How to use the Field Guide
Stop 6 of 58 · about 8 minutes
What can your data actually tell you? Most data projects start with someone asking what the data can tell you, followed by a long silence. The Field Guide skips the silence.
The lesson
The Field Guide at apteco-na.com maps your whole Mission setup. It has four parts:
- Base fields: the data you already collect, like gift amounts and dates, mapped from your CRM.
- Insights: the questions Mission answers about every supporter, worked out from those fields. Every formula is shown. The last chips are the Behaviours, which Orbit works out on the spot, and the audiences built from them.
- Audiences: ready-made groups of supporters, each with a suggested next step.
- Pathways: whole journeys from data to action, step by step, with what comes back onto the record at the end.
Every definition is a standard starting point. Maybe a major gift starts at $1,000 for you, not $10,000. Your Apteco contact or Orbit Admin can change any definition, and once you are comfortable you can build your own with expressions.
Your turn, in Field Guide
- Open the Field Guide in a new tab.
- Switch on your CRM under Filter by your CRM and read the counter: how many insights work for you?
- Open one insight and read its formula.
- Open one pathway and read its steps to the end. Notice the last line: what comes back onto the record.
Quick check
How many insights are available for your CRM?
Write your answer in the course; it stays in your browser.
Which definition would you change, and how?
Write your answer in the course; it stays in your browser.
Need a hint?
The counter sits under the CRM switches. If your CRM shows "No schema", ask your Apteco contact.
Why it matters
You decide what loyal and major gift mean, so Mission measures what matters to you.
Read on
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 6 of 58. Open it in the course, or start from the beginning.
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