There are five several types of form available to you on Makerble:
Contact Forms
Surveys
Case Forms
Event Creation Forms
Event Guest Booking Forms
On Makerble you can create Referral Journeys which combine one or more Contact Forms and one or more Surveys
Contact Forms
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External Signup Pages
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You can publish External Signup Pages that allow anyone with the link to register for one of your projects or services
You can also embed these Signup Pages within your own website
Whenever you receive a new signup or referral through your Signup Page, you and your colleagues in that project can receive a notification
You can choose to automatically add people who signup to your project’s Waiting List
External Signup Pages can record the details of several individuals. When this happens, relationships are automatically created between each of those to show how they are connected, e.g. Mother, Husband, Daughter, Referral Agent and Referral Agency.
Within every External Signup Page is a minimum of one Contact Form. You can optionally add a Survey to an External Signup Page as well. This lets you record a person’s contact details and then capture a baseline survey response in one go.
Contact Forms
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Every person you support is saved as a Contact on Makerble.
Contact Forms are used to create contacts
You can have as many Contact Forms as you like
Each Contact Form contains a set of fields, e.g. Name, Gender, Date of Birth, etc
Contact Forms are best suited to capture:
Contact Details
Demographic Data
Communications Preferences
GDPR statements
Contact Forms are designed for static information about a person
Demographic information saved in Contact Forms can be reported visually
For things that you expect will change over time and where you need to report that change over time, e.g. an increase in confidence, use Surveys instead
Surveys
Every update you post on Makerble is technically saved as a survey response although we refer to it as an “update” or “story”. E.g. logging attendance, notes from a meeting or outcomes achieved
Case Forms
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When surveys are completed, the response is saved as a story that appears on the timeline of the contact(s) who is/are tagged in it.
You can use surveys and stories to capture Attendance, Meeting Notes and Outcomes Achieved
Surveys can be completed by your staff or you can send them to individual contacts to complete
Information saved in survey responses (stories) can be visualised and analysed in several ways
Case Forms
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Case Forms are suited to when you work in a traditional Case Management manner whereby you need to organise what the things you are doing do to help a particular contact (client) into a variety of cases
When a new case is created, you use a Case Form to do that
You can create different Case Forms for the different types of Case you haveWe also have clients that have a variety of Case Forms so that you can collect different information about each type of case you work on
You can see the updates for a particular case on the Case page
You can analyse and report your case management data visually on Makerble
You can also use Case Forms to keep track of funding applications. The funder will exist in Makerble as a Contact and each grant application exists as a Case. The Case Form in that instance contains fields such as
Application deadline (Date field)
Grant size (Number field)
On a contact’s Case page, Makerble automatically filters the updates displayed to only being those that are tagged to that particular Case.
Event Creation Forms
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Whenever you create an event on Makerble, you do so using use an Event Creation Form. The default Event Creation Form fields are:
Event Name
Start Date & Time
End Date & Time
Location
However you You can add additional your own fields to the Event Creation Form and you
You can create different several Event Creation Forms that collect different information for each type of event you organise
You can see, analyse and report the staffing, time spent and attendance at events across your organisation
Event Guest Booking Forms
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When you add a guest to an event you can optionally fill in a Guest Booking Form that captures event-specific information about that guest
Some of our clients use this to capture E.g. you can collect the Pick Up Time and Drop Off Address for a guest at an event.
For each type of event you organise, you can create a Guest Booking Form containing your choice of fields.
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Project Forms
Whenever you create a new project, you use a Project Form
By default your account has a Project Form called “Project” but you can create additional Project Forms
The default fields on the “Project” Project Forms is Name. But if you want to store additional information about your project, e.g. short description, long description, profile picture, location, etc, you can add those fields to your project form. You can also create your own fields.
If there are different types of information you'd like to collect when creating different kinds of project, you can have create additional Project Forms. (These can be thought of as Project Templates or Project Categories).
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Related articles
Read on to learn more about the different forms available to you on Makerble:
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