There are five types of form on Makerble:
On Makerble you can create Referral Journeys which combine one or more Contact Forms and one or more Surveys
Contact Forms
Every person you support is saved as a Contact on Makerble.
Contact Forms are used to create contacts
You can have as many Contact Forms as you like
Each Contact Form contains a set of fields, e.g. Name, Gender, Date of Birth, etc
Contact Forms are best suited to capture:
Contact Details
Demographic Data
Communications Preferences
GDPR statements
Contact Forms are designed for static information about a person
For things that you expect will change over time and where you need to report that change over time, e.g. an increase in confidence, use Surveys instead
Surveys
When these are completed, the response is saved as a story that appears on the timeline of the contact(s) who is/are tagged in it
Every update you post on Makerble is technically saved as a survey response which is called an “update” or “story”.
E.g. logging attendance, notes from a meeting or outcomes achieved
Case Forms
Case Forms are designed for clients that work in a traditional Case Management manner whereby you need to organise what you are doing to help a particular contact (client) into a variety of cases
When a new case is created, you use a Case Form to do that
You can create different Case Forms for the different types of Case you have
We also have clients that use Case Forms to keep track of funding applications. The funder will exist in Makerble as a Contact and each grant application exists as a Case. The Case Form in that instance contains fields such as
Application deadline (Date field)
Grant size (Number field)
On a contact’s Case page, Makerble automatically filters the updates displayed to only being those that are tagged to that particular Case.
Event Creation Forms
Whenever you create an event on Makerble, you do so using an Event Creation Form. The default Event Creation Form fields are
Event Name
Start Date & Time
End Date & Time
Location
However you can add additional fields to the Event Creation Form and you can create different Event Creation Forms for each type of event you organise
Event Guest Booking Forms
When you add a guest to an event you can optionally fill in a Guest Booking Form that captures event-specific information about that guest
Some of our clients use this to capture the Pick Up Time and Drop Off Address for a guest at an event. For each type of event you organise, you can create a Guest Booking Form containing your choice of fields.
Further information on the different types of form on Makerble