Sound familiar?
Giving days generate thousands of gifts in a short window. When the volume exceeds what a basic integration can handle accurately, records arrive with errors, duplicates pile up, and your advancement team spends days cleaning up data instead of stewarding donors.
Every gift needs to land in the right fund, under the right appeal, tied to the right campaign. Whether it’s a giving day, a crowdfunding project, or a capital campaign, that context needs to survive the move from Encompass into your CRM. When it doesn’t, your reporting tells an incomplete story.
An alumnus who participates in a giving day, attends a virtual event, and responds to a campaign email is showing real engagement. But if that activity stays in Encompass and never reaches your CRM, your gift officers are working from an incomplete picture and missing opportunities to cultivate deeper relationships.
Giving days and alumni campaigns bring in large volumes of activity, often from people who already exist in your CRM under a slightly different name or email. Without matching logic, conflicting records pile up and no one can tell which version of a constituent is right.
Integration
Omatic Cloud connects Encoura Encompass to your CRM so all of your data reaches the right place and is ready to use.
When giving day gifts, crowdfunding donations, and capital campaign contributions all flow into your CRM accurately, your advancement team always works from a complete, current record. No manual cleanup. No waiting. Just data that reflects what actually happened.
When every gift lands in the right fund, under the right appeal, tied to the right campaign, your team can report on what actually happened. No reconciliation. No guesswork. Just a clear picture of how your Encompass campaigns performed and where to focus next.
When giving history, event participation, and campaign engagement all flow into your CRM, your gift officers see the full picture of every alumni relationship. The alumnus who gave on giving day, attended a virtual event, and opened every appeal email isn’t just a donor. Your CRM should reflect that.
Giving days and crowdfunding campaigns introduce your institution to new donors who may have no prior history in your CRM. When those records arrive matched and clean, your team can reach out with the right message from the start, grounded in how that person first connected with your institution.
Giving days generate thousands of transactions in a short window. Omatic Cloud handles that volume accurately, so your advancement team can focus on celebrating results and stewarding donors rather than cleaning up after the campaign.
Encompass touches donors and alumni across giving days, crowdfunding campaigns, events, and multichannel communications. Omatic Cloud makes sure all of that activity lands in a single, accurate record in your CRM, so your team always has the full picture of every relationship your campaigns built.
Luminate Online organizes data differently than your CRM. Omatic Cloud lets you define exactly how fields map between the two systems, so data arrives in the format your team expects every time.
Luminate Online captures data across online giving, email, events, and peer-to-peer campaigns, each with its own format. Omatic Cloud reformats and standardizes records in transit so everything arrives in your CRM accurate and ready to use.
Every Luminate Online campaign brings in new supporters across multiple channels, many of whom already exist in your CRM. Omatic Cloud identifies and resolves those conflicts before they fragment your supporter history or create a duplicate record.
Not every record that comes out of Luminate Online is ready to land in your CRM. Omatic Cloud validates records before they get there, sending accurate data through automatically and flagging anything that needs a second look.
In 30 minutes, we will show you exactly how Omatic Cloud adapts to your workflows.
Omatic Cloud connects Encompass to your CRM automatically, syncing donors, alumni engagement data, gifts, and campaign activity so your advancement team never has to import data manually or reconcile two systems after a campaign ends.
Yes. Omatic Cloud passes along giving day gifts, crowdfunding contributions, capital campaign donations, and engagement activity from Encompass, so your CRM reflects each supporter’s full relationship with your institution, not just their most recent transaction.
Native integrations move data from point A to point B, but they weren’t built to handle the complexity of advancement CRMs or Encompass’s multi-campaign data across giving days, crowdfunding, and alumni engagement. Omatic Cloud goes further: it matches records to prevent duplicates, transforms data into the format your CRM expects, and gives your team full control over where every field lands. The result is a connection built for the way advancement teams actually work, not a generic sync.
