Make everyone feel welcome

Publish your own Signup Pages on your website or share the page via a link
Everyone who adds their details is automatically added to your CRM - but you can add them to a Waiting List to keep your system organised

Make a great first impression

Receive notifications whenever you receive a new signup
Collect the details of several people at once - e.g. Parent & Child, Referrer & Client, School & Pupil - and automatically link their records together in your CRM.
Turn on automations that text or email people a thank you message once they have submitted their details

Design your own Signup Pages

Create as many Signup Pages as you require - for different projects or events
Add automations to Signup Pages so that submissions are automatically enrolled onto a project or added to a waiting list
Optionally add baseline surveys to a Signup Page so that people can complete a survey as well as adding their demographic, consent and/or contact details.

Say goodbye to manual data entry

Signup Pages speed up your workflow by automatically adding submissions to your CRM
This means that you no longer need to manually type in details from paper forms or that were sent in via email

Where will Signup Pages best fit in your workflow?

Here are some of the most common ways to use Signup Pages

Self Referrals: allowing people to refer themselves to one of your projects
Professional Referrals: allowing referral partners who work with vulnerable people to refer someone to your services
Referral Surveys: allowing people to complete survey which contain demographic data as well as feedback and/or impact data
Event Signup Forms: allowing ‘walk-ins’ to give you their details and log their attendance when they attend one of your events for the first time

Say hello to your new workflow

DESIGN: Start by creating a Signup Page (Referral Page)
1. You choose which project the new referrals should be added to
2. And you choose which ‘state’ of that project they are added to, i.e. whether they are added to the Waiting List or the Enrolled list. (You could optionally add them directly to the Alumni or Declined state if you really wanted to)
3. You choose whether there are any baseline surveys that need to be completed as part of the referral process
4. You choose whether the Referral Page allows for several contacts to be created at once who are linked together using Relationships. E.g.
  1. Page 1 could create a contact profile for a child that needs your services,
  2. Page 2 could create a contact profile for the child’s parent
  3. and Page 3 could create a contact record for the Professional Referrer who is referring the Child to your service.
SHARE: You share the Referral Page website link.
1. Anyone with access to the link can use it to create new referrals (i.e. create new contacts)
2. People do not need to have a Makerble Account to use your Referral Page
3. You can deactivate a Referral Page if you no longer want it to be used to generate new referrals
RECEIVE
1. All new referrals (contacts) are saved within Makerble and are accessible via the Contacts App
2. You can turn on Referral Notifications in order to receive a web notification and an email every time one of your projects receives a new referral
FIND
1. You can use the Contact Filters to quickly find your new referrals.
2. The Contact Filters allow you to display, for example, all the contacts created within a particular Date Range who were generated through the Referral Form and who are still on your project’s Waiting List.