Omatic Cloud
281 results found
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Participant guests in Classy
Would like to see the ability to import guests associated with a participant in Classy to RE NXT event record.
6 votes -
Skip Days for Scheduling (Allow for weekday only)
Currently, you can only select daily or weekly. I think it would be beneficial to have it only run on Weekdays. That way records don't pile up over the weekend and risk duplicate records from showing up if multiple changes happened. This has happened when people submit multiple surveys or they have multiple scheduled gifts. And there is no way from the interface to tell which record is the latest.
8 votes -
Add connector for Marketo
Add a connector for RE and Marketo to capture consent/solicit changes and campaign results to Actions.
5 votes -
Add text fields to facilitate documentation of formula configuration background
For each group heading in an ImportOmatic+ formula (in the mapping section of its definition), add text fields to allow the addition of notes by the creators/managers of the formula. This would improve the product by providing a mechanism for documentation directly within the formula. Information that could be included could be explanations of why certain configuration decisions were made, idiosyncrasies and deficiencies expected in the data, where to find current mappings/value lists from data source systems, and other considerations etc.
12 votes -
Pull Opt-Outs from Specific Subscription Lists in Emma
Currently, there is no way to tell how the connectors are configured if someone opts out of a specific subscription list.
USE CASE: We would like to add Solicit Codes/Attributes in RE based on if they unsubscribed from a specific list to manage preferences.
Issue: No way to tell in SOR what preferences have changed.
5 votes -
Constant Contact Preference Updates
It does not look like there is currently a way to reflect preference/interest updates from CC. You can see who is on a list, but there is no way to see if a contact has been removed or not on a list in CC.
4 votes -
Allow phone match as a search scenario
Currently, OC does not have phone number available as a search scenario even when phone is mapped within a formula. This is essential to have because we otherwise wind up with unnecessary duplicates that could have been prevented.
6 votes -
Comparative Logic for Date Inputs
We would greatly benefit from the addition of a function within transforms to compare a date input with a dynamic date provided at runtime. For example: if End date < Today’s Date then Replace input value with “Inactive”.
In our Raiser’s Edge database, we rely on the Constituent Code “Start date” and “End date” fields to determine when a donor opted into a program and whether they are still active with that program.
Presently, to update the status fields in our destination records, we’re forced to build a distinct NXT List for each pairing of program and status, as well…
20 votes -
Applying Gift to Head of Household (HOH)
Would like to apply incoming gift records to the Head of Household in Raiser's Edge, even if the gift matches the email address of the spouse. If the gift matches to the spouse email address, spouse will also receive soft credit.
6 votes -
Include flat file name on omatic cloud formula history page
Include flat file name on omatic cloud formula history page. Currently the page shows information like "Formula file upload started," "formula ingestion completed," and "export completed" for the Event column, and details on the number of records processed in the Description column, but it would be nice to include the name of the uploaded file in the Description column so you can easily identify which file was being handled. We use a flat file formula pretty frequently, with unique file names, and this would be very useful.
10 votes -
Include Date Added and Date Processed fields to review bucket export
I love the new fields for Date Added and Date Processed. It would be nice to include these in the Export that we can create from review buckets to help with troubleshooting in excel.
1 vote -
Ability to Add Multiple Constituent & Gift Custom Fields in an Import Profile
Need the ability to add multiple custom fields for constituents and gifts. This would be similar to Virtual Fields in ImportOmatic, as it would be very helpful to have that same flexibility and ability of multiple attributes and additional items in Omatic Cloud so we can switch fully to Omatic Cloud.
3 votes -
Allow us to stop/pause formula when running
Give us the ability to "Pause" or "Stop" processing. We currently have to open a ticket with support to kill a process. It would be more efficient and timely if we have that control.
6 votes -
Don't Update Existing Blank Values in Destination when Default Data Difference is Destination
When setting the Default Data Difference to Destination, we'd like to leave an existing destination value that is blank. We would not want to import incoming values in this scenario.
This is happening specifically when a record lands in New, but we know there's a match so we use Override to match to the existing record.1 vote -
Export Formula Option from Data Queue
It would be helpful to be able to export the formula from the Data Queue screen rather than having to open the formula and navigate to the mapping page. The button location could be below the "Other Options" section on the formula options flyout.
1 vote -
Ability to Overwrite an Entire Data Extension in SFMC
In some cases, it would be great to be able to instead of update the Data Extension, instead having the ability to Overwrite it with all records in a query. So all records not in the query are removed from the Data Extension.
1 vote -
Multiple Route to Ready Criteria Options
It would be helpful to have the OR operator for "Route to Ready" based on critera.
Ex: If Classy ID matches, Route to Ready
OR
If First Name/Last Name/Email matches, Route to Ready
3 votes -
Need someway to determine what data DID NOT flow through Omatic
We've had multiple instances of data not flowing from LO through Omatic and into SF. It would be great if there was a list of items that were not pushed through Omatic, so we would know what needed to be moved manually from LO to SF.
0 votes -
Duplicate data checks between columns
It would be helpful to have the ability to compare fields in different columns to each other, to check for duplicate values. For example, when we're working with files that contain more than one address, email, phone etc. while being able to either blank out the value if its a duplicate of another field, or keep it if it isn't.
3 votes -
Omatic Data Service
We currently have a subscription to Omatic Data Service with IOM to find fuzzy match duplicates during import. This service has been critical in reducing the number of duplicates created in the database. Will ODS be available in IOM+? I'm concerned that duplicate records will start to increase without it. This becomes a big issue after year-end when preparing tax receipt letters if donors have gifts spread over multiple records.
2 votes
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