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Sonia Duckett

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  1. Update the Engaging Networks / Raiser's Edge connector to allow mapping to the Origin Source field in Engaging Networks

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    1 comment  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    under review  ·  AdminSteve Brewer (Product Manager, Omatic) responded

    Hi Sonia,


    Thanks for your suggestion here.  We are currently reviewing this idea.  From our research it appears as though the Origin Source may only come from the Bulk Export API (which is what Omatic uses to pull data from Engaging Networks) on the transaction that created the constituent in Engaging Networks.  I am trying to find more information about this.  As a result, I want to confirm how you intend to use this field so we can be sure we are considering your use case.  


    Can you share when you intend to use this origin source data?  Is this donation transactions or some other type of transaction that you are pulling from Engaging Networks that you hope to have this field available to use?  Anything else you can share about your intent and intended use would be helpful.


    Thanks again.


    Steve Brewer

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    Sonia Duckett commented  · 

    Hi Steve,

    Thank you for your response. The Origin Source tells us what the first thing someone did in Engaging Networks was - what it was that caused them to sign up and support us.

    I want to be able to add the origin source as a constituent attribute on someone's RE record. That way we can see how many people with X origin source, went on to donate or carry out other actions. We would therefore need this to be available through any transaction that had an origin source available to map - but mostly, donations, advocacy, email subscriptions and supporters transactions.

    Thank you for looking into this.

    Sonia

    Sonia Duckett shared this idea  · 

  2. Turn on the Engaging Networks QueryResult connector

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    under review  ·  0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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  3. Be able to export to QCB transactions (non-opt ins) from RE to EN

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    0 comments  ·  Classic Products  ·  Admin →
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  4. Be able to export CQS transactions from RE to EN via the connector

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    0 comments  ·  Omatic Cloud » Raiser's Edge NXT  ·  Admin →
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    Sonia Duckett shared this idea  · 

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