Apteco Connect · the sample system's tables How the sample charity's data is joined in Apteco Connect: Supporters at the top, with Households, Grants, Donations, Participants, Volunteers, Emails and Programs under it. Each supporter links to a household, so Orbit can see who else lives at the same address and whether they give.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
Who is in it
Households where one person gives and others at the same address don't. Untapped capacity sitting at the same address.
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insights it is built from
Grow
its tab on the Field Guide Audiences dashboard
What to do next
Address mail to the household, not just the person who gives. Cultivate couples together.
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.
Lifetime ValueHow much has this supporter given in total, over their whole time with us? Group donors by total giving, and give your top lifetime givers personal thank-you calls or major gift attention.
Donor StatusIs this supporter active, lapsing, lapsed, deeply lapsed, or someone who never gave? Sort any report by Donor Status, and start year-end appeals and re-engagement campaigns from it.
Donor Development StageWhich stage of the donor journey is this supporter in right now? Build a journey for each stage, with a welcome for New donors, deeper asks for Developing, and recognition for Loyal.
Next to it on the Grow tab
Sleeping GiantsWho in your database is already acting like a major donor?
Upgrade WindowWho is giving less than they used to, and how much is that worth?
Silent Major DonorsSupporters with high lifetime giving who have never come to an event or volunteered.
Loyal StewardshipSupporters who have given across many years and sit in the Loyal or Established stage.
Value UpgradersSupporters who moved into a higher value band than last year.
Peak Month OutreachSupporters whose personal peak giving month is now or next month.
Questions people ask
Who is in the Household Giving Gaps audience?
Households where one person gives and others at the same address don't. Untapped capacity sitting at the same address.
What should I do with Household Giving Gaps?
Address mail to the household, not just the person who gives. Cultivate couples together.
Which data does Household Giving Gaps use?
Lifetime Value, Donor Status, Donor Development Stage. Each is an insight Orbit works out for every supporter.
Which pathway uses Household Giving Gaps?
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.