Who already gives like a monthly donor without being asked? Their gifts arrive on a steady rhythm at a steady amount. They just haven't been asked to make it official.
Monthly Giving Candidates · Who's in it The Who's in it tab: four donuts of donor status, volunteering, stage and value band, all Active, nearly all Loyal and mostly Premium or Major. These loyal, valuable givers are a strong base for a monthly giving program.
Monthly Giving Candidates · Audience rules The rules tab: one rule under Includes, Metronome Band is Priority, meaning they give at a steady, regular beat, and nothing under Excludes. Steady givers are the best people to ask to switch to a monthly gift.
Monthly Giving Candidates · Why they're here The Why they're here tab: a donut with everyone in the Priority Metronome Band, a Giving Regularity donut that is mostly Consistent, and each person's Metronome Score. A fundraiser starts monthly-giving asks with the Highly Consistent donors.
Monthly Giving Candidates · Lifecycle The Lifecycle tab: a grid of donor stage against donor status, with everyone Active and nearly everyone Loyal, every other cell empty. It is the ideal group to invite into monthly giving.
Monthly Giving Candidates · Call sheet The Call sheet tab: names, lifetime value, days since last gift, donor status and next step, Priority email sequence or Upgrade appeal. Staff invite these donors to give monthly, skipping anyone who asked not to be contacted that way.
Monthly Giving Candidates · Value by channel The Value by channel tab: stacked bars of value bands, coloured by volunteer status, with only Premium, Major and Mid-Value filled. Monthly giving candidates are all mid- to high-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
Steady givers are the best people to ask to switch to a monthly gift. The audience is locked because 1 other item depends on it.
3
insights it is built from
Grow
its tab on the Field Guide Audiences dashboard
1
pathway runs it
Monthly Giving Candidates · Audience rules The rules tab: one rule under Includes, Metronome Band is Priority, meaning they give at a steady, regular beat, and nothing under Excludes. Steady givers are the best people to ask to switch to a monthly gift.Monthly Giving Candidates · Why they're here The Why they're here tab: a donut with everyone in the Priority Metronome Band, a Giving Regularity donut that is mostly Consistent, and each person's Metronome Score. A fundraiser starts monthly-giving asks with the Highly Consistent donors.
What to do next
Invite them into your monthly giving program. Frame it as making official what they already do.
The Monthly Giving Conversion pathway runs this list. Here is each step, then the journey as it is built in Orbit.
Day 0
Look-alike model
Look-alikes of your Metronome Priority supporters widen the list beyond the obvious candidates.
Day 0
Email + form
An email invitation to make it official, with a sign-up form. Former volunteers get a version that thanks them for their time first.
Daily
Journey logic
Clicked but did not finish the form: a reminder, checked daily until they finish or the campaign ends.
Day 7
SMS
Never opened: a short text nudge.
Day 21
Call list
Priority tier who have not converted get a call.
Watch the pathway
Watch the pathway
Monthly Giving Conversion · the whole journey The whole journey for the Monthly Giving Candidates audience: an email invite, an open check, a text nudge for those who missed it, and a call list for anyone not converted. It turns frequent givers into steady monthly donors.
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.
Metronome ScoreDoes this supporter already give like a monthly donor without signing up? Ask the highest scorers to make the monthly giving they already do official.
Metronome BandHow ready is this supporter for a monthly giving ask? Put Priority donors first on your monthly giving conversion list.
Giving RegularityHow predictable is the timing of this supporter's gifts? Lean on Highly Consistent donors for forecasts, and ask them first about monthly giving.
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.
Household Giving GapsHouseholds where one person gives and others at the same address don't.
Questions people ask
Who is in the Monthly Giving Candidates audience?
Who already gives like a monthly donor without being asked? Their gifts arrive on a steady rhythm at a steady amount. They just haven't been asked to make it official.
Steady givers are the best people to ask to switch to a monthly gift. The audience is locked because 1 other item depends on it.
What should I do with Monthly Giving Candidates?
Invite them into your monthly giving program. Frame it as making official what they already do.
Which data does Monthly Giving Candidates use?
Metronome Score, Metronome Band, Giving Regularity. Each is an insight Orbit works out for every supporter.
Which pathway uses Monthly Giving Candidates?
Monthly Giving Conversion: Some supporters already give like monthly donors, and some of them used to volunteer. Ask them to make it official.
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.
