Campaign journey in Apteco Orbit
Can a thank-you arrive on the day the milestone happens, not a month later in a batch? A thank-you on the day it is earned is worth more than the same words a month later.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result. Scroll inside the journey to read it all.
Milestones get missed because someone has to notice them. This journey waits, and acts the moment the data changes.
Supporter milestones starts from Active Supporters and then mostly waits. Its main path is a Waiting for trigger redirect loop with a 3 Years time delay, so people stay in the journey for a long time.
The audiences and pathways this journey works with, and how to build journeys like it.
Decide what your milestones are: first gift, fifth gift, one year as a monthly giver, 100 volunteer hours. Each one is a triggered event with its own email. The 3-year wait is the longest a person stays without a milestone; shorten it if your definition of active is shorter. Keep the exit event: a lapsed supporter should not get a cheerful milestone email.
Milestones get missed because someone has to notice them. This journey waits, and acts the moment the data changes. A thank-you on the day it is earned is worth more than the same words a month later.
Supporter milestones starts from Active Supporters and then mostly waits. Its main path is a Waiting for trigger redirect loop with a 3 Years time delay, so people stay in the journey for a long time.
Supporter milestone 1: sends First donation thanks, then returns to the main journey. Supporter milestone 2: sends a Milestone acknowledgement, then returns. Exit event - lapsed supporters: when a supporter lapses, they leave the journey.
Decide what your milestones are: first gift, fifth gift, one year as a monthly giver, 100 volunteer hours. Each one is a triggered event with its own email. The 3-year wait is the longest a person stays without a milestone; shorten it if your definition of active is shorter. Keep the exit event: a lapsed supporter should not get a cheerful milestone email.
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