365 results found

1. Constant Contact Campaign Series Activity in Omatic Cloud

   One of the benefits of Constant Contact email series is that you can set them up and they run in the background without needing human intervention. There is similar functionality in Omatic Cloud related to stand-alone campaigns but but not for Series. I'd like to have that functionality so that I can see all the CC email activity to a constituent without needing to trigger or manually manage when the data gets populated in RE/NXT.

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2. Luminate Online: Fee Cover Option data field availability

   Luminate Online has started to offer the option for donors to cover the cost of fees when donating. They added a field in the database called "fee cover option" on the gift. We would like that field available in Omatic cloud so that we can bring that data into RE in the gift attributes so we can track the number of donors opting into this option along with the amount. Tracking this amount is necessary for our organization because:
   1. Finance will need to easily determine the amount of funds that need to be designated as a donation for operational expenses vs. a donation for the area or program the donor is donating.
   2. We may need to report true charitable contributions separately from non-charitable amounts (like fee coverage) for accounting and compliance purposes.
   3. We need to be able to calculate the amount so we can show the impact of these donations in our cost to raise a dollar, which with this option now available, can be a significant amount.

   Luminate Online has started to offer the option for donors to cover the cost of fees when donating. They added a field in the database called "fee cover option" on the gift. We would like that field available in Omatic cloud so that we can bring that data into RE in the gift attributes so we can track the number of donors opting into this option along with the amount. Tracking this amount is necessary for our organization because:
   1. Finance will need to easily determine the amount of funds that need to be designated as a donation for operational… more

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3. Link Multiple External System Accounts to a Single Salesforce Account

   If, over time, a donor makes gifts through Fundraise Up (FRU) using different email addresses (e.g., intially from an @aol.com account and later from an @gmail.com account), FRU will create a new record for the second gift. Because FRU isn’t a CRM, we can’t merge records. They will forever be separate with their own Fundraise Up ID (FRU ID).

   When we sync records from FRU to Salesforce, we can match the new FRU account to the old account based on a name and address match. However, this is a manual process and forces us to decide which FRU ID to keep in Salesforce. Ideally, once we’ve made the match between two (or more) different FRU accounts and a single Salesforce account, we'd like to store both (all) FRU IDs in Salesforce. To associate multiple FRU IDs with an Account (i.e., a many-to-one relationship), I presume that we’d need to create a separate object for FRU ID.

   In brief the workflow would look this:

   First Gift
   * Donor gives to FINCA using Email A.
   * Fundraise Up creates a record with unique ID.
   * When syncing to Salesforce Nonprofit Cloud (CRM), we create a new donor record and send all details (name, address, email, FRU ID).

   Second Gift
   * Same donor (same name and physical address) gives again, but uses Email B.
   * Fundraise Up treats this as a new person and creates a new record with a new ID.
   * When syncing to Salesforce, we want the system to:
   - Find the existing donor record (match on name and address).
   - Update the email to include the new one.
   - Store both fundraising system IDs (old and new) in the CRM.

   If, over time, a donor makes gifts through Fundraise Up (FRU) using different email addresses (e.g., intially from an @aol.com account and later from an @gmail.com account), FRU will create a new record for the second gift. Because FRU isn’t a CRM, we can’t merge records. They will forever be separate with their own Fundraise Up ID (FRU ID).

   When we sync records from FRU to Salesforce, we can match the new FRU account to the old account based on a name and address match. However, this is a manual process and forces us to decide which FRU ID to… more

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4. Shopify Connector

   It would reduce a lot of manual work to have a connector to pull purchases from Shopify into RE NXT via a connector.

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   started  ·  AdminSteve Brewer (Product Manager, Omatic) responded

   Hi Alexandria. Thanks for your idea. We currently have the Shopify in development. It should be ready to go in the new year.

5. Pull the correct names for a tribute match

   When importing tributes from Luminate Online, the tribute name pulls as the donor's name, so I have to go into the RE NXT record and the Tribute donation interaction to see the incoming data and match it to existing data. Once the tribute goes into RE, the Tribute name shows as the correct tribute name indicated on the form, so it would be nice if the correct name showed up on the import screen.

