Sound familiar?
A supporter who signed a petition, sent an email to a legislator, and then made a donation is one of your most engaged advocates. But without the right integration, only the gift reaches your system of record. The advocacy history that tells the full story stays stuck in EveryAction.
EveryAction pulls in supporters across donations, advocacy actions, and email campaigns, many of whom already exist in your system of record. Without matching logic, conflicting records pile up and no one can tell which version of a supporter is right.
Every gift needs to land in the right fund, under the right appeal, tied to the right campaign. When that context gets stripped out in transit, your reporting tells an incomplete story and your team can’t see what actually drove the result.
When a supporter opens every email, clicks through, or takes an advocacy action, that behavior matters. But if those signals never make it back to your system of record, your team has no idea it happened and can’t act on it.
Integration
Omatic Cloud connects Everyaction to your CRM so all of your data reaches the right place and is ready to use.
When donation history, advocacy actions, and email engagement all flow into your system of record, your team sees the full picture of every supporter relationship. The person who gave last month, signed a petition last week, and opened every email isn’t just a donor. Your system of record should reflect that.
EveryAction connects fundraising and advocacy in one platform. When that advocacy activity flows accurately into your system of record, your team can identify engaged advocates ready to become major donors and reach them with the right ask at the right moment.
When every gift and action 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 EveryAction campaigns performed and where to focus next.
When a supporter unsubscribes, updates their preferences, or opts out of advocacy communications, that choice needs to be respected everywhere. Omatic Cloud keeps preference data in sync between EveryAction and your system of record, so your team always knows where things stand before reaching out.
Petitions and advocacy campaigns introduce your organization to a lot of new people at once. 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 mission.
EveryAction touches supporters across donations, advocacy, email, events, and peer-to-peer campaigns. Omatic Cloud makes sure all of that activity lands in a single, accurate record in your system of record, so your team always has the full picture of every relationship your campaigns built.
EveryAction organizes data differently than your system of record. Omatic Cloud lets you define exactly how fields map between the two systems, so data arrives in the format your team expects every time.
EveryAction captures data across fundraising, advocacy, and email channels, each with its own format. Omatic Cloud reformats and standardizes records in transit so everything arrives in your system of record accurate and ready to use.
Every EveryAction campaign brings in new supporters across multiple channels, many of whom already exist in your system of record. 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 EveryAction is ready to land in your system of record. 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 EveryAction to your system of record automatically, syncing donors, advocates, email engagement signals, and campaign activity so your team never has to import data manually or reconcile two systems by hand.
Yes. Omatic Cloud passes along advocacy actions, email engagement signals, and campaign activity from EveryAction, so your system of record reflects each supporter’s full relationship with your organization, not just their donation history.
Native integrations move data from point A to point B, but they weren’t built to handle the specific complexity of nonprofit data models or EveryAction’s multi-channel engagement across fundraising, advocacy, and email. Omatic Cloud goes further: it matches records to prevent duplicates, transforms data into the format your system of record expects, and gives your team full control over where every field lands. The result is a connection built for the way nonprofits actually work, not a generic sync.
