Contact Form

A contact

• When you want to create a new contact, e.g.

  • register a new person

  • register a new referral partner

• Or when you want to edit an existing contact’s record and add additional information

Note:

• use Contact Forms to store demographic information, communication preferences and other static information about a contact.

• Use surveys to collect progress or evidence of impact.

• Data from surveys can be reported as change over time whereas data from Contact Forms is presented as static pie charts.

How to add a contact form to a project

Survey

A story or a survey response

• When you want to collect survey responses or stories that contains

  • Feedback

  • Progress towards a progress tracker (i.e. an output or indicator)

  • Evidence of outcomes and impact

  • Anecdotes

Considerations

• Survey responses can be

  • tagged to an individual contact

  • but they can also be used to collect aggregate data, e.g. where you aren’t tagging the progress to an individual contact who exists as a record in your Contacts App

How to add a survey to a project

Case Form

A case

• When you want to categorise the work you do with a single contact into different distinct workstreams.

• It means that each story and survey response relating to that contact can be tagged with the specific case it relates to

How to add a Case Form to a project

Event creation form

An event

• When you want to track the attendance of your contacts at specific appointments, sessions and events

How to add an event booking form to a project

Event booking form

Edits the row for that guest in the Event Guests table on an event’s page

• When you want to record event-specific information about a contact (guest), e.g. the name of the person who will be collecting a child after a specific event

How to add an event booking form to a project

Project form

A project

• When you want to create a new project

Attachment field (for a contact’s bio)

A file that is uploaded to a contact’s bio

• When you want to upload a file to a contact’s bio, for example, uploading a person’s CV.

How to add an attachment field to a Contact Form

Attachment fields (in other places)

A file that is uploaded to

• a story

• a survey response

• an event

• an event booking form

• a project

If there are files that you want to attach to records on Makerble, you can use an Attachment field to allow that information to be uploaded.