You can use Makerble to manage the journeys your participants take through your organisation, from their initial signup through to their eventual completion of your programme.
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STAGES OF THE JOURNEY |
| 2 ARRANGE support | 3 PROVIDE support | 4 TRACK the progress | 5 ACHIEVE the goal | ||||||||
PARTS OF THE PROCESS | How do clients sign up? | Initial Assessment (Triage) | Assign that person to one or more types of support (Projects) | Provide Details Communicate to the participate WHEN, WHERE and from WHOM they will receive support E.g. assigning to one or more Events | Baseline survey to participants | Participate in activities | Follow-up communications | Surveys at different intervals e.g. midway, on completion, some time afterwards, etc | Participants achieve desired outcomes | ||||
WHAT THE PARTICIPANT EXPERIENCE IS | They fill in the Signup Page on your website | They receive a phone call, email or SMS from you to attend the Initial Assessment. | They could receive an automated holding SMS message to say that you’re currently organising their support and will be in touch with more details soon | They along with everyone in their cohort could receive an automatically personalised email (e.g. personalised with their name) that provides the details of the upcoming course or service they’re now enrolled on | They receive a QR code, SMS or Email with a link to the survey | They arrive at the event If you want you can share a Check-in page with them that lets them check themselves in to the event Self Check-in Page: see how event guests use Self Check-in | They could receive an automated holding SMS message to say that you’re currently organising their support and will be in touch with more details soon | They will receive a QR code, email or SMS with the link to their followup survey They could also receive a link to their own private Progress Board that shows them the progress they’ve made over time How to use a Board as an Active Participant | |||||
HOW YOUR TEAM GETS NOTIFIED OF THIS ON MAKERBLE | They receive a notification Receive notifications of new referrals | Staff can see all of the people whom they need to do an Initial Assessment with by going to the Waiting List of their project | Staff on those projects get a notification to say that a new person has been added to their project | Staff can see that clients have been sent an Email by either looking up the individual Conversation History of that client or by looking at the history of bulk messages sent | Staff can
| Staff can see who attended previous events by going to the Attendance Report: Report on Event Attendance | Staff can be notified whenever an outcome is achieved See and respond to an In-App Alert | ||||||
HOW YOUR TEAM DO THIS DAY-TO-DAY ON MAKERBLE | Staff can also register a new client directly by filling in a form to make a new Contact | Go to the client’s profile page and choose the Initial Assessment contact form to fill in with them Add an additional Contact Form to an existing contact Link to GIF: https://drive.google.com/drive/folders/1kbBQ5a0b_3K0fYERjFtqUOlLwxvokPGT | Click the Add/Remove Projects button on the contact’s profile page | Add them to events and these will automatically appear in their Google Calendar. Sync your Makerble Events with Google Calendar Also turn on automated Event Messaging so they receive details of the events they’re due to attend via SMS or Email before each event | Staff can |
| Staff can send a message to the event attendees after the event: Broadcast an SMS to an event's guests | Staff can see the survey results for the individual survey Analyse survey results but also seeing the change over time | Staff can record that directly on the client’s profile Add progress towards metrics while posting a Timeline Update from a contact's profile page | ||||
HOW YOU REPORT RESULTS ON MAKERBLE | See the number of signups you’re receiving each month and from which referral partners Report on the number of referrals | See the number of people on your Waiting List each month Productivity tab on the Manage Contacts page | See the number of people enrolled on each project each month See the demographic characteristics of your clients Report the demographics of contacts who have achieved particular outcomes | See the number of events you’re providing per month Choose the activity tracker that records the number of events in the project | See survey results Analyse survey results | See the attendance rate Analyse data from Attendance Trackers using a Board | See the amount of interactions your organisation has had with clients per month Contacts Interacted With per Project | See the improvement over time Calculate Distance Travelled | See the impact of your project Analyse data using Boards | ||||
WHAT YOUR SETUP STEPS ARE TO HAVE THIS READY ON MAKERBLE | To receive referrals: simply design a Signup Page: Create a Signup Page (to receive inbound referrals from anyone with the link) which involves
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| You simply need to turn on SMS and Email Messaging Turn on SMS Messages | Add a 12 month wave and a 24 month wave to the survey that you used at the baseline Personalise the Wording of Survey Questions based on the Wave and Respondent Type |
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HOW YOU COULD GO EVEN FURTHER (USING ADVANCED OPTIONS) |
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Inspiration
| Child pages (Children Display) |
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