7 steps · Email, Google, Meta, LinkedIn, Forms
Orbit finds the people already on your file who most resemble your best supporters, then Meta finds more of them beyond it.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
More people like your best supporters.
Why your CRM misses this. What makes your best supporters your best is spread out: gifts in the CRM, events in ticketing, shifts in the volunteer system. A model built on the CRM alone only learns from the gifts.
Data
4 of its 5 sources usually sit outside the CRM
Signals
it reads 4 of them
Reach
5 channels: email, google, meta and more
Journey
7 steps, start to finish
Mission joins these into one record per person, beside your CRM.
People already on your file who most resemble your best supporters, scored by Orbit’s Find Look-alikes on the variables your administrator chooses. The seed group is excluded, so every name is someone new to target.
What to do: Start with the highest scores. Invite them into a cultivation journey and upload them as a matched audience.
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 schedule is set up.
Monthly
Journey logic
Your best supporters become the seed audience, refreshed every month.
Monthly
Look-alike model
Orbit’s Find Look-alikes scores everyone else on your file by how closely they resemble the seed, and takes the top names.
Week 1
Look-alikes already on your file get a cultivation email and an event invitation.
Week 1
Google + Meta Ads
The same look-alikes go to Google and Meta as matched audiences.
Week 1
LinkedIn Ads
Matched look-alikes see your leadership story on LinkedIn.
Monthly
Meta Ads
Meta also builds a 1 to 2% lookalike from the seed to reach people not yet on your file, with existing supporters excluded.
On sign-up
Email + form
New people land on a sign-up or donation form, then move into The First 90 Days.
Every look-alike carries a “more like this” score, so you can see which score bands actually gave and decide how many names to take next month.
Results land on the same supporter record, so the next run starts from what just happened.
More people like your best supporters. Orbit finds the people already on your file who most resemble your best supporters, then Meta finds more of them beyond it.
Look-alikes of Your Best Supporters: People already on your file who most resemble your best supporters, scored by Orbit’s Find Look-alikes on the variables your administrator chooses. The seed group is excluded, so every name is someone new to target.
Donations: supporter ID, gift amount, gift date; Participants: events attended; Volunteer timesheets: shifts worked; Supporters: contact details used for matching; Online sign-ups and gifts: source or UTM code, so each new supporter is credited to the ad that found them
What makes your best supporters your best is spread out: gifts in the CRM, events in ticketing, shifts in the volunteer system. A model built on the CRM alone only learns from the gifts.
Email, Google, Meta, LinkedIn, Forms. Monthly: Journey logic Then Monthly: Look-alike model Then Week 1: Email Then Week 1: Google + Meta Ads.
Acquisition.
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.
Schedule Time with an Apteco Architect