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Turn a DonorPerfect flag into a Mailchimp segment, opt-outs left out
For fundraising marketers who want a flagged donor group targetable in Mailchimp, just by asking their AI assistant.
On this page
Connector
Connect DonorPerfect, pick your AI tool and paste the prompt.
The problem
Targeting a donor group risks emailing opt-outs
Targeting a DonorPerfect group in Mailchimp, such as major donors, means exporting flagged donors, checking who is in the audience and adding them to a segment one by one. Adding someone who unsubscribed is a compliance problem.
Without PopdockAI
- Export flagged donors from DonorPerfect
- Check each one against the Mailchimp audience
- Add them to the segment one by one
- Add someone who unsubscribed by mistake
With PopdockAI
- The segment is confirmed as static before anything else
- Flagged donors with an email are read, current members skipped
- Only subscribed or pending audience members are added
- Nothing is written until you confirm, DonorPerfect unchanged
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Add every DonorPerfect donor carrying the flag `{flag}` to the Mailchimp static segment or tag `{segment-name}`, so the group can be targeted in Mailchimp.
**Step 1: Find the segment**
Call `mailchimp-get-segment` with `name` set to `{segment-name}`. If there is not exactly one match, list the candidates (name, type, audience list id) and stop. If its type is not static (a saved segment built from conditions), say members cannot be added to it directly and stop. Note `segment-id` and `list-id`.
**Step 2: Read the flagged donors**
Call `donorperfect-get-flag` with `flag` set to `{flag}`. For each `donor-id`, call `donorperfect-get-donor` with `donor-id` and keep donors with a non-empty `email`.
**Step 3: Check Mailchimp for each donor**
For each donor email, call `mailchimp-get-segment-member` with `segment-id` and `email`; skip donors already in the segment. For the rest, call `mailchimp-get-list-member` with `email` and keep only those who are members of the segment's audience (matching `list-id`) with status `subscribed` or `pending`. A segment can only hold existing audience members, so list the others as not in the audience.
**Step 4: Confirm before writing**
Show the donors to add (donor id, name, email), plus the counts already in the segment, not in the audience, and without an email. Ask the user to confirm. Do not write until they do.
**Step 5: Add to the segment**
For each confirmed donor, call `mailchimp-add-segment-member` with `segment-id`, `list-id` and `email-address`. Record any failure and continue.
**Step 6: Report**
Added, already present, not in audience, no email and failed counts, with the added rows. Suggest the add-donors-to-audience prompt for the donors not in the audience.
**Rules & Guidelines:**
* `donorperfect-get-flag` and `donorperfect-get-donor` are on the donorperfect server. `mailchimp-get-segment`, `mailchimp-get-segment-member`, `mailchimp-get-list-member` and `mailchimp-add-segment-member` are on the mailchimp server.
* `mailchimp-add-segment-member` is the only write, only after Step 4 confirmation. Do NOT call `mailchimp-add-list-member` or `mailchimp-update-list-member` here, and do not change anything in DonorPerfect.
**Validation:**
* If no donor carries the flag, say so and stop.
* Never add an unsubscribed or cleaned member to the segment.Who it's for
One answer, three teams that use it
Development marketers
Email a donor group in Mailchimp
Turn a DonorPerfect flag into a segment ready for your next appeal.
Add DonorPerfect donors flagged GALA to the Gala Guests tag in Mailchimp.
Major gift officers
Reach your major donors by email
Major donor flags become a Mailchimp segment without an export.
Put every donor flagged MAJOR in DonorPerfect into the Mailchimp segment Leadership Circle.
Compliance leads
Never re-add an opt-out
Unsubscribed and cleaned members are always left out, with counts shown.
How many DonorPerfect donors flagged VOL would be left out of the Mailchimp Volunteers tag, and why?
How it works
What PopdockAI does when you ask
You name the DonorPerfect flag and the Mailchimp segment, and your AI assistant works out who can be added. Nobody is added until you confirm, and opt-outs are always left out.
01
Ask
You name the DonorPerfect flag and the Mailchimp segment or tag.
02
Check
It confirms the segment is static and reads the flagged donors with an email.
03
Confirm
You see who will be added and who is left out, and say yes.
04
Add
It adds only subscribed or pending audience members to the segment.
What PopdockAI provides
The tools behind the answer
Ready made tools for DonorPerfect and one secure connection to your AI tool. No code, no exports.
mailchimp-get-segment
donorperfect-get-flag
donorperfect-get-donor
mailchimp-get-segment-member
mailchimp-get-list-member
mailchimp-add-segment-member
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Donor groups targetable without touching opt-outs
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.
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