3. ASSIGN: plan your Participant Journey
- Matt Kepple
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.
STAGE OF THE JOURNEY | ARRANGE | |||
PART OF THE PROCESS | Assign | |||
Assign to ProjectsAssign the participant to one or more types of support (Projects) | Assign to Events | Assign to Coworkers | Assign to a Case | |
WHAT THE PARTICIPANT EXPERIENCE IS | Participants 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 Automate sending an SMS to a contact
| Participants could receive an SMS, Email or Calendar Invitation with details of the event  | Participants could receive an automated SMS once they have been assigned to one of your coworkers,
| Your caseworker could message the participant to arrange their next meeting |
HOW YOUR TEAM GETS NOTIFIED OF THIS ON MAKERBLE | Staff on those projects get a notification to say that a new person has been added to their project | Staff can see the participants who have been added to upcoming events they are working at | Staff receive a notification whenever they are assigned a new relationship | Staff receive a notification whenever they are added to a new case |
HOW YOUR TEAM DO THIS DAY-TO-DAY ON MAKERBLE | Click the Add/Remove Projects button on the contact’s profile page | Click Add Guests to add additional participants to a one-off or recurring (series of) events | Click Add Relationship to assign a contact (participant) to a coworker | Click Add a Case to create a new case for that contact (participant) |
HOW YOU REPORT RESULTS ON MAKERBLE | 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
| See the number of participants (contacts) you have interacted with each month | See the number of cases opened, closed and worked on each month, as well as a variety of other case-related stats |
WHAT YOUR SETUP STEPS ARE TO HAVE THIS READY ON MAKERBLE |
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HOW YOU COULD GO EVEN FURTHER (USING ADVANCED OPTIONS) |
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