Story templates - Pointed CLI

Story templates are reusable collection plans. Enrolling an account prepares survey links for contacts on that account. It does not send customer email immediately.

Create a template

pointed story-templates create \
  --title "Renewal proof" \
  --customer-facing-name "ROI story" \
  --role "Economic buyer" \
  --goal "Capture ROI stories before renewal" \
  --initial-question "What changed after adopting the product?"

Inspect templates

pointed story-templates list
pointed story-templates get <templateId>
pointed story-templates enrollment-options <templateId>

Enroll an account

pointed story-templates enroll <templateId> \
  --account-id <accountId> \
  --auto-include-new-contacts

Enroll specific contacts:

pointed story-templates enroll <templateId> \
  --account-id <accountId> \
  --contact-emails jane@example.com,john@example.com

Omitting both contact selectors includes all contacts on the account. Explicitly empty selectors, including empty shell variables, are rejected. Supply either --contact-ids or --contact-emails, not both.

Manage enrollment

pointed story-templates account <templateId> <accountId>
pointed story-templates set-auto-include <templateId> <accountId> --enabled false

autoIncludeNewContacts controls whether newly created contacts on the enrolled account should automatically receive prepared survey links for the template.

Legacy imports

pointed story-templates legacy-import-summary
pointed story-templates import-legacy

Legacy import creates story templates for eligible existing campaigns and attaches the existing campaign records. It does not send new customer email.