the following details:

1. Modify the Expiry Date

You can extend or shorten the deadline based on your needs.

  • Drag the Expiry slider left or right.
  • Click on the date field to enter a new deadline.
  • Click Save to apply changes.

⚠️ Note: Once a Story Invitation expires, Contributors will no longer be able to submit their stories.

2. Modify Invitation Details

Click the pencil icon in each section to edit:

  • Invitation title – Update the title for clarity.
  • Contributor permissions – Adjust whether Contributors can import responses from their device.
  • Community Link – Enable or disable the Community Link for broader participation.
    • Disabling the link revokes access for contributors who have already received it.
    • Re-enabling the link generates a new URL.

3. Allow or Disallow Story Sharing Between Contributors

You can choose whether Contributors can view each other’s stories in the Activity Feed.

4. Add or Remove Story Tags

Tags help categorize stories for easier analysis. You can:

  • Add new tags to define the type of stories collected.
  • Remove unnecessary tags if the focus of the invitation has changed.

📌  Tags can be used for filtering stories and organizing submissions in the Project Dashboard.

Finalizing Your Edits

Once you've made all necessary modifications:

  1. Click Save to apply the changes.
  2. Your Story Invitation will be updated immediately.

🎉 Congratulations! You’ve successfully modified your Story Invitation. You can now monitor its progress through the Invitation Overview or the Project Dashboard.