Omatic Cloud
281 results found
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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 -
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.
3 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 -
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.1 vote -
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 -
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 -
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 -
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 -
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.
3 votes -
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 -
Include Marketing Source Code and Receipt Stack
Please include the following fields for mapping:
- Marketing Source Code
- Receipt Stack3 votes -
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 -
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 -
1 vote
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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.
3 votes -
Add connector for Marketo
Add a connector for RE and Marketo to capture consent/solicit changes and campaign results to Actions.
5 votes -
Related Record Queue Display
It would be helpful to see all records in the Related Record Queue by page rather than a scrolling view. This will make review of records faster and more efficient.
1 vote -
Applying Gift to Head of Household (HOH)
Would like to apply incoming gift records to the Head of Household in Raiser's Edge, even if the gift matches the email address of the spouse. If the gift matches to the spouse email address, spouse will also receive soft credit.
6 votes -
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
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