Form structure best practices
May 19, 2022 at 1:00 p.m. CST
How you set up your forms can make a big difference for ease of use and reporting. Let’s talk about tips and tricks to ensure a successful structure!
In this one-hour webinar, you’ll learn:
- The difference between Tier 1 and Tier 2 forms and when to use them.
- Best practices for linking related forms.
- How to best utilize Apricot Intake and Connect capabilities.
The webinar will be recorded and sent to all who register for the webinar. Registered people will also receive an invitation to Office Hours for more hands-on guidance.
Annie Novacek, Client Success Enablement Manager, Social Solutions
Annie has been a member of the Social Solutions Client Success team for over 3 years. She joined Social Solutions with a background in helping nonprofits navigate technology. Annie is driven by the desire to support organizations like yours to use data to demonstrate your impact. As a Gold Certified Apricot Admin, Annie regularly “plays” in Apricot, exploring ways the system can meet the needs of her clients. In 2022, her focus is enabling success for many of our Apricot organizations and the Client Success team.
Diana May, Director of Client Success, Social Solutions
Diana May is Director of Client Success at Social Solutions and host for the webinar series. With over 10 years of SaaS experience, her expertise lies in guiding her team to assist clients in maximizing their investment while achieving critical outcomes. Diana delights in getting to know our clients, understanding their needs and helping them achieve their outcomes.