Finding Story Templates

Templates play a key role in improving and refining the invitations provided to Contributors. They help ensure consistency in storytelling while giving Insights Leads a structured approach to the Story Request process. By using templates, teams can align new story requests with previously used formats, making the collection process more efficient and organized.

📍   Who is this for?

If you're managing storytelling efforts, understanding templates will help you streamline story collection and ensure consistency across contributions.

🔑 What permissions are needed?

  • Log in required
  • Admin or Insights Lead permissions

What is a Story Template?

A story template provides a structured format for storytelling, offering:

  • Prompts to guide contributors in sharing their stories.
  • Camera directions and shot recommendations for visual storytelling.
  • A defined structure to ensure consistency and alignment with data collection goals.

Types of Story Templates

  • Global Templates: Pre-made templates available for creating Story Invitations or Story Presets.
  • Custom Templates: Templates that you have edited and saved for reuse in your workspace.

Tip: You can customize a template or change its language to better fit your needs.

Navigating to the Templates Page

  1. On Desktop: Click on your workspace name in the left navigation panel.
  2. On Mobile: Press the menu button, then select your workspace name.
  3. Click Templates to access the story templates page.

Viewing Available Templates

  • On the Templates page, you will see a list of available templates for collecting stories.
  • Use the search bar to find a template by entering keywords related to your topic.
  • Click Collect stories using this template to begin using a template.

This will take you to a page where you can create a Story Invitation or a Story Preset using the selected template.