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See where a Bloomerang campaign's money really came from
For fundraising teams who want a campaign's progress to goal, by fund and appeal, with pledges kept apart from cash, from their AI assistant.
On this page
Connector
Connect Bloomerang, pick your AI tool and paste the prompt.
The problem
Campaign totals rarely agree with where the money came from
Checking a Bloomerang campaign means comparing raised with goal, then digging through designations to see which funds and appeals the money came from. Pledges get counted as cash, unattributed gifts vanish and totals rarely agree.
Without PopdockAI
- Read the campaign's raised figure and goal
- Export designations and pivot by fund and appeal
- Separate pledges from cash by hand
- Wonder why the totals do not match
With PopdockAI
- Goal, amount raised and days remaining are read
- Revenue is split by fund, appeal and gift type
- Open pledges, non-deductible amounts and unacknowledged gifts are kept apart
- Disagreeing totals are both shown, and nothing is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Report how the campaign named `{campaign-name}` is performing against its goal, and where its money came from, over the period starting `{start-date}` (default: the campaign's own start date).
**Step 1: Establish the campaign**
Call `bloomerang-get-campaign` with `name` set to `{campaign-name}`. If that returns nothing, retry with `name.contains`. If more than one matches, list them with their start date, end date and goal, then stop and ask which one.
Record the goal, raised, start date, end date and whether it is active.
**Step 2: Pull the revenue detail**
Call `bloomerang-get-designation` with `campaign-name` set to the exact campaign name and `created-date.from` set to `{start-date}`. Designation records are the only place campaign attribution exists, so this is the source of truth for the breakdown.
From the designations, group by:
* fund name
* appeal name, treating designations with no appeal as "unattributed"
* type, so pledges are separated from outright gifts
Sum amount per group, and note pledge balance separately from amount. A pledge balance above zero is money promised, not money in.
**Step 3: Check for erosion**
Look at non-deductible amount across the designations and report it separately, since it is not charitable revenue. If any designation shows an acknowledgement status that is not complete, count them.
**Step 4: Report**
* a headline: raised against goal, as an amount and a percentage, plus days remaining if the campaign is still active
* a table by fund: fund name, amount, share of total
* a table by appeal: appeal name, amount, gift count, average gift
* pledges outstanding: total pledge balance and how many pledges carry it
* a count of designations awaiting acknowledgement
* two or three sentences on what the numbers say, naming the strongest appeal and the weakest
**Rules and Guidelines:**
* Read only. Do not call `bloomerang-update-campaign`, `bloomerang-add-campaign`, or any other bloomerang-add- or bloomerang-update- tool.
* Do not reconcile the designation total against the campaign's raised figure by adjusting either one. If they disagree, report both and say they disagree; the gap is usually gifts outside the date window.
* Do not attribute revenue to individual donors here. Designation records carry no account-id, and `bloomerang-get-transaction` cannot be filtered by transaction id, so donor level attribution is not reliable from this data.
**Validation:**
* If the campaign has no goal set, report raised only and say the goal is unset rather than dividing by zero.
* If the designation call returns nothing for the window, widen `created-date.from` once to the campaign start date before concluding the campaign has raised nothing.Who it's for
One answer, three teams that use it
Development directors
Know how close you are to goal
Raised against goal and days remaining give a clear status for the board.
How is our Spring Appeal 2026 campaign doing against goal in Bloomerang?
Annual fund managers
See which appeals are working
Revenue by appeal and fund shows where to put effort for the rest of the campaign.
Break down Bloomerang campaign Capital Campaign by appeal and fund since 1 January.
Gift processors
Catch gifts awaiting acknowledgement
A count of unacknowledged gifts reminds the team who still needs a thank you.
How many gifts in the Annual Fund 2026 campaign are still awaiting acknowledgement?
How it works
What PopdockAI does when you ask
You name the campaign and your AI assistant breaks down where the money came from in Bloomerang. It asks which one you mean if several campaigns share the name.
01
Ask
You name the campaign, and optionally a start date.
02
Read
It reads the goal, amount raised and days remaining.
03
Break down
It splits revenue by fund, appeal and type, keeping pledges apart.
04
Report
You get headline, tables and open pledges, and nothing is changed.
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.
bloomerang-get-campaign
bloomerang-get-designation
bloomerang-get-transaction
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
Where campaign money really came from, pledges apart
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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