Apteco Mission Field Guide Schedule Time with an Apteco Architect Play with a Live System

Multi-Channel Champions

Audience on the Engage tab

Supporters who give, come to events and volunteer. They show up in every way your organization offers.

Multi-Channel Champions · Who's in it, in Apteco Orbit: The Who's in it tab: four donuts of donor status, volunteer status, donor stage and lifetime value.
Multi-Channel Champions · Who's in it The Who's in it tab: four donuts of donor status, volunteer status, donor stage and lifetime value. Most of these all-round supporters are still active givers, so a fundraiser can keep them close.
Multi-Channel Champions · Audience rules, in Apteco Orbit: The rules tab: three rules under Includes, made a gift, flagged as a volunteer and took part in an event, and nothing under Excludes.
Multi-Channel Champions · Audience rules The rules tab: three rules under Includes, made a gift, flagged as a volunteer and took part in an event, and nothing under Excludes. These people help in every way, so they are great for thank-you calls and stories.
Multi-Channel Champions · Why they're here, in Apteco Orbit: The Why they're here tab: a donut of volunteer level and a table of donor and volunteer flags.
Multi-Channel Champions · Why they're here The Why they're here tab: a donut of volunteer level and a table of donor and volunteer flags. Most are one-time volunteers, so the few super volunteers who also give stand out for a personal thank-you.
Multi-Channel Champions · Lifecycle, in Apteco Orbit: The Lifecycle tab: a grid of donor stage against donor status.
Multi-Channel Champions · Lifecycle The Lifecycle tab: a grid of donor stage against donor status. Loyal donors are all still active, while many first-gift donors are lapsing, so each group gets a different message.
Multi-Channel Champions · Call sheet, in Apteco Orbit: The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags.
Multi-Channel Champions · Call sheet The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags. Staff work down the list and skip anyone who asked not to be phoned or emailed.
Multi-Channel Champions · Value by channel, in Apteco Orbit: The Value by channel tab: stacked bars of lifetime value band, coloured by volunteer status.
Multi-Channel Champions · Value by channel The Value by channel tab: stacked bars of lifetime value band, coloured by volunteer status. Premium is the tallest bar, so many of these champions are also the charity's biggest givers.

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

It includes people who have made at least one gift, AND are flagged as volunteers, AND have taken part in at least one event; nothing is excluded. These people help in every way, so they are great for thank-you calls and stories.

4

insights it is built from

Engage

its tab on the Field Guide Audiences dashboard

Multi-Channel Champions · Audience rules, in Apteco Orbit: The rules tab: three rules under Includes, made a gift, flagged as a volunteer and took part in an event, and nothing under Excludes.
Multi-Channel Champions · Audience rules The rules tab: three rules under Includes, made a gift, flagged as a volunteer and took part in an event, and nothing under Excludes. These people help in every way, so they are great for thank-you calls and stories.
Multi-Channel Champions · Why they're here, in Apteco Orbit: The Why they're here tab: a donut of volunteer level and a table of donor and volunteer flags.
Multi-Channel Champions · Why they're here The Why they're here tab: a donut of volunteer level and a table of donor and volunteer flags. Most are one-time volunteers, so the few super volunteers who also give stand out for a personal thank-you.

What to do next

Board recruitment, legacy giving conversations and ambassador roles. These supporters are already all in.

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

Multi-Channel Champions · Call sheet, in Apteco Orbit: The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags.
Multi-Channel Champions · Call sheet The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags. Staff work down the list and skip anyone who asked not to be phoned or emailed.

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

Questions people ask

Who is in the Multi-Channel Champions audience?

Supporters who give, come to events and volunteer. They show up in every way your organization offers.

It includes people who have made at least one gift, AND are flagged as volunteers, AND have taken part in at least one event; nothing is excluded. These people help in every way, so they are great for thank-you calls and stories.

What should I do with Multi-Channel Champions?

Board recruitment, legacy giving conversations and ambassador roles. These supporters are already all in.

Which data does Multi-Channel Champions use?

Donor & Participant Flag, Volunteer Flag, Lifetime Value, Volunteer Engagement Tier. Each is an insight Orbit works out for every supporter.

Which pathway uses Multi-Channel Champions?

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.