Omatic Cloud
319 results found
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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 -
Add to more than one group at a time through the RE-LO Constituent Formula in OC
Would like the ability to add to more than one group through the RE - LO Constituent Export formula type in OC. Currently you can only add one group at a time using the "Add to Groups" field.
5 votes -
More intuitive relationship matching
Relationship matching and routing works great IF the primary constituent mapped is already in RE.
If the constituent is BRAND new then you are forced to go through the entire data flow for relationships even if the relationship is already in RE and is a 1:1 match. Meaning many unnecessary and inefficient additional clicks.
5 votes -
Allow formula to run against all dates
We use a constituent formula to sync RE NXT records to LO Donor Groups. Currently, the formula will only sync records modified within the past 30 days, but we may have thousands of records not modified in that date range that still need to be in a particular donor group. Forcing a change in the modified date just unnecessarily increases the volume of records also synced by the Opt In formula. We would like to be able to choose to run the formula against all dates.
5 votes -
RE NXT-Add or REMOVE Cons Codes and Solicit Codes
We need the ability to remove constituent codes or solicit codes like we do in IOM. There is no option for that in OIC, and the removal character does not work.
5 votes -
Daylight Savings Time
When daylight savings time begins or ends, we're seeing scheduled formulas change - i.e. a formula scheduled to pull at 12:01 AM each day shifts to 11:01 PM when daylight savings goes into effect. Could there be a way for the daylight savings time change be automatically built into Omatic based off time zone? Otherwise to consistently retain the 12:01 AM pull, we have to remember to adjust the formula twice a year.
5 votes -
Add connector for Marketo
Add a connector for RE and Marketo to capture consent/solicit changes and campaign results to Actions.
5 votes -
additional -- useful -- logic operators in P2GL
Can we add some additional -- useful -- logic operators to P2GL?
*Blank
*Not Blank
*Does Not ContainBlank and Not Blank are especially useful. Today, without them, we're forced to use 'Equal' or 'Does Not Equal' and then compare that to an unpopulated field. Sometimes, however, if there are spaces in a field, it might look to be blank but isn't really.
All and all, it's just safer and more efficient to have 'Blank' and 'Not Blank' operators.
'Does Not Contain' is useful for working against alphanumeric data, and would prevent needing to use more complicated 'If/Then' or 'True/False'…
5 votes -
Pull Opt-Outs from Specific Subscription Lists in Emma
Currently, there is no way to tell how the connectors are configured if someone opts out of a specific subscription list.
USE CASE: We would like to add Solicit Codes/Attributes in RE based on if they unsubscribed from a specific list to manage preferences.
Issue: No way to tell in SOR what preferences have changed.
5 votes -
Another User Role for Running Formulas
There is a User Role in Omatic Cloud for "Formula Producer" that grants "the ability to create, run, and modify all the formulas".
It would be nice to have a role for only running a formula. There are times we want someone to be able to run a formula, but don't want them to edit it.
5 votes -
Add Classy payment type filter during import - paypal vs. stripe
The ability to import paypal gifts only and then stripe gifts only would significantly help during import and reconciliation
4 votes -
Selecting Mailchimp Journeys for Import
We use Mailchimp's Automation Journeys for our emails, we can't see these to select from in the Mailchimp to RE NXT connector. We would like to apply an assigned appeal to these records in RE NXT who have started on a Journey, in that way they are excluded from being selected to import to mailchimp again and tell us who has had comms.
4 votes -
Classy Endpoint API Field Additions
Classy Recurring Giving Plans:
- Company Name (Available for Classy Transactions): This will be used to determine if a Recurring Gift was given by a Company or Individual.
- Primary Source and Secondary Source (Available for Classy Transactions) Needed to populate SF Campaign and GAU Allocation
Classy Transactions:
- ACH Last 4 (Available on Recurring Giving Plans)
4 votes -
Partial string 'Replace' transformation
It was a sad day when I realized that there wasn't a Transformation for address abbreviation standardization like there is in IOM (https://support.omaticsoftware.com/s/article/RegularExpressionDictionaryforAddressAbbreviations) and sadder still when I learned that I couldn't create a transformation of my own. While the 'Replace' transformation will IDENTIFY a field value containing a qualifying text string just fine, it will also replace the ENTIRE field value (not just the identified text string) with whatever replacement value you designate. Thought you could use a transformation for common address standardizations like replacing "Street" with "St"? Think again, because the way it exists now will…
4 votes -
Log when a formula is reprocessed in Activity History
Currently the activity history does not show when a formula is reprocessed. This info would be helpful especially when working through the exceptions buckets. it would all use to better track errors that are recurring.
4 votes -
Request to add ability to use sub forms in VolunteerHub
Current functionality is to use the "All Users" form when pulling fields for VolunteerHub. It would be nice to use subforms as sometimes we want to simplify the list of fields volunteers are selecting.
4 votes -
Enforce Default Data Differences Selection During Setup
It would be great to make the "Default Data Differences" selection more transparent to the user during setup. It opens them up to the risk of overwriting data in mass if they are sending records from the "Ready" bucket and have left the default difference as Source and have not switched it to Destination.
4 votes -
Ability to remove special non-ASCII characters aka Emojis
It would be helpful to be able to remove nonstandard characters or Emoticons using the "remove custom text" field.
Use Case - Email subject lines often include these unreadable/unusable characters.
4 votes -
Add/Update Gift Data as part of PostOmatic Processing
We often use PostOmatic (POM) to apply complex logic, concatenating data from multiple sources in RE to determine the final Debit/Credit accounts to which transactions should be written in our financial systems.
There is no simple way to look at a gift in RE and say, "This is the Debit/Credit that was used."
While the output data from POM can be re-imported to RE, currently, this is a secondary manual process. Could POM be updated to include an option for automatically adding the final Debit/Credit outputs to the source gift record?
4 votesThanks for the idea JPP. Can you be more specific about where you want the debit and credit used to be added back to the gift? There are certainly limitations as to where data could be written back to the gift due to field size constraints as well as considering all of the output that is typically in Post to General Ledger files.
Here are a few more questions for consideration:
What is the goal of having this data in RE/how would that data be used?
Should there be any considerations if an adjustment is being posted due to adjustments creating reversing entries to reverse out what was previously posted and then having new journal entries created for the updated information?
What other scenarios might we need to account for if we added a write-back feature?
Thank you
Steve Brewer
Product Manager
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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
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