Omatic

Reason #5 on our list: your fundraising CRM and your email platform (Mailchimp, Constant Contact, HubSpot, take your pick) are supposed to be in sync.  When they're not, segments run on stale data and every message starts reading like it was written for someone else.  See all 3 signs here (and the fixes): https://hubs.ly/Q04yXz7G0

#bbcon, you were a blast!💙💜As we wrap up in Columbus, we're grateful to Blackbaud for hosting another amazing event and to everyone who made Booth 415 such a fun place. We loved every conversation, reconnecting with familiar faces, and meeting so many new friends and four-legged ones, too🐾. This week reminded us why we love this community so much. Until next time, bbcon!👋

What a first day at #bbcon! 🎉We’re grateful for our partners at Blackbaud for hosting such a great event. So many meaningful conversations, familiar faces, new friends, and partner connections. We’re having a blast in Columbus.💙 If you still haven’t made it to Booth 415, come see us today, grab your Omatic shirt, and say hi to the crew!

Auto-Retire Old Primary Records is now available in Omatic Cloud. 🎉 When a donor's preferred address, primary email, or phone number changes in Raiser's Edge NXT, Auto-Retire updates the old record automatically. Its type, status, and mailing or active flags change to match the standards your team sets. - Set your rules once, and every future update follows them - Works across primary, related, and honor/memorial constituents - Previous emails and phone numbers stay organized in their own Email and Phone records The result = Outreach that always reaches your donors where they are today.📬 Curious what it will look like and going to be at bbcon? Come see us at booth #415 to learn more!

AI is everywhere at bbcon this year. 🤓 If you’re heading to Columbus next week and feel like you need a crash course, we’ve got you covered💙. We broke down what to expect from the AI conversation, what’s changing, and the questions nonprofits should be asking about their data before jumping in. Read it before you go: https://hubs.ly/Q04y2S-G0 Also - once you’re at #bbcon, come find us at Booth 415 to keep the conversation going! We’d love to talk AI, data, and everything in between.

Quick gut check: does your email platform know a supporter is about to lapse before your major gift officer does?  Most nonprofit tech stacks weren't built to talk to each other, and that gap gets more expensive every Giving Season. We broke down the 3 signs it's already costing you, and how to fix each one. Read the full breakdown: https://hubs.ly/Q04yd1QT0

Our new Omatic Cloud connector for Kindsight Ascend is here. 🎉 It replaces spreadsheet imports and pre-load cleanup with automated, repeatable workflows. The connector preps and structures your gift and constituent data before it lands, so it arrives clean and in the exact format Ascend needs. - No more manual imports - Fewer rejected records - Faster reconciliation between advancement and finance Less time fixing data. More time doing the fundraising that matters.💙 Learn more: https://hubs.ly/Q04yd0lj0 #nonprofit #highered #advancement #dataintegration

Going to #bbcon? Make sure Database View is on your radar. 👀 With the 2027 sunset approaching, we put together a quick guide to the sessions, questions, and next steps worth knowing as you plan your move to Web View. Read it before you head to bbcon: https://hubs.ly/Q04y2Lqy0

Imports might seem routine. But they can do a lot more. 👀 We’re taking the stage at #bbcon, hosted by Blackbaud, to talk about how simple data workflows can become strategic infrastructure. Omatic's Jennifer Standley will be presenting alongside Topher Lovell, bCRE-Pro and Robin Kuehn from Wolf Conservation Center. They'll walk through how their team uses flat file workflows in Omatic Cloud alongside Blackbaud Raiser's Edge NXT and Blackbaud Luminate Online to stay agile, protect data quality, and turn incoming data into meaningful fundraising action. If you’re ready to rethink what imports can do for your fundraising operation, don’t miss this session! #bbcon2026

Thanks to Double the Donation for spotlighting this one with Julia Beltran and our own Nick Ackard! When employer data is clean and moving between systems, volunteer grant eligibility stops being a guessing game.