Omatic Cloud
252 results found
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Sample Data (not enough of it)
Sample data provided when configuring new P2GL formulas is limited to 20 or 25 rows of transactions, which typically is not enough sample data to ensure that formula configurations are accurate and doing what the client needs. Two examples:
In one case there were transformations configured that looked right on the first 20 rows of data, but we couldn't see that the logic was incorrect on other rows. It was not until the client ran the post and saw an error on row 190 that we were alerted that the logic needed to be refined.
In another case, skip row…
2 votes -
Print out P2GL formulas
Currently there is no ability to print out P2GL formula configuration or logic threads. Since formulas cannot currently be copied, they have to be replicated manually and the inability to print formula configuration tremendously hampers that effort. This is even true when working to apply logic from one client's formula to another -- since the logic thread cannot be printed, it's challenging to recreate from memory and/or to toggle back and forth between formulas/monitors, etc.
2 votes -
Encompass Email Activity Connector needs a option to "Select from Current active Select Campaigns(s) and any future active Select Campaigns
When attempting to bring in Encompass Email Activity we can only select All current campaigns. The problem with this is that when the campaign is added in encompass it is not included when running the next run unless the client manually adds it.
I have attached what is in SFMC Email Activity and Encompass Email Activity to compare.
10 votes -
Enforce Unique Formula Names
Formula names should be unique in Omatic Cloud. Multiple formulas with the same name can cause confusion during processing or reporting an issue with support.
3 votes -
Head of Household - RENXT
We would like the ability to map to the "Head of Household" field in RENXT
2 votes -
Omatic Cloud Encompass Transactions Merchant Account Filter
We need a filter added to the Encompass transactions cloud connector to be able to filter by merchant account when creating a new transactions profile. It would be in the dropdown for "Do you need to filter the incoming data".
0 votes -
Archiving constituent attributes when changed by ImportOmatic
This is a bit of a pie-in-the-sky (and specific) dream, but I'm going to put it out there nonetheless:
We use Omatic Cloud to update values in an already-existing Constituent Attribute category. Currently, we can use Omatic Cloud to update the Constituent Attribute if the import has a different value than the existing value in the record. However, we want a way to archive the previous value when it is replaced (like how in ImportOmatic, old addresses can be switched to a different category when a new address is found). We've been able to build out a workaround by adding…
0 votes -
Ability to map Luminate online cross references via API in the Omatic Cloud
Luminate stores values here for its web services and accessing them would make for more efficient, straight forward mapping in the Omatic formulas. Specifically, these cross-reference types would be most helpful to CHLA:
- Donation Form Cross-Reference
-Donation Options and Designations
-TeamRaiser Cross-Reference
Navigation in Luminate Online: Data Management / Import/Export / Cross-Reference Types0 votes -
Matching records in Ready/1:1/1:N WITHOUT it updating the other system
For example, in a Mailchimp to Raisers Edge connection, there should be an option when setting up a formula to use items for matching but that doesn't meant when the records are matched that Mailchimp updates RE.
For instance, we have a lot of couples in our database, but they have separate emails so they have separate Mailchimp records. If somehow during triage/Needs Attention I miss that the names are different, or they go through to the Ready bucket and I miss it, then RE has been updated to 1 person's name thereby messing up the database.
0 votes -
Filter function in 1:1 and 1:N
It would be wonderful to be able to not only discard/ignore certain records below a certain threshold, but it would be super helpful to add a filter function to the MATCH column to be able to filter by what the records are matching on. i.e. only pulling up those records that matched on Email, or Email and Name. This would be particularly helpful for the Mailchimp to Raisers Edge and vice versa formulas.
0 votes -
Custom routing of records
Sometimes records need additional review steps and currently we are capturing those notes in an email/document to work through outside of the formula. We think Custom routing of records may help with this as it would allow us to set criteria (or decided on the fly) to route records to a special bucket, for instance, to review later. This would be a time-saving enhancement.
6 votes -
Enhanced override button functionality
Whenever the override button is utilized to match to an existing CRM record, Omatic does not provide the opportunity to select data that may differ between the LO record and CRM record before confirming the match (as is the case when utilizing "match" button). Is this something that can be addressed in the future?
Currently, source data overrides destination data when you using the match override; which trigger the need to update records manually outside of the Omatic Cloud so being able to see the data differences for match overrides to pick whether to keep destination data or use source…
0 votes -
Ability to replace values (including null) with blank values.
The use case for this request is our need to translate a NULL address line in source to blank value in destination.
7 votes -
Build a suppression that does not rely on an Luminate Online group
Currently we use LO group (query based) for suppression in formula 1 to exclude undesirable records, records only have name and email, records come from facebook signup/donation, etc. However, there are 2 major limitations to these query based LO groups:
Query tool in LO has a very limited selection, and we can not access and use
'Last Modified By' field. The reason we want to use that field is:
a. Users (admin) need to update records in LO: merge, update bio info, etc.
b. Background processes also update LO records: calculate Engagement FactorGroup can only be rebuilt Once per…
0 votes -
Being able to stop a file while it is running
When you go into integrations/Formulas and press "Run Once", being able to cancel that after you "Run Once" would be extremely helpful.
0 votes -
Delete from queue when Ready
I have a formula to look at Mailchimp activity and add a Mailchimp ID Alias in RE/NXT. In the Triage rules, if there's a 1:1 Match on only this alias it goes into the Ready bucket.
My current options for the Ready bucket are to hold for review or immediately send the alias into RE. Because it's already there, sending it again doesn't make sense. I'd much rather Delete anything that gets into that Ready bucket because the relevant data is already there. Am I missing something?
2 votes -
Have a repository for transformations
Can we have a have a repository for transformations so we don't have to rebuild and maintain them on different formulas? That would save a lot of time and double checking. Thanks!
54 votes -
Map to email comments in RE
I would like the ability to write to the email comments field in RENXT through Omatic cloud.
1 vote -
Create Email Activity When Using LO Email Activity Formula
Currently the LO Email Activty formula creates an action in the constituent record. It would be great if, instead, it created an entry in the Email history tile instead. We would like to reserve the Action tile for more personal, one to one communication and record the bulk emails in the Email history tile.
0 votes
Emily Dalton
responded
I agree this would be a great idea! Currently we are limited by the RENXT API"," and not able to send data through the API to the Email history tile. If this becomes available"," we will add this ability to Omatic Cloud. -
Export Formula Mapping and Settings
I would love to see an option to export the formula mapping and settings like we can for Omatic profiles. I keep a file with the mapping of the most recent versions of my profiles. That way, I can refer to it as I'm building new and similar profiles and have it as a backup in case I inadvertently mess something up. I like the ability to download to excel but a summary or review screen would probably serve the same purpose.
0 votes
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