Adding appeal lookup ID to gift notification flow

Jenny Mulcock

Hi everyone,

I'm using the large gift email notification flow and my fundraisers are requesting to see the appeal name, aka lookup ID (not system ID), in the notification. I've had a play around but I'm afraid I'm a complete newbie at this and haven't been able to get it to work. Has anyone had any success with this? We frequently use split gifts too (the split is on the fund but the appeal is usually the same on each line) so bonus points if you can tell me how to do it without triggering duplicate sends!

Alex Wong

@Jenny Mulcock
This isn't particularly hard to do, just needed to know there are some data operation action that flows gives you to make it all happen.

First, we add an action to initialize an Array variable to store the potentially multiple and different Appeal ID (Appeal Lookup ID)

screenshot shows last action so you know where to add the new action

Then we add actions to Select only the Gift splits appeal ID (appeal system id):

This will result in the Select output to be an array of appeal system ids. (i.e. ["5000" , “6000”]

Then we add action to Parse JSON of the union expression that joins the Select output with itself. union expression will automatically remove duplicates: union(body('Select'),body('Select'))

After that, we will Apply to Each on each unique appeal system id to Get an appeal record and append to the Appeal Lookup IDs array variable the Appeal Lookup ID.

Now, in your email, you can use the join() expression to join the Appeal Lookup IDs variable together with any “separator” of you selection
for example separate with a semi-colon: join(variables('Appeal Lookup IDs'), '; ')

Finally, you will want to make sure to “reset” the array variable Appeal Lookup IDs before your next gift record.

This goes RIGHT AFTER the Mail action

Alex Wong

@Jenny Mulcock
Here's a sample output on a real run of this updated flow:

Alex Wong

@Jenny Mulcock
Here's an exported package you can import and update if you don't want to go through the steps or is having trouble:

Jenny Mulcock

@Alex Wong thank you so much! I'm going to give it a go now. ?