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Sharing my Power Automate template: Large Gift Notification+Appeal/Fund

Alex Wong

- Description: An update to Blackbaud large gift notification template to include Gift Split info: appeal lookup ids and fund description, where duplicated appeal and fund are removed

- Required connections: Blackbaud Raisers Edge NXT Constituents, Fundraising, Gifts, Mail

- Suggested skill level required to use this template: Beginner

- Configuration details: None that is too specific, see Instructions below

- Category: Automation, Notification

- Instructions:

Update trigger how often for sending
Update Store time since the last run action reflecting the same change in trigger
Update variable for what is consider large gift
Update email address to receive notification
If Appeal Description is desired
- DO NOT change the variable name Appeal Lookup IDs, the name doesn't affect the flow
- in the Append Array Var Appeal Lookup IDs action, remove Lookup ID and add the Description dynamic content from the Get an appeal action
If Fund ID is desired
- DO NOT change the variable name Fund Descriptions, the name doesn't affect the flow
- in the Append Array Var Fund Descriptions action, remove Description and add the Lookup ID dynamic content from the Get a fund action

RENXTLargeGiftNotification.zip

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Comments

Jenny Mulcock

@Alex Wong this is great, I can't wait to give it a try! I've just cracked how to get the appeal lookup ID in the email, but not how to stop it sending the email once for each split. Thank you for putting this together!

Mark Warner

@Alex Wong This worked perfectly! I also added the Fund ID to the flow and that worked too. I've been trying on my own for weeks to add the Fund to notification emails without any luck. Grateful for your help! Thank you.

Alex Wong

@Art Bryman

@Heather McLean I did not take note of Renee's last name, so can't @her. Do you know?

Susan Fioribello

@Alex Wong
This works great. Is there a way that I could filter the gifts so not all large gifts are included in the notification? For example, I don't want to include appeals that are connected to Events.

Alex Wong

@Susan Fioribello
This will depend on how you “identify” gift you do not want to include.

Your example of “appeals that are connected to Events”, how do you identify appeals that are connected to Events in RE NXT?

Susan Fioribello

@Alex Wong
I have an Appeal Categories:

Events
Third-Party

Alex Wong

@Susan Fioribello
Do you use split gift? can a gift be split to 2 different appeals where one would be events or third-party and another that is not? if so, will those gift counts

Susan Fioribello

@Alex Wong
We don't split gifts across appeals. We do split gifts across packages and Funds.

Alex Wong

@Susan Fioribello
an easy way to do this would be to add a Boolean variable that will signify if notification should be sent for the gift. After the “Get an appeal" step, set variable for the boolean variable.

not(or(equals(body('Get_an_appeal')?['category'], ‘Events’), equals(body('Get_an_appeal')?['category'], ‘Third-Party’)))

then after the apply to each appeal system id loop, Condition on the boolean variable = true, then do the rest of the actions,

JR Barden

@Mark Warner Can you share your flow with me that includes the fund ID? Thanks in advance.

Alex Wong

@JR Barden
The post has been updated to include fund description. Read description on how to replace with fund id if that's what is desired.

Alex Wong

@Erik Leaver is it possible to update the title and description on an already submitted template?

665b251cff87d240cd4783d857d77846-huge-im

Title: Change to Large gift notification includes gift split appeal IDs and fund descriptions

Yessenia Bernabet Claros

@Alex Wong
This is awesome—I just implemented it

Lamia Benyamine

This looks great! Where is the zip file associated with this that I'd need to update?

Alex Wong

@Crystal Bruce Any idea why the template's zip file is not here, is it b/c of the migration? can we get it back from the old community?

Sa'id Kolapo

https://community.blackbaud.com/discussion/comment/305613#Comment_305613

Was about to ask that :-D

Alex Wong

@Lamia Benyamine @Sa'id Kolapo

I recreated the template, not going to work on a new instruction for now, will do that another time. I left a LOT of note so you can try to figure it out for now.

