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Campaigns

11 journeys, one job each

11 ready-made campaign journeys, each built in Apteco Orbit for one job: a welcome, a milestone, an appeal, a volunteer push, an application. A pathway is the whole plan from data to action; a campaign is the journey inside it, step by step. Every one of the 20+ pathways has one too.

Welcome · the whole journey, in Apteco Orbit: New supporters: Welcome and thank you, contact preference, then interest splits into events (calendar loop), volunteering, fundraising, legacy and Donations matter emails.
Welcome · the whole journey New supporters: Welcome and thank you, contact preference, then interest splits into events (calendar loop), volunteering, fundraising, legacy and Donations matter emails.

Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.

What a journey is made of

Every journey in Orbit is built from the same few pieces. Once you can read one, you can read them all, and change any of them for your own charity.

Entry

the audience that starts it, and a trigger that adds people the moment something happens

Steps

an email, a text, a letter list, a call sheet, a form, a wait

Splits

a question about each person: what they clicked, which list they are on, a test group

Goals

what counts as done, so a gift stops every step left

Welcome and the first months

A new supporter's first weeks, and the moments worth marking after that.

Supporter milestones · the journey, in Apteco Orbit: Active supporters wait for triggered milestone events: First donation thanks, Milestone acknowledgement (two milestones), exit for lapsed supporters, a 3 year wait.
Supporter milestones · the journey Active supporters wait for triggered milestone events: First donation thanks, Milestone acknowledgement (two milestones), exit for lapsed supporters, a 3 year wait.

Regular giving

Turning a gift into a habit, and testing what works.

Regular giving · the journey, in Apteco Orbit: Active supporters split into regular givers (A/B test of an increase ask, Version A and B), non regular givers (Intro to regular giving, Committed giving) and other supporters (Donation…
Regular giving · the journey Active supporters split into regular givers (A/B test of an increase ask, Version A and B), non regular givers (Intro to regular giving, Committed giving) and other supporters (Donation matters, Could you be a regular giver?).

Appeals

An urgent ask, and the story that earns it.

Emergency appeal · the journey, in Apteco Orbit: Contactable supporters get an urgent appeal, a progress update loop, a channel split, and a thank-you when they give (triggered on Donated EM and Donated Direct Contact).
Emergency appeal · the journey Contactable supporters get an urgent appeal, a progress update loop, a channel split, and a thank-you when they give (triggered on Donated EM and Donated Direct Contact).

Knowing your supporters

Asking people what they care about, and remembering the answer.

Supporter motivations · the journey, in Apteco Orbit: Supporter base: Stories behind the action, an engagement check after 5 days, Story of a thousand memories, What is your story?, Thank you for choosing us, with a monthly hold loop.
Supporter motivations · the journey Supporter base: Stories behind the action, an engagement check after 5 days, Story of a thousand memories, What is your story?, Thank you for choosing us, with a monthly hold loop.

Volunteers and events

Inviting, thanking and following up around what people do, not only what they give.

Volunteering push · the journey, in Apteco Orbit: Active supporters: Volunteers make our world go round, an engagement split, Volunteering calendar, a thank-you on registered interest, and Volunteering comeback for lapsing volunteers.
Volunteering push · the journey Active supporters: Volunteers make our world go round, an engagement split, Volunteering calendar, a thank-you on registered interest, and Volunteering comeback for lapsing volunteers.

Programs and applications

A form, an approval and a decision, run as a journey.

Rebate Program Application · the journey, in Apteco Orbit: Application invitation email, an interaction split on the email action, a reminder path, a confirmation on submission, and Meta Ads plus push notifications for the unresponsive.
Rebate Program Application · the journey Application invitation email, an interaction split on the email action, a reminder path, a confirmation on submission, and Meta Ads plus push notifications for the unresponsive.

The journey inside each pathway

Each pathway's Activate stage is a campaign journey built the same way: its own entry audience, splits and triggers. Open one at its journey.

Three of them, close up

A split, a trigger and a wait, as they look on the canvas.

Volunteer Appreciation and Drift · journey, part 1 of 2, in Apteco Orbit: The first half of the journey: the Lapsing Volunteers Who Still Give audience gets an email of fitting opportunities, waits, then a reply check sends the rest to a…
Volunteer Appreciation and Drift · journey, part 1 of 2 The first half of the journey: the Lapsing Volunteers Who Still Give audience gets an email of fitting opportunities, waits, then a reply check sends the rest to a short personal text. It reaches drifting volunteers gently and personally.
Members Who Stopped Showing Up · journey, part 1 of 2, in Apteco Orbit: The top half of the journey: the entry audience, the Check-in call from staff who know them call list, a wait, and the What's new this month email with an event…
Members Who Stopped Showing Up · journey, part 1 of 2 The top half of the journey: the entry audience, the Check-in call from staff who know them call list, a wait, and the What's new this month email with an event invitation. Lapsed members hear from someone they know first.
Funder Reporting and Stewardship · the whole journey, in Apteco Orbit: The whole journey for the Returning Funders at Risk audience: a call list for a relationship call and impact report, then LinkedIn ads with impact stories.
Funder Reporting and Stewardship · the whole journey The whole journey for the Returning Funders at Risk audience: a call list for a relationship call and impact report, then LinkedIn ads with impact stories. It keeps grant makers and other funders close so they renew their support.

Learn Mission is a free course. Part 7 reads each of these journeys end to end and says what to change for your own charity.

Request a campaign

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Clients, partners and Apteco offices are all welcome.

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