Audience on the Grow tab
Supporters who have given across many years and sit in the Loyal or Established stage. Some of your most valuable relationships.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
Supporters who have given across many years and sit in the Loyal or Established stage. Some of your most valuable relationships.
4
insights it is built from
Grow
its tab on the Field Guide Audiences dashboard
1
pathway runs it
Personal recognition, legacy giving conversations and board recruitment. Never let them feel taken for granted.
The A Year of Stewardship pathway runs this list. Here is each step, then the journey as it is built in Orbit.
Month 1
An update tied to the campaign they gave to.
Month 3
WhatsApp or SMS
A short thank-you on WhatsApp or SMS, where they have opted in.
Month 6
Direct mail
A printed thank-you card.
Month 9
An invitation to an event, prioritising anyone who hasn’t been to one recently.
Month 12
Call list
On the anniversary of their first gift, a call from your team. Loyal supporters get the legacy conversation.
Each insight below is worked out by Orbit for every supporter. Click one to read it in the Field Guide.
Supporters who have given across many years and sit in the Loyal or Established stage. Some of your most valuable relationships.
Personal recognition, legacy giving conversations and board recruitment. Never let them feel taken for granted.
Donor Development Stage, Tenure Score, Number Of Giving Years, Consecutive Giving Streak. Each is an insight Orbit works out for every supporter.
A Year of Stewardship: Your most loyal supporters hear about their impact all year, across every way they are involved, not only when you need something.
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.
