Receive referrals digitally

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• Get your time back

• Stop copying and pasting information between paper, forms and spreadsheets

• Never lose track of a beneficiary’s information again

Communicate effectively

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• Improve client engagement and retention

• Send emails and SMS to beneficiaries

• Receive replies and track conversations to ensure safeguarding

Collect survey responses

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• Impress funders with accurate impact data

• Send survey links via Email or SMS

• Collect anonymous responses if necessary

START HERE:

Do the basics

• Turn each of your paper forms, email forms and online forms into a Contact Form

• Create a project for each area of your work

Pro Tip! Make additional separate projects for Referral Partners, Funders and Volunteers to track your communication with those individual

• Pick surveys from our library to add to each project

Pro Tip! Create your own surveys from scratch

• Pick impact metrics from our library to add to each project

Pro Tip! Create your own impact metrics from scratch

THEN…

Connect your information

• Add some Relationship Types to link your contacts together

• Create one-off and recurring events for the 1:1, drop-in and group sessions you deliver in each project

• Create an album to group several projects together for easy reporting

• Create a logic model for your project that groups your outputs and outcome indicators together

NOW YOU CAN…

Make it your own

• Make your Contact Forms public so referrers and self-referrers can use them

• Add fields to your register so you can track attendance the way you need to

• Create a progress board for each funder that contains the results they need

• Track clients' progress towards each impact metric

AND FINALLY…

Report your results

• Report it instantly - go to your Contacts App: Demographics

• Report it instantly - go to your Events' Attendance

• Report it instantly - go to your Survey Results

• Report it instantly - go to your Progress Panel