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All documentation

Conservation and Fieldwork

  • Conservation and fieldwork overview
  • Field surveys and deployments
  • Tag species and observations
  • Data Governance for conservation
  • Impact maps and location privacy for conservation
  • Public observations on photo detail pages
  • Evidence of Impact
  • Conservation Story
  • Fundraising campaigns for conservation
  • Impact Records
  • Events and volunteers for conservation
  • Export a Camtrap DP package
  • Prepare and publish to GBIF
Platform Migration
Documentation/Conservation and Fieldwork

Conservation Story

Add a Conservation Story block to a page, point it at a field survey (optional campaign and portfolio), pick a story intent, and publish an opinionated program page that reuses Evidence, maps, and support summaries.

Conservation Story is a page block for a full program narrative from one survey. Visitors see the pieces that already exist (Evidence, place context, optional fundraising, and support summaries) composed into one readable page. You do not rebuild a second project database inside the block.

Choose the survey first. Add a campaign only when you want fundraising framing and support summaries. Add a portfolio when you want an Impact Map section. Sections appear from the story intent plus what content you actually have. Empty sections stay hidden.

If you only need the observation timeline, use Evidence of Impact alone. Story embeds Evidence; it does not replace it.

Prerequisites

  • A plan that includes field surveys (Projects → Surveys visible)
  • At least one survey with media attached through observations
  • Open the page editor on the program page
  • Optional: a campaign and donation product (Fundraising campaigns for conservation)
  • Optional: a portfolio with public map settings (Impact maps and location privacy for conservation)

What the block is (and is not)

It isIt is not
A composition over your survey (and optional campaign / portfolio)A new place to store species, donations, or events
Survey-first storytelling for donors and partnersProof that campaign dollars were spent on that survey
One block with a story intent (Full, Story-led, Evidence-led, Fundraising-led)A replacement for standalone Evidence or Impact Map when you want those alone

Honest support language still comes from Impact Records. Linking a campaign on the Story block is framing, not spend proof.

Add the block

  1. Open the page in the editor.
  2. From Blocks, add Conservation Story (shown when field surveys are on your plan).
  3. Select the block. Choose the Survey.
  4. Optionally choose a Campaign and, under Advanced, a Portfolio, events, donate product, CTA label, or before/after images.
  5. Pick a Story intent, then Save and Preview.

Story intents

IntentEmphasis
Full storyAll sections that have content
Story-ledOpening and narrative first
Evidence-ledProof and place first
Fundraising-ledGet involved and your support first

Presentation (card, banner, split, or minimal) follows the intent unless you override it in Advanced.

What visitors may see

Depending on intent and available content, sections can include:

  • Opening / why this matters (from survey description and related framing)
  • Evidence timeline for the survey (same privacy rules as the Evidence block)
  • Where the work happens (Impact Map when a portfolio is set)
  • How you can help (when a campaign is open for fundraising)
  • What support produced (privacy-safe totals from Impact Records when a campaign is linked)
  • Optional events and before/after images when you configure them

When a campaign has ended (completed, archived, or past its end date), donate controls hide. Historical progress can still show.

Settings that matter

SettingWhat it does
SurveyRequired source for Evidence, activity, and survey-scoped story sections
CampaignOptional fundraising framing and Impact Record summaries
Story intentChooses which content-backed sections lead the page
Portfolio (Advanced)Optional Impact Map source
Donation product / CTA (Advanced)Give control when fundraising is open
Events (Advanced)Field-day highlights you choose to feature
Before / after (Advanced)Optional change pair from your media library

Steps

  1. Confirm the survey has tagged observations.
  2. Open the program page → add Conservation Story.
  3. Select the survey; add a campaign if you want the ask and support summary.
  4. Choose an intent (start with Full story or Evidence-led).
  5. Optionally attach portfolio, donate product, events, or before/after under Advanced.
  6. Save, Preview signed out, then Publish.

Verifying your setup

  • The published page shows survey Evidence when observations exist.
  • Empty sections do not leave blank cards on the page.
  • Donate appears only when a campaign is fundraising-open and a product is set.
  • Support summaries never invent survey spend without Impact Record allocations.
  • Map pins follow portfolio and Data Governance rules.

Next in this flow

Fundraising campaigns for conservation

Related documentation

  • Evidence of Impact
  • Impact Records
  • Fundraising campaigns for conservation
  • Impact maps and location privacy for conservation
  • Field surveys and deployments
  • Data Governance for conservation
  • Conservation and fieldwork overview
  • Evidence storytelling for skeptical donors
  • Open the page editor