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379 results found

  1. 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
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  2. 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
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  3. 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
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  4. 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.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  5. merge

    Build an omatic cloud application for duplicate management comparable to Merge Omatic and more flexible than the RE NXT solution

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  6. 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_types

    1 vote
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  7. Fuzzy text string matching

    Human beings are imperfect and ever-changing, and I expect OC to accommodate that variability the same way IOM does. If OC cannot find a potential Constituent or Relationship match between nearly identical strings like "Rachel Bailey" and "Rachael Bailey," then I'm forced to use IOM until it does. In the meantime, my organization is paying extra for a software that creates multiple duplicate Constituent, Relationship, and Address Records. See also https://omatic.uservoice.com/forums/950413-omatic-cloud/suggestions/46745101-allow-matching-on-fuzzy-address-formats

    13 votes
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  8. 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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  9. Update ECS Transaction Type for Engaging Networks

    Currently, we are not able to bring over supporter data for Event attendee supporter data with the ETA transaction formula type. The ECS transaction type does support event attendee supporter data in the API but that data is not currently in the EN connector. It would be helpful to have access to Event Attendee supporter data because otherwise, we will need to use a Flat File import.

    1 vote
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  10. Importing data to a field on a top level object ONLY if the field is blank and ignoring it if it's already populated

    We have fields we'd like to import into a top-level object but only want them to import if the field in Salesforce is blank. If the field is already populated, then skip importing that field from Import Omatic.

    3 votes
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    0 comments  ·  Salesforce  ·  Admin →
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  11. Add connector for RENXT and Cvent

    Add a connector for RE and Cvent to capture new/updated contact and consent updates and event campaign outcomes.

    4 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  12. Add ability to assign Interest Groups in Mailchimp for only newly added records (query source)

    When we use a query source to both update existing Mailchimp records and to add new Mailchimp records, we would like the ability to assign interest groups to new MC records but not overwrite preferences on already existing records. Currently after the formula processes, we need to go to MC and create a segment using the email added on date to find newly added records and assign them to group(s).

    1 vote
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  13. Add UTM fields to GiveCampus connector

    GiveCampus recently added the UTM fields to their Gift API. We would like these added to help with tracking gift appeal data.

    1 vote
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  14. 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
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  15. Enable Importing Event Registrations from GiveCampus

    The GiveCampus integration currently supports only importing gifts. Events is another large use for the platform and one we're looking to leverage. Being able to utilize this would improve our process flows greatly.

    6 votes
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    under review  ·  4 comments  ·  Raiser's Edge NXT  ·  Admin →
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  16. 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
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  17. 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
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  18. Enforce Default Data Differences Selection During Setup

    It would be great to make the "Default Data Differences" selection more transparent to the user during setup. It opens them up to the risk of overwriting data in mass if they are sending records from the "Ready" bucket and have left the default difference as Source and have not switched it to Destination.

    4 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  19. ability to select what fields are updated separate from mapping/matching fields

    It would be helpful if we could use fields for matching but then select which ones we actually want to be updated.
    For example, match on name or Constituent ID/Donor ID, but only update the email address or web appeal activity information.

    3 votes
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    planned  ·  1 comment  ·  Admin →
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  20. 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
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    planned  ·  3 comments  ·  Admin →
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