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How to Set Up Your Profile in Storydoc

Learn how to set up your Storydoc profile with photo, name, role, and calendar link to use as dynamic variables in your stories.

Written by Jack

Setting up your Storydoc profile allows you to personalize stories at scale by using your details as dynamic variables. Complete your profile information so it can automatically populate in all your documents and presentations.

Access Your Profile Settings

In the top right corner of your Storydoc dashboard, click on your name to open the profile dropdown menu.

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Select My Settings from the dropdown menu to access your profile options.

My Settings option highlighted in the dropdown menu

Complete Your Profile Information

Once you're in the profile settings, you'll see the My profile section where you can add and edit your personal information.

Complete profile form showing all available fields

Fill out the following fields:

  • Profile picture: Upload a clear, professional headshot using the upload button next to your current photo

  • Name: Enter your full name as you want it to appear in stories

  • Role: Add your job title or position

  • Department: Specify which department or team you're part of

  • Website: Include your company or personal website URL

  • Email: Your email address (this may be pre-filled)

  • Calendar link: Paste your booking URL from Calendly, HubSpot, or other scheduling tools

  • Phone number: Add your contact number

  • Signature: Upload a signature image if needed

Profile fields highlighted showing the key information areas

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Using Profile Information as Dynamic Variables

All the information you enter in your profile can be used as dynamic variables throughout your Storydoc stories. This means when you create personalized versions of your presentations, your contact details, photo, and booking link will automatically populate without manual editing.

Overview of completed profile showing how information is organized

Your profile information will be available as variables that can be inserted into any story element, making it easy to maintain consistency across all your documents while personalizing them for different recipients.

Why Complete Your Profile

  • Personalization at scale: Your name, role, photo, and calendar link can be inserted into personalized versions using dynamic variables, so every recipient sees the correct sender info without manual edits

  • Higher conversion: Adding a calendar link and consistent sender identity reduces friction for prospects to book a call

  • Team consistency: On team workspaces, each user's profile details populate automatically in personalized stories

Best Practices

  • Use a square headshot with good lighting for the best appearance in stories

  • Keep your calendar link live and public so it works from every story

  • Ensure all team members complete their profiles for consistent dynamic variable rendering

  • Update your information regularly to keep it current across all stories

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