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What type of training do you need?

Categories

Type of training Who it’s for Description
Basic training Operational staff who work on this project/service, e.g. frontline workers, case workers, communications officers For everyone who uses the platform to create, find or update any of the following - contacts, events, survey responses, timelines and progress boards.

On the platform they’re called Changemakers.
Manager & Reporting training Managers, Contract Managers, Fundraising teams For managers, coordinators and anyone responsible for reporting.

Learn how to create reports, filter results and add/remove colleagues from projects, contacts and other content.
Super User training Heads of Operations, Programmes, Service Delivery, IT, Fundraising, Volunteering For anyone who needs to use tools like the Designer and Data In & Out to customise the platform

What each type of training session usually covers

This table displays a column for each Product and a row for each category of user.

  Makerble All-in-one Makerble CRM Makerble Impact Makerble Scheduling Makerble Surveys
Basic training
(1 hour)		 Everything in the row
  • Find a contact
  • Create a contact
  • Add more information to a contact
  • Post an update to a contact’s timeline
  • Find a progress board
  • Log progress towards a metric (KPI, progress tracker, outcome)
  • See your project’s progress
  • See your upcoming events
  • Create an event
  • Log attendance and/or observations
  • Collect survey responses from other people
  • Enter survey responses yourself
Manager & Reporting training
(1–2 hours)		 Everything above, plus everything in the row
  • Add, remove and manage colleagues
  • Report on pipeline and demographics
  • Troubleshooting: understanding how contacts and projects are designed and how to resolve queries
  • Add, remove and manage colleagues
  • Set targets
  • Create albums (for multi-project reporting)
  • Analyse and report results using Progress Boards
  • Troubleshooting: understanding how results and projects are designed and how to resolve queries
  • Add, remove and manage colleagues
  • Rota management
  • Report on event attendance
  • Troubleshooting: understanding how events and projects are connected and how to resolve queries
  • Add, remove and manage colleagues
  • Create surveys
  • Analyse survey results
  • Troubleshooting: understanding how surveys and projects are connected and how to resolve queries
Super User training
(1–2 hours) 		Everything above, plus everything in the row
  • Create projects and project categories
  • Create and manage contact-related automations
  • Create bio forms and signup pages
  • How to customise your CRM with Audiences, Flags, Groups
  • Manage integrations
  • Advanced Troubleshooting: understanding how to apply organisation-level settings
  • Create projects and project categories
  • Create Impact Scorecard templates
  • Manage integrations
  • Advanced Troubleshooting: understanding how to apply organisation-level settings
  • Create projects and project categories
  • Create and manage event-related automations
  • Create event categories
  • How to customise your Events with Event Roles, Guest Statuses, Event Counting
  • Manage integrations
  • Advanced Troubleshooting: understanding how to apply organisation-level settings
  • Create projects and project categories
  • Create and manage survey-related automations
  • Manage integrations
  • Advanced Troubleshooting: understanding how to apply organisation-level settings

Where would you like training to be delivered?

  • Online and interactive - a live training sessions for up to ten people in which you'll learn how to master the platform and have the opportunity to do the actions yourself and ask questions as you go along. Pricing starts at £100 per training session.
  • In-person - as above but delivered in person in the location of your choice, e.g. at your offices. Pricing starts at £200 per training session.
  • Online recordings - if your organisation has purchased Online & Interactive training, you can access the recording of the training sessions to learn the platform at your own pace. Pricing - no additional charges are made.

How would you like training to be delivered?

    • You have several options available for how training is delivered:
      • Direct Training: We deliver training to you and your team
      • Train-the-trainer: We train you to deliver training to your team
      • Hybrid: We deliver some of the training while at the same time, upskilling you to train colleagues in future

What would you like to do next?

Ready to design your training package?

Ready to book your training session?

Other learning and support options

E-learning Helpdesk - articles, tickets and chat Onboarding Consultancy
  • You and everyone on your team has access to Makerble University where you can go through tutorials that walk you through every aspect of your platform.
  • Go to: Become a pro
  • If you get stuck at any point while using the platform, you can explore the Helpdesk. Simply click the Request Support button.
  • If you'd like our expertise at any point in helping you design or redesign your platform, you can access Onboarding Consultancy which is priced at £100/hour for hourly increments or £500/day for daily increments.
E-learning Module Helpdesk Screenshot Consultancy Meeting

Products

Makerble® Workflow

Makerble® Surveys

Makerble® Impact

Workflow Lite: CRM

Workflow Lite: Scheduling

Impact Evaluation

Use Cases

Audience Insight & Customer Experience

Case Management & Service Delivery

Grantmaking & Commissioning

Impact Reporting & Evaluation

Learning, Training & Education

People, Culture & Inclusion

Research, Strategy, Innovation

Resources

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