New Donor Welcome

Audience on the Keep tab

Supporters in the first year after their first gift. What happens in their first 90 days shapes whether they give again.

Open the Field Guide What to do next

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.

New Donor Welcome · 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. — **New Donor Welcome · Who's in it** The Who's in it tab: four donuts of donor status, volunteer status, donor stage and lifetime value. Everyone is a new, active donor, and a few already gave big first gifts worth a personal thank-you.

New Donor Welcome · Audience rules, in Apteco Orbit: The rules tab: one rule under Includes, Donor Development Stage is New Donor, and nothing under Excludes. — **New Donor Welcome · Audience rules** The rules tab: one rule under Includes, Donor Development Stage is New Donor, and nothing under Excludes. It gathers people who just made their first gift, ready for a welcome and thank-you message.

New Donor Welcome · Why they're here, in Apteco Orbit: The Why they're here tab: a donut of donor stage and a table of days since last gift and lifetime gifts. — **New Donor Welcome · Why they're here** The Why they're here tab: a donut of donor stage and a table of days since last gift and lifetime gifts. Everyone is a New Donor with a single gift, so the welcome should go out soon.

New Donor Welcome · Lifecycle, in Apteco Orbit: The Lifecycle tab: a grid of donor stage against donor status. — **New Donor Welcome · Lifecycle** The Lifecycle tab: a grid of donor stage against donor status. Everyone sits in one cell, New Donor and Active, so a single welcome journey fits them all.

New Donor Welcome · Call sheet, in Apteco Orbit: The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags. — **New Donor Welcome · Call sheet** The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags. Staff call to say thank you and skip anyone who asked not to be phoned or emailed.

New Donor Welcome · Value by channel, in Apteco Orbit: The Value by channel tab: stacked bars of lifetime value band, coloured by volunteer status. — **New Donor Welcome · Value by channel** The Value by channel tab: stacked bars of lifetime value band, coloured by volunteer status. Most new donors start small, so the welcome should aim for a second gift.

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 people just made their first gift, so this is the list for a welcome and thank-you message. The audience is locked because 1 other item depends on it.

insights it is built from

Keep

its tab on the Field Guide Audiences dashboard

What to do next

Start your welcome series right away and make a thank-you call within 48 hours.

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

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.
Days Since Last DonationHow long has it been since this supporter's last gift? Use it to start re-engagement messages as days pass, or to pick recent lapsers for phone calls first.
Number Of Lifetime DonationsHow many gifts has this supporter made in total? Group donors by how many gifts they have made, and build a stewardship journey for each group.

Next to it on the Keep tab

Second Gift PushWhich new supporters will give a second time?
Re-engagementSupporters 1 to 2 years past their last gift.
Cold Month SuppressionSupporters who have never given in the current calendar month, across their whole history.
Critical Action RequiredWho should you contact this week?
Lapse PreventionWho is about to lapse, and how many days do you have?
Drifting DonorsWhose giving pattern just changed?
Lapsed Givers Still Showing UpSupporters whose giving has lapsed but who still come to events or volunteer.
Campaign Responders Going ColdSupporters who responded to past campaigns but are now drifting away.

Questions people ask

Who is in the New Donor Welcome audience?

Supporters in the first year after their first gift. What happens in their first 90 days shapes whether they give again.

These people just made their first gift, so this is the list for a welcome and thank-you message. The audience is locked because 1 other item depends on it.

What should I do with New Donor Welcome?

Start your welcome series right away and make a thank-you call within 48 hours.

Which data does New Donor Welcome use?

Donor Development Stage, Days Since Last Donation, Number Of Lifetime Donations. Each is an insight Orbit works out for every supporter.

Which pathway uses New Donor Welcome?

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 Keep audiences

All 25+ audiences