Workflow for gift anniversary

Tamara Zavislan
Tamara Zavislan
Fourth Anniversary Kudos 1 Facilitator 1
in Raiser's Edge NXT Discussions

Any suggestions on designing a workflow for an email on the anniversary of the first gift, or recognition for x number of years of giving?

Comments

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 2026 bbcon Attendee Badge PowerUp Challenge: Product Update Briefing Feedback Task 3

    Hi @Tamara Zavislan - Due the the limitations of Constituent List filters it is difficult to set up these emails so that they go out automatically on a recurring basis. I would recommend you take a look at the Microsoft Power Platform's integration with NXT - there is a free on-demand course you can follow to learn how to create custom automation. I have included a link to the course and a few other resources below:

    Feel free to reach out to me if you have any further questions about this option, I am actively building custom automation for my database through the Power Platform.

  • Jessica Dalrymple
    Jessica Dalrymple
    Fifth Anniversary Participant Facilitator 1

    I'm interested in developing something like this as well. But do to protocol from our IT department, Power Platform is not an option. Is there another workaround to create something like this?

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