Sharing my Power Automate template: RE NXT Gift Digest Email (CFA+Fundraiser+Soft Credit+Tribute)

Alex Wong

Description

This Power Automate template generates a consolidated gift digest email from Blackbaud Raiser's Edge NXT gift data. Instead of sending one notification per gift, the flow compiles all gifts returned by the configured gift filter into a single email, making it ideal for daily or weekly gift reporting. The template includes built-in support for conditionally displaying Campaign, Fund, Appeal, Fundraiser, Soft Credit, and Tribute information with configurable field-level display controls.

Required Connections

• Blackbaud RENXT Gifts
• Blackbaud Raisers Edge NXT Constituents
• Blackbaud Raisers Edge NXT Fundraising
• Office 365 Outlook

Suggested Skill Level Required to Use This Template

Intermediate

Users should be familiar with importing Power Automate flows, updating connection references, and editing variable values.

Configuration Details

After importing the flow, update the following variables:

GiftDigestNotification_20260707001639.zip

1. Email to Notify

Update the Email to Notify variable with a semicolon-separated list of email addresses that should receive the digest.

2. Field Control

The template includes a configurable Field Control object variable that determines:

• Whether a column is displayed.
• Whether lookup IDs or Description are displayed (applicable to Campaign, Fund, and Appeal).
• Whether applicable amounts are displayed (applicable to CFA Gift Split, Fundraiser, and Soft Credit).

Modify the object as needed to match your reporting requirements.

Default Configuration

{

  "campaign": {

    "display": true,

    "lookupid": false,

    "amount": false

  },

  "fund": {

    "display": true,

    "lookupid": false,

    "amount": true

  },

  "appeal": {

    "display": true,

    "lookupid": true,

    "amount": false

  },

  "fundraiser": {

    "display": true,

    "amount": true

  },

  "softcredit": {

    "display": true,

    "amount": true

  },

  "tribute": {

    "display": true

  }

}

Field Options

Field/Column	Display	Lookup ID	Amount
Campaign	✅	✅	✅
Fund	✅	✅	✅
Appeal	✅	✅	✅
Fundraiser	✅	N/A	✅
Soft Credit	✅	N/A	✅
Tribute	✅	N/A	N/A

Setting "display": false removes that section from the digest output.

Category

Automation and Notification

Instructions

Import the Flow

1. Download the attached ZIP package.
2. Import the flow into your Power Automate environment.
3. Configure all required connection.
4. Complete the import process.

Configure Recipients

1. Open the flow.
2. Locate the Email to Notify variable.
3. Replace the sample values with the recipient email addresses separated by semicolons.

Configure Display Fields

1. Locate the Field Control object variable.
2. Modify display settings as desired:
   • Set "display": true to show a section.
   • Set "display": false to hide a section.
   • Enable or disable "lookupid" and "amount" options where supported.

Configure Gift Filter

1. Update the gift filter criteria used by the flow.
2. Common use cases include:
   • Gifts received today
   • Gifts received yesterday
   • Current week gifts
   • Previous week gifts
   • Custom campaign or fund-specific gift reporting

Schedule the Flow

1. Configure the recurrence trigger.
2. Recommended schedules:
   • Daily morning gift digest
   • Daily end-of-day summary
   • Weekly fundraising recap

Example Email Digest

Lauren Gannon

This is amazing - worked perfectly! I appreciate the notes about how to hide/display columns. My team loves this digest and so do I. THANK YOU!!!!

Dan Snyder

This is magic! Thanks as always for sharing @Alex Wong.

Cassie Chilcutt

this is really great @Alex Wong! how/where would we add the gift reference field into this table?

Alex Wong

This is the action where you can add:

Katherine Somich

@Alex Wong - I would love to use a gift digest like this, but we serve five different foundations in our database, and I would need to filter on the gift's fund "Fund Category" (foundation) to determine where each gift notification should go. Is it safe to assume this is not an easy add on to your existing gift digest? Would love any suggestions you can provide!

Alex Wong

not that hard to add, 2 choices:

1. Create 1 Gift Digest array variable for each Foundation. Then in the getting of Fund information, condition on which foundation's Gift Digest variable to add the gift into, then in the sending of email, check if there's any gift in the Gift Digest variable before sending to the right email addresses.
2. Use the same ONE Gift Digest array variable. Then in the getting of Fund information, condition on adding another property that indicate the foundation. before sending email, filter array on Gift Digest variable on the foundation property, if any gift is in the filtered array (5 filter array one for each foundation), then send the email accordingly, you can have email address to send to in a SharePoint list, or just hard coded if they are "distribution list" email address.