Help With Acknowledge Mail Merge

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Eddy Hensch
Eddy Hensch
First Anniversary
in SKY Developer General Discussions

I went through the tutorial, and I was able to merge the default information into a word doc. But I am having issues trying to get the fund name/description.

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For example, looking at my list (above) I am trying to get the Fund name/description (2024 Super Fund Day).

I tried getting the fund id, custom fields, etc from a Get Gift List connector and couldn't figure a way to get any information that resembled the data from the list.

Thank in advance for any help…

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  • Nicole Holt
    Nicole Holt
    Tenth Anniversary Kudos 3 Name Dropper Participant
    f1adba259d5205cf0fcdc22ea3090953-huge-im

    @Eddy Hensch if you have the find ID, you can use the ‘Get a Fund’ action which will allow you to pull the fund description. Depending on whether you have split gifts, you may want to add a ‘for each’ loop--we don't split, so I used a formula that gets the first fund applied to a gift (which in our case is the only fund).

    The attached screenshot is not for a letter, but it does grab a fund description, if that helps…


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