5 steps · Email, Forms, SMS, Phone
Some supporters already give like monthly donors, and some of them used to volunteer. Ask them to make it official.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
Monthly donors found in your file.
Why your CRM misses this. A supporter who gives most months, sometimes by cheque and sometimes through an online platform, looks like an occasional giver in each system on its own.
Data
2 of its 2 sources usually sit outside the CRM
Signals
it reads 5 of them
Reach
4 channels: email, forms, sms and more
Journey
5 steps, start to finish
Mission joins these into one record per person, beside your CRM.
Who already gives like a monthly donor without being asked? Their gifts arrive on a steady rhythm at a steady amount. They just haven't been asked to make it official.
What to do: Invite them into your monthly giving program. Frame it as making official what they already do.
Each step names when it happens and the channel it uses. Under the steps is the campaign as it is built in Orbit.
Day 0
Look-alike model
Look-alikes of your Metronome Priority supporters widen the list beyond the obvious candidates.
Day 0
Email + form
An email invitation to make it official, with a sign-up form. Former volunteers get a version that thanks them for their time first.
Daily
Journey logic
Clicked but did not finish the form: a reminder, checked daily until they finish or the campaign ends.
Day 7
SMS
Never opened: a short text nudge.
Day 21
Call list
Priority tier who have not converted get a call.
Form completions come back into the journey as they happen. Metronome Score keeps surfacing the next candidates as new gifts arrive.
Results land on the same supporter record, so the next run starts from what just happened.
Monthly donors found in your file. Some supporters already give like monthly donors, and some of them used to volunteer. Ask them to make it official.
Monthly Giving Candidates: Who already gives like a monthly donor without being asked? Their gifts arrive on a steady rhythm at a steady amount. They just haven't been asked to make it official.
Donations: supporter ID, gift amount, gift date; Volunteer timesheets: past volunteering
A supporter who gives most months, sometimes by cheque and sometimes through an online platform, looks like an occasional giver in each system on its own.
Email, Forms, SMS, Phone. Day 0: Look-alike model Then Day 0: Email + form Then Daily: Journey logic Then Day 7: SMS.
Fundraising.
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