Skip to main content

How to Create Multiple Versions Easily (Bulk generate)

Bulk generation lets you create personalized Storydoc versions for many recipients at once. This is especially useful for campaigns, outreac

Written by Jack

Step-by-Step Instructions

  1. Open the Share menu:
    - From the Editor, click Share and go to Custom version > Bulk send.
    ​ - From Stories, hover over the story, click Share and go to Personalized Versions > Upload CSV

    Captura de ecrã 2026-09-09 221940.png

  2. Download the template file
    Click Download template to get a pre-formatted CSV file with the required columns (e.g., title, days to expire, name, company).

    Captura de ecrã 2026-09-09 222041.png

  3. Fill in the details
    Open the CSV in Excel or Google Sheets and enter your personalization details under each column. Each row will generate a new version.
    ​

  4. Upload the file
    Go back to Storydoc, select a file to upload, and upload your filled CSV. You can drag & drop the file into the upload box.
    ​

    Captura de ecrã 2026-09-09 222347.png

  5. Check the upload
    Once uploaded, Storydoc will confirm if everything looks fine. You can also toggle Generate previews for each version (optional but slows down processing).

  6. Create the versions
    Click Create versions. Storydoc will process your file and generate personalized links for each entry.

  7. Access your versions
    After processing, you’ll see a success message. Go to versions or check your email for a summary with all generated links.

Additional Notes

  • By default, you can generate up to 500 links per bulk upload. For more, you’ll need to upgrade your plan.

  • If your CSV file shows as empty, make sure it includes the required headers and values in at least one row.

  • All links created will behave like regular Storydoc versions, meaning you can track analytics and manage them individually.

Did this answer your question?