Omatic Webinars

September 10, 2026 2:00 PM ET

What’s New in Omatic Cloud: September 2026 Features Spotlight

Join us for the fourth session in our quarterly Omatic Cloud webinar series, where we continue to pull back the curtain on the latest platform updates built to help your team work smarter and move faster. This quarter, we’re diving into the newest enhancements across automation, data management, and integration performance — giving your team […]

September 23, 2026 2:00 PM (ET)

Connecting Virtuous to Your ERP for Clean, Audit-Ready Financials

Join Omatic and Virtuous as we show you how to close thet gap between Virtuous and your ERP system.

Your Fundraisers are Your Major Donors: Using Data to Spot Your Peer-to-Peer Champions

Walk away with a clear framework for building your major donor pipeline from peer-to-peer data — plus Tiltify’s Fundraiser Stewardship Guide to put it into practice right away.

How to Close the Loop Between Fundraising and Finance

Join Omatic for a first look at the findings behind our 2026 Nonprofit Modernization Index, the first-ever benchmark of nonprofit technology readiness built from 400+ survey responses across nine verticals.

Inside the 2026 Nonprofit Modernization Index: How Modern Is Your Organization?

Join Omatic for a first look at the findings behind our 2026 Nonprofit Modernization Index, the first-ever benchmark of nonprofit technology readiness built from 400+ survey responses across nine verticals.

The Afterglow Effect: What Happens to Your Donors After the Event Ends

Join us for a practical session on building the infrastructure to make your events work harder, all year long.

The Grateful Patient Playbook: How to Build the Infrastructure for Your Patient Journey

*By registering for this webinar, you consent to us sharing your registration information with Doing Good Digital. Most health system foundations have more grateful patient potential than they’re able to act on. Not because the donors aren’t there. Because the infrastructure isn’t. The gap between a well-intentioned Grateful Patient Program and a high-performing one almost […]

Connected and Confident: How Salisbury School Streamlined Fundraising Data

*By registering for this webinar, you consent to us sharing your registration information with GiveCampus. Managing donor data across platforms can slow down even the most seasoned fundraising teams. In this webinar, join Salisbury School, GiveCampus, and Omatic as we take a behind-the-scenes look at how one independent school built a seamless, real-time connection between […]

Finding Your Next Major Donors: Wealth Identification Strategies

First-time donors are coming in every day, but how do you know which ones are worth cultivating for a major gift? And once you identify them, how do you actually move them through the pipeline? Join us for a 30-minute working session where we’ll walk through a real scenario: a brand-new donor enters your system […]

What’s New in Omatic Cloud: June 2026 Features Spotlight

Join us for the third session in our quarterly Omatic Cloud webinar series, where we continue to pull back the curtain on the latest platform updates built to help your team work smarter and move faster. This quarter, we’re diving into the newest enhancements across automation, data management, and integration performance — giving your team […]

The Real Cost of Manual GL Posting (and what to do about it)

Manual GL posting shows up in almost every conversation: export the data, manipulate a spreadsheet, recode everything, and manually enter it into your accounting system. Repeat. It’s the #1 pain point we hear across the board, regardless of what CRM or GL you’re using. In just 30 minutes, we’ll show you exactly what that process […]

Salesforce DBA Assistant: Automated Data Cleanup with Omatic Cloud

Stop manually cleaning up your Salesforce data through endless manual processes. This focused micro-webinar introduces Omatic Cloud as your automated DBA Assistant, designed to keep your Salesforce org tidy without any tedious clean-up tasks. In just 20 minutes, see how Omatic Cloud can handle your routine Salesforce data cleanup tasks automatically, from duplicate detection to […]

See the Eventbrite Connector in Action

Events generate powerful engagement signals, but only if the data makes it into your CRM. Skip the manual exports and join us for a live 15-minute demo of Omatic Cloud’s new Eventbrite Connector — then stay for Q&A. Watch how registration, attendance, and ticketing data flows automatically into your CRM, so your team can follow […]

