Apteco Learn Mission Schedule Time with an Apteco Architect Play with a Live System

Close the loop

Stop 58 of 58 · about 12 minutes

What comes back onto the record, and can you answer your own question now? Questions like yours usually get sent to a committee and then to a future date. This stop is the future date.

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The end of The First 90 Days: people who opened the second ask leave, the rest get a text on day 65, and the Triggered Event Second gift takes anyone who gives again out of the campaign. What comes back closes the loop.
The end of The First 90 Days: people who opened the second ask leave, the rest get a text on day 65, and the Triggered Event Second gift takes anyone who gives again out of the campaign. What comes back closes the loop. Open full size

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

The lesson

The Learn step is what makes a pathway a loop. Depending on yours:

  • A second gift flips Second Donation Within 90 Days to 1, and Second Donation Speed Band records how fast.
  • A new gift resets Days Since Last Donation, so they leave the Cliff Edge band at the next refresh and their Rhythm Drift Score drops back below 1.
  • A volunteer's first gift moves Volunteer Donor Status from Volunteer Only to Both.
  • A guest's first gift shows up in First Event, First Gift and flips the Donor & Participant Flag.

Nothing to update by hand. Next Monday's list already knows what your team did.

Now your own question. Most are one of two kinds. Number questions ("How many…?", "Are we…?") start on a dashboard: find the closest tile, then filter. People questions ("Who…?", "Which supporters…?") start with an audience. The count is your answer. The list is your next step. If your data can't answer it yet, write down what is missing. That is useful too.

Watch this stop · about a minute

Your turn, in Orbit

  1. Decide: is yours a number question or a people question?
  2. Find or build the answer in Orbit. Ask Orin to summarise the dashboard, or to build the audience.
  3. Write down the answer and what you'll do about it.

Quick check

What did you find?

Write your answer in the course; it stays in your browser.

What will you do about it?

Write your answer in the course; it stays in your browser.

Need a hint?

Number questions start on a dashboard. People questions start with an audience.

Why it matters

The answer was always in your data. Now you are the one who can find it, and act on it.

Read on

Audiences on this stop

Read more in the Apteco Help Hub

Learn Mission is a free course. You read a little, do it yourself, then answer one quick check. Orin, the assistant in Orbit, walks with you. Your progress stays in your browser.

Do this stop yourself

It is stop 58 of 58. Open it in the course, or start from the beginning.

Open this stop in the course

All of Capstone

The whole course, stop by stop