Start using stories and collections

Add a story about your impact manually or track stories being published about your work in the media.

Add a story 


  1. To start manually or automatically gathering different stories that relate to your work, select the Stories tab from within the Collect section.
  2. Add a new story manually by selecting the add story button in the upper right corner.
  3. Create a story by adding text and any relevant attachments. Then, post it to continue.

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Edit a story

  1. Open the kebab menu on the upper right corner of the story's modal.
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  2. Select the edit story option.

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  3. Enter your story in the text box and post it to continue.
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Keep track of how a story is perceived with sentiment tagging

Sentiment tagging is an optional feature you can use to track stories and annotate how the story reflects your work.

Sentiment tagging may be helpful for retrospective analysis of the qualitative impact of your work and how the media may have received it.


  1. First, ensure sentiment tagging is enabled in settings. To access this setting, open your settings from the lower left corner.

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  2. Open organization settings.

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  3. Select the settings tab towards the right of the tab options.

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  4. Enable sentiments in stories.

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  5. Once sentiments in stories are enabled, you can return to the stories section and select a sentiment to tag your story before saving it.

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Add a story widget to your dashboard


Tell the whole story of your organizational efforts and watch your data analysis fall into place with widgets in the Analyze section’s dashboard. First, add a story to the dashboard. 

  1. Open a dashboard from within the Analyze section.


  2. Select the + Widget button from the upper right corner of the page.
  3. Select the option to add a new widget.
  4. Select the option to add a story widget to the dashboard from the dropdown menu.
  5. Then select an existing story, or add a new story to show on your dashboard as a widget!

Once a widget is added, you can incorporate a story into your dashboard within the Analyze section and give more color to the data about your organization.

Organize your stories into collections


Now that you’ve learned how to manually add stories, you can also organize stories with collections. Collections are essentially folders to help you keep track of the different categories of stories you’re interested in. Collections of stories can be used to stay organized internally or shared externally.



Add a new collection of stories

  1. Select the Collections tab from under Collect on the upper left corner of the page.
  2. Add a new collection by selecting the button in the upper right corner.
  3. Finish creating a collection and save to continue.

Share a collection of stories

Collections are great for organizing stories and for sharing them. Learn how to share a collection.

How are attachments to collections displayed 

When you attach a link to a story, the title, description, sentiment, and any images are automatically captured and displayed with your link. 

Who can see a collection you've shared

Anyone in your organization signed into the platform can see the stories added to a collection.

If you share an external link to a collection, anyone with that link will be able to view the collection. 

  1. To share a collection of stories, first open a collection you want to share.
  2. Select the external share icon on the upper right corner of the collection of stories to share it.

Faster ways to gather new stories


Discover more ways to accelerate your workflow and gather new qualitative data with our browser extension and data collection for adding stories. 

  1. Add stories manually with the UpMetrics story creator browser extension.

    Save a story directly from your web browser if you download the UpMetrics story creator browser extension.

  2. Collect stories automatically in a survey.

    Gather stories directly from survey responses with the Paragraph question type by turning on a setting in the data collector. The data collector lets you administer surveys to gather new data. Adding a Paragraph question to your data collector gives respondents a chance to write longer form answers to the question. These responses can be automatically turned into stories by clicking on "Enable Automatic Stories" at the bottom of your paragraph question.

    This can be an especially powerful tool if, for example, a nonprofit organization were to survey beneficiaries of their programming or volunteers to ask for their longer form thoughts on how the programming offered has helped them or the story behind their participation.


🎁 Congrats! Now you can collect data and the stories that matter most to your organization all in one place.