Unlock privacy safe supporter insights

Instant Insights from Apteco, is a fast, privacy safe view of your supporter data, helping you identify giving patterns and fundraising opportunities instantly. 

We build a fully interactive dashboard of supporter insights for your organisation with just three data fields - supporter ID, donation date, and donation amount.

No personal information. No technical headaches. No long implementation process. Ready within 24 hours* and built for action!

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* You’ll have access to your dashboard within one working day of submitting your data (UK hours, Mon–Fri) for a full two weeks. 

Keep scrolling to see how it works, what you’ll learn and answers to common questions in our FAQs - but most importantly, discover why so many charities already trust Apteco 👇

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What you’ll discover

Apteco’s Instant Insights dashboard is organised into multiple focused tabs, each designed to reveal a different aspect of supporter behaviour and fundraising performance. Together, they give charities a clear, well-rounded view of how supporters engage, donate, and evolve over time.

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Understand the full picture of your supporters

Understand overall performance instantly with interactive charts showing supporter volumes, donation behaviour and emerging trends.

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Spot trends and track performance over time

Get clear 12‑month, quarterly and monthly views to spot trends, compare periods and understand how performance changes over time.

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Prioritise supporters intelligently

Understand who’s most engaged, who’s slipping, and who could give more by analysing donation recency, frequency and value.

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Identify and prioritise major givers

Use clear segmentation to highlight your most valuable supporters, track how value develops, and target stewardship to maximise long-term return.

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Understand supporter drop‑off

Reveal where drop‑off is happening, apply filters to explore risk by segment, and take action before valuable supporters lapse.

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Track supporter loyalty and retention

Reveal how supporter relationships develop, identify early signs of disengagement, and refine retention tactics to build long‑term value.

How it works

  • Fill in the form
    Submit the form above and finalise your payment to get started.

  • Share three simple data fields
    Supporter ID, donation date, and donation amount - that’s it - we'll provide upload instructions.

  • We build your dashboard
    Within 24 hours*, you receive a secure, interactive Instant Insights dashboard that’s tailored to your organisation and ready to use immediately.

  • Start making smarter decisions
    Get instant visibility of loyalty patterns, engagement signals, revenue trends and churn risks.

Not ready yet? Get in touch - we’re happy to answer any questions.

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Maximise impact

Fundraising isn’t just about raising money. It’s about building relationships. This dashboard helps you focus your time, energy, and resources where they’ll have the most impact. With powerful data insight and sharing tools, you can:

  • Make confident, data-driven decisions

  • Focus fundraising where it matters most

  • Improve ROI and reduce wasted effort

  • Share insights with colleagues
  • Use AI to quickly summarise the data
Why this matters for charities

Fast. Secure. Actionable.

We won’t ask for personal supporter details. Using only non-identifiable data ensures privacy while unlocking meaningful insight. Your dashboard is built to work for you from day one - no extra setup, no learning curve, simple sharing. Turn your supporter data into a tool for growth.

  • 24 hour turnaround

  • Easy to get started
  • No Personally Identifiable Information (PII) required
  • Secure sharing with colleagues
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Turn insights into action

With the option to switch on our integrated data export functionality you can use your dashboard insights to power your next campaign. Interact with visualisations to filter and select key audience segments, then export supporter IDs instantly.

Build precise, insight‑driven lists for upcoming campaigns or fundraising activity to maximise targeting and engagement.

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Turn insights into action

For nearly 40 years Apteco has been helping charities to cultivate and maintain lasting relationships with their supporters.

“Apteco software has transformed the way WWF is able to communicate with its supporter base. We use Apteco to drive supporter segmentation for marketing campaigns...”

Data systems development manager, WWF UK

Apteco for charities and non-profits

WWF

FAQs

You provide three data fields: supporter ID, donation date, and donation amount. That's all it takes.

You’ll have access to your dashboard within 24 hours of submitting your data (UK working hours, Mon–Fri).

You start with two full weeks of access to your dashboard and your subscription will renew automatically every two weeks until cancelled. You can cancel at any time.

No, we do the work. You only have to provide the data.

Yes, you don't have to share any personal data. Everything runs on anonymous, no PII data and is hosted securely within the EU.

The Instant Insights dashboard is organised into multiple focused tabs, each designed to reveal a different aspect of supporter behaviour and fundraising performance. Together, they give charities a clear, well-rounded view of how supporters engage, donate, and evolve over time.

Insights include:

  • Complete data overview

  • 12-month overview

  • Quarterly overview

  • Monthly overview

  • RFV

  • High value supporters

  • Lapsed

  • Fundraising efficiency

  • Supporter retention

  • Value change

One main user is included in your subscription.

Yes, if you add the enable exports option during the payment process for an additional £200 (excluding VAT) for two weeks' access. You will then be able to select and filter segments available on your dashboard and export the supporter IDs.

Yes, you can use and share immediately. Users you share with do not need to be licensed on the system but can self-register using a two stage process proving they have control of the email address. They can view and interact with the dashboard, but can't export data or create AI summaries.

Two weeks of dashboard access costs £200 (excluding VAT). Your subscription will renew automatically every two weeks unless cancelled.

For an extra £200 (excluding VAT) you can enable exports on your subscription. This allows you to export the supporter IDs of any segments available on the dashboard.

So for two weeks of dashboard access and data exports enabled, your bi-weekly subscription with be a total of £400 (excluding VAT).

If you cancel your subscription, we will delete your data from all our systems within 30 days by default. This way you are always assured of privacy and control over your data.

Our dashboards are intuitive and simple to use, however if you require help you can visit our help hub. If you do have questions then you can email us and we'll be happy to help.

Yes, you can refresh your data by sending us a new CSV file. Use the link in your dashboard to pay the data refresh charge of £200 (excluding VAT) and follow the instructions to upload a new file.

If you don’t have a supporter ID field in your database then you can use another field that is unique to that person. However please note that a field such as an email address is Personally Identifiable Information (PII). The Apteco Data Processing Agreement that you sign up to confirms that Apteco will protect this data to GDPR standards. 

No PII means no personally identifiable information - nothing that can identify a person directly or indirectly (like names, emails, IDs, IPs, or unique characteristics).

Yes, we know the supporter ID is theoretically personally identifiable information because you can use it to identify selected supporters on your systems, but we cannot. This therefore means that you can supply this data to us without the worry that you are sending PII to an external organisation who can use it to identify a person. 

Furthermore, the Apteco Data Processing Agreement that you sign up to confirms that Apteco will protect any data you send us to GDPR standards.

Yes. We need some form of ID to understand the patterns in your supporter and donation history, but if you wish, you can make a non-reversable hash of your supporter ID before you upload and then it is truly unidentifiable (but you will not be able to export selected donors). 

You can cancel your Instant Insights subscription at any time. Simply email us and we will cancel your subscription within 24 hours (UK working hours, Mon–Fri). 

Get clarity. Get results. Get started today.

Turn your supporter data into a tool for growth

 
Fill in the form above and let us take it from there.

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