Connectors

/

DonorPerfect

/

Add missing DonorPerfect donors to a Mailchimp audience
Write
Cross-Connector

Bring new DonorPerfect donors into Mailchimp with consent intact

For nonprofit marketers who want donors added to a Mailchimp audience without re-adding anyone who opted out, just by asking their AI assistant.

Try PopdockAI free
Get a live demo
Add missing DonorPerfect donors to a Mailchimp audience
Add any DonorPerfect donors who have given at least 250 and are not in our Newsletter audience in Mailchimp.
31 donors with lifetime giving of 250 or more have no record in the Newsletter audience. - To add: 31 donors, as pending so each gets a double opt-in email - Skipped: 7 donors are in the audience as unsubscribed or cleaned - Example: Jordan Lee, jordan@contoso.com, lifetime giving 1,200 Shall I add these 31 donors as pending, or remove any first?
DonorPerfect
Sample figures. Your results come from your own account.
mailchimp-get-list
donorperfect-get-donor
mailchimp-get-list-member
mailchimp-add-list-member

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

DonorPerfect

DonorPerfect
Run it on your own DonorPerfect data.

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

Try PopdockAI free

The problem

New donors never reach your email audience

Donors entered in DonorPerfect do not appear in Mailchimp until someone exports and imports them. Doing it by hand risks adding people twice, or re-adding someone who unsubscribed or whose address was cleaned.

Without PopdockAI

  • Export donors from DonorPerfect
  • Compare them with the Mailchimp audience
  • Import and hope nobody unsubscribed
  • Mark everyone subscribed without consent

With PopdockAI

  • Only donors with no member record in the audience are kept
  • Unsubscribed and cleaned people are never re-added
  • You review the list and remove rows first
  • Donors are added as pending by default and read back

The prompt

Use this prompt

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

Prompt
**Objective:** Add DonorPerfect donors whose lifetime giving is at least `{min-gift-total}` (default 0) and who are not yet in the Mailchimp audience `{list-name}`, with subscription status `{member-status}` (default `pending`, which sends a double opt-in confirmation).

**Step 1: Confirm the audience**

Call `mailchimp-get-list` with `name` set to `{list-name}`. If there is not exactly one match, list the candidates and stop. Note its `list-id`.

**Step 2: Find the gap**

Call `donorperfect-get-donor` with `gift-total.min` set to `{min-gift-total}` (omit when 0 or blank) and `max-records` 200. Keep donors with a non-empty `email`. For each, call `mailchimp-get-list-member` with `email` and `list-name` set to `{list-name}`. Keep only donors with no member record in that audience at all. Skip anyone who is present with status `unsubscribed` or `cleaned`: never re-add them.

**Step 3: Confirm before writing**

Show the table of donors to add (donor id, first name, last name, email) and the status they will get. Ask the user to confirm. Do not write anything until they do. If they remove some rows, add only the rest.

**Step 4: Add each donor**

For each confirmed donor, call `mailchimp-add-list-member` with `list-id`, `email-address` from the donor's `email`, `first-name`, `last-name`, and `status` set to `{member-status}` (or `pending` if blank). If a call fails, record the error and continue with the next donor.

**Step 5: Verify and report**

Call `mailchimp-get-list-member` for each added email to confirm it now exists. Report added, failed (with the error), and skipped (already present or previously unsubscribed) counts and rows.

**Rules & Guidelines:**

* `donorperfect-get-donor` is on the donorperfect server. `mailchimp-get-list`, `mailchimp-get-list-member` and `mailchimp-add-list-member` are on the mailchimp server.
* `mailchimp-add-list-member` is the only write this prompt may make, and only after Step 3 confirmation. Do NOT call `mailchimp-update-list-member`, `donorperfect-save-donor` or `donorperfect-set-flag`.
* Use `subscribed` only if the user explicitly passed it and confirms they have consent to email these donors.

**Validation:**

* If no donors are missing, say so and stop without writing.
* If a donor's email is malformed (no @), list it as skipped rather than sending it.

Who it's for

One answer, three teams that use it

Development marketers

Keep the newsletter audience current

New donors reach Mailchimp without an export and import.

Add DonorPerfect donors missing from our Mailchimp Supporters audience.

Donor database managers

Sync without creating duplicates

Only donors with no member record at all are added.

Which DonorPerfect donors who gave over 500 are not in the Mailchimp Newsletter audience?

Compliance leads

Respect consent on every add

Double opt-in by default, and opted-out donors stay out.

Add missing DonorPerfect donors to Mailchimp as pending, and skip anyone who ever unsubscribed.

How it works

What PopdockAI does when you ask

You name the Mailchimp audience and your AI assistant finds DonorPerfect donors who are missing from it. Donors are added only after you confirm, as pending unless you confirm consent.

01

Ask

You name the Mailchimp audience and optionally a minimum lifetime giving.

Your AI tool

02

Find

It keeps donors with an email and no member record in that audience at all.

donorperfect-get-donor
mailchimp-get-list
mailchimp-get-list-member

03

Confirm

You review the list, remove any rows and approve the status.

No items found.

04

Add

It adds each donor as pending by default and reads each one back.

Your AI tool

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.

get-data

mailchimp-get-list

Returns Mailchimp lists (audiences) with member counts, open and click rates, and recent campaign activity.
get-data

donorperfect-get-donor

Returns donor records from DonorPerfect: names, salutations, contact details, donor type and status, and the codes used to segment them. The starting point for almost any DonorPerfect question.
get-data

mailchimp-get-list-member

Returns the members (subscribers) of Mailchimp audiences, with subscription status, tags and engagement rating. Filter by email address or status to look someone up.
run-action

mailchimp-add-list-member

Adds a contact to a Mailchimp audience with an email address, name and subscription status.
Read only.Nothing in DonorPerfect 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

New donors in Mailchimp with consent respected

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

Try PopdockAI Free
See Documentation