Omatic Cloud
225 results found
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Advanced address processing screen in the Omatic Cloud is needed
We need an advanced address processing screen in the Omatic Cloud. Right now my choices are to import addresses without knowing if they are valid, or ignore addresses We also need to be able to update a new address while saving the old address as a former address. Why? People enter their addresses online incorrectly and sometimes on purpose. (I've seen people who don't include their house number or apartment number, or enter "nowhere" street.") If I allow address information to come in that doesn't match to their current address I could be overwriting good address info in RE with…
66 votes -
Add ability to only add certain mapped fields to new records
We would like to be able to decide specific criteria only applicable for new records added, not existing. Similar to applying default settings to new records in Importomatic.
Examples:
-Add addressee/salutation styles to new records
-Only add constituent code to new record
-Only add preferred name to new record39 votes -
Allow matching on fuzzy address formats
Incoming address may be the same as existing, but with different format. We do not want to overwrite the existing address with one that has an incorrect address format and be constantly doing data clean up to correct. Need an option to only update address if it is different from existing address by a percentage. If it is 90% the same, then don't update address. OR it should give value update option, as it does if incoming title is different
37 votes -
Add an Eventbrite Connector
Create an eventbrite connector to import event registrants to the RE event Module.
32 votes -
Have a repository for transformations
Can we have a have a repository for transformations so we don't have to rebuild and maintain them on different formulas? That would save a lot of time and double checking. Thanks!
31 votes -
For the VolunteerHub connector, change the date range field from "registration date" to "event date"
When bringing in Volunteer information from VolunteerHub, it would make more sense for the date range to be "event date" rather than "registration date" because the date someone registers for an event doesn't really matter. With this current set-up, it misses people who signed up for an even event before the date range even if they actually volunteered during the date range.
28 votes -
Convert existing dictionaries to transformations
As I am getting started with the Omatic Cloud, it would be wonderful to be able to convert existing dictionaries to transformation or at least copy and paste into a transformation rather than enter line by line. Thanks!
18 votes -
Allow Replace transformation to apply to partial string replacement.
Currently, the replace function will impact the entire string. Example: When formatting an address, 111 West 3rd Street, I want to replace West with W & Street with St. In this scenario, the current functionality will give me an output of “W”. I would like to request the functionality to replace individual elements of a string. Example: When formatting an address, 111 West 3rd Street, I’d like to replace both West with W and Street with St, giving me an output of 111 W 3rd St. Without this additional functionality it is impossible to keep aligned with our database standards…
17 votes -
Need Transformation That Can Add Leading Zeros to ID
In IOM, we had the ability to use a dictionary with regex to add leading zeros to IDs. Unable to do this currently in IOM+.
13 votes -
Add 'Accounting Code' field to available field mapping for LO Calendar Event Profile
Many users are using the 'Accounting Code' to associate RE gift coding with a specific LO Calendar Event - This field does not appear to be an available mapping option on the Calendar Event Attendee profile.
13 votes -
Organize formula's in a way that makes sense to me
In Omatic Cloud, on the Integrations page, it already organizes formulas by datasource, but I would like to organize them in a different way that makes more sense to my organization/data flow.
I may want to organize them by business flow (ex: Email Activity formulas vs Constituent formulas).
I propose a way to create a custom organization for my formulas on the Integrations page that allows me to be more efficient in my day to day.
12 votes -
Setting Formatting for Primary Addressee & Salutation for New Constituents Only
Ability to set the formatting for Primary Addressee and Salutation for new Constituents only, or be able to review those as data differences for existing constituents.
12 votes -
Make column order in data grids "sticky" per user
Currently in Omatic Cloud data grids, users can click and drag the columns to the right of the action buttons to re-order them. However, upon leaving the data grid and returning to it the columns reset to their default order (alpha by field name). It would be nice if Omatic Cloud would remember custom column order for each formula for each user. There are many times when it is helpful to refer to specific fields in the data grid when choosing whether to add, match, or delete a record but those fields are way off to the right. So it…
12 votes -
Increased Email Import Capabilities
We would like the ability for more detailed mapping of emails/phone numbers like it does for address updates. For example, the ability to add an email as a specific type ONLY if it does not already exist on their record. If it does exist, the option to ignore or update the email type. It would also be nice to say if a specific email type exists, add as "Email 1, 2, 3, etc." There are many times during events we get new email addresses but do not want to override an existing email address and do not want 5 of…
11 votes -
Ability to Override in Formula Exceptions
There should be an option other than Delete in the Formula Exceptions bucket. We should be able to Override it, especially if we know that person IS in Raisers Edge but for some reason the server dropped when looking for the record. This would help so that we aren't relying solely on the ability and capability of the servers to connect records.
11 votes -
Global Add New button in 1:N
Multiple matches are found on Name alone - instead of adding each one-by-one as a new record, add the ability to add all as NEW from 1:Many so once all rows have been determined to not match on anything beyond First/Last name, all can be newly created at once. Could restrict this button only to Name match to prevent sending other potential matches from email, etc.
10 votes -
Add Ticketmaster Connector
Direct, one-step integration from Ticketmaster would allow non-profit theatres to easily import ticket buyer information directly into Raiser's Edge.
9 votes -
Allow pulling an unsubscribe list from constant contact
Currently cannot pull this list. We tried to set this up pulling from the edit date, but that date is not updated when a contact unsubscribes. How else can we pull an unsubscribe list from constant contact?
9 votes -
HubSpot Email Information Subscription Dates
It would be very helpful to have Subscription status > history > dates available in the HubSpot Contacts formula. This would allow us to bring in more accurate data when managing email subscriptions
9 votes -
Allow all custom questions in a single formula for Classy connector
If "include custom questions" setting is checked, all questions must match identically across campaigns to be in the same formula, resulting in many formulas needing to be processed separately. Allow ability to include all custom questions, regardless of matching to be mapped in a single formula.
8 votes
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