Add Fundraiser's Name to a Gift List

Susan Fioribello

I want to add the Fundraiser's name to a weekly gift list.

I found Padman DeSilva's (How to Add Fundraiser's Name to a Gift List Notification Flow - Blackbaud Community) answer to the how-to part of my question and it worked great. However, I am confused about where to insert the Apply to each fundraiser loop. If I put it after the “Get Gift" action, I create a loop within a loop which I have learned causes other problems.

I have pasted the flow below. Any suggestions?

Alex Wong

@Susan Fioribello
image is way too blurry to see your flow.

you said “it worked great”, meaning your flow is working as you want it already, and your question is just trying to understand why it's working?

Susan Fioribello

@Alex Wong
It worked in that the Fundraiser name is added correctly but the loop within the loop caused an email to be sent for every record in the list. The Get a Gift step is inside a loop. If I put another get constituent after the Get a Gift another loop is created.

Maybe these images are better

continuation of the True condition…

Susan Fioribello

@Susan Fioribello
I figured out how to get the looping to stop by adding “First” to the Fundraiser Name variable.

However, the Fundraiser I want to add is not always the first one. Is there a way that I can add a filter to pull by Fundraiser type?

Essentially, I want to pull only “Primary Fundraiser”

Alex Wong

@Susan Fioribello
the important thing is you need to know what you want. if a single flow run (at 4PM wed run), you only want to get ONE email, then your Send an email action have to be outside of any apply to each. if you want 1 email per gift, then you want the send an email action to be inside the apply to each that loops each gift.

If i understand what you want to do correctly, you will want to do the get fundraisers assignment after get a constituent (inside the apply to each for gifts).

you will get an array of all fundraisers, you will want to do a Filter Array using the “value" returned for all fundraisers, and then filter on type = the type you want.

Assuming no constituent have more than one fundraiser of the type, then you can do a “first()" on the filter array and use the fundraiser id property to get constituent record of the fundraiser (in order to get the name and info on the fundraiser that you want to include in the email).

Carol Grant

@Susan Fioribello- Hi Susan, I thought I would give you a visual the way I pull in fundraiser. Alex gave a great explanation.

Instead of a filter array, I do an Apply to each, then a Condition for the Fundraiser type where we call ours “Coordinator”. Then I grab the name of the Fundraiser and Append it to an Array. I append it to an array because if there is more than one I can use Join to combine them outside the loop.

This originally came from @Dan Snyder at Bennington College.

-Carol