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Move everyone towards better outcomes
Record the work you do with an individual on their contact profile.
A contact can be a person, organisation, animal or object
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Contacts are called Beneficiaries in the back-end of Makerble |
Get Started with Contacts
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Key features of the Contacts App
Find your contacts
All the Beneficiaries of a project are viewable on a table as shown below from the Project or Charity Dashboard.
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A home for all the information you have about every individual you influence
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Each individual (person, organisation or even object or animal) has their own contact record
Each individual’s contact record stores their involvement across all the activities you provide
Quickly identify individuals using Search, Groups and Filters to find people with specific characteristics
Customise the information you collect
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Create your own forms, share them as a link or embed them on your website
Avoid duplication of fields and make reporting easier. Makerble has a library that automatically organises every field you or your colleagues have created
Automate your processes to avoid repetitive manual work
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Automatically store people’s details in the Contacts App (your CRM) whenever they complete a form
Automatically store the agency that made the referral
Automatically add new referrals to a project’s Waiting List and then move them to ‘Enrolled’ in a click
Create your own Automations that save you time based on your own rules
Track your results
See your demographic stats and those of any other characteristics
Filter results by project and/or any other filter
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View a contact's information
Every contact has their own profile page that lets you and your colleagues see everything there is to know about that person, organisation, etc.
This includes survey responses, relationships, timeline posts, tasks and more
To learn more, read about the Contact Profile Page.
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Analyse and create reports about contacts
The Manage Beneficiaries page has several tabs, such as the Splits tab (shown below) that provides some data about all the beneficiaries.
The different tabs for analysing beneficiaries are explained in the articles below:
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Watch a walkthrough video
https://youtu.be/bLLOeOH54rQ?si=hyyE0BEVmK5-P40e
See what else you can do
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Become a pro
Previous Lesson Become a pro | Next Lesson Bring your contacts together |