The most recent content from our members.
Description: This automation reviews gifts entered in the past few days and sends a notification to identified users. This occurs when a donation was received and the constituent has an outstanding pledge balance tied to the same fund, campaign, or both. The second part completes similar actions to the above but focuses on…
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…
Hello, I'm sharing my simple New Fund Email notification that I shared during BBDevDays. Description: Lists out new funds created during a recurring past time that is added to the List Funds Date Added. In the email, it lists the Fund ID with a link to the Fund in NXT, Fund Description, Fund Category, Fund Type and 3…
Summary A streamlined, two-flow Power Automate solution for managing event check-ins within an Adaptive Card tile on your Event page. It supports multiple lookup methods, handles multiple search results (disambiguation), and updates constituent records in real-time. Features Multi-Method Lookup: Search by Name, Lookup ID…
Summary Sharing my Flow of an Adaptive Card (really cards - all in one Flow though) for Contact Record Updates (Address, Phone, Email). There are other versions of the same concept out here on the Community but adding this template as well due to request. This template is only for surfacing the Adaptive Cards. This Flow…
- Description: These materials are for Blackbaud K12 User Conference 2026 workshops Power BI (Part 1): Data Modeling and Validation for Student Reporting Power BI (Part 2): Designing Interactive Reports for Student Insights - Required connections: CSV files provided in attached .zip - Suggested skill level required to use…
Hi everyone, As part of my bbdevdays 2026 session “10 Ways to Code Like a Power Platform Expert,” I’m sharing a fully built Power BI PBIX file that you can download and explore on your own. This file uses dummy data, but the column structure and table relationships are modelled after real Raiser’s Edge tables (Gifts,…
Description: As demonstrated during bbdevdays 2026, this uses XML and XPath to do quick summing of gifts and a subset of gifts without needing to rely on loops or condition statements. Required connections: Raiser's Edge NXT Gifts Suggested skill level required to use this template: Intermediate Configuration details: See…
Summary This flow sends a notification email monthly (on the 25th) with upcoming opportunities. The digest includes summary information about each upcoming opportunity as well as hyperlinks to the opportunity and constituent records. Required Connections Blackbaud Raiser's Edge NXT Constituents Blackbaud Raiser's Edge NXT…
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…
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