STAGES OF THE JOURNEY

1. SIGN UP

2 ARRANGE support

3 PROVIDE support

4 TRACK the progress

5 ACHIEVE the goal

PARTS OF THE PROCESS

How do clients sign up?

Initial Assessment (Triage)

Assign that person to one or more types of support (Projects)

Provide Details

Communicate to the participate WHEN, WHERE and from WHOM they will receive support

E.g. assigning to one or more Events

Baseline survey to participants

Participate in activities

Follow-up communications

Surveys at different intervals e.g. midway, on completion, some time afterwards, etc

Participants achieve desired outcomes 

WHAT THE PARTICIPANT EXPERIENCE IS

They fill in the Signup Page on your website

How a client fills in one of your Signup Pages  

They receive a phone call, email or SMS from you to attend the Initial Assessment.

They could receive an automated holding SMS message to say that you’re currently organising their support and will be in touch with more details soon

Automate sending an SMS to a contact

They along with everyone in their cohort could receive an automatically personalised email (e.g. personalised with their name) that provides the details of the upcoming course or service they’re now enrolled on

Send a bulk SMS or Email to a group of contacts immediately or scheduled for later (i.e. send a Broadcast)  

They receive a QR code, SMS or Email with a link to the survey

What a survey looks like to a respondent  

They arrive at the event

If you want you can share a Check-in page with them that lets them check themselves in to the event Self Check-in Page: see how event guests use Self Check-in  

They could receive an automated holding SMS message to say that you’re currently organising their support and will be in touch with more details soon

Automate sending an SMS to a contact

They will receive a QR code, email or SMS with the link to their followup survey

They could also receive a link to their own private Progress Board that shows them the progress they’ve made over time How to use a Board as an Active Participant  

HOW YOUR TEAM GETS NOTIFIED OF THIS ON MAKERBLE

They receive a notification Receive notifications of new referrals  

Staff can see all of the people whom they need to do an Initial Assessment with by going to the Waiting List of their project 

Waiting List  

Staff on those projects get a notification to say that a new person has been added to their project

View your web notifications  

Staff can see that clients have been sent an Email by 

either looking up the individual Conversation History of that client 

Conversations  

or by looking at the history of bulk messages sent

See your Sent SMS and Email Messages  

Staff can 

• See the response rate of surveys Response Rate tab on the Survey Campaign page

• See survey results Analyse survey results

Staff can see who attended previous events by going to the Attendance Report: Report on Event Attendance  

Staff can be notified whenever an outcome is achieved  See and respond to an In-App Alert  

HOW YOUR TEAM DO THIS DAY-TO-DAY ON MAKERBLE

Staff can also register a new client directly by filling in a form to make a new Contact

Create a Contact  

Go to the client’s profile page and choose the Initial Assessment contact form to fill in with them

Add an additional Contact Form to an existing contact

Link to GIF: https://drive.google.com/drive/folders/1kbBQ5a0b_3K0fYERjFtqUOlLwxvokPGT  

Click the Add/Remove Projects button on the contact’s profile page

Add a contact to a project  

Add them to events and these will automatically appear in their Google Calendar. 

Sync your Makerble Events with Google Calendar  

Also turn on automated Event Messaging so they receive details of the events they’re due to attend via SMS or Email before each event

Create an Automation  

Staff can

• Send out survey links to clients

• Enter survey responses themselves

• Import historical survey responses that are saved in a spreadsheet

1. See the upcoming events that they are assigned to work or volunteer at Events widget: Upcoming Events on the Homepage  

2. Record attendance of the people who turned up Record attendance and notes during or after an event  

Staff can send a message to the event attendees after the event:  Broadcast an SMS to an event's guests  

Staff can see the survey results for the individual survey Analyse survey results but also seeing the change over time  

Staff can record that directly on the client’s profile Add progress towards metrics while posting a Timeline Update from a contact's profile page  

HOW YOU REPORT RESULTS ON MAKERBLE

See the number of signups you’re receiving each month and from which referral partners Report on the number of referrals  

See the number of people on your Waiting List each month  Productivity tab on the Manage Contacts page ​​

See the number of people enrolled on each project each month

See the demographic characteristics of your clients Report the demographics of contacts who have achieved particular outcomes  

See the number of events you’re providing per month Choose the activity tracker that records the number of events in the project  

See survey results Analyse survey results

See the attendance rate  Analyse data from Attendance Trackers using a Board  

See the amount of interactions your organisation has had with clients per month Contacts Interacted With per Project  

See the improvement over time Calculate Distance Travelled

See the impact of your project  ​​Analyse data using Boards  

WHAT YOUR SETUP STEPS ARE TO HAVE THIS READY ON MAKERBLE

To receive referrals: simply design a Signup Page: Create a Signup Page (to receive inbound referrals from anyone with the link) which involves

1. Creating a project for that type of support

2. Creating one or more Contact Forms to register the details of 

   1. The person needing support

   2. Their emergency contact (if appropriate)

   3. Their next of kin (if appropriate)

3. Turning on the Waiting List for that project

4. Creating a Signup Page which uses those 3 forms and adds a person to the Waiting List of that project

1. Choose how you will do the assessment e.g. phone call, in-person visit

2. Choose your assessment questions

3. What is your criteria to work with someone 

4. Where do you record the results of the Initial Assessment

1. Create a project for each type of activity or service you provide. Design the Projects per Project Template  

2. For reporting purposes, you can quickly group several projects into an album. And a single project can be part of many albums. 

1. Choose which projects you want to have Events within Turn on Events within a project

2. Choose which staff are allowed to create events Give other users permission to create Events within a project  

3. Create repeating and one-off events Create an Event

1. Choose which surveys you want to use on which projects Add a survey template to a project (Create a survey campaign)  

2. Create those surveys if they don’t already exist in the Makerble library Quick Guides: How to create a new survey template  

3. Choose how you want to send the survey e.g. via SMS, Email or fill it in with the client face to face

1. Decide if and how you want to record people’s attendance, late attendance and/or any observations about them at the event Design the Event Attendance form  

2. Decide if and how you want clients to be able to check themselves in to an event Design the Self Check-in Form for Event Guests  

You simply need to turn on SMS and Email Messaging Turn on SMS Messages   

Add a 12 month wave and a 24 month wave to the survey that you used at the baseline Personalise the Wording of Survey Questions based on the Wave and Respondent Type  

1. You can create Outcomes on Makerble and Indicators Create an Outcome

2.  which you can then assign to different projects you provide Add a Metric to a project from the Metric profile page  

HOW YOU COULD GO EVEN FURTHER (USING ADVANCED OPTIONS)

• Use Personalised Signup Pages that allow you to add multiple dependents within a family

• Assign flags to a client to highlight important traits, e.g. Allergies, Prone to Violence, Safeguarding Concerns

• Use a formula to automatically calculate a verdict based on a client’s answers to your Initial Assessment

• Create a case for that client. (Cases sit within projects but are linked to a single client and can have several staff assigned as case workers)

• Assign staff and volunteers to events in bulk either by doing it manually or by setting a rota

• Also get the perspectives of their friends, family members or colleagues by doing a 360° survey and comparing what they say about themselves with what their observers say about them

• Assign individual staff or volunteers to specific clients on an event-by-event basis

• Create an automation rule to automatically send our post-event information 

• Also get the perspectives of their friends, family members or colleagues by doing a 360° survey and comparing what they say about themselves with what their observers say about them