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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.
On this page
Connector
Connect Bloomerang, pick your AI tool and paste the prompt.
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.
**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.
02
Check
It finds recent Bloomerang donors and checks each email in Constant Contact.
03
Confirm
You choose who to add and whether they gave direct opt-in.
04
Add
It adds them and reports added, failed and skipped by reason.
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.
constant-contact-get-contact-list
bloomerang-get-transaction
bloomerang-get-constituent
bloomerang-get-email-address
constant-contact-get-contact
constant-contact-get-contact-list-member
constant-contact-add-contact
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
Recent donors on your email list, unsubscribes respected
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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