email marketing Solutions
You can’t segment what you can’t see
Your email platform is only as powerful as the data feeding it. When giving history, event attendance, and engagement signals stay locked in your CRM, campaigns become generic with one-size-fits-all messaging. Omatic Cloud keeps your email lists continuously updated with the supporter data your team needs, so every send reaches the right person with the right message at the right time.
The Problem
Your email platform doesn’t know your donors, but your CRM does
At most nonprofits, a CRM holds years of giving history, lapsed donor flags, event attendance, communication preferences, and major gift relationships. Their email platform holds a list, often outdated and manually maintained. The gap between those two systems is where your most important campaigns go to underperform: segmentation is limited, new donor welcomes go out slowly, and contact preferences take too long to process.
How omatic helps
Built for how nonprofit marketing teams work
Omatic Cloud brings the fundraising intelligence that lives in your CRM directly into your email marketing workflows without custom development, manual exports, or painstaking editing.
Continuous, Scheduled List Refreshes
Set how often your email platform should reflect your CRM, automatic triggers for high-priority audiences like new donors, or scheduled updates for broader list refreshes. Omatic Cloud handles the timing so your team doesn’t have to and lists always reflect the latest activity.
CRM-Driven Audience Segmentation
Get creative with any combination of CRM fields like giving level, consecutive years of giving, lapsed status, program interest, or event history to email audience segments or tags. Your segmentation logic lives in Omatic Cloud, not in a spreadsheet someone has to remember to update.
Automatic Suppression and Preference Enforcement
Do-not-contact flags, opt-outs, major donor holds, and channel preferences set in your CRM are automatically respected by your email platform before a single message goes out. Respect your donors’ preferences and maintain positive relationships without the manual checklist.
Track Engagement in Your CRM
Email opens, link clicks, unsubscribes, and bounce data don’t have to stay in your email platform. Omatic Cloud can record these engagement signals back to the corresponding record in your CRM so your entire team has a complete, actionable view of each supporter’s engagement.
Faster New Donor Welcome Triggers
The moment a new supporter enters your CRM Omatic Cloud can immediately enroll them in the right email audience or welcome sequence. And, with advanced deduplication features, you can be confident a new donor is truly new.
Configurable Field Mapping and Data Transformation
Your CRM and your email platform don’t share the same data structure. Omatic Cloud bridges the gap by mapping fields a formatting data so the right information lands in the right place. Giving amounts, salutation formats, date fields, and custom attributes all arrive in your email tool exactly as needed.
Designed to Work with the Systems You Rely On
Omatic Cloud integrates with the popular email marketing platforms, CRMs, online donation, and financial systems your organization already uses, no advanced technical knowledge required.
Don’t see an integration you’re looking for? Explore our ever-expanding library.
Community Food Share Improves Donor Communication, Gift Processing, and Impact Reporting with Omatic Cloud
There is so much Omatic can do—you can customize it in a million ways.
