Basics part 1: Contacts & Stories & Projects

Contacts

1. what is a contact - broadly, what can you do with one

2. makerble brings all your contacts together. Highlights of:

   1. Category Splits tab

   2. Productivity tab

3. create a contact while NOT signed in - i.e. using a Signup Page (that creates several contacts)

   1. get a notification

   2. they’re added to the waiting list

4. create a contact while signed in

5. view their profile (what are SOME of the things on the profile) - e.g. relationships, referrer

6. move a contact between Project states: i.e. from the Waiting List to the Enrolled list of a project

7. find a contact - search, filters

8. how to post a story on the timeline of a contact - includes adding location, date happened, attachment

Stories

1. what is a story

2. how to see a story (in newsfeed)

3. how to create a story (e.g. using Quick Update popup)

4. how to see story on project timeline

Projects

5. how to see cumulative of progress from individual stories on the project’s Progress Panel

6. see all the contacts in a project

7. see the coworkers in a project

8. what is a project

Everyone

Basics part 2

Contacts

1. Edit a form on a contact’s bio e.g. if their phone number has changed

2. Add an existing form to a contact’s bio

3. add a relationship to contact (e.g. their parent)

4. add a flag to a contact

5. mark the referrer of a contact

6. add signposting to a contact

7. see the referrers per month chart

8. see the signposting per month chart

Stories

1. add a label to a story (e.g. the case study label)

2. complete a survey for a single contact

3. edit a survey response (or story) you posted

4. send a survey to one or more contacts (via sms/email) with reminders

5. see the Response Rate

6. see the survey results

Projects

1. see the surveys added to a project

EveryoneEvents

Event basics

1. what is an event

2. how to find an event

   1. go from the project page: events button

   2. event filters

   3. my apps

   4. my home

3. how to message event guests

4. how to record attendance at an event

5. how to see attendance report

6. create an event

Everyone

Cases basics

1. what is a case

2. find a case

3. see a case’s stories

4. record time spent on a case

5. see total time spent on cases

6. create a case

Setting up Projects for Contacts

1. how to divide your work into projects Design your hierarchy of projects and albums

2. Waiting List and other states

   1. turning it on

   2. seeing the number in each state (Project States tab of the Contacts App)

   3. filtering by Project State

3. manage your contact forms

   1. see all your forms

   2. details tab: (understand concept of a single field being in MANY forms)

4. design your roles

5. create a contact form

   1. choose a role

   2. create the list fields first

   3. add existing fields to the form

   4. create new fields to add to the form

   5. change the order of the fields

   6. choose multiple choice setting

6. adding contact forms to a project

7. create a signup page

   1. a fixed signup - choosing the states etc

   2. a flexible signup page

   3. reporting on contacts created per Signup Page

Creating your own Surveys

Organisation Admin

Setting up Everyone

Progress (Metrics) basics

1. What is progress/impact?

   1. looking at each Stage of the progress panel (from activity, to attendnce, to short long, outcomes, and indicators)

2. Progress Boards

   1. adding cards to a progress board

3. Posting an update about each type of progress tracker

   1. and seeing that on the progress board

      1. as a Card

      2. and as a Popup

   2. filtering that information using

      1. Contact Filters

      2. Story Filters

   3. knowing that information is also saved on the project page

Everyone

Collaboration basics

Communications

• Conversations

• SMS broadcast

• Email broadcast

• notification of replies

Notifications in general

User Profile - customising your profile

• see your stories

Homepage

• commenting on stories

• liking stories

Finding connections (other users)

Chat (with other users)

Tasks

• find

• create

  • delegate

• mark as done

Tips

• find

• discuss

• create

• add to collection

Setting up Projects for Contacts

1. how to divide your work into projects Design your hierarchy of projects and albums

   1. introducing the idea of albums

   2. how to add projects to albums

   3. seeing album level progress on a Progress Board

2. Waiting List and other states

   1. turning it on

   2. seeing the number in each state (Project States tab of the Contacts App)

   3. filtering by Project State

3. manage your contact forms

   1. see all your forms

   2. details tab: (understand concept of a single field being in MANY forms)

4. design your roles

5. create a contact form

   1. choose a role

   2. create the list fields first

   3. add existing fields to the form

   4. create new fields to add to the form

   5. change the order of the fields

   6. choose multiple choice setting

6. adding contact forms to a project

7. create a signup page

   1. a fixed signup - choosing the states etc

   2. a flexible signup page

   3. reporting on contacts created per Signup Page

Org Admins

Setting up Metrics

1. Creating each of the 5 stages of metrics - activity, attendance, outcomes,,,indicators

2. adding each to a project

   1. seeing them on the project page

3. adding each to a Strategy

4. adding a strategy to a project

5. seeing the strategies used on a project

Org Admins

Setting up Surveys

Creating your own Surveys

1. Create a basic survey

   1. questions library contains

      1. metrics

      2. custom fields (from your contact forms)

   2. creating questions including

      1. non-shared answer choices and creating other questions in the popup

      2. shared answer choices

   3. turning on One Field per Contact

   4. skip logic

2. seeing which metrics (questions) are used on which surveys

3. See which surveys a single project is using

4. Add survey to project

5. See that surveys added to multiple projects

6. See the questions used across surveys

7. Explore Surveys page

Organisation Admin

Turning on Advanced Survey Features

1. 360° Surveys

   1. perspective providers

2. Edit Mode - editing a survey’s questions from the Survey Profile

3. Outcome Charts

4. Survey Summary Charts

5. Waves

6. Survey Question Wording

7. Multi-project Analysis

Org Admins

Setting up Events

1. Designing the event creation form

2. Choosing the Guest Background Information Fields

3. Designing the Event Guest Booking Form

4. Choosing event states (event guest statuses)

5. Adding event roles

6. Turning on Events in a project

7. Multiple event categories

8. Assigning multiple Event Categories to a project

9. turning on Event Timesheets

10. Event Signup Pages

11. Event Self Check-in Surveys

Org Admins

Advanced Reporting

Maps

Targets (including Deadline) at album and project level

Creating collections

Import & Export

Imports

• what you can import

Exports

Automations

1. what is an automation

   1. criteria - different types

   2. actions - different types

2. create

3. edit

4. view logs

5. disable

6. delete

Org Admins

Sharing - access, Privacy, Ownership

1. contacts

2. stories

3. projects

4. managed progress boards and progress boards

5. colleagues

6. metrics

7. strategies

8. surveys

9. project metrics

Org Admins

Integration: Mailchimp

• what is it

• seeing mailchimp info about a contact

• tagging manually

• tagging with an automation

• setting it up

Integration: Gmail

Integration: Google Cal

Integration: Google Drive

Integration: Wildix

Troubleshooting

Org Admins