Versions let you create personalized copies of a story for each prospect, with their specific details filled in automatically using variables. This article walks you through how to create versions manually, manage existing ones, and scale your outreach.
Before you start: Make sure your story already contains the variables you want to personalize. To learn about variables and how to add them, refer to How to Personalize Your Storydoc | Storydoc Help Center
How to create a version
There are a few ways to start creating a version. Choose whichever fits your workflow:
From the editor: Click the Share button in the top right corner, then select the Personalized versions tab and click Create version.
From the Stories dashboard: Find the story you want to use, click the Share icon next to it or Click the ... menu next to a story and select Create a version., then navigate to the Personalized versions tab.
Fill in the version details manually
Once you click Create version, a form will appear where you can fill in the variable values for this specific prospect.
Give the version a title — for example, "Version for John @ A-Investments". This helps you identify it later in your versions list.
Fill in each variable — you'll see all the variables used in the story listed here. Enter the prospect-specific information for each field.
Note that sender variables (like Sender name and Sender picture) are automatically pulled from your Storydoc profile, so you don't need to fill those in manually.
If you have a CRM connected (such as HubSpot), you can type in the Version title field and Storydoc will suggest matching contacts, deals, or companies from your CRM — making it even faster to populate variables.
Once you've filled in all the variables, click + Create version in the top right of the form. Storydoc will generate the version and prepare a preview.
What the version looks like
After the version is created, you can open it directly in the editor. All the variables you filled in will appear highlighted in purple, so you can easily see and change the content that has been personalized.
The version is fully separate from the master story — changes you make to a version won't affect the original story or other versions.
Manage your versions
To view and manage all versions created from a story, click the ... menu next to the story and select Manage versions. You can also access this from the Share button → Personalized versions tab.
From the versions list, you can do the following for each version:
Copy link — get the shareable URL for that version
Preview — see how it looks before sending
Edit version settings — update the variable values (e.g., change the prospect's name or company)
Duplicate — create a copy of the version
Open in editor — make direct edits to the content
Export to PDF — download a PDF copy
Change image preview — update the thumbnail shown in link previews
Archive or delete — remove versions you no longer need
Edit version settings
If you need to update the information in an existing version — for example, if a prospect's role or company name changes — click Edit version settings from the version's options menu. Make your changes and click Update version to save.
Create versions at scale
Manually creating versions one by one works well for small batches. For faster, larger-scale personalization, you have three options available directly from the Personalized versions panel:
Automations — set up no-code automations to trigger version creation automatically (for more information see How to Automate Storydoc with Make.com | Storydoc Help Center and How to Connect Storydoc with Zapier | Storydoc Help Center)
Upload CSV — bulk-create versions by uploading a CSV file with your prospect data (for more information see How to Create Multiple Versions Easily (Bulk generate) | Storydoc Help Center)
Connect your CRM — link your CRM to pull in contact data and create versions automatically (for more information see How to Connect Your CRM to Storydoc | Storydoc Help Center)