New template added: Campaign, Fund, Appeal, Soft Credit, Gift Fundraiser (solicitor), and Tribute info. You can add or remove stuff as you don't want to show it. Here's a look at what the email would have look like:

RENXTLargeGiftNotification.zip

Erik Leaver

Thanks @Alex Wong - I'm checking with Crystal to see what happened in the migration. Apologies for the extra work.

Taylor Brown

Hi Alex,

This is so helpful! Thank you for posting! A couple of questions:

-If I want this to show up in an HTML table with rows rather than each their own emails, how would I do that?
-I'm not sure how to set the time intervals. When we receive checks, we always backdate the gift to the day the check was deposited (i.e. the day before). This gets a little tricky for the notification flow over the weekend. When we deposit checks on Friday, they aren't entered in the system until Monday. When they're entered, we use the check deposit day for Friday. How can I time my gift notification digest to account for this?

Thank you!

Taylor

Alex Wong

If you want one email for all gifts in the past X days, that's another template for that, you can look at template showcase to start there, but it may not have the pieces of one-to-many relationship (i.e. gift splits on campaign/fund/appeal; soft credits; fundraisers), which you can use this template logic to modify with.

as for date range, you can use date added, rather than gift date as the criteria for the gift list pull.

Taylor Brown

Hi Alex,

Thanks for your reply. I'm running into another question… why does the constituent ID field in Get Soft Credit Constituent look like a past time?

Taylor Brown

Hi Alex,

I figured all of it out!! I was able to merry your flow set up with another one so that I got all the gifts in one table rather than emailing each gift out separately. I am so excited and it looks fabulous.

One question… if I did not want to include gifts with certain appeals, how would I do that? I can see I can include appeal ID on list gifts, but I think I would have to use an expression to say, "don't include these gifts." Is that correct? What expression would I use?

Thank you!

Alex Wong

The difficulty would be with Split Gift, so first question is, does your org use split gift, if so, does your org potentially split gift into different appeal?

Taylor Brown

Yes, we do use split gift and we do split gift into a different appeal. For the gifts I'm thinking of, 99% of them wouldn't be split with the appeal I don't want included. However, there are a small percentage that could.

Alex Wong

Do you want to exclude the whole gift being displayed when the appeal to ignore exists, or display only portion of the gift that's not for the appeal?

To directly answer your question above, there is no direct expression that can filter out appeal you don't want, so it will require additional steps to handle and how to handle will depend on above's response.

Taylor Brown

I'm okay with either. I think it would make sense to only display only portion of the gift that's not for the appeal but wondering what you think in this case as well.

Heather Legge

@taylorbrown what did you use for getting all of the gifts listed on one email? That is the problem I am having and I cannot find a template for it.

Alex Wong

here's one from template showcase, though it's pretty old now, but gives you something to start with and then modify for newer connector.

Sharing my Power Automate Flow: Daily Gift Digest Notification — Blackbaud Community

Taylor Brown

@Heather Legge exactly what Alex said. I combined his flow with Trevor's. I left the HTML formatting of Trevor's and mapped the variables I wanted in the email output using Alex's steps and formulas. The only difference is that you'll have to switch the order of the reset variables from Alex's. The reset variables should go after the apply gift and donor content to our variable action.

Alex Wong

@Taylor Brown best to show the gift info and specifically only show what's not from the appeal. for example:

Donor	Gift Date	Gift Type	Gift Amount	Appeal
John Smith	1/1/2026	Donation	$1,000	ABC123 ($1,000)
Mary Jones	2/1/2026	Donation	$2,000	ABC123 ($1,000)
Tom Smith	3/1/2026	Donation	$3,000	ABC123 ($1,000) DEF123 ($500) GHI123 ($1,500)

Notice gift amount for Mary Jones is $2k, but Appeal amount for ABC123 is only $1,000, meaning there is a gift split to an appeal that you do not want to include for $1K.