Omatic Cloud
284 results found
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Send to a specific triage bucket based on a Mailchimp status field results returned during matching.
Triage currently takes specific match situations into account but I'd like to send records where Mailchimp returned "Cleaned" or "Unsubscribed" directly to the Exceptions triage bucket regardless of matching criteria. This will allow me to automate the Ready triage bucket instead of needing to review it before sending the record updates to Mailchimp. This matters because I'm trying to reduce the overall number of API transactions (Blackbaud has a threshold over which they charge me extra).
1 vote -
List Management available
Given the plan for RE to move to a "total web solution" which will ultimately replace database view, for users of IOM List Management, could this feature be made available through Omatic Cloud?
6 votes -
Add fields to Altru connector (particularly Volunteer)
There is no import template available in Altru to import into a Volunteer record. This would be a gamechanger for our organization as we will have to manually enter and match volunteer data. We have the pathways set up in Omatic Cloud and we will not have enough data to warrant using ImportOmatic.
There are other fields that we have come across that would be helpful as well. I have not noticed any updates made to the Altru connector other than the move from OIC to Omatic Cloud. I am happy to share other fields that would be helpful if…
1 voteHi Jacky,
Thanks for the suggestion. Can you be more specific about which volunteer fields you would want to have included? In addition, you mentioned other data you would like to see available, can you share that information as well?
Thank you
Steve Brewer
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Add additional "Actions" to Ready Bucket
Have the other actions that you can do in Needs Attention available in the ready bucket (ie. The Add, Override and Delete button).
3 votes -
Upload source files directly from Integrations/Formulas page
I'd like to upload the Source files for Flat File as-a-source formulas directly from the Integrations/Formulas pages, without the need to navigate back to Data Queue page and search for my formula every time.
1 vote -
Post-to-GL prepost feature
Many Salesforce and Virtuous clients who have FE NXT but migrated from RE NXT are used to the 'prepost' feature in RE / FE integration.
P2GL for Salesforce or Flat File does not have a similar feature that can be used to validate a posting before it creates an open J/E batch in FE NXT. A number of clients have asked about this.
1 vote -
Option to add mapped data only if records are new
We have a couple one off scenarios where we only want to bring over information IFF the record is a truly new record in BBCRM.
For example: addresses, BBCRM is usually the most accurate in terms of our data. While we have some "Add if not matched logic" we often run into the flags being set to false for new records.
So it would be nice to have a blanket "Always add address for new records"
1 vote -
Enhanced Mappable fields to Transformations
This was a previous uservoice story but there are still gaps with usability with the if/then ability in transformations. Specifically with if/then/else, the cascading transformations are challenging to build out for most users outside of onboarding.
The ability to include mapable fields directly to a transformation, outside of concatenated replace logic, would be very helpful and would allow for a more intuitive user experience. This is current functionality in P2GL and it would be helpful to have in Omatic Cloud as well.
2 votes -
Request to add ability to use sub forms in VolunteerHub
Current functionality is to use the "All Users" form when pulling fields for VolunteerHub. It would be nice to use subforms as sometimes we want to simplify the list of fields volunteers are selecting.
4 votes -
Add percentage of match results to ready buckets
The older version of Omatic Cloud displayed the percentage of matching information between records in our systems (Altru and Constant Contact). This was very helpful to us as we could minimize the amount of data being sent by only sending records with a percentage match under 100%. We would love to have this feature available again.
13 votes -
Release Note Subscriptions
Allow users to subscribe for Release Notification emails and maybe even default that they're sent to client site admins. It could be as simple as a quick email saying when there will be a new release and a link to your Release Notes webpage (https://omatic-cloud.helpdocsonline.com/release-notes).
With other vendors, I add these notes to my work calendar so it's on my radar when changes are coming and helps me triage when something hiccups unexpectedly.
1 vote -
Record match search
It would be helpful to also have the option to include a LinkedIn url address as an option for constituent match search for imports.
1 vote -
Option to get user input when incoming data doesn't match existing data for specified fields
We often have enough information to be confident that the incoming data matches a record in Salesforce. However, whether the better quality data for important fields is in Salesforce or the incoming data is unknown. So we can't confidently overwrite data without a manual validation.
For example, P Ennals might match to Peter Ennals. I am happy this is a valid match and therefore want to set it as a ready record. However, I don't want P to overwrite Peter.
The functionality could be such that I specify per formula which fields require manual validation. E.g. for records where name…
6 votes -
Pull Tribute Data from the Encompass Transactions
Currently, the Tribute Data is not being pulled from the Encompass Transactions Endpoint. We need that information to import.
6 votes -
Add a DonorDrive bi-directional workflow from SOR>DD
The Native DonorDrive connector with Salesforce is bi-directional, allowing the syncing of constituent/contact updates from NPSP/NPC to DonorDrive
1 vote -
Allow pulling an unsubscribe list from constant contact
Currently cannot pull this list. We tried to set this up pulling from the edit date, but that date is not updated when a contact unsubscribes. How else can we pull an unsubscribe list from constant contact?
9 votes -
Allow for email campaigns to be excluded from data push to database of record
Would love to be able to exclude email campaigns that are pushing back from Constant Contact to Altru.
3 votes -
FindOmatic email search
We would like to use FindOmatic to search for records using email addresses.
3 votes -
allow to import non-constituent participant records
We would like to be able to load non-constituents into events as participants via the cloud integration.
5 votes -
Populate More Example Rows from Luminate Surveys
It would be good to have more example rows populating for Luminate Surveys when working on the Data Mapping page in a formula. When building transformations it's nice to cycle through a few records to make sure the data is transforming as expected.
3 votes
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