Send an email when a recurring gift payment is processed

Susan Fioribello
Susan Fioribello
Fifth Anniversary Kudos 1 Name Dropper Facilitator 1
in SKY Developer General Discussions

We are considering sending acknowledgements for recurring gift payments. However, since the payments are automated, we have been allowing everyone to choose their own dates.

I was thinking of creating a flow that would trigger every time a new recurring gift payment was entered in a batch, but I did not see a trigger for something like this. Am I just missing it or is this just not the way to do it?

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  • Austen Brown
    Austen Brown Community All-Star
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    @Susan Fioribello - I would set the trigger instead to be when a gift is added to the system, or if you plan to run this daily - any non-acknowledged RG payments, with a gift date ≥ Jan 1, 2025. This can be set up within a “List gifts” action or an ad hoc query.

  • Carol Grant
    Carol Grant
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    @Susan Fioribello- Hi Susan, I thought I would add to what Austen said. I have a flow that sends an acknowledgement out for Recurring payments. Because they can pick their own date I have it run daily and use Past Time minus 1 day. Then put that in the List Gifts part of Date Added or Modified. Also in the List Gifts the Gift Type is limited to Recurring Gift Payment.

    Lastly, I put 1 in the start gift amount so that the rejected ones don't get picked up.

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  • Alex Wong
    Alex Wong Community All-Star
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    @Carol Grant
    I don't think you need to put “Past time” dynamic content in the Modified on or after, just Added on or after is good enough.

  • Susan Fioribello
    Susan Fioribello
    Fifth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Carol Grant
    This is very helpful. I am going to try it.

    Thank you.

  • Susan Fioribello
    Susan Fioribello
    Fifth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Carol Grant
    How do you filter out donors who Opt-Out of email consent or have a Solicit code of Do Not Email?

    The Solicit code is added automatically when a donor chooses to “Opt-Out” when making an online gift but the email address is not necessarily marked as DNC.

  • Carol Grant
    Carol Grant
    Seventh Anniversary Kudos 5 First Reply Name Dropper

    @Susan Fioribello Hi Susan- we have a constituent attribute/custom field where we keep track of whether they want to receive the recurring email. Either way, you can do List Solicit Codes which is located in the Constituents connector. I do Get a Constituent before the List custom fields also.

    List, then I do Filter Array based on the code. I did a Compose to get the length of the filtered array then set my Compose to zero. You don't need the Compose step, I think I was testing out the filter array so I added the Compose step. You can do length(Filtered array) in the condition.

    I also did a condition that says the preferred email address is not empty.

    1e98919e5deb1e9c185d8b3271d14a50-huge-im


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