Sharing My PowerAutomate Workflow: Monthly Donor Classification & Donor Journey Mapping

Nicole Holt
Nicole Holt Community All-Star
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in SKY Developer General Discussions
MonthlyDonorClassification&DonorJourneyMapping_20260602172253.zip

Description:
This workflow automates monthly recurring donor segmentation and journey mapping in Raiser’s Edge NXT. It reviews active, paused, and lapsed recurring donors, updates custom fields and constituent codes, and helps ensure donors are consistently placed into the appropriate stewardship, retention, and upgrade pathways.

The goal is to eliminate manual maintenance of monthly donor status coding while creating a reliable framework for donor lifecycle communications.

Required Connections:

  • Blackbaud Raiser's Edge NXT Gifts
  • Blackbaud Constituent API
  • Blackbaud SKY API (HTTP Requests)

Suggested Skill Level:
Intermediate

Configuration Details:

  • Uses recurring gift records and recurring gift status information.
  • Creates and updates constituent custom fields including:
    • Recurring-Monthly Status
  • Updates constituent codes used for segmentation and communications.
  • Designed around recurring donor lifecycle stages such as:
    • Active
    • Paused
    • Former/Lapsed
    • Upgrade Eligible
  • Runs on a daily schedule but can easily be modified.
  • Uses query jobs and API calls to process larger donor populations efficiently.

Category:
Automation, Data Management, Donor Stewardship, Recurring Giving

About the Flow

Active Donors

For each constituent identified as having an active recurring gift:

  1. Retrieves all recurring gift records.
  2. Identifies currently active plans.
  3. Determines the start date of the current active recurring gift.
  4. Reviews historical recurring gifts to identify prior cancellations or lapses.
  5. Calculates tenure and historical participation metrics.
  6. Updates donor status classifications and journey-related custom fields.
  7. Evaluates upgrade eligibility and timing based on business rules.

This section is intended to support automated movement between onboarding, established, committed, and upgrade-focused stewardship tracks.

Paused Donors

  1. Runs a query to identify donors whose recurring gifts are currently paused.
  2. Reviews existing constituent custom fields.
  3. Recurring-Monthly Status = Paused
  4. Preserves donor history while allowing communications to be tailored appropriately.

This allows organizations to distinguish between donors who have intentionally paused giving and those who have fully lapsed.

Lapsed Donors

  1. Runs a query to identify former recurring donors.
  2. Reviews existing constituent codes and custom fields.
  3. Adds a "Monthly: Former" constituent code when needed.
  4. Removes active recurring donor codes that no longer apply.
  5. Updates donor status fields to reflect the change in lifecycle stage.

This creates a clean separation between active and former recurring donors and supports reactivation campaigns.

Why I Built It

We had been tracking recurring donors using a combination of gift records, constituent codes, custom fields, and queries. Over time those systems tend to drift out of sync.

This workflow makes recurring donor segmentation self-maintaining by using the recurring gift record itself as the source of truth. Once configured, donor status updates happen automatically, and stewardship journeys can be built around consistent data.

Happy to answer questions or compare approaches with anyone building recurring giving programs.

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