Skip to content

Omatic Cloud

Welcome to the Omatic Cloud feedback forum. Do you have an idea to improve the product? Do you recognize a good idea when you see one? You can create your own ideas and also vote on existing ideas. We want to hear from you!

How can we improve Omatic Cloud?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

353 results found

  1. Additional Object Picker Field Access for Contact Roles

    It would be great to have access to additional fields on the object picker when creating Contact Roles in Salesforce. This would allow for the prevention of duplicate Contact Roles being created in Salesforce if a Contact Role already exists for a Contact on an Opportunity.

    Our integration is set up to create a TeamRaiser Participant Contact Role in Salesforce in order to soft credit a person who is fundraising and receives a donation. When a person donates to his/her own fundraising efforts, a donor Contact Role is created (as desired) for that person along with a second Contact Role…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Salesforce  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  2. Ability to Overwrite an Entire Data Extension in SFMC

    In some cases, it would be great to be able to instead of update the Data Extension, instead having the ability to Overwrite it with all records in a query. So all records not in the query are removed from the Data Extension.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. Export Formula Option from Data Queue

    It would be helpful to be able to export the formula from the Data Queue screen rather than having to open the formula and navigate to the mapping page. The button location could be below the "Other Options" section on the formula options flyout.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  4. Include Date Added and Date Processed fields to review bucket export

    I love the new fields for Date Added and Date Processed. It would be nice to include these in the Export that we can create from review buckets to help with troubleshooting in excel.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  5. Add UTM fields to GiveCampus connector

    GiveCampus recently added the UTM fields to their Gift API. We would like these added to help with tracking gift appeal data.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  6. Add ability to assign Interest Groups in Mailchimp for only newly added records (query source)

    When we use a query source to both update existing Mailchimp records and to add new Mailchimp records, we would like the ability to assign interest groups to new MC records but not overwrite preferences on already existing records. Currently after the formula processes, we need to go to MC and create a segment using the email added on date to find newly added records and assign them to group(s).

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  7. Enable File-to-File Transformation & Export in Omatic Cloud

    Currently, Omatic Cloud only allows transformations when importing data into Raiser’s Edge or other connected systems. However, it would be extremely beneficial to have a file-to-file processing option. This would allow users to:

    Upload a spreadsheet, apply transformations, and export the transformed data as a new file (CSV, Excel, etc.).
    Use Omatic’s powerful transformation tools without requiring integration with an external database.
    Improve data cleaning and preparation workflows for reporting, imports, and other external processes.
    This feature would save time and expand Omatic Cloud’s usability beyond direct imports. Please consider adding this functionality in a future update!

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  8. Update ECS Transaction Type for Engaging Networks

    Currently, we are not able to bring over supporter data for Event attendee supporter data with the ETA transaction formula type. The ECS transaction type does support event attendee supporter data in the API but that data is not currently in the EN connector. It would be helpful to have access to Event Attendee supporter data because otherwise, we will need to use a Flat File import.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  9. Implement anti record looping in Mailchimp

    It would be nice to be able to stop records from looping back and forth in Mailchimp. One way to prevent this could be using a custom field such as "last updated by Omatic Cloud" that gets updated when sending records to Mailchimp so that they don't come back through the subscribers formula.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  10. merge

    Build an omatic cloud application for duplicate management comparable to Merge Omatic and more flexible than the RE NXT solution

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  11. Ability to Map "Referring Email Name" for EveryAction

    It would be helpful to have "Referring Email Name" as an endpoint for EveryAction. This field would allow for the tracking of donations attributed from email campaigns.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  12. Inactivate old formulas

    It would be helpful to be able to inactivate old Omatic Cloud formulas. I would hate to lose the work by just deleting it, but the list is becoming a lot of noise.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  13. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  14. Sort Data Differences in Buckets with Mailchimp Connector

    It would be great if we could sort the different Mailchimp connector buckets in a formula by data differences so that they are sorted to the top of the list or bottom depending on preferences. ie. purple highlights at the top or bottom of the list.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  15. Import Processing

    I'm just learning Omatic Cloud and a big reservation I have about import processing is that I wish the job would not start processing the second you upload a file. I'd really like to be able to hit 'run' when I am ready for it to do so. There will be times when I upload a file and realize at the last second that I forgot to do something or will realize I've grabbed the wrong file. I just wish there would be the opportunity to say 'are you sure' before it starts running.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  16. Add the "Class Notes Status" field to the Notes field section

    Add the "Class Notes Status" field to the Notes field section

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  17. Bulk in line edit

    Having the ability to bulk in line edit records would be very beneficial.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  18. Ability to Access Emma Sent Email Date

    It would be helpful to have the Emma "sent date" for the Email Campaign Activity formula type. We can technically access this through including the "sent" activity in the filtering, however, that adds high record volume that is uncessary and could cause ingestion/processing issues down the line.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  19. Ability to Filter on Refunded Gifts in EveryAction

    Currently, our EveryAction API ingests on modified date and that brings in refunded gifts. Those refunded gifts do not have any indication that they are refunded and resemble true gifts. Request is for some filter on refunded gift or the inclusion of Refund/Adjustment information fields.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  20. OC Transformations in Alphabetical Order

    Transformations are not currently in alphabetical order but it would be helpful to reorder those so they are in alphabetical order.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
1 2 … 12 14 16 17 18
  • Don't see your idea?

Omatic Cloud

Categories

Feedback and Knowledge Base

(thinking…)