Peak Month Outreach

Audience on the Grow tab

Supporters whose personal peak giving month is now or next month. Their own history says this is when they are most likely to respond.

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.

Peak Month Outreach · 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. — **Peak Month Outreach · Who's in it** The Who's in it tab: four donuts of donor status, volunteer status, donor stage and lifetime value. Most are loyal, high-value givers, so a well-timed ask could raise a lot.

Peak Month Outreach · Audience rules, in Apteco Orbit: The rules tab: one rule under Includes, Contact Window Status is In Season, and nothing under Excludes. — **Peak Month Outreach · Audience rules** The rules tab: one rule under Includes, Contact Window Status is In Season, and nothing under Excludes. It gathers people whose usual giving month is now, so an ask lands when they are most likely to give.

Peak Month Outreach · Why they're here, in Apteco Orbit: The Why they're here tab: donuts of Contact Window Status and peak giving month, with a table of each person's month. — **Peak Month Outreach · Why they're here** The Why they're here tab: donuts of Contact Window Status and peak giving month, with a table of each person's month. Everyone is In Season, so a fundraiser can time each ask to land in that person's usual month.

Peak Month Outreach · Lifecycle, in Apteco Orbit: The Lifecycle tab: a grid of donor stage against donor status. — **Peak Month Outreach · Lifecycle** The Lifecycle tab: a grid of donor stage against donor status. Nearly all are active, so the few lapsing donors can get an extra nudge during their usual giving time.

Peak Month Outreach · Call sheet, in Apteco Orbit: The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags. — **Peak Month Outreach · Call sheet** The Call sheet tab: names, lifetime value, days since last gift, a suggested next step and contact flags. Staff call these donors during their peak month and skip anyone who asked not to be contacted.

Peak Month Outreach · Value by channel, in Apteco Orbit: The Value by channel tab: stacked bars of lifetime value band, coloured by volunteer status. — **Peak Month Outreach · Value by channel** The Value by channel tab: stacked bars of lifetime value band, coloured by volunteer status. Premium and Major are the tallest bars, so the people to contact this month are mostly top 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

This is the list to contact this month, while they are most likely to give. The audience is locked because 2 other items depend on it.

insights it is built from

Grow

its tab on the Field Guide Audiences dashboard

What to do next

Time your next appeal to land this month for supporters who are In Season.

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

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.
Monthly Giving CandidatesWho already gives like a monthly donor without being asked?
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.
Household Giving GapsHouseholds where one person gives and others at the same address don't.

Questions people ask

Who is in the Peak Month Outreach audience?

Supporters whose personal peak giving month is now or next month. Their own history says this is when they are most likely to respond.

This is the list to contact this month, while they are most likely to give. The audience is locked because 2 other items depend on it.

What should I do with Peak Month Outreach?

Time your next appeal to land this month for supporters who are In Season.

Which data does Peak Month Outreach use?

Contact Window Status, Peak Giving Month, Peak Giving Month Band. Each is an insight Orbit works out for every supporter.

Which pathway uses Peak Month Outreach?

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 Grow audiences

All 25+ audiences