Omatic Cloud
356 results found
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Add RE NXT tax declaration to list of available fields
To use Omatic for gift imports in the UK we need to be able to add tax declaration information for the donor. These fields have been added to the Sky API now, so could they also be added for mapping in Omatic Cloud?
2 votes -
Add Classy payment type filter during import - paypal vs. stripe
The ability to import paypal gifts only and then stripe gifts only would significantly help during import and reconciliation
4 votes -
Sample Data (not enough of it)
Sample data provided when configuring new P2GL formulas is limited to 20 or 25 rows of transactions, which typically is not enough sample data to ensure that formula configurations are accurate and doing what the client needs. Two examples:
In one case there were transformations configured that looked right on the first 20 rows of data, but we couldn't see that the logic was incorrect on other rows. It was not until the client ran the post and saw an error on row 190 that we were alerted that the logic needed to be refined.
In another case, skip row…
2 votes -
Encompass Email Activity Connector needs a option to "Select from Current active Select Campaigns(s) and any future active Select Campaigns
When attempting to bring in Encompass Email Activity we can only select All current campaigns. The problem with this is that when the campaign is added in encompass it is not included when running the next run unless the client manually adds it.
I have attached what is in SFMC Email Activity and Encompass Email Activity to compare.
7 votes -
Map to email comments in RE
I would like the ability to write to the email comments field in RENXT through Omatic cloud.
2 votes -
Dedup records in triage buckets
I'm finding duplicate records within formula triage buckets which means I either need to process or manually delete each of them. I understand why they sometimes occur but would like within the Reprocess functionality or as a separate action button the ability to remove duplicate records.
3 votes -
Add Relationship Attributes
We would like the ability to send relationship attributes through Omatic Cloud to RENXT.
3 votes
Emily Dalton
responded
Hi Anna, In RENXT, if you add an attribute to a relationship, it requires that relationship to be a full constituent. This is a bit different than how relationship attributes functioned in RE7. By mapping relationship attributes through RENXT, would you be okay with those records automatically being promoted to full constituents? Best, Kristen -
RENXT to HubSpot Export: HubSpot Additional Email Match
During an export from RENXT to HubSpot it looks like Omatic currently only looks for email matches for the email that is marked as "Primary" in HubSpot. Is it possible to consider the "Additional Emails" in HubSpot, to reduce the risk of duplicates being created?
2 votes -
Turn on the Engaging Networks QueryResult connector
Turn on the Engaging Networks QueryResult connector so we can import custom query results from EN to RE. At the moment it asks for a login email address and password when you try to use it, as well as the website URL of your EN instance. But when we try to use it with our details it says "Invalid Credentials! Authentication Failed! Username/Password is incorrect" even though we are using our correct details.
1 vote -
Search Functionality in 1:1, 1:Many, New Record Queues
It would be helpful to search function across all the record queues to find certain points of data. This could operate similar to a Ctrl F but across all pages within that bucket.
3 votes -
Be able to match to Gift Attribute Import ID in order to update gift attributes
Seem to be able to add new gift attributes, but not update existing gift attributes. Being able to globally update existing gift attributes would be very useful
1 vote -
Add a filter option for Classy campaigns.
Our organization has ALOT of published and unpublished campaigns in Classy. It would be wonderful to have the ability to search and select Classy campaigns by a filter vs. having to select from a very long list of "Campaign Names". It would also be great to have the option to search based on "Internal Campaign Name" since that is the field that is non-donor facing that we customize for our internal data mapping. For example, be able to filter Classy campaigns by their
campaign name or internal campaign name containing "renew", which for us, would allow us to create a…3 votes -
Head of Household - RENXT
We would like the ability to map to the "Head of Household" field in RENXT
3 votes -
Make lookup fields external ID friendly
Lookup fields, prior to expanding the object, will only accept the Salesforce GUID, currently. If we want to map to another field, we need to expand the object. Having the lookup field accept any external ID of that object would aid in preventing too many objects mapped and also help to prevent unnecessary related records match work.
4 votes -
Update existing records only - do not require mapping Constituent fields
When using Alias as another unique identifier to import from another platform, we need the ability to match on Alias without matching on any other pieces. At this point, a top object within the Constituent section needs to be mapped in order to create a valid formula.
3 votes -
Ability to ignore a record
When pulling data into SF there are times when a user wants to ignore or skip a record and not pull it into SF. Use case for this is a list of contacts or oppts with a field value that indicates they are not valid or at the level required for adding to the SOR.
6 votes -
Add the option Send Page to Needs Attention 1:1
Having the option to Send Page in 1:1 would be helpful.
3 votes -
Participant Summary Note suggestions
I have a new formula to add Event Participants based on event related email activity. I've got it adding/updating the Participant info correctly but would like to track some of the email specific information (ie, which email, sent when, sent/opened/clicked/etc.) in the Participant Summary Note. I am intentionally not tracking this email information as an Assigned Appeal or an Action as those records have specific functions within my database that do not apply to events. Does anyone have a way to automate getting the information into the Participant Summary Note or any other suggestions for how I might want to…
3 votes -
Classy Attendee Connector
I need a connector that pulls attendee data from Classy events.
3 votes -
Ability to reprocess one record of selected group of records in Exceptions
We would love to see the ability to reprocess only single records or a selected group of records from exceptions. For instance, in our exceptions bucket, there is a mix of legitimate exceptions, and RE token expired exceptions. We'd love to just be able to reprocess the token expired ones and leave the legitimate exceptions in the bucket.
3 votes
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