Sharing my Power Automate template: Update to Large Gift Notification to include Gift Split Appeal IDs and Fund Descriptions

Alex Wong

- Description: An update to Blackbaud large gift notification template to include Gift Split info: appeal lookup ids and fund description, where duplicated appeal and fund are removed

- Required connections: Blackbaud Raisers Edge NXT Constituents, Fundraising, Gifts, Mail

- Suggested skill level required to use this template: Beginner

- Configuration details: None that is too specific, see Instructions below

- Category: Automation, Notification

- Instructions:

• Update trigger how often for sending
• Update Store time since the last run action reflecting the same change in trigger
• Update variable for what is consider large gift
• Update email address to receive notification
• If Appeal Description is desired
  • DO NOT change the variable name Appeal Lookup IDs, the name doesn't affect the flow
  • in the Append Array Var Appeal Lookup IDs action, remove Lookup ID and add the Description dynamic content from the Get an appeal action
• If Fund ID is desired
  • DO NOT change the variable name Fund Descriptions, the name doesn't affect the flow
  • in the Append Array Var Fund Descriptions action, remove Description and add the Lookup ID dynamic content from the Get a fund action

Jenny Mulcock

@Alex Wong this is great, I can't wait to give it a try! I've just cracked how to get the appeal lookup ID in the email, but not how to stop it sending the email once for each split. Thank you for putting this together!

Mark Warner

@Alex Wong This worked perfectly! I also added the Fund ID to the flow and that worked too. I've been trying on my own for weeks to add the Fund to notification emails without any luck. Grateful for your help! Thank you.

Alex Wong

@Art Bryman

@Heather McLean I did not take note of Renee's last name, so can't @her. Do you know?

Susan Fioribello

@Alex Wong
This works great. Is there a way that I could filter the gifts so not all large gifts are included in the notification? For example, I don't want to include appeals that are connected to Events.

Alex Wong

@Susan Fioribello
This will depend on how you “identify” gift you do not want to include.

Your example of “appeals that are connected to Events”, how do you identify appeals that are connected to Events in RE NXT?

Susan Fioribello

@Alex Wong
I have an Appeal Categories:

• Events
• Third-Party

Alex Wong

@Susan Fioribello
Do you use split gift? can a gift be split to 2 different appeals where one would be events or third-party and another that is not? if so, will those gift counts

Susan Fioribello

@Alex Wong
We don't split gifts across appeals. We do split gifts across packages and Funds.

Alex Wong

@Susan Fioribello
an easy way to do this would be to add a Boolean variable that will signify if notification should be sent for the gift. After the “Get an appeal" step, set variable for the boolean variable.

not(or(equals(body('Get_an_appeal')?['category'], ‘Events’), equals(body('Get_an_appeal')?['category'], ‘Third-Party’)))

then after the apply to each appeal system id loop, Condition on the boolean variable = true, then do the rest of the actions,

JR Barden

@Mark Warner Can you share your flow with me that includes the fund ID? Thanks in advance.

Alex Wong

@JR Barden
The post has been updated to include fund description. Read description on how to replace with fund id if that's what is desired.

Alex Wong

@Erik Leaver is it possible to update the title and description on an already submitted template?

Title: Change to Large gift notification includes gift split appeal IDs and fund descriptions

Yessenia Bernabet Claros

@Alex Wong
This is awesome—I just implemented it