Apteco Mission Field Guide Schedule Time with an Apteco Architect Play with a Live System

Volunteers Who Have Never Given

4 steps · Email, Meta

They already give their time. Thank them for it before you ask for anything else.

Watch the pathway · about a minute
Field Guide Audiences · Engage, in Apteco Orbit: The Engage tab, with a grid of audience tiles for volunteers and event guests who could give, and a circle diagram showing where the lists overlap.
Field Guide Audiences · Engage The Engage tab, with a grid of audience tiles for volunteers and event guests who could give, and a circle diagram showing where the lists overlap. A fundraiser picks a tile and turns volunteers and event guests into donors.

Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.

The problem it solves

Volunteers asked to give, the right way.

Why your CRM misses this. Volunteers are often tracked in their own platform or spreadsheet, apart from donors, so “which volunteers have never given?” is a question no single system can answer.

Data

3 of its 3 sources usually sit outside the CRM

Signals

it reads 3 of them

Reach

2 channels: email, meta

Journey

4 steps, start to finish

Connect: the data it draws on

Mission joins these into one record per person, beside your CRM.

Sources

Analyze: who it finds

  • Volunteer Donor Status Does this supporter volunteer, give, do both, or neither? See which volunteers also give, and build campaigns that turn volunteers into donors.
  • Total Volunteer Hours How many hours has this supporter volunteered in total? Report volunteer hours for impact stories and grant applications that ask for them.
  • Volunteer Engagement Tier How active a volunteer is this supporter? Group volunteers by activity for recognition, with personal outreach for your most active ones.

Audience: Volunteers Who Have Never Donated

How many of your volunteers have never been asked to give? They already give you their time. They're the warmest supporters you have.

What to do: A warm, personal giving ask that thanks them for their time first. Never make them feel their time wasn't enough.

Read the audience, tab by tab

Volunteers Who Have Never Donated · Who's in it, part 1 of 2, in Apteco Orbit: The first half of the Who's in it tab: donuts of donor status, volunteer status, donor stage and lifetime value.
Volunteers Who Have Never Donated · Who's in it, part 1 of 2 The first half of the Who's in it tab: donuts of donor status, volunteer status, donor stage and lifetime value. Everyone is a Non Donor who has Never Given, so this group gives time, not money, so far.

Activate: the journey

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.

  1. Day 0

    Email

    A thank-you that names the hours they have given.

  2. Day 14

    Email

    A story of what volunteers made possible this year.

  3. Day 28

    Email

    A first, gentle ask that respects their time.

  4. Day 30

    Meta Ads

    The same story in their feeds for those who did not open.

  • Branch: anyone who gives moves into The First 90 Days.

The campaign in Orbit

Volunteers Who Have Never Given · journey, part 1 of 2, in Apteco Orbit: The first half of the journey: a thank-you email that names their hours, a wait, a story about what volunteers made possible, another wait, then a first gentle ask.
Volunteers Who Have Never Given · journey, part 1 of 2 The first half of the journey: a thank-you email that names their hours, a wait, a story about what volunteers made possible, another wait, then a first gentle ask. Thanks and stories come before any ask.
Volunteers Who Have Never Given · journey, part 2 of 2, in Apteco Orbit: The second half of the journey: people who opened the story leave, the rest see the same story in their Meta feeds, and a Triggered Event removes anyone who gives.
Volunteers Who Have Never Given · journey, part 2 of 2 The second half of the journey: people who opened the story leave, the rest see the same story in their Meta feeds, and a Triggered Event removes anyone who gives. Email and social ads work together.

Learn: what flows back

A first gift moves Volunteer Donor Status from Volunteer Only to Both.

Results land on the same supporter record, so the next run starts from what just happened.

Proven. Flagship-day volunteers got one journey from sign-up to thank-you. Volunteer participation rose 3.4%, email opt-ins rose 10%, and 90% of volunteers surveyed wanted to take part again. See a similar use case

Questions people ask

What problem does Volunteers Who Have Never Given solve?

Volunteers asked to give, the right way. They already give their time. Thank them for it before you ask for anything else.

Who does Volunteers Who Have Never Given reach?

Volunteers Who Have Never Donated: How many of your volunteers have never been asked to give? They already give you their time. They're the warmest supporters you have.

Which data does it need?

Volunteer timesheets: dates and hours worked; Donations: supporter ID, gift amount, gift date; Emails: email address

Why can't my CRM do this on its own?

Volunteers are often tracked in their own platform or spreadsheet, apart from donors, so “which volunteers have never given?” is a question no single system can answer.

Which channels does it use?

Email, Meta. Day 0: Email Then Day 14: Email Then Day 28: Email Then Day 30: Meta Ads.

Who runs it?

Volunteers.

This pathway is one of the four in the capstone of Learn Mission, a free course.

Build it yourself

You build the audience, the email, the schedule and the guardrail in Orbit, one stop at a time.

Open the capstone