Omatic Cloud
141 results found
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New Mailchimp Formula Type & options
I am trying to proactively update emails in RE when they change in Mailchimp. I can create formulas for Subscribed or Unsubscribed Mailchimp contacts, but not Cleaned. Also, when I create a Mailchimp Subscribers to RENXT Constituents formula, it allows me to select records based on Category or Interest but I'd like to use a predefined Segment which allows for greater finesse in the records I update.
1 vote -
Allow Fund queries to be used for ReNXT to GiveCampus connector
With the ReNXT to GiveCampus connector going live soon, we would like to use it to import our Fund/Designations into GiveCampus. However, since our current option is to only use a gift query or gift list, we can only send over funds that have received at least one gift. A fund query would allow us to connect new funds when they are created, whether they have received a gift or not yet.
1 vote -
Include Title Case as an option for Casing Transformation
Please add Title Case as an option for Casing transformations. This is something we commonly need for recognition names, organization names, etc. where any minor words after the first word would be lowercase but names capitalized. The Proper Case option capitalizes words like "and" and "the" that occur in the middle of the data, causing us a lot of manual editing. (Not necessarily needed if there was a transformation option to replace individual words within a field like "replace 'And" with "and")
1 vote -
Add multiple fundraisers to an action using Database Assistant
I am setting up some database assistant formulas for stewardship actions. Whenever the President of the organization is assigned to an action, we would like her assistant to also be assigned so that she can help keep the President on track
Note that this is specifically for a database assistant formula, but I believe it might apply to other situations as well.
1 vote -
Option to exclude blanks as a data difference for matching
It would be helpful to be able to specify for matching fields if a blank value is a data difference or is not a data difference (like the Capitalization counts as a data difference, but maybe to be able to specify it for the specific field, not for all the fields).
This would allow me to be able to expand the results of my records that go to the Ready bucket because currently I have to match on First Middle and Last Names (so that we don't overwrite someone's full middle name to a middle initial which is common especially…
1 vote -
Add Fundraiser Event & Fundraiser Data to the Fundraise Up Connector
Could you add support for Fundraise Up Fundraiser records, including a fundraiser creation event trigger and fundraiser fields: ID, Name, Creation Date, End Date, Share URL, Goal Amount, Campaign Name, and Designation.
Currently, we manually create and maintain these fundraiser relationships in Raiser's Edge after they're created. If Omatic could automatically bring these records into Raiser's Edge, it would eliminate a manual process and help keep fundraiser information synchronized.
From what I've seen, fundraiser data appears to be available through the Fundraise Up APIs, but we're happy to reach out to Fundraise Up if any additional API access or configuration…
1 vote -
Opportunity
Make the Opportunity "System record ID" field (“opportunity_id” per the API) available in the "Add/remove fields" modal tree. It is really hard to believe that Omatic Cloud is not letting me precisely specify the exact Opportunity that I want to update via Omatic Cloud.
1 vote -
MailChimp Connector for Adobe Campaign
Please add a connector for Adobe Campaign
1 vote -
HubSpot additional Properties under Email Information Group
For the RENXT Constituents to HubSpot formula--right now it looks like we only have access to 2 fields under the Email Information Group: "Email address quarantine reason" and "Legal basis for processing contact's data". Additional subscription information can be kept under this Group to indicate a user's interests so that we can create specific email lists, but we can't access them right now.
1 vote -
Adding HubSpot Alternate Email
It looks like right now for the RENXT to HubSpot formula we only have the option to update the existing email on a HubSpot contact. We'd like the ability to add an alternate email address to the existing HubSpot contact.
1 vote -
Ability to Schedule Exports from RE/NXT
It would make life a lot easier to be able to schedule an export so that data can be shared with another data system without having to do it manually.
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 -
Deceased indicator
Display a deceased indicator in the data differences columns of the triage buckets, similar to displaying Mailchimp contact status. This will help with decisions without me needing to step into the record just to find out they're deceased.
1 vote -
Integrations/Formulas | Mapping | Total Sum of Two Cells/Columns from an Import File
Built-in feature that allows combining two column headings to create a total sum during the mapping process.
Example: scenarios of summing platform fees and transaction fees.
1 vote -
Pulling in Mailchimp actions from previous Campaigns sent in previous months, not just current month.
I've noticed that after a mailchimp campaign has been sent, if donor clicks on a link or opens the mailchimp email many weeks or months after it was initially sent, that data does not pull into NXT. It would be great if there was a way to ensure that all mailchimp actions (sent, open, click, unsubscribe, abuse) are pulled into NXT regardless if it's from the current month's mailchimp campaign or an older one.
1 vote -
Add the "Class Notes Status" field to the Notes field section
Add the "Class Notes Status" field to the Notes field section
1 vote -
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.
0 votes -
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?
0 votes -
Access to Email History/Event Registration in NXT
We would like to use Email History in NXT to help determine some engagement factors in Luminate Online on a constituent record. Currently there is no way to map/transform/capture that information.
With the new iOS privacy update, understanding constituent engagement and having a 360 picture of engagement across all platforms is incredibly valuable. We would like to explore accessing those fields to apply an engagement number in LO. In addition, if someone registers for an event in NXT, that should be applied to a different engagement factor field.
0 votes -
Request for First and Last Name fields for attendees in Fundraisers profile/formula
Ability to import first and last names for event attendees as separate fields
0 votes
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