1. SIGNUP part of your Participant Journey

Owned by Matt Kepple
Last updated: Feb 05, 2024
2 min read

You can use Makerble to manage the journeys your participants take through your organisation, from their initial signup through to their eventual completion of your programme.

image-20240125-122539.png

 

STAGES OF THE JOURNEY

  1. SIGN UP

PARTS OF THE PROCESS

How do clients sign up?

WHAT THE PARTICIPANT EXPERIENCE IS

They fill in the Signup Page on your website

How a client fills in one of your Signup Pages  

 

HOW YOUR TEAM GETS NOTIFIED OF THIS ON MAKERBLE

They receive a notification Receive notifications of new referrals  

 

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 while signed-in  

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  

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

HOW YOU COULD GO EVEN FURTHER (USING ADVANCED OPTIONS)