Replacement Process for mailing without for Microsoft Integration

Delia Gordon

Does anyone have a process of which they can share with creating letters now that the Microsoft integration is no longer available? We used to be able to create a letter for each donor through Actions, but that is no longer the case. Does anyone have a workaround that they can share?

Adrienne Smart

@Delia Gordon You can query on your actions and export the file to excel then do the mail merge using Microsoft Word.

Karen Diener 2

@Delia Gordon What kind of letters were you creating?

Karen

Austen Brown

@Delia Gordon - You could set-up a custom button/tile through SKY Developer that talks with a Power Automate flow that could accomplish generating a letter from a gift record within Web View. Here's instructions from BB on how to accomplish this as well as a FREE on-demand training course to learn about Power Automate:

• Training Course: https://docs.blackbaud.com/microsoft-connectors-docs/microsoft-power-platform/getting-started/training#accelerator-101-on-demand-videos
• Specific Instructions: https://docs.blackbaud.com/microsoft-connectors-docs/microsoft-power-platform/power-automate/acknowledgement-tutorial/acknowledgement-addin
  

If you don't want to build this yourself, check out AutomateGenius; if you're interested, request a Free consultation through the site and we can talk through the specifics of what you're looking for: