6 steps · Shared modules, Email, Forms, SMS
Every message respects each person’s wishes and reaches a real inbox, across every channel and every team.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
No message to anyone who opted out.
Why your CRM misses this. Contact preferences end up in several places: the CRM, the email platform, sometimes a membership or events system, and the contact counts often don’t match. An opt-out recorded in one doesn’t reach the others on its own.
Data
1 of its 4 sources usually sit outside the CRM
Signals
it reads 6 of them
Reach
4 channels: shared modules, email, forms and more
Journey
6 steps, start to finish
Mission joins these into one record per person, beside your CRM.
Each step names when it happens and the channel it uses. Under the steps is the campaign as it is built in Orbit, in 2 parts. Read them in order. Then how the 'Can we contact them?' split and the 'Bounced or unsubscribed?' split are set up.
Every send
Journey logic
An audience split removes deceased, opted-out and do-not-contact supporters before anything goes out.
Every send
Journey logic
Bounces are handled first, then unsubscribes, before any follow-up.
Every send
Journey logic
One record per person, so nobody gets the same email twice from two teams.
Weekly
Shared module
Email addresses on hold are listed for your team to fix.
Quarterly
Email + form
A preference check-in: which channels, and how often.
On send
SMS
Invalid mobile numbers found on a send are flagged for exclusion.
Preference answers and corrections land back on the supporter record, so every journey in every team uses them.
Results land on the same supporter record, so the next run starts from what just happened.
Proven. VSO’s pilot SMS campaign, part of its 2025 Summer Appeal, delivered a positive return and did valuable data cleansing. See a similar use case
No message to anyone who opted out. Every message respects each person’s wishes and reaches a real inbox, across every channel and every team.
Supporters: do not email, mail, phone or SMS; opt out; deceased; Emails: on hold, hold date, primary; Addresses: primary address; Households: who lives together
Contact preferences end up in several places: the CRM, the email platform, sometimes a membership or events system, and the contact counts often don’t match. An opt-out recorded in one doesn’t reach the others on its own.
Shared modules, Email, Forms, SMS. Every send: Journey logic Then Every send: Journey logic Then Every send: Journey logic Then Weekly: Shared module.
Communications.
Every pathway in the Field Guide runs on Apteco Mission, beside your CRM.
An Apteco Architect walks you through this pathway on your own data.
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