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355 results found

  1. Ability to Filter Out Test Emails for Salesforce Marketing Cloud

    We are pushing Salesforce Marketing Cloud email data into Raiser's Edge actions through Omatic. We want the ability to test emails for any constituent in Salesforce Marketing Cloud, but not have those emails show on the constituent record they were tested for in Raiser's Edge. They didn't actually receive the email. There is not currently a way to filter out test emails. We learned the test email will have its own JobID and show an email in the TestEmailAddr field.

    1 vote
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  2. Ability to Filter Out Test Emails from Salesforce Marketing Cloud

    We are pushing Salesforce Marketing Cloud email data into Raiser's Edge actions through Omatic. We want the ability to test emails for any constituent in Salesforce Marketing Cloud, but not have those emails show on the constituent record they were tested for in Raiser's Edge. They didn't actually receive the email. There is not currently a way to filter out test emails. We learned the test email will have its own JobID and show an email in the TestEmailAddr field.

    1 vote
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  3. RENXT <> HubSpot list mapping

    We would love to have year to date giving included in the RENXT <> HubSpot list mapping. I see greatest gift, gift gift and latest gift, but having YTD giving would be super helpful for donors who give multiple times a year.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. Selecting Mailchimp Journeys for Import

    We use Mailchimp's Automation Journeys for our emails, we can't see these to select from in the Mailchimp to RE NXT connector. We would like to apply an assigned appeal to these records in RE NXT who have started on a Journey, in that way they are excluded from being selected to import to mailchimp again and tell us who has had comms.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. Need override in all grids

    Whether a Match was found or not, we still may need to use override as an option.
    Examples are employees who use their cc for transaction yet we know it is meant to be for their employer, and not necessarily the cardholder. This particularly becomes more important for events, as the end donor and their employer are in our CRM separately.

    2nd Part is when choosing a record to use for Override, the selected record should reflect some information to insure we chose the correct record. Currently if we omit a first and last name because we are entering a…

    3 votes
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  6. 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,…

    28 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  7. Create static query option using Omatic cloud or connector imports like in Classic imports.

    BB RENXT now has query and we should have the means to create a static query when we use Omatic Cloud or the connector just like in Database view and omatic classic. It's a nice log of all data imports and it can be used to reverse or for an end user to check that their import afterwards.

    2 votes
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  8. 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.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  9. OC Transformations in Alphabetical Order

    Transformations are not currently in alphabetical order but it would be helpful to reorder those so they are in alphabetical order.

    1 vote
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  10. LO Groups to Mobile Commons

    It would be helpful to have a LO Groups to Mobile Commons formula. Currently, there is no filtering available when ingesting data from LO.

    0 votes
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  11. 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
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. 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…

    4 votes
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  13. Include Marketing Source Code and Receipt Stack

    Please include the following fields for mapping:
    - Marketing Source Code
    - Receipt Stack

    6 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  14. Security

    In RE we have very granular security. It would be great if Omatic could link to RE security roles? That way you can accurately see who ran the import/changed the records (last updates by in RE) instead of who connected omatic to RE environment.
    ** Or a little more granularity within the Omatic user settings would be great! Example the option for data processors to not have the ‘add’ or ‘send’ button, only match/override(link)/delete and move to ready would be very helpful, so that someone with higher security can review & send.

    3 votes
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  15. Ability to Filter on Refunded Gifts in EveryAction

    Currently, our EveryAction API ingests on modified date and that brings in refunded gifts. Those refunded gifts do not have any indication that they are refunded and resemble true gifts. Request is for some filter on refunded gift or the inclusion of Refund/Adjustment information fields.

    1 vote
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  16. Ability to Access Emma Sent Email Date

    It would be helpful to have the Emma "sent date" for the Email Campaign Activity formula type. We can technically access this through including the "sent" activity in the filtering, however, that adds high record volume that is uncessary and could cause ingestion/processing issues down the line.

    1 vote
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  17. Update Transaction Schedule when Recurring Gift Payments are imported into RENXT batch

    Gifts for payments to recurring gifts can be linked at time of import into RENXT batch. The gif shows up in the list of transactions and the amount Received is updated, but the Next transaction due: is not. This causes problems with our reminder process. The transaction schedule needs to be incremented as well.

    3 votes
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  18. Activate the links/update gift list to allow linking of pledge payments in RENXT batches..

    RENXT now accepts Pledge Payments in batch. Even though the Original pledge Lookup ID is mapped the formula still returns a Destination error saying pledge payments are not supported. This capability needs to be activated.

    3 votes
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  19. Bulk in line edit

    Having the ability to bulk in line edit records would be very beneficial.

    1 vote
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  20. Add the functionality to map 'Class Notes Status' in the Notes field section

    The 'Class Notes Status' field is used in RE Database view. We are unable to use Omatic Cloud to import class notes because this field isn't mapped.

    3 votes
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