Sharing my Adaptive Card Template: Simplified Consent Management

Dan Snyder

I happened to briefly show a Consent/Solicit Code Management card I made during my #bbdevdays2025 presentation and there seemed to be some interest in it so I thought I would share it here. I should also note that I liked the instructions @Rochelle Toomer wrote for her template so I have basically copied them here with minor edits .

- Description: A simple adaptive card and update flow that can be used to manage consent in more user friendly language.

- Notes: The consent module was introduced with the passing of the General Data Protection Regulation (GDPR) and while it was originally focused on the European Union, more laws have been passed which make the use of this module a great tool for tracking constituent consent/preferences. Short story long, the consent module is a great tool, however, I found that even with our handy dandy consent configuration matrix we used to set up our business rules, it was not that easy to add or remove coding. Therefore, these adaptive card flows seek to make the user experience easier with 3 pieces of input: Add/Remove, Solicit Code wanting to add or remove, and reason for coding change.

- Required connections:

• SKY Developer Account with Application
• Blackbaud Raisers Edge NXT Constituents
• Blackbaud SKY Add-ins
• Excel Online (optional for tracking changes and who makes them)
• Already set up consent business rules

- Category: Automation, Data Management

- Skill Level: Intermediate

- Instructions:

This adaptive card requires two Power Automate flows to run, and you will need to make an update to each flow for your environment.

1) Update the Solicit Code Management Process Changes flow:

1. Update the Application ID to your environment’s Application ID.
2. Click Save
3. After a successful save, Copy the URL of the flow that was generated in the first step/HTTP call
4. Adjust the create a constituent consent record actions within the “Add” and “Remove” switches. This will be based on your organization’s consent business rules.

2) Update the Solicit Code Management Card Creation flow:

1. Update the Application ID to your environment’s Application ID.
2. Open up “Compose Adaptive Card JSON” and scroll to the bottom, where the “Action.Webrequest” Submit button is handled. Paste the copied URL from the Trigger flow, above, between the quotes.
3. Click Save
4. After a successful save, Copy the URL of the flow that was generated in the first step/HTTP call. This SKY card URL is used to build the URL to add to the application.

3) Build the URL for your SKY application:

Blackbaud SKY Add-in URL Builder

In step #2 choose “Constituent page action”

In step #4 choose “Adaptive card”

In step #5 choose Modal or Flyout - mine is flyout

In step #6 paste the URL for Solicit Code Management Card Creation

In step #7 choose “No”

Screenshots:

Constituent page add-in drop down

Adaptive card flyout

SolicitCodeManagementCardCreation_20250609180012.zip

SolicitCodeManagementProcessChanges_20250609175859.zip

Josie Rodriguez

@Dan Snyder Thank you for sharing this!