Connectors

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Bloomerang

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Bloomerang campaign performance
Report

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.

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Bloomerang campaign performance
How is the Annual Fund 2026 campaign doing in Bloomerang?
Annual Fund 2026 has raised 184,500 of its 250,000 goal, 74 percent, with 86 days left. - Top fund: General Operating, 61 percent - Strongest appeal: Spring mailing, 52,300 from 214 gifts - Open pledges: 22,000 across 9 pledges, not yet received - Awaiting acknowledgement: 14 designations Want the full tables by fund and appeal?
Bloomerang
Sample figures. Your results come from your own account.
bloomerang-get-campaign
bloomerang-get-designation
bloomerang-get-transaction

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

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.

Prompt
**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.

Your AI tool

02

Read

It reads the goal, amount raised and days remaining.

bloomerang-get-campaign

03

Break down

It splits revenue by fund, appeal and type, keeping pledges apart.

bloomerang-get-designation
bloomerang-get-transaction

04

Report

You get headline, tables and open pledges, and nothing is changed.

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

bloomerang-get-campaign

Returns fundraising campaigns from Bloomerang. Filter by name, active state, start date or minimum goal.
get-data

bloomerang-get-designation

Returns transaction designations from Bloomerang: how each gift was split across funds, campaigns and appeals. Filter by fund, campaign or appeal name, designation type, amount range or created date.
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.
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

Where campaign money really came from, pledges apart

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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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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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