Optional Modules
This module allows you to test the effectiveness of different messaging and appeals across donor groups.
What is SegmentOmatic
When ImportOmatic is stored in this environment all upgrades are installed as a part of routine maintenance.
What is the hosted environment?
This person is our Product Manager at Omatic.
Who is Amanda Tetanich
This tab on RE records houses pictures and videos.
Media Tab (Cannot be imported into)
This is the team that all customization requests must go through first.
Who is the Sales Enablement Team?
This optional module offers a free trial but is not available for hosted clients.
What is Retrace?
This is what “PC” stands for in the profile configuration screen.
Proper Casing
This was Omatic’s official mascot at one time.
Who is Joematic?
This is the name of the tab in the Query section of Raiser’s Edge that allows you to control what is displayed as the results of your query.
What is the Output tab?
This is the email limit per day for an individual user of Salesforce Engage.
What is 200 emails daily?
Which Optional Modules are available as free trials (3)?
This is a pre-built profile for popular data sources.
What is a template?
This code unlocks the chain to the trash cans.
What is 0-0-0-0?
“T-Shirt size” & “Like to play golf” are examples of these on a constituent record.
What are attributes?
This BDR produced the most opportunities last month for the team overall.
Who is Devon Turner?
*Acceptable: Sweet D, The Sweetest D, Sweetest*
These are the two ways to exclude certain records from the duplicate review process?
What is by Query and by Similarity Score
This ImportOmatic Connector which allows you to synch volunteer info from this Volunteer Management System:
What is VolunteerHub?
This is the year Omatic Software was founded.
What is 2002?
Board Member, Major Donor, and Volunteer are examples of what on a Raiser’s Edge constituent record? Hint they are found on Bio tab 2….
What are Constituent Codes?
Predictable Revenue is the guide to the prospecting strategy Cold Calling 2.0 written by this author.
Who is Aaron Ross or Marylou Tyler?
SegmentOmatic allows you to use anything you can query as a segment as well as this traditional segmenting strategy
Regency, Frequency, Monetary or RFM
Omatic’s Salesforce connector for Raiser’s Edge retrieves data using this functionality in and imports into Raiser’s Edge.
What is the report functionality?
These are the first and last names of all 5 members of our Customer Support Team
Who are Megan Bedenbaugh, Trish Burns, Sharifa Owens, Amanda Allen, Raymond Tai?
In Raiser’s Edge NXT, what was previously known as attributes in RE Classic are now referred to as this.
What are Custom Fields?
These are the three buckets and bonus amounts for BDR Closed Won Bonuses.
What is:
?