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Bloomerang

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Add missing Bloomerang donors to a Constant Contact list
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Cross-Connector

Add recent Bloomerang donors to Constant Contact, never unsubscribes

For nonprofit marketing teams who want new donors on their Constant Contact list without re-adding anyone who unsubscribed, by asking their AI.

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Add missing Bloomerang donors to a Constant Contact list
Add anyone who gave in Bloomerang in the last 90 days to our Constant Contact list Monthly Supporters.
I found 42 recent donors, and 17 are ready to add to Monthly Supporters. - Skipped: 19 already on the list, 3 unsubscribed - No email or bad email: 2 donors - Existing contact, not on list: 1, to add by hand - Example: Jordan Lee, last gift 250 on September 18 Add all 17, and did they give direct email opt-in?
Bloomerang
Sample figures. Your results come from your own account.
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bloomerang-get-transaction
bloomerang-get-constituent
bloomerang-get-email-address
constant-contact-get-contact
constant-contact-get-contact-list-member
constant-contact-add-contact

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Bloomerang

Bloomerang
Run it on your own Bloomerang data.

Connect Bloomerang, pick your AI tool and paste the prompt.

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The problem

Recent donors never make it onto the email list

Recent donors should hear from you by email, but many never reach Constant Contact. Moving them means exporting gifts, checking each address and taking care not to re-add someone who unsubscribed, a compliance risk and a quick way to lose trust.

Without PopdockAI

  • Export recent gifts from Bloomerang
  • Look up each email in Constant Contact
  • Work out who unsubscribed or is already listed
  • Add people by hand and hope permission is right

With PopdockAI

  • Recent donors are found, skipping refunds, inactive records and bad emails
  • Unsubscribed contacts are never added and existing members are skipped
  • You choose who to add and confirm direct opt-in
  • Added, failed and skipped are reported by reason

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Find Bloomerang donors who gave in the last {lookback-days} days (default 90), with a gift of at least {min-amount} if given, who are not yet in Constant Contact, and after the user confirms, add them to the Constant Contact list {list-name}.

**Step 1: Resolve the Constant Contact list**

Call `constant-contact-get-contact-list` with `name` set to the list name, then `name.contains` if that is empty. If more than one list matches, show them and stop. If none match, tell the user the list does not exist and stop. Keep its list-id.

**Step 2: Collect the donors in Bloomerang**

Call `bloomerang-get-transaction` with `date.from` set to today minus the lookback days, and `amount.min` if a minimum was given. Skip refunded transactions. Take the unique account-ids. For each, call `bloomerang-get-constituent` with `id` set to the account-id. Skip, and count separately, constituents whose status is not Active and constituents with no primary-email. For the rest, call `bloomerang-get-email-address` with `account-id` and skip any whose primary email is flagged bad.

**Step 3: Check Constant Contact**

For each donor's primary-email, call `constant-contact-get-contact` with `email-address` set to it.

* Not found: a candidate to add.
* Found and permission-to-send is unsubscribed: never add; list as Unsubscribed.
* Found otherwise: call `constant-contact-get-contact-list-member` with `contact-id` and `list-id`. If they are already on the list, skip them. If not, list them as Existing contact, not on list, because the add tool cannot change an existing contact's lists.

**Step 4: Confirm**

Show the candidates: name, email, phone, last gift date and amount. Ask the user to confirm all, a subset, or none, and whether these donors gave direct email opt-in. Write nothing until they reply.

**Step 5: Add the contacts**

For each confirmed donor, call `constant-contact-add-contact` once with `email`, `first-name`, `last-name`, `phone` (from primary-phone), `company-name` (from employer, if any) and `list-id`. Set `permission-to-send` to explicit only if the user confirmed direct opt-in; otherwise leave it out.

**Step 6: Report**

Counts of contacts added, failed (with the error), and skipped by reason: inactive, no email, bad email, already on list, unsubscribed, existing contact not on list (list these by email so the user can add them by hand).

**Rules & Guidelines:**

* Bloomerang tools: `bloomerang-get-transaction`, `bloomerang-get-constituent`, `bloomerang-get-email-address`. Constant Contact tools: `constant-contact-get-contact-list`, `constant-contact-get-contact`, `constant-contact-get-contact-list-member`, `constant-contact-add-contact`.
* The only tool that writes is `constant-contact-add-contact`, and only after the confirmation in Step 4.
* Do not call `constant-contact-update-contact`, `constant-contact-add-contact-list`, `bloomerang-update-constituent` or `bloomerang-update-email-address`. Never re-add an unsubscribed contact.
* Match emails case-insensitively after trimming spaces. Never match on name alone.
* The Bloomerang constituent `id` is the same number every other Bloomerang tool takes as `account-id`.
**Validation:**

* If no gifts fall in the window, say so and stop.
* If two Bloomerang constituents share one primary email, add the contact once and say which accounts share it.

Who it's for

One answer, three teams that use it

Communications managers

Keep new donors in the loop

Recent donors join your supporter list, so thank-you and impact emails reach them.

Add Bloomerang donors from the last 60 days to the Constant Contact list Donor Updates.

Development officers

Include major donors in updates

Set a minimum gift to bring larger donors onto a dedicated list.

Add Bloomerang donors who gave 500 or more this year to the Constant Contact list Leadership Circle.

Database administrators

Respect consent while syncing

Unsubscribed contacts are never added back, and permission is only set when confirmed.

Check which recent Bloomerang donors could be added to our Constant Contact list Supporters, skipping unsubscribes.

How it works

What PopdockAI does when you ask

You name the Constant Contact list and a look-back period, and your AI assistant checks recent Bloomerang donors against it. Nobody is added until you confirm, and permission is set only when you say so.

01

Ask

You name the Constant Contact list, a look-back period and a minimum gift.

Your AI tool

02

Check

It finds recent Bloomerang donors and checks each email in Constant Contact.

bloomerang-get-transaction
bloomerang-get-constituent
bloomerang-get-email-address
constant-contact-get-contact-list
constant-contact-get-contact
constant-contact-get-contact-list-member

03

Confirm

You choose who to add and whether they gave direct opt-in.

No items found.

04

Add

It adds them and reports added, failed and skipped by reason.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Bloomerang and one secure connection to your AI tool. No code, no exports.

get-data

constant-contact-get-contact-list

Returns Constant Contact contact lists with their description, active member count and favorite flag. Filter by name, member count and favorite.
get-data

bloomerang-get-transaction

Returns gift transactions from Bloomerang. Filter by date range, amount range, payment method, transaction number, or whether the gift has been refunded.
get-data

bloomerang-get-constituent

Returns constituents from Bloomerang: the donors, prospects and contacts in your database. Filter by full name, last name, account number, primary email, city, type or status, or fetch one by id.
get-data

bloomerang-get-email-address

Returns constituent email addresses from Bloomerang. Filter by address, type or primary flag, and include or exclude addresses flagged bad.
get-data

constant-contact-get-contact

Returns Constant Contact contacts with their name, email, company, job title, phone, location, tags and email permission. Filter by email address or domain, last name, company, state, permission and created date.
get-data

constant-contact-get-contact-list-member

Returns the members of Constant Contact contact lists with their email permission. Filter by list name or ID, contact, email address and permission.
run-action

constant-contact-add-contact

Creates a Constant Contact contact from an email address, name, company, job title, phone and email permission, optionally adding it to one contact list.
Read only.Nothing in Bloomerang Changes

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.

How Popdock AI secures your data

The outcome

Recent donors on your email list, unsubscribes respected

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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