Page Comparison

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Getting Started with Participating Contacts

• Create a Contact

• Create a Managed Progress Board

• Add Contacts to a Managed Progress Board

Steps

1. Create a project

2. Add some goals and sub goals to that project. Ensure that you add a goal and sub goal of each type i.e.

   1. Participation goal

   2. An Outcome goal with

      1. Multipel Choice sub goal (a Scale Indicator )

      2. Tickbox sub goal (a Binary Indicator )

      3. Numerical sub goal (Value Indicator)

3. Create some beneficiaries and add them to that project

4. Create a Managed PRogress Board

   1. Add your project to the board

   2. Add the goals and sub goals to the project

   3. Add the contacts you created to the project (you will need to set an Email Address for each contact)

   4. Press Publish

5. When you do this, the system will turn the beneficiary into an Active Beneficiary. This means that the

   1. email address you added for that beneficiary will now receive an email giving them their own login details for Makerble. I.e., Makerble will create a User Account for that person.

   2. when that person signs in, they will be taken directly to the Progress Board that you added them to

   3. and on the Progress Board they will see all the Goal Cards that relate to the projects they are part of

   4. And they can use the Quick Update button to create a story but whenever they create a story, it is ONLY about their beneficiary record.