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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.

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STAGES OF THE JOURNEY

PARTS OF THE PROCESS

Assign that person to one or more types of support (Projects)

WHAT THE PARTICIPANT EXPERIENCE IS

They could receive an automated holding SMS message to say that you’re currently organising their support and will be in touch with more details soon

Automate sending an SMS to a contact

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

View your web notifications  

HOW YOUR TEAM DO THIS DAY-TO-DAY ON MAKERBLE

Click the Add/Remove Projects button on the contact’s profile page

Add a contact to a project  

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  

WHAT YOUR SETUP STEPS ARE TO HAVE THIS READY ON MAKERBLE

  1. Create a project for each type of activity or service you provide. Design the Projects per Project Template  

  2. For reporting purposes, you can quickly group several projects into an album. And a single project can be part of many albums. 

HOW YOU COULD GO EVEN FURTHER (USING ADVANCED OPTIONS)

  • Create a case for that client. (Cases sit within projects but are linked to a single client and can have several staff assigned as case workers)

Inspiration

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