Omatic Cloud
374 results found
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Need Calculate Transformation in Concatenate
We need the ability to use the Calculate transformation inside the Concatenate transformation like the other transformations. We see this use case with fees, events, etc that have multiple amounts available that need to have the calculate transformation applied to subtract fees or multiply by the quantity of tickets and there are conditions where we would take one value over the other. You can only do this with a concat right now.
1 vote -
Inactive Existing Emails
We need to be able to mark over 800 EXISTING emails inactive in the RE database. These are emails that bounced back as invalid from an email blast we sent out. It will take too long to manually mark these in each person's record. This would be very beneficial if we were able to do this through Omatic.
1 vote -
Add Google Drive/Sheets Connector
We are a Google Workspace customer. We often get event registrations and other data that goes from a form to a Google Sheet. It would be fabulous to be able to use a Google Sheet as a data source to import data to Raiser's Edge without having to download it to Excel, recheck and fix the formatting since Excel always messes with field formatting and leading zeros, then upload the Excel file to Omatic Cloud.
3 votes -
Ability to Change an Email/Phone Type based on and Email/Phone Number Match
We often get a spreadsheet of Emails and/or Phone Numbers that have been discovered to be no good. It would be nice to run these through Omatic and if they match a Phone or Email Number on the record change that Email/Phone Type Category. Example: test12@msn.com has been discovered to be a bad email address. Run it through Omatic and any Email that is test12@msn.com change the email type from Home E-mail Type to Previous E-mail Type. Or even go a step further and only change the Email Type if it is a specific Email or Phone Type. I this…
6 votes -
Omatic user name populated as record owner
Populate the Omatic user name who is uploading the records to Salesforce into the associated records (opportunity, contact(s), and accounts.
3 votes -
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 -
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 -
Include Marketing Source Code and Receipt Stack
Please include the following fields for mapping:
- Marketing Source Code
- Receipt Stack7 votes -
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 -
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.
20 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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.
5 votes
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