New SUPPORTER Welcome series

Your supporters are most engaged right after their first interaction. Reach them while it counts.

Only 29% of first-time donors ever give a second time. The same principle applies across every first interaction, whether it’s a first gift, a first volunteer shift, or a first event registration. Omatic Cloud connects your giving platforms, volunteer management systems, CRM, and email tools, and more so your team has everything they need to reach new donors at exactly the right moment.

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The Problem

Your new supporters are waiting. Your team is still catching up.

When a new donor gives, the clock starts. Many organizations rely on manual exports and spreadsheet-driven imports to move new supporter data from their giving platform into their CRM and then into their email tool. That process can take days or weeks. By the time the first welcome email goes out, the emotional moment has passed. And if the person managing that process is out sick or on vacation, supporters may hear nothing at all.

How omatic helps

Built so your welcome series has the data it needs to work.

When the systems capturing first interactions share accurate, complete data with your CRM and email platform in real time, your team can reach supporters while they still care. Omatic Cloud connects those systems and gets your data into the exact format you need, so every journey starts with the right context behind it.

Reach New Supporters the Same Day

The moment someone gives, volunteers, registers, or engages for the first time, their record needs to be in your CRM and email platform, complete and accurate. Omatic Cloud makes sure that happens automatically, so your team can reach new supporters while the moment is still fresh.

Keep Every Journey Touch Informed

A welcome series is only as good as the data behind it. When your CRM and email platform stay in sync, every touch in your journey fires with current, accurate information, from the day-one thank you to the week-four impact story, without your team having to move data by hand.

Turn Peer-to-Peer Donors Into Long-Term Supporters

Three in four peer-to-peer donors have no prior relationship with your organization. They gave because a friend asked. Omatic Cloud helps bring the right campaign context to your CRM records, so your team can reach them with a message that reflects how they first connected (before they forget who you are).

See Which New Donors Are Engaging

When email opens, link clicks, and event sign-ups flow back into your CRM, your team can see exactly which new donors are paying attention. That intelligence changes how fundraisers follow up, who gets a personal call, and who’s ready for a second ask.

Clean Records From the Start

New donors often already exist in your CRM under a different email or address. Omatic Cloud identifies potential duplicates before writing a new record, so your welcome series reaches the right person once, not the same person twice under two different names.

Works Across Every First Interaction

A first gift is one trigger. So is a first volunteer shift, a first event registration, a new membership, a pet adoption, or a P2P campaign signup. Omatic Cloud connects data across every system so your team can build the right journey for every kind of first interaction.

Designed to Work with the Systems You Rely On

Omatic Cloud connects the giving platforms, volunteer management systems, CRMs, and email marketing tools your organization already uses. No advanced technical knowledge required.