Power Automate Flows for Acknowledgement Letters

Sarah Day
Sarah Day
Fifth Anniversary Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Has anyone attempted to or been successful at creating a power automate flow for acknowledgement letters that will pull the “Tribute” when the gift is an honorarium/memorial?

Comments

  • Dariel Dixon
    Dariel Dixon Community All-Star
    Seventh Anniversary Kudos 5 First Reply PowerUp Challenge #3 Gift Management

    I didn't think that Tribute fields were available in NXT yet?

  • Rose Dixon
    Rose Dixon
    Tenth Anniversary Kudos 3 Name Dropper Participant

    We hired a company to do our letters for us and they said because tribute fields (the tribute module) aren't in NXT, he's having to reroute them and we still need to use the mail feature in db view. He's still working on them so I don't really know what this will entail for us until we go live and test the process. Can't wait ?

  • Tiffanie Duncan
    Tiffanie Duncan
    Ninth Anniversary Kudos 1 Participant Facilitator 1

    We are having trouble setting up to main power automate flow template to pull gifts from an NXT list. We would like to get that squared away to also do this also where we pull tribute gift info, but since it is not available in NXT have you been able to find a workaround using database view? We are looking for some basic help to get set up and bypass some errors.

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    Hi Everyone - Check out thread within the Microsoft Integration forum, that has a couple solutions that can help with this.

  • Rose Dixon
    Rose Dixon
    Tenth Anniversary Kudos 3 Name Dropper Participant

    It is actually more complicated than you think. Well, it was for us because we have 40 letter variations. We ended up paying a consultant to implement. Much faster and easier than waiting for letters the old way! Even during our down time we process anywhere from 20 to 50 batches a week (we break them up into categories - tributes, events, newsletter, fall appeal, general and cap at 20 per batch for checks; more for OnlineExpress and third-party platform uploads). We now do a few things and bada bing they run over night and are ready for review in the morning.

  • Rose Dixon
    Rose Dixon
    Tenth Anniversary Kudos 3 Name Dropper Participant

    We hired a consultant to set this up for us as we have 40+ letter variations. It's set up so we still run mail in the database view, export 1 .csv file, then click a few buttons, save as excel and upload the excel file to SharePoint and it magically does the work overnight and each morning we have all of our letters in two files (vs by batches). We even have them split into under $5k and over $5k. It's pretty cool. We would not have been able to set it up ourselves; it's not just simple when you need more than 1 letter and tribute info (which NXT doesn't capture).

Categories