Creating a Preset

  1. 1. To begin, select a project from your Workspace menu

    To begin, select a project from your Workspace menu
  2. 2. Click on Story presets

    Click on Story presets
  3. 3. Click on Create a story preset

    Click on Create a story preset
  4. 4. Include a clear and concise title for your preset

    Include a clear and concise title for your preset
  5. 5. Include your questions

    Include your questions
  6. 6. Add labels to help contextualise responses

    Add labels to help contextualise responses
  7. 7. Click "Insert question" and repeat the above to include additional questions

    Click "Insert question" and repeat the above to include additional questions
  8. 8. Adjust the suggested response duration

    Adjust the suggested response duration
  9. 9. Toggle Allow contributors to import responses from their device

    Toggle Allow contributors to import responses from their device
  10. 10. Provide a brief description of suggested attachments

    Provide a brief description of suggested attachments
  11. 11. Include the end card best suited to the expected responses

    Include the end card best suited to the expected responses
  12. 12. Click on Next

    Click on Next
  13. 13. Select the correct access settings

    Select the correct access settings
  14. 14. Provide a brief description of when this preset can be used

    Provide a brief description of when this preset can be used
  15. 15. Click on Next

    Click on Next
  16. 16. Include the intended primary usage of responses

    Include the intended primary usage of responses
  17. 17. Be clear about whether responses will remain within the Workspace or shared externally

    Be clear about whether responses will remain within the Workspace or shared externally
  18. 18. Include a brief explanation of why you are collecting stories

    Include a brief explanation of why you are collecting stories
  19. 19. Include tags to help identify the expected themes of responses

    Include tags to help identify the expected themes of responses
  20. 20. Click on Save as preset

    Click on Save as preset