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Critical Action Required

Audience on the Keep tab

Who should you contact this week? These supporters have the most urgent signals firing at once. They need a personal conversation now, not a mass appeal.

See the pathway: The Monday Call ListWhat 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.
Critical Action Required · Who's in it, in Apteco Orbit: The Who's in it tab: donuts of donor status, stage and value band, all Active, nearly all Loyal and in the top value bands.
Critical Action Required · Who's in it The Who's in it tab: donuts of donor status, stage and value band, all Active, nearly all Loyal and in the top value bands. These urgent contacts are loyal, valuable donors.
Critical Action Required · Audience rules, in Apteco Orbit: The rules tab: one rule under Includes, Action Clock Score Band is High or Critical, and nothing under Excludes.
Critical Action Required · Audience rules The rules tab: one rule under Includes, Action Clock Score Band is High or Critical, and nothing under Excludes. It is the most urgent contact list, the people to reach first.
Critical Action Required · Why they're here, in Apteco Orbit: The Why they're here tab: everyone sits in the High band of the Action Clock Score, with Phone call as the next step for all.
Critical Action Required · Why they're here The Why they're here tab: everyone sits in the High band of the Action Clock Score, with Phone call as the next step for all. A fundraiser uses it as today's phone list.
Critical Action Required · Lifecycle, in Apteco Orbit: The Lifecycle tab: a grid of donor stage against donor status, with everyone in the Active column and most under Loyal.
Critical Action Required · Lifecycle The Lifecycle tab: a grid of donor stage against donor status, with everyone in the Active column and most under Loyal. These are loyal donors to keep happy, not lapsed ones to win back.
Critical Action Required · Call sheet, in Apteco Orbit: The Call sheet tab: names, lifetime value, days since last gift, donor status and the next step, Phone call for everyone.
Critical Action Required · Call sheet The Call sheet tab: names, lifetime value, days since last gift, donor status and the next step, Phone call for everyone. Staff call down the list, skipping anyone marked Do Not Phone.
Critical Action Required · Value by channel, in Apteco Orbit: The Value by channel tab: stacked bars of value bands, with only Premium, Major and Mid-Value filled and the lower bands empty.
Critical Action Required · Value by channel The Value by channel tab: stacked bars of value bands, with only Premium, Major and Mid-Value filled and the lower bands empty. The urgent list is made up of higher-value donors.

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

It includes anyone whose Action Clock Score Band is High or Critical (a score for how soon someone should be contacted); nothing is excluded. It is the most urgent contact list.

3

insights it is built from

Keep

its tab on the Field Guide Audiences dashboard

1

pathway runs it

Critical Action Required · Audience rules, in Apteco Orbit: The rules tab: one rule under Includes, Action Clock Score Band is High or Critical, and nothing under Excludes.
Critical Action Required · Audience rules The rules tab: one rule under Includes, Action Clock Score Band is High or Critical, and nothing under Excludes. It is the most urgent contact list, the people to reach first.
Critical Action Required · Why they're here, in Apteco Orbit: The Why they're here tab: everyone sits in the High band of the Action Clock Score, with Phone call as the next step for all.
Critical Action Required · Why they're here The Why they're here tab: everyone sits in the High band of the Action Clock Score, with Phone call as the next step for all. A fundraiser uses it as today's phone list.

What to do next

Make this your Monday call list. Start with the highest Action Clock score and work down.

The The Monday Call List pathway runs this list. Here is each step, then the journey as it is built in Orbit.

  1. Every Monday

    Journey logic

    The journey runs on a repeating schedule against the latest scores.

  2. Monday

    Journey logic

    An audience split sends each supporter down the path for their top signal.

  3. Monday

    Call list

    Phone and thank-you call paths become this week’s call list, with events, volunteer hours and campaigns on the same line.

  4. Monday

    Your CRM

    Major gift conversations go to your gift officer, and what came of them is written back onto the record.

  5. Monday

    Email

    Upgrade, monthly giving and re-engagement paths each get their own email.

Watch the pathway
The Monday Call List · the whole journey, in Apteco Orbit: The whole journey for the Critical Action Required audience: one split by top signal fans out to a call list, a gift officer list, and a set of emails.
The Monday Call List · the whole journey The whole journey for the Critical Action Required audience: one split by top signal fans out to a call list, a gift officer list, and a set of emails. Every Monday it gives each urgent person the right next step.

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

  • Action Clock ScoreHow many urgent signals is this supporter setting off right now? Sort donors by Action Clock Score each day to see who needs attention first.
  • Action Clock Score BandHow urgent is this supporter's need for attention? Group donors by urgency, from Critical to Low, and share your team's time across the levels.
  • Primary Action FlagWhat is the single best thing to do for this supporter this week? Pull this list every Monday so your team knows who gets a phone call, thank-you, upgrade appeal, monthly ask, or re-engagement.

Next to it on the Keep tab

Questions people ask

Who is in the Critical Action Required audience?

Who should you contact this week? These supporters have the most urgent signals firing at once. They need a personal conversation now, not a mass appeal.

It includes anyone whose Action Clock Score Band is High or Critical (a score for how soon someone should be contacted); nothing is excluded. It is the most urgent contact list.

What should I do with Critical Action Required?

Make this your Monday call list. Start with the highest Action Clock score and work down.

Which data does Critical Action Required use?

Action Clock Score, Action Clock Score Band, Primary Action Flag. Each is an insight Orbit works out for every supporter.

Which pathway uses Critical Action Required?

The Monday Call List: Nine signals become one ranked list, and every person arrives with their whole story and the recommended next step.

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