A guide for Insights Managers or Admins to create a Story Preset to capture multiple story contributions.
Overview
- What is a Story Preset?
- Step One: Select a project
- Step Two: Decide the type of the story
- Step Three: Manage access and message to contributors
- Step Four: Manage consent and visibility
- Step Five: Save your preset
A Story Preset is a feature that allows an Admin or an Insights Manager to define a story's template, timing, and terms so that Field Reporters can capture multiple story contributions where and when they choose.
How is a Story Preset different from a Story Invitation?
Story Presets are similar to Story Invitations because they allow an Admin or an Insights Manager to define the parameters of the story they want to collect. However:
A Story Invitation is sent directly to Contributors.
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A Contributor can only record a story when they receive an invitation from an Admin or an Insights Manager via email or via a Community Link.
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The Contributor must submit their story before the invitation deadline.
A Story Preset is given to Field Reporters.
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A Field Reporter will have access to the Story Preset on their Home page and My Stories page and can generate multiple story contributions.
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The Field Reporter can submit contributions until the Admin or Insights Manager disables the Story Preset.
How to Create a Story Preset
Step One: Select a project
Once you sign in, click on your workspace name on the left navigation panel. Next, click on Projects to access the list of projects you are currently working on, and choose the specific project you want to work with.
Once you are in the project, click on Story presets and then proceed to click on Create a story preset.
This will direct you to a new page where you can fill in all the necessary information for the preset before activating it.
Step Two: Decide the type of the story
a) Add a title to your preset
Provide a clear and concise title for your preset. A well-defined title will not only help you distinguish the preset from others but will also give Field Reporters a better understanding of the context of the preset.
b) Select a template
Next, collect valuable data by asking the right questions available from our global templates. Type any keywords (report, update, communication, etc.) on the search bar, or drag the cursor to the right to see all available templates. Click Use this template to select your preferred one.
Customize and save the template
💡 This feature is accessible with a subscription.
In addition, you can customize the wording in the template by clicking on the pencil button. Once done, click anywhere to save the changes.
Scroll down and you will find the option to save the edited template for future use.
You are required to give your template a title and a description to help contributors understand what they are contributing to.
Contributors can review this information in the invitation details before accepting to contribute their stories.
c) Allow contributors to import responses from their device
If you want to enable Field Reporters to upload external content from their phone’s camera roll, enable the checkbox.
If it's left unchecked, they will be limited to submitting videos that they have taken with their own cameras.
d) Select Branding (optional)
If you haven't already supplied any branding, head to the Branding page and upload your branding assets.
Step Three: Manage access and message to contributors
Determine what level of access contributors can have to their own stories. You can select between View and download, View only, and None.
We offer a template text to assist you in crafting a message to contributors, which can be customized to suit your needs or removed entirely.
This message will be visible to contributors when they view your Story Preset.
As you edit the message, you can also preview how the message will appear in the Story Preset.
Step Four: Manage consent and visibility
Inform contributors about why their stories are collected, how their stories will be used, and who will have access to their stories.
When contributors understand your purpose, it fosters trust and increases the likelihood of them sharing their stories. These fields will also be visible in the story meta-data.
The Primary usage helps contributors identify how the stories will be used. You can browse for different options and select one that suits your needs.
In addition, the Intended audience helps contributors to be aware of whether it will be shared with a small group of people within your organization or going public.
💡 For external usage, Folktale recommends that you advise contributors of which parties may be viewing their stories and why.
Step Five: Save your preset
Before saving, you can review your Story Preset summary. Once done, click Save as preset to complete the process.
Your Story Preset is now live!
Once saved, the preset will be visible to all Field Reporters, Insights Managers, and Admins who are members of the workspace. The Story Preset will appear on their Home page and My Stories page.
