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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.

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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

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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

  • 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.

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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