Omatic Cloud
317 results found
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Pulling in Mailchimp actions from previous Campaigns sent in previous months, not just current month.
I've noticed that after a mailchimp campaign has been sent, if donor clicks on a link or opens the mailchimp email many weeks or months after it was initially sent, that data does not pull into NXT. It would be great if there was a way to ensure that all mailchimp actions (sent, open, click, unsubscribe, abuse) are pulled into NXT regardless if it's from the current month's mailchimp campaign or an older one.
1 vote -
Matching on middle names and birthdates
We have 70,000 individuals in out database, so we get a lot of people who match on common first and last names. Being able to use middle names or birthdays would be a huge help in distinguishing who's who.
3 votes -
Set Start Datetime to the Datetime of Last Ingested Transaction
Can we add an option to set the start date and time for formulas to use the datetime of the last ingested transaction, rather than the last job's end datetime?
This is especially helpful for Continuous formulas where a new gift may be added or updated while the formula is running, and now falls outside the new start datetime.
2 votes -
Add connector for Marketo
Add a connector for RE and Marketo to capture consent/solicit changes and campaign results to Actions.
5 votes -
Advanced Name Processing for Omatic Cloud
Currently there is only a way to have exact matches on records. It would be helpful to have an Advanced Name matching option in Omatic Cloud, which is similar to the IOM option to score likelihood that a similar record exists in the system.
When a similar record is found, the records could go to Needs Attention for review, with an option to create New or Match.
The example of this is if a last name has an extra space or with multiple last names with a hyphen separating them.
It is faster for me to review Needs Attention records,…
18 votes -
Ability to tag and filter formulas in Omatic Cloud
Ability to tag and filter formulas in Omatic Cloud. I have over 60 different formulas and most vary from the same set of rules i.e. we have two formulas for one file so we can adjust fields for new and existing records. Right now the tabs are useful but since they are user specific when I sign up a new user I have to spend time helping them find the right formulas. If there were tags I could assign departments, new vs existing, and formula type to make the search easier. It would also be nice to be able to…
1 vote -
Inactivate old formulas
It would be helpful to be able to inactivate old Omatic Cloud formulas. I would hate to lose the work by just deleting it, but the list is becoming a lot of noise.
1 vote -
Ability to map to Mailing ID and Finder Number on gift record
These fields aren't available through the Blackbaud API, but we have numerous queries and reports that rely on them, dating back to when we first started using RE. We use the Mailing ID field to track the platform through which a gift was made, and the Finder Number field to identify constituents from acquisition mailing finder files. If we can't map to these fields in Omatic Cloud, it will require significant changes to our existing workflows. Currently, I'm adding this data to gift records with a Blackbaud import after importing through IOM+, which is not an efficient process.
3 votes -
Formula Tabs Across Users
At the moment organising the formulas in tabs is a per user setting.
When working in a team, it is useful to categorise them to assist with daily processes, systems, frequencies, etc...
It would be great to be able to have the tabs shared across all users in the environment.
2 votes -
Improve CSV Export Format for Web Front-End Exceptions
When exceptions occur in the web front end, users can export the affected records to a CSV file. However, the exported file does not match the format used by the system's formula, preventing direct external corrections and re-import.
Currently, users must manually look up ID numbers in the original file, extract the rows, make corrections, and then re-import—adding unnecessary steps to the workflow. While small numbers of errors can be fixed directly in the web view, handling large batches this way is impractical.
Proposed Solution:
Provide the option to export the csv data so that it aligns with the format…3 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 -
Name Formats - Custom Checkbox
It would be helpful for OC to have the "Custom" Checkbox for Name Formats. This is currently supported by the SKYAPI but not yet available in OC. https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=EditConstituentNameFormat
0 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.4 votes -
Ability to Map "Referring Email Name" for EveryAction
It would be helpful to have "Referring Email Name" as an endpoint for EveryAction. This field would allow for the tracking of donations attributed from email campaigns.
1 vote -
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 -
merge
Build an omatic cloud application for duplicate management comparable to Merge Omatic and more flexible than the RE NXT solution
1 vote -
Engaging Networks P2P Transaction Types
EN just released new P2P transaction types - when will these be available in Omatic to import?
https://developer.engagingnetworks.net/site/peer-to-peer/#a_summary_of_the_new_transaction_types1 vote -
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 -
Implement anti record looping in Mailchimp
It would be nice to be able to stop records from looping back and forth in Mailchimp. One way to prevent this could be using a custom field such as "last updated by Omatic Cloud" that gets updated when sending records to Mailchimp so that they don't come back through the subscribers formula.
1 vote
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