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393 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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.

    5 votes
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. Need someway to determine what data DID NOT flow through Omatic

    We've had multiple instances of data not flowing from LO through Omatic and into SF. It would be great if there was a list of items that were not pushed through Omatic, so we would know what needed to be moved manually from LO to SF.

    0 votes
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  15. Omatic Data Service

    We currently have a subscription to Omatic Data Service with IOM to find fuzzy match duplicates during import. This service has been critical in reducing the number of duplicates created in the database. Will ODS be available in IOM+? I'm concerned that duplicate records will start to increase without it. This becomes a big issue after year-end when preparing tax receipt letters if donors have gifts spread over multiple records.

    2 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
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  16. Autoreprocess on Destination Exception Queue

    It would be helpful to have retry/resend logic on records in the destination exception queue.

    Examples: running Classy Recurrings Gifts and Classy Transactions on a continuous schedule, API limits exceeded, etc. This would be very help especially for clients that have to link records to parent records but want continuous functionality.

    3 votes
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  17. Additional Object Picker Field Access for Contact Roles

    It would be great to have access to additional fields on the object picker when creating Contact Roles in Salesforce. This would allow for the prevention of duplicate Contact Roles being created in Salesforce if a Contact Role already exists for a Contact on an Opportunity.

    Our integration is set up to create a TeamRaiser Participant Contact Role in Salesforce in order to soft credit a person who is fundraising and receives a donation. When a person donates to his/her own fundraising efforts, a donor Contact Role is created (as desired) for that person along with a second Contact Role…

    1 vote
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  18. Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record

    Omatic Actions Sync in RENXT from Omatic Cloud to RENXT WebView: Custom fields with a value of a Link to a record

    As you are moving away from DB view, so will Omatic move away from using Profiles in the IOM Database view system. It will start using the cloud version which connects to RENXT Web View.

    In DB view you can add Actions with Action Custom Fields that connect to records. I am expecting that this functionality will also be available soon in the Cloud API for Omatic. It is not currently available.

    Please make sure that this is…

    2 votes
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  19. Ability to add non constituent guests to Omatic Cloud

    1 vote
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
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  20. Email notification when formula completes or times-out

    Have an option to enter an email address (or two) to notify when a formula completes or when the formula times out.

    39 votes
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    6 comments  ·  Raiser's Edge NXT  ·  Admin →
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