Considerations: The 2 Ways To Build your Contact Bio Forms
- Matt Kepple
There are two ways to design your contact forms on Makerble
Classic Forms (also called Beneficiary Categories) - the original way to create contacts - this option is compatible with the full range of apps and features across Makerble
Custom Forms for Contacts - an experimental and simpler way to create forms - this option is only compatible with a limited set of apps and features across Makerble
Designing your forms using Classic Contact Forms | Designing your forms using Custom Forms |
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The original tool to build forms.
| Simplified tool to build forms - easier to use.
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Differences between Classic and Custom Forms
Classic Contact Forms | Custom Forms for Contacts | Status | |
CRM |
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Limited and Unlimited Multiple Choice options for List fields | Yes | No | |
Make certain fields compulsory | Yes | No | |
Import contacts | Yes | No |
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Custom Table Views | Yes | No | |
Merge Contacts | Yes | TBC |
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Ward lookup based on postcode | Yes | No | |
Location Address lookup field based on Google Maps | Yes | No | |
Deactivate and reactivate Forms | Yes | No | |
Extended Table fields | Yes | No | |
Events |
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Guest Background Fields can come from Custom Forms | Yes | No |
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Progress Boards |
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Segment survey results according to contacts’ demographic List fields using 'Split By' | Yes | No |
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SMS & Email Messaging |
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Select a Custom Form field as the one used for SMS or Email contact details | Yes | TBC |
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Stories |
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Segment anonymised progress according to demographic List fields used in Contact Forms | Yes | No |
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System Administration |
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See the number of fields used within each Contact Form | Yes | No |
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See a table of fields per Contact Form | Yes | No |
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Tips |
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Filter tips according to the demographic List fields used in Contact Forms | Yes | No |
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Automations |
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Create automations based on fields within Contact Forms | Yes | No |
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Makerble Android App | |||
Create contacts using Custom Forms | Yes | TBC |
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View bio tab of contacts created using Custom Forms | Yes | TBC |
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