Stop 40 of 58 · about 8 minutes
Why send email from Orbit instead of your usual email tool? Someone opens every email you send. Your email tool knows who. Nothing else does, because the opens never come back to the supporter's record.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
Apteco Email is the email channel built into Orbit. You no longer need a separate email service provider. Emails are built in a drag-and-drop Email Builder, sent from a journey step, and every open, click and bounce comes back onto the record.
Your organization gets a Promotional sub-account and a Contractual one, each with its own channel, set up by your Orbit Admin in the Channel Editor under Application Settings.
Two template types: Marketing templates personalise with contact properties like first name, and Apteco adds the unsubscribe link for you. Transactional templates can use more data, like the gift amount or the event name, and you add any unsubscribe link yourself.
When a supporter unsubscribes from one email, they unsubscribe from everything on that sub-account. That is why the two are kept apart. Your remaining credits show in the top right of the Campaigns screen and the Email Builder.
Answer: Either, but marketing is enough
Answer: Contractual
Answer: Apteco, automatically
Marketing templates get the unsubscribe link for free. Contractual is for emails people must receive.
Every open and click lands on the supporter's record, so next week's list already knows who read this week's story.
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.
It is stop 40 of 58. Open it in the course, or start from the beginning.
Open this stop in the course