Description
In this session, we'll explore how to use Power Automate queries to create tailored notifications that support your organization's donor stewardship efforts. Learn about notifications for major gifts and upcoming tasks to keep your team on track, a declined recurring gift workflow designed to notify donors when a recurring donation fails—enabling your organization to recover contributions and minimize lost revenue, and how to use Giving Statements with branded e-mails using Power Automate. While the focus will be on email notifications, we'll also share tips for setting up alerts via Google Chat and SMS for added flexibility.
Name
Elevate Donor Stewardship with Power Automate Notifications
Date & Time
Wednesday, June 4, 2025, 1:30 PM - 2:15 PM
Speakers
Day
June 4
Session Type
Demo, On-demand
Solution
Raiser’s Edge NXT
Competencies and Skills
Low-code, AI, Automation, Power Platform