Omatic Cloud Connector update planned Wednesday, May 5th

This update is planned for deployment on Wednesday, May 5th between 8:00 AM – 10:00 AM EST. We will communicate with another post when this update is complete. 


With this update, the Mailchimp, WealthEngine, and Encompass profiles will need a profile refresh. If using Omatic Cloud Connectors, this profile will automatically be refreshed.  


Classy - 

  • Updated "CC Last Four" field to include the credit card data


Mailchimp - Requires Profile Refresh

  • Added the ability to include sub-campaign data within Email Activity profiles


WealthEngine - Requires Profile Refresh

  • Address Line 1, City and State fields are now required when exporting data to WealthEngine in order to provide improved match results
  • Fixed an issue to ensure Use Sandbox uses the correct WealthEngine instance


Salesforce Marketing Cloud

  • Fixed a destination error in export profiles when updating multiple Lists for Contacts


Encompass  - Requires Profile Refresh 

  • Added a new field to Connection Settings to specify the Constituent ID field being used, in the event the field name is customized within Encompass


Emma

  • Resolved an issue where updates to records wouldn't complete processing