Using Data to Power Your Peer-to-Peer Fundraising

Peer-to-peer fundraising is one of the most powerful tools in a nonprofit’s arsenal, but for many organizations, the donor data it generates never makes it into the CRM in a meaningful way. When that happens, the momentum from a successful campaign fades fast, and the relationships it sparked go unnurtured. The good news? With the […]

Getting the Most Out of Omatic Cloud: Best Practices with Amy Barker

Join Amy Barker, Omatic’s Customer Experience Consultant, as she takes you inside the platform she lives in every day. From foundational best practices to the tips and tricks that seasoned users swear by, Amy brings the kind of real-world perspective you won’t find in a help article. You’ll learn how to: Omatic Cloud is built […]

The Omatic Cloud Features You Should Be Using Right Now

Are you getting everything out of Omatic Cloud? This session is your chance to go deeper. We’re spotlighting the most powerful and practical features in Omatic Cloud right now, so your team can stop leaving time and efficiency on the table. Whether you’ve been on the platform for years or just getting started, there’s something […]

Close the Loop: Getting Your Tiltify Data Into Your CRM

Your Tiltify campaigns are driving real generosity, but if that data isn’t making it into your CRM, you’re leaving stewardship opportunities on the table. For many organizations, Tiltify gifts, fundraiser activity, and payout details live outside the CRM long after the campaign wraps. That means delayed acknowledgments, incomplete donor records, and reconciliation that still relies […]

What the Data Reveals About Nonprofit Technology Trends in 2026

The results are in, and the nonprofit technology landscape is evolving faster than ever. Back for its 5th year, our Nonprofit Technology Ecosystem Trends Report is one of the most anticipated resources in the sector, and this year’s findings are our most revealing yet. Join us for an exclusive first look at the data, the […]

From Kindsight ascend to the GL: Faster Close, Cleaner Data

For higher education and healthcare advancement teams, gift data doesn’t stop mattering once development celebrates the win. The problem is getting it to finance in a format they can actually use — without the manual exports, spreadsheet cleanup, and back-and-forth that slow month-end close and stretch teams thin. See how Omatic Cloud bridges the gap […]

Segmentation and Personalization Strategies That Actually Work

For most nonprofits, the gap between a good fundraising program and a great one comes down to one thing: relevance. When donors receive communications that feel generic, miss the mark on timing, or don’t reflect their history with your organization, engagement drops — and so does revenue. The good news? The data to fix this […]

Unlock the Engagement in Every Purchase

A membership purchase. A t-shirt order. A ticket to your museum. These aren’t just transactions; they’re engagement signals that reveal how supporters connect with your mission. But if that commerce data stays siloed in your online store, you’re missing the full picture of supporter engagement. Join Omatic for a strategic conversation on why e-commerce integration […]

From Development to Finance: Following a Gift Across Your Systems

A donation comes in. Maybe it starts in an Excel file. Maybe it flows through a connector. Either way, that single gift sets off a chain reaction across your organization: from development and marketing to finance and reconciliation. Join us for a live walkthrough of what it really looks like to move a gift seamlessly […]

Turning Volunteer Hours into Donor Dollars

Your volunteers are already showing up for your mission. But are you turning that engagement into long-term support? Join Omatic and VolunteerHub to discover how to build a seamless volunteer-to-donor pipeline that transforms passionate supporters into loyal givers. We’ll show you how to connect volunteer management data with your CRM to identify giving opportunities, automate […]

Building an AI-Ready Nonprofit

AI doesn’t create intelligence. It reflects your data back to you. As AI becomes embedded in nonprofit CRMs and fundraising platforms, organizations are racing to unlock predictive insights, automated reporting, and personalized donor engagement. But AI isn’t a magic layer you add on top of your systems. It’s a multiplier. If your data is incomplete, […]