Resources for Success

Get the Most Out of Your Omatic Software

Omatic Product Training Resources

Discover the ins and outs of Omatic products with the convenience of online training. Each video can be run on demand with the ability to pause, replay, and stop at any point. Videos can be accessed and viewed as many times as needed for your entire organization. For support concerns please contact

Live Training & Webinar Options


Getting Started: ImportOmatic Basics Training Series 

For Existing ImportOmatic Clients Only

In this 4-part ImportOmatic training series, Omatic Consultant and Instructor, Allison Bolduc, will provide training and insights into the key components of ImportOmatic:

  • Session 1: ImportOmatic Product Overview – Prep & Profile Creation and the Data Review Process 
    This training will include an overview of the key components of ImportOmatic including configuration, profiles and processing. During this training you will discover insights into the data review process that are necessary when considering creation of your ImportOmatic profiles. Other areas covered include preparation and review of an import file, an overview of core profile functions in ImportOmatic related to the data review, and what to look out for and how to avoid potential data file issues.
  • Session 2: ImportOmatic Mapping Review – Fields & Functions
    This training will provide guidance on mapping your profiles. Topics covered include an extensive review of available mapping fields and the functions associated with them, how to create and utilize virtual fields as well as test code functionality best practices to help you test your mapping and functions.
  • Session 3: ImportOmatic Profile Settings – Dictionaries & Duplicates
    This training includes an in-depth review of all available profile settings in ImportOmatic for standard data such as Constituents, Gifts, Actions, Relationships, Tribute and Prospect data (the events and membership modules will not be covered in this session). Settings reviewed will relate to data updates or changes such as duplicate criteria, updating existing records, adding additional data to records and saving exception files.
  • Session 4: ImportOmatic Import Processing Changes and Exception Handling 
    This training will include all of the options of processing an import, including examples of how to process files then make updates based on exceptions, how to update and review records throughout the import process and how to best decide if a profile update needs to be made. Both the validation and full import processes will also be discussed so that participants understand the differences and when each setting should be utilized. A review of the exceptions file will be conducted to understand the root cause of the exception, where updates need to be made and how to utilize resources for exception handling.

Save 20%: Register for all four sessions before May 29th for the special package price of $749.99*

*sessions may be purchased separately for $225 each (based on availability)

Classes will begin promptly at 1:00 p.m. ET. Each session will provide approximately two hours worth of content with the remaining time allocated for questions from users.


Regular Expressions in ImportOmatic

Thursday, May 31st at 1:00 p.m. ET: Join us for a three-hour consulting session with Omatic Software Consultant, John Shephard. During this training, you can expect to learn about the usage of regular expressions within IOM.  John will cover what regular expressions are and what they can and can’t do. He will walk through the most commonly used syntax and talk about how they can be used to make your import process more efficient. Cost: $299.99/person


ImportOmatic Refresher Live Training

June 7th at 2:00 p.m. ET
June 26th at 9:00 a.m. ET

This training is for all user types, from beginner to those already experienced using ImportOmatic but in need of a refresher. During the training, an Omatic Consultant will cover the following aspects of the product: Access, Configuration Settings, Retrace and Much More! Cost: $149.99/person


EventOmatic Refresher Live Training

Wednesday, June 13th at 10:00 a.m. ET: The EventOmatic Refresher Live Training is designed for clients who have already purchased EventOmatic and are looking for a full overview of product functionality. This will be a 90-minute, interactive session to sharpen your skills with EventOmatic. Areas that will be covered include: Reviewing the functionality in the participant view, Options for managing participants, Email setting options and templates, plus EventOmatic specific reports overview! Cost: $149.99/person


List Management Refresher Live Training

June 4th at 3:00 p.m. ET
June 18th at 1:00 p.m. ET

The List Management Refresher Live Training is designed for existing users of List Management who would like to sharpen their skills and learn about recent updates to the product. This will be a 90-minute, interactive session to sharpen your skills with List Management. This training will be an overview of areas that are frequently used within the product such as: Task Sets & Workflows, List & List member functionality overview, Searching in lists, Exporting lists/members, and Creating/using queries within List Management! Cost: $149.99/person


SegmentOmatic Refresher Live Training

Wednesday, June 20th at 10:00 a.m. ET: The SegmentOmatic Refresher Live Training is designed for existing users of SegmentOmatic who would like to sharpen their skills. This will be a 90-minute, interactive session. This session will give an overview of: Hierarchy template configuration and functionality, Profile setting review, Segmenting process review, and Appeal configuration and appeal commit process! This session will demonstrate a process of committing appeals to constituent records and allowing users to see the appeal analysis within SegmentOmatic reports. Cost: $149.99/person