Design the Format per Form
This is the part of your onboarding process where you work out what your forms will look like on Makerble.
Key points before we get started: no more duplication!
Makerble connects your information so that you never need to enter the same thing twice.
In your previous way of working, you might have needed to enter the same information multiple times (e.g. copying and pasting between spreadsheets), but on Makerble you don't need to do that.
Your paper forms (or old forms you’re bringing across from your spreadsheets or older system) might be designed to capture duplicate information.
The purpose of this part of the onboarding process is to avoid any of those unhelpful practices from being carried across to your new Makerble platform.
How to choose the best Makerble Format for each of your forms
Familiarise yourself with the different types of form (formats) you have available on your Makerble platform
Store a copy of each of your existing forms in a shared folder. (If you’ve bought a Makerble Onboarding Package, we’ll provide a Google Drive folder where you can upload each of your existing forms)
List each of your existing forms in the Original Form column of the Blueprints spreadsheet tab (see below)
Identify the format(s) on Makerble that would be best suited to each of your forms. (If you’ve bought an Onboarding Package, we’ll work through this with you during your Design Workshop)
See how Contact Forms and Signup Pages work on Makerble
Update your Blueprints
If you’re using the Blueprints, go to the MAKERBLE FORMAT per Original Form tab