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Drifting Donors

Audience on the Keep tab

Whose giving pattern just changed? These supporters are overdue against their own personal giving rhythm. Not lapsed yet, but the gap is widening.

Open the Field GuideWhat to do next
Who's in itA profile: status, stage, value and volunteering.AudienceThe rules: who is let in, and who is left out.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.On the dashboardRhythm ReaderThe Rhythm Reader tab checks each donor against their own usual time between gifts, not a fixed year.
Drifting Donors · Who's in it, in Apteco Orbit: The Who's in it tab: donuts of donor status, volunteer status, donor stage and lifetime value.
Drifting Donors · Who's in it The Who's in it tab: donuts of donor status, volunteer status, donor stage and lifetime value. Almost all are active, Loyal or Established donors, so they are good supporters worth a quick personal touch.
Drifting Donors · Audience rules, in Apteco Orbit: The rules tab: one rule under Includes, Rhythm Band is Drifting or Overdue.
Drifting Donors · Audience rules The rules tab: one rule under Includes, Rhythm Band is Drifting or Overdue. These donors are late compared with their usual rhythm but have not lapsed, so a fundraiser reaches them before they slip away.
Drifting Donors · Lifecycle, in Apteco Orbit: The Lifecycle tab: a grid of donor stage against donor status.
Drifting Donors · Lifecycle The Lifecycle tab: a grid of donor stage against donor status. Most are active Loyal or Established donors and a few are already lapsing, so it helps decide who to contact first.
Drifting Donors · Call sheet, in Apteco Orbit: The Call sheet tab: lifetime value, days since last gift, a suggested next step and contact flags for each donor.
Drifting Donors · Call sheet The Call sheet tab: lifetime value, days since last gift, a suggested next step and contact flags for each donor. Staff work down the list and respect each person's wishes.
Drifting Donors · Value by channel, in Apteco Orbit: The Value by channel tab: stacked bars of lifetime value band, coloured by volunteer status.
Drifting Donors · Value by channel The Value by channel tab: stacked bars of lifetime value band, coloured by volunteer status. Most are Premium or Major supporters, so it shows how much future giving is at risk if they drift.
Field Guide Audiences · Keep: Drifting Donors tile, in Apteco Orbit: A close-up of the Drifting Donors tile, one card counting supporters who are late compared with their own giving rhythm.
Field Guide Audiences · Keep: Drifting Donors tile A close-up of the Drifting Donors tile, one card counting supporters who are late compared with their own giving rhythm. A fundraiser opens this list first, because these people usually give but have gone quiet.
Instant Insights · Rhythm Reader, in Apteco Orbit: The Rhythm Reader tab checks each donor against their own usual time between gifts, not a fixed year.
Instant Insights · Rhythm Reader The Rhythm Reader tab checks each donor against their own usual time between gifts, not a fixed year. The list on the right was empty when this screen was saved.

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

The fixed list. These people are late compared with how often they usually give, but they have not lapsed yet. A fundraiser uses it to reach them before they slip away.

3

insights it is built from

Keep

its tab on the Field Guide Audiences dashboard

Drifting Donors · Audience rules, in Apteco Orbit: The rules tab: one rule under Includes, Rhythm Band is Drifting or Overdue.
Drifting Donors · Audience rules The rules tab: one rule under Includes, Rhythm Band is Drifting or Overdue. These donors are late compared with their usual rhythm but have not lapsed, so a fundraiser reaches them before they slip away.

What to do next

Reach out personally before the drift becomes a lapse.

The call sheet tab lists each person with a suggested next step, so you can work down it.

Drifting Donors · Call sheet, in Apteco Orbit: The Call sheet tab: lifetime value, days since last gift, a suggested next step and contact flags for each donor.
Drifting Donors · Call sheet The Call sheet tab: lifetime value, days since last gift, a suggested next step and contact flags for each donor. Staff work down the list and respect each person's wishes.

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

  • Rhythm Drift ScoreHow overdue is this supporter compared with their own giving rhythm? Reach out to drifting donors before they fully lapse.
  • Rhythm BandIs this supporter giving on time, starting to drift, or overdue? Separate on-rhythm donors from drifting or overdue ones in any module.
  • Donor Median Interval DaysHow many days usually pass between this supporter's gifts? Time asks to land when the donor naturally gives, using their own personal rhythm.

Next to it on the Keep tab

Questions people ask

Who is in the Drifting Donors audience?

Whose giving pattern just changed? These supporters are overdue against their own personal giving rhythm. Not lapsed yet, but the gap is widening.

The fixed list. These people are late compared with how often they usually give, but they have not lapsed yet. A fundraiser uses it to reach them before they slip away.

What should I do with Drifting Donors?

Reach out personally before the drift becomes a lapse.

Which data does Drifting Donors use?

Rhythm Drift Score, Rhythm Band, Donor Median Interval Days. Each is an insight Orbit works out for every supporter.

Which pathway uses Drifting Donors?

No Field Guide pathway starts from this list yet. Use the advice above, or build your own journey in Orbit.

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