Do you have multiple communication systems or a CRM that needs updating and keeping current automatically? When someone becomes a monthly donor or makes a donation, they are automatically added to your contact lists, so that you can communicate relevantly and at the right time.
With automatic data transfer, you get your donors' information transferred directly to your communication system. We can connect Octany to most communication systems on the market, including:
We configure an automatic transfer between Octany and your system. When a donor makes a donation or starts a subscription, their contact information is immediately synchronised to your email system. You can segment, tag, and trigger automation based on donor behaviour, all without manual data handling.
Welcome new donors immediately with automated emails and onboarding. Build stronger donor relationships by communicating based on donor behaviour. Save time by avoiding manual exports and imports between systems. Reduce the risk of new donors being missed in your communication.
We help you configure the transfer based on your specific needs and which fields you want to synchronise. Contact us and we'll tell you more about how automatic data transfer can strengthen your donor communication.
