Omatic Cloud
68 results found
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Email notification when formula completes or times-out
Have an option to enter an email address (or two) to notify when a formula completes or when the formula times out.
4 votes -
RENXT Gift List Formula Type
We would like to have the formula type RENXT Gift List > HubSpot. This would allow for relevant gift information to be transferred back in to HubSpot to determine the ROI on email campaigns.
4 votes -
Ability to map Action Notepad Type
When importing CC data into NXT via Omatic, the default for Action Notepad Type is "Added via Web View". This default is not effective in allowing us to report to our Board and stakeholders outcomes. After uploading actions we will have to manually change this field.Having the option to define or map this field will give us richer data and better metrics to report on.
4 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.
4 votes -
Enable Importing Event Registrations from GiveCampus
The GiveCampus integration currently supports only importing gifts. Events is another large use for the platform and one we're looking to leverage. Being able to utilize this would improve our process flows greatly.
4 votes -
Title part of data differences
Can you make Title part of the data differences options in routing/matching?
3 votes -
Have ability to map to custom attributes for a Participant
We record event specific information against a participant of an event in RE. Could the endpoints for attributes for a Participant be made available to enable us to add/update these.
3 votes -
Ability to send multiple values to "select multiple" contact field in Emma
We want to map our constituent codes in NXT to a corresponding "select multiple" contact field in Emma, such that all of a given constituent's codes are reflected in their Emma profile. Currently there is no way to format or transform the incoming constituent code data in NXT via Omatic such that it successfully selects multiple choices in the corresponding Emma contact field.
3 votes -
Have an export profile in the LO Connector that allows for TeamRaiser registrations to be exported from RE to LO.
Omatic has gotten TeamRaiser donations to flow really well from Re to LO, but the missing piece is still the offline registrations that need to go from RE to LO. Currently we have to use Blackbaud's arcaic upload system and then still rely on RELO to pull them down into RE because the import for registrations either does not have the ability to recognize offline registrations or cannot recognize the time stamp the LO uses for offline uploads of registrations.
3 votes -
It would be an improvement if we could have Payout date as an option for mapping.
When bringing gifts over from classy the GL post date is not matching our deposit dates and this is causing issues with finance. If we had the ability to map the payout date to the GL post date that would make the financial process cleaner and much smoother without manual global changes.
3 votes -
Provide the ability to overwrite an existing value with a null value in MailChimp
Currently, date fields with null values are not sent through the MC connector. I'm not sure if this also applies to other types of fields.
This means that if a date field is populated in MC, then updated to a null value in RE, the date will not be overwritten in MC with the new value.
Because we use these date fields (expiration date, date joined, etc) as segmentation criteria, this affects our marketing campaigns to targeted audiences and can cause significant problems.
3 votes -
Name fields from Stripe to populated
Stripe specific parsing reques
3 votes -
Classy Transaction Type in the connector section
We need to have the Classy transaction type from the payout report in the connector.
3 votes -
FindOmatic email search
We would like to use FindOmatic to search for records using email addresses.
3 votes -
Exclude Administrators
Currently, LO connector imports administrators to Raiser's Edge. However, you can't update Luminate Administrators with LO connector, which is good.
The profile should ONLY work with constituents, NOT user accounts. Filtering out administrators should be an option without a group filter from the profile settings.
3 votes -
Add Title as one of the fields for mapping on VolunteerHub
Add Title as one of the fields for mapping on VolunteerHub on ImportOmatic. Currently this is not one of the available fields: https://omaticsoftware.my.site.com/Support/s/article/What-Fields-are-Available-for-Mapping-from-VolunteerHub
3 votes -
3 votes
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Add ability to specify the Constituent Code sequency (Primary Consituent Code) when adding or editing
Blackback RENXT considers the first or top Constituent Code on a constituent record to be the primary code. This primary constituent code is automatically used in reporting and is the default on new gift records.
We are requesting the ability to specify if a constituent code should be in the top spot when importing (creating or editing) a constituent record.
The skyapi for constituents allows a sequence to be specified when creating or editing a constituent record however Omatic Cloud has not exposed access to specify a sequence value.
The current behaviour appears to add a new constituent code to…
3 votes -
Need more flexibility for filtering records in RE NXT List, in order to export
RE Query allows for greater flexibility in the output of fields from RE than the List option does. For a client with an email connector, who may be using cons codes, solicit codes, attributes, etc. to segment their audiences this is not possible with the List endpoint in RE NXT.
3 votesBlackbaud has recently added functionality that enables us to potentially pull data from Query as a Source. We are reviewing this option an looking into adding the functionality to Omatic Cloud.
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Update email address type when importing new email
When importing to existing constituent records and matching on email address, it would be great to be able to import non-matching email addresses to a new email type, such as Email 1, Email 2, etc.
2 votes
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