Best Of

Re: Exporting if donor made a Tribute gift

You can also run a gift query to find only the tribute gifts during the timeframe you want. Under the main Gift node, scroll down to find Tribute Gift which is probably the last field. Add your date parameters and gift types as filters, and include the constituent ID in your output. That will make it very easy to do a VLOOKUP in Excel to add the tribute gift indicator to your main list.

This implies, of course, that you have the Tribute module and every tribute gift is connected appropriately.

Karen Diener

2

Re: Merchant service - Venmo, Paypal

Here are the instructions for setting up Apple Pay:

Digital wallets - SKY API

For PayPal, you need to connect the PayPal business account in BBMS first:

Get Started with PayPal

Mina Mistry

1

Re: Merchant service - Venmo, Paypal

It didn't cost us any more to have these options on BBMS, and then used in various donation forms technology.

Alex Wong

1

Re: NXT Add In- Adaptive Card (close after entering info)

@Kevin Fletcher this is now completely resolved when Blackbaud introduced the new webrequest action feature.

I create the AIAC (All-Inclusive Adaptive Card) template utilizing this, so everything is more seamless and transition smoothly from initial input, submit, to final response message from submit.

Alex Wong

1

Re: Selling Merchandise through RE NXT

I think consistency is important like Dariel said. If you already enter transaction purchase into RE as gift, then RE NXT Event online registration form makes perfect sense.

If for any reason you are not going to make the purchase as gift, the transaction exists in RE NXT webview batches, which you do not have to approval (not approved/committed batch = gifts are "not really" on the constituent record. There isn't a way to delete the not approved gift batch. (I do see a delete gift batch SKY API call that MAY be useable but never tried it).

Alex Wong

1

Re: Best Practice for Assigning Fundraiser to constituent

Our fundraisers are assigned primarily by the donor's interest in giving. We are a just a mid-size org, so we don't have a ton of solicitors to split up geographic areas. Our CEO gets our top major donors (above a certain dollar amount) within the limits of his portfolio size. Our college President takes the top College-focused donors, with an assistant staff assigned to help in stewardship calls. Our Planned Giving officer gets any prospects that have a dual-tag of Major Gift and Planned Gift prospect. The rest are up to me and another part-time staff person I recruit occasionally for assistance. As the only dedicated Major Gifts person in our org, there's no way I can do it all myself; so I rely heavily on building team participation across the campus: recruiting volunteer solicitors, assigning each person's portfolio, creating Action plans for everyone's portfolios, and then filling in any gaps left over.

Faith Murray

1

Consistently getting errors when trying to consider apps

I keep getting errors such as "XYZ value cannot exceed 255 characters". Typically it is character counts relating to fields that did not have character limits. Short text answers for things such as "expected attendance" or "years event held" have translated into having a 10 character count max, although that's not how the fields were built by our team. I have sent back apps for revision and added in custom validation as well as character counts. I just received another where character count cannot exceed 10 characters… but they had 10 characters. It's getting frustrating to keep sending back applications for revision, especially when you have to ask them to limit it to… 10 characters and that's what they entered anyways. Is there a way to void the errors and consider the apps? I don't want to redo each and every field to a new field that has a numerical value entry, because that will mess up our internal forms view because we will have to keep adding field upon field, while keeping the old ones visible for historical data.

Martha Ricketts

1

Re: How to use the new Send HTTP Request action

I do not use EM, so I can't answer what can be done to pull info.

You can definitely run RE Query if those emails you want is in RE NXT.

As for being able to automate adding/removing members in a distribution list using Power Automate, I think it can be done, but haven't done this myself.

Alex Wong

1

Re: How to use the new Send HTTP Request action

The screenshot you sent is the Blackbaud Send HTTP request action, but the relative path you are using is SharePoint path, so you mixed it up.

You cannot use Blackbaud's Send HTTP request action to "act" on sharepoint folder/file.

If you are trying to use the Academics student enrollment list API, the relative path is /school/v1/academics/enrollments/{user_id}.

The FULL URL of the api MUST begin with https://api.sky.blackbaud.com

I don't know what you plan to do, but it is UNLIKELY that you will need to use Send HTTP (SharePoint version of Send http) to do something in SharePoint. Let's start with what are you trying to achieve.

Alex Wong

1

Re: County Tracking

Hi Denise,

I had this issue as well, as we have locations throughout Ohio in different counties. I created a Custom Field for County.

Cathy Zinn

Cathleen Zinn

1