Peer-to-Peer Solutions
P2P campaigns bring in new donors at scale, if you know who they are
Peer-to-peer fundraising is one of the most powerful donor acquisition tools nonprofits have. Your supporters go out, activate their own networks, and bring in gifts from people your organization has never reached before. With Omatic Cloud, you can ensure you have the right data in your CRM to activate these donors and secure long-term support.
The Problem
When your peer-to-peer campaign is a hit, your data shouldn’t be a miss.
The promise of peer-to-peer fundraising is scale: your supporters activate their networks and your donor base grows. But that growth only happens if the new donors you acquired are captured in your CRM and reengaged correctly. Often, organizations struggle to get peer-to-peer data into the CRM promptly, and noted appropriately before the window for follow-up closes.
How omatic helps
Built for the complexity of peer-to-peer fundraising
Peer-to-peer data is unique and hard to map and move. Omatic Cloud is built to bring that nuance into your CRM in a way that makes it genuinely useful for development, stewardship, and major gift work.
Automatic Campaign Data Transfers
Participant signups, fundraising page activity, and donations flow from your P2P platform into your CRM continuously throughout the campaign, not in a single batch at close. Enabler faster reporting, tracking, and stewardship that reinforces participant momentum while it’s building.
Advanced Record Matching and Duplicate Prevention
Omatic Cloud’s configurable matching features identify existing records among both your participant and donor populations instead of creating new records. The result is a CRM that reflects P2P campaign activity without hours of manual work or cleanup.
Full Campaign Attribution Mapping
Every gift generated through a P2P campaign carries attribution data with the participant, page, team, campaign details that need to be captured on gift records in your CRM. Omatic Cloud maps that attribution so fundraising reports can reflect which participants raised the most, which appeal structures performed best, and which donor segments were most responsive.
Soft Credit and Participant Relationship Tracking
In P2P fundraising, the relationship between a donor and the participant who solicited them is key to good stewardship, cultivation, and reporting. Omatic Cloud creates and maintains those soft credit relationships in your CRM, so the participant-donor connection is visible and actionable.
Gift Processing and Financial Posting
P2P gifts need to land in the right gift record with the right details including fund designation, campaign code, and payment info, then post to your accounting system correctly. Omatic Cloud handles the full gift processing workflow for P2P revenue, including fund mapping so P2P revenue is reconciled as cleanly as any other gift type.
High-Volume Campaign Resilience
Successful P2P campaigns create spikes in gift volume, especially around challenge deadlines, matching gift windows, and campaign close dates. Omatic Cloud is built to process high-volume concurrent gift data without slowdowns, so campaign surges don’t create data delays that push acknowledgments past the window where they matter most.
Designed to Work with the Systems You Rely On
Omatic Cloud integrates with the popular peer-to-peer fundraising platforms, CRMs, 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.
Big Brothers Big Sisters of Metropolitan Chicago Saves 40 Hours a Week on Gift Processing During Migration to Salesforce
If Omatic wasn’t in the picture, we would be months behind.
