Acknowledgement Automation Kits Available

Kathryn Hall

We are pleased to announce the launch of a new Microsoft Power Automate Modern Merge Automation Kit. This kit contains templates and guided tutorials to build automated acknowledgement processes that support your work in Blackbaud Raiser’s Edge NXT. It builds on a growing body of self-help tools for using the Microsoft Power Platform, including a template showcase, Skills Labs, and hands-on tutorials.Designed to help you use innovative no-code/low-code techniques for automating your acknowledgement process end to end, the Modern Merge kit includes how-to steps for:

• Generating a simple Gift Acknowledgement Letter based on a List in Blackbaud Raiser’s Edge NXT or Church Management
• Setting up a ‘Create an Acknowledgement’ button from a Gift within Blackbaud Raiser’s Edge NXT or Church Management
• Building Microsoft Word Merge Templates for automation
• Executing more complex Merge functions from scheduled Exports and Conditionals
  
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Is 2022 the year you harness the power of automation?

Exploring all the options you have available to you through the Microsoft Power Platform may have seemed too daunting in the past to begin. But how do you eat an elephant? One bite at a time!* This learning path gives you a way to start learning new skills that will expand your understanding of what is possible. The kit offers step-by-step instructions for automating your acknowledgements, and helps you apply new skills by building your own as you learn. The Skills Labs and Office Hours are there to support you in your efforts.


An investment in building Microsoft Power Automate-enabled acknowledgements today will give you insights into how much more you can do with the Microsoft Power Platform. Set the stage for a future in which you spend more of your time being strategic and less on executing repetitive manual tasks and processes.

• For social good developers already working with Power Automate:
  • Give us feedback on these templates/Modern Merge kit!
  • Share your templates with the Community and help your peers accelerate their automation work.
  • Check out the recent contribution from Alex Wong (thank you!) who created a complex e-Invoicing flow and shared it.
• For newcomers to (and skeptics of!) Power Automate:
  • Register for Modernize your Gift Processing with the Acknowledgement Automation Kit webinar on Tuesday, December 28th – 1pm ET. You’ll see a live demonstration of the Modern Merge Kit processes by Blackbaud solution architects.
  • Join the Power Platform Merge Kit Interactive Skills Labs – on Wednesday, January 12 at 3 p.m. ET and Tuesday, February 15 at 10:30 a.m. ET
• For all of you: Check out our “Office Hours” schedule through January and February. Bookmark this page. These open forums are your chance to ask your questions and for troubleshooting assistance from product experts.

Learning and applying new skills can be exhilarating, fun, sometimes frustrating – and ultimately rewarding. You have the power to transform the way that your organization works and drive meaningful action and outreach for your mission.


(*I don't endorse or recommend eating elephants!)