There are five types of form 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

• 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

• 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

• Case Forms are designed for clients that work in a traditional Case Management manner whereby you need to organise what you are doing 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 have

• We also have clients that 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

• Whenever you create an event on Makerble, you do so using an Event Creation Form. The default Event Creation Form fields are

  • Event Name

  • Start Date & Time

  • End Date & Time

  • Location

• However you can add additional fields to the Event Creation Form and you can create different Event Creation Forms for each type of event you organise

Event Guest Booking Forms

• 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 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.

Further information on the different types of form on Makerble

• Contact Forms

• Surveys

• Case Forms

• Event Creation Forms

• Event Guest Booking Forms