Best Of
Re: Gift Notification based on Constituent Custom Code
@Simon Cardnell
few ways you can do this
- in your exisitng flow, get constituent custom fields by category (https://developer.sky.blackbaud.com/api#api=56b76470069a0509c8f1c5b3&operation=ListConstituentCustomFieldsAllConstituents), which will give you the constituent system record id of those that has this custom field; use this array of constituent system record ids to filter your gift list
- rebuilt your flow using Query API's gift query, that allows you additional filter on constituent custom field.
Re: Pull primary phone and email into a query/list/export at the same time
@Amy Bridges I would also say to just add Is Primary? in the export and that way you can sort everything by Primary. Like JoAnn said, I would separate out each different phone type that way you have each one in its own column, since phone types are one to many fields. As in my case below I would have Email together, Email 2 together, Assistant Email together and when I pull over Email 3, those will be together.
Re: Opt Out for different emails
@Laura Marcinkowski I think the business rules you are talking about would be the consent module. Unfortunately, while those can be used in giving forms and event registration forms, email marketing does not have that option.
Here is an idea for that, there may be others.
