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Tools - Personal Storyline Uploader - How to Upload Content for Personal Storylines

1. Finding Personal Storyline Uploader

The numbered items in Image 1 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 1: Finding Personal Storyline Uploader

Tools: You can find "Personal Storyline Uploader" on the Tools dropdown menu.

The numbered items in Image 2 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 2: Upload File

Choose File: This button opens the file explorer window so you can select a file from your computer to upload. NOTE: File format must be Excel (xls / xlsx) or CSV
Upload: This button uploads the file information to Personal Storylines.

The numbered items in Image 3 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 3: Format

Format: Column Headers
* Phone: The phone number of the participant.
* Start Date: The date you would like messages to begin sending.
* Time: The time messages will be sent.
* End Date: The date you would like to stop messages from sending; optional. Leave blank for no end date.
* Message: The message or name of the survey you want to send.
Frequency Type: How often you would like the messages to send. Available Frequencies:
* Weekly: Every week on given days.
* Monthly: Every month on a particular day.
* Fixed: A fixed numbers of days from start.
* IntervalDay: An interval number of days from start.
* IntervalWeek: An interval number of weeks from start on given days.
* Yearly: The start date (month and day) of every year.
Frequency Value: Modifier for the Frequency Type:
* Weekly: Specify given days (M, Tu, W, Th, F, Sa, Su), for example: SuMTh.
* Monthly: Every month on a particular day.
* Fixed: Specific (one-time) number of days from start day (e.g. "3" for 3 days after start date).
* IntervalDay: Interval number of days from start (e.g. "6" for every 6 days).
* IntervalWeek: An interval number of weeks on given days (e.g. "2 ThF" for every other Thursday and Friday).

NOTE: See item 3 below for an example of the file format

The numbered items in Image 4 correspond with the numbered list that follows the image. Refer back to this image if needed as you review the steps.

Image 4: Example Format of File