Campaign journey in Apteco Orbit
Someone just joined. What happens in their first month, without anyone remembering to do it? The first month decides the second gift. This journey runs it the same way for every new supporter, every day.
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.
A new supporter usually gets one email, if that, and then silence until the next appeal. The Welcome journey fills the first weeks on its own and learns what each person cares about.
The Welcome journey starts from the New supporters audience.
The audiences and pathways this journey works with, and how to build journeys like it.
Point the Target Segment at your own new-supporter audience (first gift or sign-up in the last 30 days, like the Field Guide's First 90 Days). Replace the five emails with your templates: keep the order, keep the 3-day gaps. The Interaction Split is the clever part: the link each person clicks decides the next email, so write the Get involved email with one clear link per interest. Run it on a schedule so each day's new supporters enter on their own.
A new supporter usually gets one email, if that, and then silence until the next appeal. The Welcome journey fills the first weeks on its own and learns what each person cares about. The first month decides the second gift. This journey runs it the same way for every new supporter, every day.
The Welcome journey starts from the New supporters audience.
Welcome and thank you email, straight away. A 3 day wait, then the Contact preference email. Another 3 days, then an Audience Split on contact preference: people who prefer Direct Contact go to a file (a call or letter list) and on to the events calendar; people who prefer Email get the Get involved email. After 7 days, an Interaction Split called Interest request reads what they clicked: Volunteering, Fundraising, Legacy, or Everyone Else (who get Donations matter). Unsubscribed and Bounced exit. Each interest branch sends its own email, then a Path Redirect to the Events calendar loop: a What's coming up? message (file or email, by preference), a 1 month wait, then exit.
Point the Target Segment at your own new-supporter audience (first gift or sign-up in the last 30 days, like the Field Guide's First 90 Days). Replace the five emails with your templates: keep the order, keep the 3-day gaps. The Interaction Split is the clever part: the link each person clicks decides the next email, so write the Get involved email with one clear link per interest. Run it on a schedule so each day's new supporters enter on their own.
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