Omatic Cloud
364 results found
-
Autocorrect empty fields instead of needing "Is Not Blank" Replacement
It would be great if the system can autocorrect for the error were we are creating a field type/category with blank data coming through for some individuals instead of needing to remember to enter the Replace transformation or go back and enter it post error message. Small papercut that could make a big User Experience difference.
1 vote -
Facebook Fundraiser ID Field Available for Omatic Cloud
It would be great to be able to make the Facebook Fundraiser ID in Luminate Online (TeamRaiser) available within Omatic Cloud so the value can be synced with other environments, like Salesforce. As fundraising options/tools/vehicles continue to grow, we'd like to be able to report within our database of record, who is using Facebook as a fundraising tool and who is not. It does appear that Blackbaud makes this field available within it's API.
https://kb.blackbaud.com/knowledgebase/articles/Article/199607
https://developer.blackbaud.com/lo-api/loapi/teamraiser/createAndLinkFacebookFundraiser
https://developer.blackbaud.com/lo-api/loapi/teamraiser/updateRegistrationThank you!
1 vote -
EveryAction Field - "Campaign Type"
It would be helpful to have "Campaign Type" as an endpoint for EveryAction. This field would allow for the tracking of donations through various campaign types.
1 vote -
Tom
Please create a Data Connector to BBIP (Blackbaud Integrated Payments (aka BBMS).
There might be cases where payments go through BBIP but not via a pathway that auto-creates a Gift Batch.
A formula could do this.1 vote -
Formula Exceptions Automate Reprocessing/Retrying
Almost always when Formula Exceptions pop-up (as opposed to Destination Exceptions), they are timeout or connection issues and customers have to click into that bucket and then just click the Reprocess button. This could be automated to retry a certain amount of times on failure or after a time period and would save customers an annoyance. (Customer papercut type improvement)
1 vote -
Allow Custom Routing-Omit to compare Source Fields to Destination Fields.
Use Case: RE-Nxt to Salesforce (for Email)
We are integrating RE Constituents to Salesforce to utilize Account Engagement to send our emails. As such, we are only sending down a few fields { Cons-ID, First, Middle, Last, Email..}. The formula is based upon Constituent-Date-Changed in RE. There's lots of things on a Constituent record that get "touched" each day that triggers a change to the Constituent-Date-Changed field, despite there be no effective change to the fields in our formula.
Even after getting a Primary Match across Constituent-ID, we would like to implement a Custom Routing to Omit if *all of…
1 vote -
email notification
Have specified Omatic Cloud users receive notifications when there are gifts pending in the "Needs Attention" queue.
1 vote -
test connection
Particularly while I am setting up or testing a new connection I find myself going in to edit the formula often. Each time I go in I have to wait for the connection to be tested. I think it would save a good bit of time if the connection testing was separated out so that you could make changes a little at a time. If you have just setup a connection and its tested, that's not likely to change within the first day of being setup.
1 vote -
US phone number - catch incomplete phone numbers
Add this as built in code in the telephone formatting options so there are built in options to catch "bad" data, in this case incomplete phone numbers
US Phone Number Normalization
Goal: normalize to digits, then detect “short” values and exclude them.Steps on the phone field
Telephone format (or use Replace to strip punctuation)
Normalize the phone first so only digits remain (remove spaces, dashes, parentheses, etc.). If you don’t use Telephone format, add Replace rules to remove “(”, “)”, “-”, “ ”, “+”, “.”, and “x/ext”.
Fixed Length Formatting
Fixed Length: 10
Append Value: choose a unique character,…1 vote -
1 vote
-
Add new GoFundMe Pro Channel to connector
GoFundMe Pro has added a new Channel feature for the Peer 2 Peer campaigns. We'd like this added to the GFMP connector for importing transactions.
1 vote -
Allow In-Line Edit in Formula Exceptions
It would be helpful to have the ability to fix matching formula exceptions using inline edits. Specifically with email connectors, this is would be useful to correct invalid email addresses.
1 vote -
Add "Single" as option for Schedule Frequency for Pledges
It looks like Blackbaud has added "Single" as an additional option in their SKY API for schedule frequency in the Gift API call. The full list of options for frequency is now:
"Annually",
"EVERYSIXMONTHS",
"Quarterly",
"Monthly",
"EVERYFOURWEEKS",
"EVERYTWOWEEKS",
"Weekly",
"Irregular",
"Single"Can the API call be updated and coded in Omatic to accommodate the new options for mapping this field?
https://developer.sky.blackbaud.com/api#api=gft-gifts&operation=CreateGift
1 vote -
Pull the correct names for a tribute match
When importing tributes from Luminate Online, the tribute name pulls as the donor's name, so I have to go into the RE NXT record and the Tribute donation interaction to see the incoming data and match it to existing data. Once the tribute goes into RE, the Tribute name shows as the correct tribute name indicated on the form, so it would be nice if the correct name showed up on the import screen.
1 vote -
MailChimp Connector for Adobe Campaign
Please add a connector for Adobe Campaign
1 vote -
A better Mailchimp ID?
In doing some research in Mailchimp I noticed that there are other id fields that are visible in a contact export which is not the case for the Mailchimp ID. The fields are the EUID (unique identifier for a contact at the account level, across all audiences) and the LEID (unique identifier for a contact, specific to an audience). The LEID has the added benefit of being the ID listed in the URL when viewing a contact. When I look at my Omatic data mapping options, the EUID and LEID are not available for selection. Is it possible to get…
1 vote -
Download exceptions to a spreadsheet
We have duplication of error messages to single records and would like to download them to a spreadsheet so we can dedup and determine next steps with the records. Then we'd be able to delete everything from the OC exceptions bucket and know we're not skipping anything that truly needs attention.
1 vote -
Conditionally Ingore Records
I would like to pitch an idea to conditionally ignore entire records based on a specific field value or set of values. For example: - If a specific field is of type date and a specific date is found then that record would be ignored. - If the profile field "Marital Status" is equal to married than ignore - If the specific value matches the same field in the destination source, then ignore the record
1 vote -
Formula Triage Summary - Column Headers
It would be nice if there was a way to tell which of the "Add if not matched" and "Edit if Not Match" headers go to which section. I understand that by default they are meant to be in order but it still can be somewhat confusing on larger formulas. Not sure if color coordinating headers would be a simple solution, or maybe a tool tip containing the section name?
1 vote -
RE Wealth/Ratings added to RENXT List Formula Type
We would like to have Wealth/Rating fields available in the RENXT List formula type.
1 vote
- Don't see your idea?