Share a Progress Board with Contacts (invite Participants to login to a Progress Board)
- Matt Kepple
Empower contacts to submit, review, discuss or act upon progress
Turn contacts into Participants, enabling them to login to a Progress Board where they can:
Submit progress - i.e. respond to quantitative survey questions or update KPIs
Review progress - i.e. view previous answers and browse charts that show their trends
Discuss progress - i.e. add and respond to comments on previous survey responses
Act Upon progress - i.e. create and discuss ideas; create and complete action plans
You invite contacts to become Participants by adding contacts to a Managed Progress Board
Watch the walkthrough
https://www.loom.com/share/316951bfeb844690850bda0501966694
Steps
You must be using a Managed Progress Board, not a basic Progress Board
Access the Progress Board you want to invite contacts to or alternatively create a new one from scratch which contains the survey questions and metrics you want your contacts to engage with.
Ways to access an existing Progress Board:
Select Impact in your Side Menu and click Progress Boards
You’ll see all your Progress Boards.
To use an existing Progress Board, click Actions on that Progress Board and click Edit
To create a new Progress Board, click the Create button
On the Basic Information tab: Confirm that the Contacts can have their own version of the board checkbox is ticked.
If it is not ticked, tick it and then press Next.
In the Progress Trackers tab: check that the progress trackers you want your contacts to engage with are listed as added to this Progress Board
Keep pressing Next until you reach the Contacts tab. If you are editing an existing Progress Board you can click the Contacts tab to navigate there directly.
You arrive on the Add Contacts tab
Press the checkbox next to the name of a contact to add them to the Board. As you add them, their names appear on the right in the Chosen Contacts box
If any of the contacts you want to add do not already have an Email Address, Makerble will prompt you to enter their email address when you select their name
Add a Welcome Message which will go into the email that contacts receive inviting them to the Board
Press Next
You arrive on the Public Access tab
Scroll to the bottom of the page and press Publish
This will send out emails to the contacts inviting them to join the Progress Board
