Event to Donor Conversion

Audience on the Engage tab

Supporters who come to your events but have not yet become regular givers. They are already engaged with your mission.

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.

Event to Donor Conversion · Who's in it, in Apteco Orbit: The Who's in it tab: donuts of donor status, stage and value band, mostly Lapsing or Lapsed, Lapsed First Gift, and Low-Value or Minimal. — **Event to Donor Conversion · Who's in it** The Who's in it tab: donuts of donor status, stage and value band, mostly Lapsing or Lapsed, Lapsed First Gift, and Low-Value or Minimal. Most gave one small gift after an event and have not come back.

Event to Donor Conversion · Audience rules, in Apteco Orbit: The rules tab: two rules under Includes, took part in an event and made exactly one gift, and nothing under Excludes. — **Event to Donor Conversion · Audience rules** The rules tab: two rules under Includes, took part in an event and made exactly one gift, and nothing under Excludes. These event-goers gave once, so a second-gift ask can turn them into regular donors.

Event to Donor Conversion · Why they're here, in Apteco Orbit: The Why they're here tab: a table of each person's Donor and Participant Flag, Event Participant Flag and Participated in Events flag, all set. — **Event to Donor Conversion · Why they're here** The Why they're here tab: a table of each person's Donor and Participant Flag, Event Participant Flag and Participated in Events flag, all set. It proves each person both gave and came to an event.

Event to Donor Conversion · Lifecycle, in Apteco Orbit: The Lifecycle tab: a grid of donor stage against donor status, with New Donors all Active and Lapsed First Gift people split between Lapsing and Lapsed. — **Event to Donor Conversion · Lifecycle** The Lifecycle tab: a grid of donor stage against donor status, with New Donors all Active and Lapsed First Gift people split between Lapsing and Lapsed. It tells the team to reach new donors quickly, before they slip away.

Event to Donor Conversion · Call sheet, in Apteco Orbit: The Call sheet tab: names, lifetime value, days since last gift, donor status and next step, mostly Unclassified with some Thank-you call. — **Event to Donor Conversion · Call sheet** The Call sheet tab: names, lifetime value, days since last gift, donor status and next step, mostly Unclassified with some Thank-you call. Staff work down it, skipping anyone marked Do Not Phone.

Event to Donor Conversion · Value by channel, in Apteco Orbit: The Value by channel tab: stacked bars of value bands, coloured by volunteer status, for the people who have volunteered, with Minimal and Low-Value tallest. — **Event to Donor Conversion · Value by channel** The Value by channel tab: stacked bars of value bands, coloured by volunteer status, for the people who have volunteered, with Minimal and Low-Value tallest. Most volunteers in this group have given small amounts so far.

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

These event-goers gave once, so they are the people to turn into regular donors with a second-gift ask.

insights it is built from

Engage

its tab on the Field Guide Audiences dashboard

What to do next

Follow up after each event with a giving ask tied to what they experienced.

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

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

Next to it on the Engage tab

Volunteers Who Have Never DonatedHow many of your volunteers have never been asked to give?
Volunteers Starting to DriftVolunteers who gave their time last year but have not logged a shift this year.
Lapsing Volunteers Who Still GiveSupporters who stopped volunteering but still give.
Multi-Channel ChampionsSupporters who give, come to events and volunteer.
Gala Guests Who Never GaveSupporters who came to one or more events but have never made a gift.
Event Regulars, Gift IrregularsSupporters who come to events consistently but whose giving is sporadic or declining.
First Event, First GiftSupporters whose first gift came shortly after their first event.

Questions people ask

Who is in the Event to Donor Conversion audience?

Supporters who come to your events but have not yet become regular givers. They are already engaged with your mission.

These event-goers gave once, so they are the people to turn into regular donors with a second-gift ask.

What should I do with Event to Donor Conversion?

Follow up after each event with a giving ask tied to what they experienced.

Which data does Event to Donor Conversion use?

Donor & Participant Flag, Event Participant Flag, Participated In Events. Each is an insight Orbit works out for every supporter.

Which pathway uses Event to Donor Conversion?

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 Engage audiences

All 25+ audiences