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6. katrina.molnar@mercy.net

   Currently when using the Classy Connector in O-Matic Cloud and building/updating a formula, you are unable to add a new "Campaign Type" when "Editing Classy Settings" in a profile without all of the previously selected campaigns disappearing. This forces the user to have to reselect all of the campaigns wanted in the profile. My organization 171 active campaigns. It would be great if users could select a new Campaign Type without all of their previous selections disappearing in the formula build.

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7. Match on preferred name in NXT !

   We need to be able to check incoming first name against both 'first name' AND 'preferred name/nickname' fields. THIS IS CRITICAL and is causing a much inefficiency and possible data corruption.

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8. Add "Single" as option for Schedule Frequency for Pledges

   It looks like Blackbaud has added "Single" as an additional option in their SKY API for schedule frequency in the Gift API call. The full list of options for frequency is now:

   "Annually",
   "EVERYSIXMONTHS",
   "Quarterly",
   "Monthly",
   "EVERYFOURWEEKS",
   "EVERYTWOWEEKS",
   "Weekly",
   "Irregular",
   "Single"

   Can the API call be updated and coded in Omatic to accommodate the new options for mapping this field?

   https://developer.sky.blackbaud.com/api#api=gft-gifts&operation=CreateGift

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9. Support for line break character (/n)

   Right now we can add line breaks through Concatenation, but there isnt a simple way to force a line break in some more complex situations.

   We use this particularly for notepad text, where we want to summarise a few cells of data into a single notepad, e.g.

   'Signed up for Email Newsletter on the website. /n
   First Name Provided: Alex /n
   Surname Provided: Bishop-Thorpe /n
   Email address provided: alex.bishop-thorpe@'

   Importimatic supported '/n' as a line break character, but this isnt supported by Omatic Cloud. Instead it just renders the text '/n'. If we use the line break as the separator for the concatenation, we get this:

   'Signed up for Email Newsletter on the website.
   First Name Provided:
   Alex
   Surname Provided:
   Bishop-Thorpe
   Email address provided:
   alex.bishop-thorpe@'

   Which is acceptable, but not super readable.

   It does appear that if we import an excel document with like breaks in the cells (e.g. excel formula =CHAR(10)) it will honour these line breaks in the import. However, if we try to copy-paste this ASCII character in as a field when we concatenate, it gets filtered out.

   Can we have a way of forcing a line break in notepad text, like in Importomatic?

   Right now we can add line breaks through Concatenation, but there isnt a simple way to force a line break in some more complex situations.

   We use this particularly for notepad text, where we want to summarise a few cells of data into a single notepad, e.g.

   'Signed up for Email Newsletter on the website. /n
   First Name Provided: Alex /n
   Surname Provided: Bishop-Thorpe /n
   Email address provided: alex.bishop-thorpe@'

   Importimatic supported '/n' as a line break character, but this isnt supported by Omatic Cloud. Instead it just renders the text '/n'. If we use the line break as the separator… more

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10. Custom Routing to send some rows onto another Formula

    Sometimes it's necessary (or more convenient) to achieve our desired outcome by taking one file and running two different Formula across it.

    A common example would be files that have a mix of Individual and Organisation records. One Formula for the Individual import, and another formula to do the Organisation import - the Organisation import would add and link the individual as a Contact against that Organisation. Fancy.

    Right now custom routing lets us skip some rows, having the Formula ignore them. This let's us have our two import formulas, one for Individuals and one for Organisations.

    But it would be amazing if Custom Routing could take those skipped rows and send them to the second formula. You run the file on the Individual formula, and then the rows that have Organisation data get sent to the second formula automatically. Both imports run, you get your desired outcome and your formulas are much cleaner to document and maintain.

    Sometimes it's necessary (or more convenient) to achieve our desired outcome by taking one file and running two different Formula across it.

    A common example would be files that have a mix of Individual and Organisation records. One Formula for the Individual import, and another formula to do the Organisation import - the Organisation import would add and link the individual as a Contact against that Organisation. Fancy.

    Right now custom routing lets us skip some rows, having the Formula ignore them. This let's us have our two import formulas, one for Individuals and one for Organisations.

    But it would… more

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11. Allow defined type property for the column

    The table, when it doesn't explicitly know the data type of a column, defaults to sorting its values as strings. This causes numbers to sort incorrectly (e.g., '10' appears before '2'). For proper numerical or date sorting, the table requires either a defined type property for the column (e.g., type: 'number') or a custom sort function that understands how to compare the specific data type.

