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Cold Month Suppression

Audience on the Keep tab

Supporters who have never given in the current calendar month, across their whole history. An ask right now is likely to be ignored.

See the pathway: Right Month, Right AskWhat to do next
Who's in itA profile: status, stage, value and volunteering.AudienceThe rules: who is let in, and who is left out.Why they're hereThe signal that put each person on the list.LifecycleDonor stage against donor status, in one grid.Call sheetNames, value, last gift and a suggested next step.Value by channelHow much they are worth, split by volunteer status.
Cold Month Suppression · Who's in it, in Apteco Orbit: The Who's in it tab: charts of donor status, stage and value band, with most Active and very few volunteers.
Cold Month Suppression · Who's in it The Who's in it tab: charts of donor status, stage and value band, with most Active and very few volunteers. It is a big, mixed group, so holding it back for a month touches most of the database.
Cold Month Suppression · Audience rules, in Apteco Orbit: The rules tab: one rule under Includes, Cold Month Flag set, and nothing under Excludes.
Cold Month Suppression · Audience rules The rules tab: one rule under Includes, Cold Month Flag set, and nothing under Excludes. It gathers everyone who is in a month when they have never given, so an appeal can leave them out.
Cold Month Suppression · Why they're here, in Apteco Orbit: The Why they're here tab: a Contact Window Status donut, mostly Unclassified, and a table of each person's contact window and peak giving month.
Cold Month Suppression · Why they're here The Why they're here tab: a Contact Window Status donut, mostly Unclassified, and a table of each person's contact window and peak giving month. Fundraisers hold these people back now and reach them when their giving season comes.
Cold Month Suppression · Lifecycle, in Apteco Orbit: The Lifecycle tab: a grid of donor stage against donor status, with Developing the largest row and all Non Donors under Never Given.
Cold Month Suppression · Lifecycle The Lifecycle tab: a grid of donor stage against donor status, with Developing the largest row and all Non Donors under Never Given. Fundraisers plan a different message for each group for when their season returns.
Cold Month Suppression · Call sheet, in Apteco Orbit: The Call sheet tab: names, lifetime value, days since last gift, donor status and a next step, mostly Unclassified.
Cold Month Suppression · Call sheet The Call sheet tab: names, lifetime value, days since last gift, donor status and a next step, mostly Unclassified. Staff see exactly who is being held back this month.
Cold Month Suppression · Value by channel, in Apteco Orbit: The Value by channel tab: stacked bars of value bands, coloured by volunteer status, with Minimal and Low-Value the tallest.
Cold Month Suppression · Value by channel The Value by channel tab: stacked bars of value bands, coloured by volunteer status, with Minimal and Low-Value the tallest. Holding this list back also pauses many Major and Premium givers, so timing matters.

Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result. The Audience tab is Orbit's own. The other tabs are views added to this audience's workbook; Get to know the list shows how to add them.

Who is in it

"Suppression" means leaving people out: this list is used to hold these supporters back from this month's appeals so they are not asked at a bad time. The audience is locked because 2 other items depend on it.

3

insights it is built from

Keep

its tab on the Field Guide Audiences dashboard

1

pathway runs it

Cold Month Suppression · Audience rules, in Apteco Orbit: The rules tab: one rule under Includes, Cold Month Flag set, and nothing under Excludes.
Cold Month Suppression · Audience rules The rules tab: one rule under Includes, Cold Month Flag set, and nothing under Excludes. It gathers everyone who is in a month when they have never given, so an appeal can leave them out.
Cold Month Suppression · Why they're here, in Apteco Orbit: The Why they're here tab: a Contact Window Status donut, mostly Unclassified, and a table of each person's contact window and peak giving month.
Cold Month Suppression · Why they're here The Why they're here tab: a Contact Window Status donut, mostly Unclassified, and a table of each person's contact window and peak giving month. Fundraisers hold these people back now and reach them when their giving season comes.

What to do next

Hold them out of this month's appeals and put the effort into supporters whose peak month is now.

The Right Month, Right Ask pathway runs this list. Here is each step, then the journey as it is built in Orbit.

  1. 1st of each month

    Journey logic

    The journey runs on a repeating schedule as each supporter’s window changes.

  2. In Season

    Email

    An appeal timed to their personal peak month.

  3. Approaching Season

    Email

    A warm-up impact story, no ask.

  4. Cold Month

    Google + Meta Ads

    Held out of appeals and added to ad exclusion lists.

Watch the pathway
Right Month, Right Ask · the whole journey, in Apteco Orbit: The whole journey for the Peak Month, Approaching Season and Cold Month audiences: a split by contact window, an appeal email, a warm-up story email, and ad exclusion lists.
Right Month, Right Ask · the whole journey The whole journey for the Peak Month, Approaching Season and Cold Month audiences: a split by contact window, an appeal email, a warm-up story email, and ad exclusion lists. Donors get asked in their giving month, then get a rest.

What it is built from

Each insight below is worked out by Orbit for every supporter. Click one to read it in the Field Guide.

All 25+ audiences

Insights

  • Cold Month FlagHas this supporter ever given in the current month of the year? Hold back contact during a donor's cold months and put the effort into their warm ones.
  • Contact Window StatusIs right now a good time to reach out to this supporter? Check it before you reach out, since it reads each donor's own giving season.
  • Peak Giving MonthIn which month does this supporter most often give? Time asks to land in each donor's peak month, where they convert better than off-season.

Next to it on the Keep tab

Questions people ask

Who is in the Cold Month Suppression audience?

Supporters who have never given in the current calendar month, across their whole history. An ask right now is likely to be ignored.

"Suppression" means leaving people out: this list is used to hold these supporters back from this month's appeals so they are not asked at a bad time. The audience is locked because 2 other items depend on it.

What should I do with Cold Month Suppression?

Hold them out of this month's appeals and put the effort into supporters whose peak month is now.

Which data does Cold Month Suppression use?

Cold Month Flag, Contact Window Status, Peak Giving Month. Each is an insight Orbit works out for every supporter.

Which pathway uses Cold Month Suppression?

Right Month, Right Ask: Ask people in the month they usually give, and leave them alone in months they never do.

How do I build it in Apteco Orbit?

Open Audiences, start a new audience and add each rule: who to let in, then who to leave out. Build an audience by hand walks you through it, and Ask Orin to build it shows how Orin can draft it for you.

Learn Mission is a free course. Part 5 is all about audiences: you build one, read it tab by tab and tidy it before anyone gets a message.

Build it yourself

Start with the stops below, then read more in the Apteco Help Hub.

Start the course

The Keep audiences

All 25+ audiences