Omatic Cloud
418 results found
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Skip Days for Scheduling (Allow for weekday only)
Currently, you can only select daily or weekly. I think it would be beneficial to have it only run on Weekdays. That way records don't pile up over the weekend and risk duplicate records from showing up if multiple changes happened. This has happened when people submit multiple surveys or they have multiple scheduled gifts. And there is no way from the interface to tell which record is the latest.
9 votes -
Allow all custom questions in a single formula for Classy connector
If "include custom questions" setting is checked, all questions must match identically across campaigns to be in the same formula, resulting in many formulas needing to be processed separately. Allow ability to include all custom questions, regardless of matching to be mapped in a single formula.
8 votes -
HubSpot Email Information Subscription Dates
It would be very helpful to have Subscription status > history > dates available in the HubSpot Contacts formula. This would allow us to bring in more accurate data when managing email subscriptions
8 votes -
Abililty to map Constituent Import ID when importing soft credits in RE NXT
Currently, when importing gifts with soft credits in RE NXT, the only option for matching to existing constituents is to map to 'Constituent Lookup ID'. We really need to be able to map to Constituent Import ID. Especially when using a hybrid approach using both IOM-Classic and IOM+/OC, IOM-Classic furnishes the Import ID as an output field, but not the 'lookup ID'. This would be a very useful and valuable feature, and would allow clients to leverage the benefits of both versions of IOM.
8 votes -
Enable Omatic Cloud the ability to support mapping all of the RE Import ID fields that ImportOmatic currently can
The ability to map a specific import ID to help match to and update specific record types would be incredibly valuable, especially within the 'database assistant' formulas. Currently, the OC mapping options seem to be limiting the mapping of import IDs to only be available for constituents, tributes, or gifts, but users need the ability to map import IDs for all the record types that ImportOmatic currently offers - including import IDs for actions, addresses, phones/emails, ratings, relationships, and many more.
The inclusion of all the record types that IOM can map import IDs for would make the database assistant…
8 votes -
Ability to replace values (including null) with blank values.
The use case for this request is our need to translate a NULL address line in source to blank value in destination.
8 votes -
Ability to Add Multiple Constituent & Gift Custom Fields in an Import Profile
Need the ability to add multiple custom fields for constituents and gifts. This would be similar to Virtual Fields in ImportOmatic, as it would be very helpful to have that same flexibility and ability of multiple attributes and additional items in Omatic Cloud so we can switch fully to Omatic Cloud.
8 votes -
Add transformations to use for various number formatting options
It would be very helpful to have number transformations available for number to currency, options for decimals or not, options for currency symbol, adding commas, etc. I have a rating file from a vendor with the value amount showing as 56740 as an example. This is difficult to read so I would like to transform it to $56,740. Currently my only option is to use a formula in the source file in excel to convert it from the number to text in the $#,##0 format. I have to manually do this for 10+ columns every time I get a new…
8 votes -
Add a filter option for Classy campaigns.
Our organization has ALOT of published and unpublished campaigns in Classy. It would be wonderful to have the ability to search and select Classy campaigns by a filter vs. having to select from a very long list of "Campaign Names". It would also be great to have the option to search based on "Internal Campaign Name" since that is the field that is non-donor facing that we customize for our internal data mapping. For example, be able to filter Classy campaigns by their
campaign name or internal campaign name containing "renew", which for us, would allow us to create a…7 votes -
Add ability to compare one field to another in field mapping and custom routing
Currently we can compare an incoming field to a defined string. It would be really helpful to be able to compare an incoming field to another incoming field to build decision logic into either the field mapping or into custom routing. For example, I may want to enter a purchase a particular way if the billing and shipping addresses are different, and either enter differently or route to omit those if they are the same.
I could also use this for data cleanup. I could create a separate column with expected information for each subset of data in my spreadsheet,…
7 votes -
Build a Connector for Social Tables
Social Tables is a new application released in 2015 for Event Management with incredible functionality. It would be great to have an integration for it.
7 votes -
Adding opportunity_ID to link actions to opportunities (proposals)
In reviewing the SKY API documentation on importing Actions into RENXT, there is a field called “opportunity_id” that would allow us to link actions and opportunities/proposals. That field is not available when mapping an Omatic Formula. That would be huge.
7 votes -
Add additional "Actions" to Ready Bucket
Have the other actions that you can do in Needs Attention available in the ready bucket (ie. The Add, Override and Delete button).
7 votes -
Batch template for gift import in Omatic Cloud
With batch templates now available in RENXT Unified View, it would be beneficial if Omatic Cloud profiles could connect directly to a batch template when importing gifts into a Unified View batch. This approach would likely be more efficient than assigning the template after the gifts have already been added to the batch.
7 votes -
Encompass Email Activity Connector needs a option to "Select from Current active Select Campaigns(s) and any future active Select Campaigns
When attempting to bring in Encompass Email Activity we can only select All current campaigns. The problem with this is that when the campaign is added in encompass it is not included when running the next run unless the client manually adds it.
I have attached what is in SFMC Email Activity and Encompass Email Activity to compare.
7 votes -
Create a Fields Section for New Donors. This would allow us to map out gender, prefix, addressee, and salutation.
When importing a large set of event gifts that comes with several new donors. Those donors are imported but do not have a gender, prefix, Addressee/Salutation line assigned. There ought to be a way for us to map this out for new donors. At the end of every section there is that question (How do you want to process this data?) Match to existing RENXT or Add file upload data as new address. This should be available in the constituent section. When a match is found keep RENXT Constituent Data as is. When a match is not found- add file…
7 votes -
List Management available
Given the plan for RE to move to a "total web solution" which will ultimately replace database view, for users of IOM List Management, could this feature be made available through Omatic Cloud?
7 votes -
Option to get user input when incoming data doesn't match existing data for specified fields
We often have enough information to be confident that the incoming data matches a record in Salesforce. However, whether the better quality data for important fields is in Salesforce or the incoming data is unknown. So we can't confidently overwrite data without a manual validation.
For example, P Ennals might match to Peter Ennals. I am happy this is a valid match and therefore want to set it as a ready record. However, I don't want P to overwrite Peter.
The functionality could be such that I specify per formula which fields require manual validation. E.g. for records where name…
6 votes -
Allow adjustment or pre-set of row and column sizing
Currently row and column sizing adjusts to the data in each field. This makes working difficult when importing large amounts of text in notes or actions, when the rows expand to beyond the length of a screen. If we could force a set length, adjust how much text is visible, or even the equivalent of de-selecting 'text wrapping' it would make it much easier to view the data.
This would also approve reviewing data in 1:1 matches and similar, which currently resizes the columns whenever one is cleared that had a slightly longer entry in a field. Trying to quickly…6 votes -
Pull Tribute Data from the Encompass Transactions
Currently, the Tribute Data is not being pulled from the Encompass Transactions Endpoint. We need that information to import.
6 votes
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