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There are several types of form available to you on Makerble:

External Signup Pages

  • 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

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

  • 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

  • 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

  • Case Forms are suited to when you work in a traditional Case Management manner whereby you need to organise the things you 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 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)

Event Creation Forms

  • Whenever you create an event on Makerble, you use an Event Creation Form. The default Event Creation Form fields are:

    • Event Name

    • Start Date & Time

    • End Date & Time

    • Location

  • You can add your own fields to the Event Creation Form

  • You can create 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

  • 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.

Related articles

Read on to learn more about the different forms available to you on Makerble:

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