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

The lesson

The free Donation Analysis and Instant Insights dashboards run on three fields:

  • Supporter ID: who gave.
  • Donation Amount: how much.
  • Donation Date: when.

No names, no addresses, no personal details. From those three columns Mission builds Donor Status, Donor Development Stage, Giving Trend, Rhythm Drift Score and dozens more. The gift Behaviours in Orbit, like Gifts last year and First gift date, need nothing else either.

Three columns is the floor, not the ceiling. Events, volunteering, grants and campaigns each add their own insights when you connect them.

Watch this stop · about a minute

Your turn, in Field Guide

  1. Open the Field Guide and read the opening section about the three columns.
  2. Think about which of your systems has those three columns today. Most do.

Quick check

The free Donation Analysis dashboard runs on which three fields?
  • Name, email and postal code
  • Supporter ID, Donation Amount and Donation Date
  • Campaign, appeal and fund

Answer: Supporter ID, Donation Amount and Donation Date

Need a hint?

Who gave, how much, and when.

Why it matters

You can start learning from your supporters this month, with the data you already have.

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 3 of 58. Open it in the course, or start from the beginning.

Open this stop in the course