Omatic Cloud
365 results found
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Salesforce Opportunity Name: Only Add if New
When adding a new opportunity SF requires an Opportunity Name, but Salesforce ends up changing the name after the opportunity is added anyway. When an opportunity is updated it will change the name to whatever you have mapped as the Opportunity Name. Then a workflow is needed to change them back.
1 vote -
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 -
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.
1 voteHi Alexandria. Thanks for your idea. We currently have the Shopify in development. It should be ready to go in the new year.
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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. -
Extend date range to allow for pulling data older than 30 days when MailChimp is the data source
Users need to be able to go beyond the thirty-day date-range limit to process older data from MailChimp when it is the data source for the Omatic Cloud formula.
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Give Lively Connector for Omatic Cloud
It would be great to have a GiveLively Connector created for integration with Omatic Cloud.
0 votes -
Add a Classy Event Recurring Plan profile type
Classy users have the option to configure an event with Recurring Gift options for donors. A Classy Event Recurring Plan profile type seems to be needed for recurring gifts created on events since those new recurring setups don't come through with the standard Classy recurring plan profile. The recurring installments are able to come down through the donations profile, but none of the existing Classy connector profile types seem to be able to handle the Recurring Setup gift currently if it made on an event record in Classy.
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Feedback requested for cascading toast notifications
With the release on July 2, 2024, we greatly reduced the cascading toast notifications and moved the notifications to the center of the page, as to not impede with interactions within the application. We want to continue to make incremental updates to notifications, so we'd love your feedback!
What information would you like to see in the notifications? Where and how would you like to access the notifications? How do you use the information to change a behavior or interaction within Omatic Cloud? What else?
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LO Groups to Mobile Commons
It would be helpful to have a LO Groups to Mobile Commons formula. Currently, there is no filtering available when ingesting data from LO.
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Enable Importing of Pledges from GiveCampus
The ability to import Pledge Commitments and Pledge Payments through the GiveCampus connector API would be incredibly valuable. Currently these types of gifts can only be processed from a flat file, and this would be an incredibly useful addition to the connector functionality overall.
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Ability to import contact record for Organization Gifts in EveryAction
Currently, we don't have the ability to import the primary contact/relationship for an Organization gift with the EveryAction connector. Adding this functionality would allow for more complete gift records as that is critical information missing.
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Add Team Captain Name and Participant Name Fields to LO TeamRaiser Gift
The IDs for gift linking are awesome, but many clients also need to associate the participant name and team captain name with the gift as well (usually a gift attribute or reference). These fields are available through standard LO reports, could these two fields also come down through the connector API?
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Add the ability to triage on ZIP and other mapped fields
Some of our Mailchimp signup forms collect subscribers' ZIP codes. When pulling those into Altru, it would be helpful to be able to set up the formula to put potential matches in Needs Attention if the Mailchimp ZIP code is different from the mapped Altru ZIP code. Ideally, any mapped field that exists in both MC and Altru should be available to triage on.
0 votes -
Add ability to map Email Type and Primary Email for new Altru records only
We would like the ability to set the Email Type and Primary Email flag in Altru only if a new constituent is being added to Altru in an OIC formula. As it stands now, we have those fields unmapped because we don't want to risk OIC changing a record's existing Email Type or Primary Email Address. This means we have to go into any new records created by the formula and manually set the Email Type and Primary Email flag.
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Delete Interests from Altru record when subscriber no longer meets criteria
To the extent the Altru API allows this, it would be useful if an Omatic formula could remove an Interest from the matching Altru record when a Mailchimp subscriber leaves the Group associated with that Interest. Otherwise the Interests on the Altru constituent side will likely become out of sync with the Groups on the Mailchimp subscriber side.
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Do not create a child object if the value is blank
When creating an Address, Attribute or Note, there are some fields which sometimes need to be defined such as Address Type, Preferred, Attribute Category, and Note Type. This causes these related records to be created as blank records with only the defined values. It would be helpful if these could function similarly to the Email and Phone related records, where if the value is blank, even if the type is defined, the record is not created.
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Ability for end users to reset last modified cutoff date on Mailchimp-source formulas
Please add the ability for end users to set the "last run" date and time formulas will use when determining which records to pull from Mailchimp. This way if some process is run affecting a lot of Mailchimp records at once we can avoid getting thousands of records in our Mailchimp-sourced formulas that don't really need to be processed, by setting the "last run" date and time to a point after the Mailchimp process was run.
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Include user name for API reset or login so you can see who reset the API
Hello I am looking for a quick way to confirm who (what user) reset or set the API. Would it be possible to add in a user ID to the reset? See attached screen shot.
0 votes -
Trash bucket for deleted record rows
When we delete a record from the ready or needs attention bucket it would be nice to have a notification or send records to a new bucket we can review later. It is so easy to accidentally hit the delete icon.
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Addition of Classy Mode to Classy Connector
Add "Is Classy Mode" Field to Import Profile. When importing transaction details from Classy to RE, it's important that the fact that a donor covered processing fees is available to be added to the import profile. If a client wants to track whether or not constituents opted to cover service fees and the percentage in service fees they covered in future RE reports, they are unable to do so because these import fields are unavailable.
0 votes
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