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12. Ability to Import Mapping on completed formulas

    It would be great to be able to import a mapping into an existing/completed formula. Right now you can only do this if the formula is in "Draft", but there are many times where we need to be able to import a mapping to a completed formula. The workaround is "Copy and Swap", but that only works in some cases.

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13. Allowing the formula to auto match based on a spouse in a record.

    Example: The file I'm importing the donor name is Laura Smith but in RE NXT we have a donor of Robert Smith with spouse of Laura Smith. When these come through Omatic Cloud they are 1:1 matches but we still have to look at every single one by opening the RE record to ensure the spouse is on there. Is there a way to make the formula automatically match it if the spouse matches and the address matches?

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14. Add Multiple Notes to One Action

    Need the ability to add multiple notes to one action. Existing IOM profiles have many notes per action sometimes, and the ability to replicate this in OC would be helpful.

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15. Allow In-Line Edit in Formula Exceptions

    It would be helpful to have the ability to fix matching formula exceptions using inline edits. Specifically with email connectors, this is would be useful to correct invalid email addresses.

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16. Add new GoFundMe Pro Channel to connector

    GoFundMe Pro has added a new Channel feature for the Peer 2 Peer campaigns. We'd like this added to the GFMP connector for importing transactions.

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17. Add individual system Record ID as a match option when importing a Relationship

    Expand the matching logic for Relationships to include the Constituent System record ID . The constituent system record ID is unique across RE and is assigned to a record once added in RE. This data point will allow the import for Relationship records to use an alias/alias type and constituent system record IDs to get an exact match and will prevent duplicate/reciprocal relationships to be added in RENXT. Currently ImportOmatc will match on an Alias ID and will not create additional relationships if it exists.

    Currently in OmaticCloud, matching on alias id/type will result in unwanted/duplicate relationships added to RENXT. Additionally, the current option in OmaticCloud for mapping in the Relationship section of a Profile is System record ID. This ID is associated to the relationship record in RE, not the constituent you match too.

    Expand the matching logic for Relationships to include the Constituent System record ID . The constituent system record ID is unique across RE and is assigned to a record once added in RE. This data point will allow the import for Relationship records to use an alias/alias type and constituent system record IDs to get an exact match and will prevent duplicate/reciprocal relationships to be added in RENXT. Currently ImportOmatc will match on an Alias ID and will not create additional relationships if it exists.

    Currently in OmaticCloud, matching on alias id/type will result in unwanted/duplicate relationships added to RENXT.… more

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18. include option to match on nickname in match criteria
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19. other name format for tributes

    when creating tributes we need an "Other Name Format" to add to the record. This is available for consittuents, but not for tribute records.

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20. US phone number - catch incomplete phone numbers

    Add this as built in code in the telephone formatting options so there are built in options to catch "bad" data, in this case incomplete phone numbers

    US Phone Number Normalization
    Goal: normalize to digits, then detect “short” values and exclude them.

    Steps on the phone field

    Telephone format (or use Replace to strip punctuation)
    Normalize the phone first so only digits remain (remove spaces, dashes, parentheses, etc.). If you don’t use Telephone format, add Replace rules to remove “(”, “)”, “-”, “ ”, “+”, “.”, and “x/ext”.
    Fixed Length Formatting
    Fixed Length: 10
    Append Value: choose a unique character, e.g., ~
    Position: After
    Result: valid 10‑digit numbers stay unchanged; any value shorter than 10 gets one or more “~” appended.
    Replace (to exclude)
    Incoming Value: Contains ~
    Result: leave blank (set to nothing)
    Notes

    If you sometimes receive 11 digits with a leading “1” (US country code), add Shorten Data with Character limit 10 and “Remove characters from: Beginning of data” before step 2 to keep the last 10 digits.

    Add this as built in code in the telephone formatting options so there are built in options to catch "bad" data, in this case incomplete phone numbers

    US Phone Number Normalization
    Goal: normalize to digits, then detect “short” values and exclude them.

    Steps on the phone field

    Telephone format (or use Replace to strip punctuation)
    Normalize the phone first so only digits remain (remove spaces, dashes, parentheses, etc.). If you don’t use Telephone format, add Replace rules to remove “(”, “)”, “-”, “ ”, “+”, “.”, and “x/ext”.
    Fixed Length Formatting
    Fixed Length: 10
    Append Value: choose a unique character,… more

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