Emails for Auto Recurring Gifts

Jill Freidmutter

Is there a better solution for sending automatic acknowledgement emails for automatically recurring gifts? Months ago I set up a workflow that sends an email to anyone added to the list of folks that have an automatic recurring gift processed. Since emails are only sent to new members of the list, I have to generate a new email, list and workflow every month. Has someone figured out a better solution? Thank you in advance for sharing your experience.

Austen Brown

Hi @Jill Freidmutter - You could build a flow in Power Automate and utilize the RE NXT Microsoft Integration. We have used this feature to build out automatic notifications to my team, aid in data-entry/maintenance. To learn more visit, Microsoft Power Platform Information. You should also check out the Microsoft Power Platform Community Showcase where users have shared a copy of their flows/apps built through this integration.

Stephen Colwell

Thanks, I actually mis-posted my question. We use eTapestry at this time and not Raiser's Edge.

Jill Freidmutter

Thank you Austen! I was wondering about that. I took the two beginner skills classes at bbdevcon in MS Power Platform and am planning to delve deeper as the training resources become available. Perhaps this will be the long term answer.

Austen Brown

Hi @Jill Freidmutter - The 101 MSFT Accelerator Course is now available on-demand with videos and documentation. I would recommend you take a look at the Getting started and Training sections, and sign-up for monthly office hours.