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See which Chorus donor calls were followed by Bloomerang gifts
For fundraising leaders who want to know whether calls lead to gifts, per fundraiser, by asking their AI assistant.
On this page
Connector
Connect Bloomerang, pick your AI tool and paste the prompt.
The problem
Calls in Chorus, gifts in Bloomerang, never lined up
Fundraising leaders want to know whether calls lead to gifts, but Chorus holds the conversations and Bloomerang holds the money. Lining up who was on each call with what they gave afterwards is a spreadsheet job most teams never get to.
Without PopdockAI
- Export calls and participants from Chorus
- Match each participant to a Bloomerang donor
- Check gifts in the weeks after each call
- Split it all by fundraiser by hand
With PopdockAI
- External participants are matched to Bloomerang by email
- Gifts after each call are read, refunds excluded
- Each gift counts once, against the latest conversation
- Results come per fundraiser, with donors still to ask, nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For Chorus conversations in the last `{lookback-days}` days (default 90), optionally only those owned by the Chorus user `{rep-email}` (if empty, every user), report which participating donors made a Bloomerang gift within `{attribution-days}` days after the conversation (default 30).
**Step 1: List the conversations in Chorus**
Call `chorus-get-engagements` with `date.from` set to the start of the window, `max-records` 50, and `user-email` `{rep-email}` if given. If the result is capped, say so.
**Step 2: Match participants to constituents**
For each conversation, call `chorus-get-conversation-participants` with its `conversation-id` and keep external participants (no `user-id`, not typed as internal). Match each email with `bloomerang-get-email-address` (`value`) to get `account-id`, caching each email's result.
**Step 3: Read the gifts that followed**
For each conversation and matched account id, call `bloomerang-get-transaction` with `account-id`, `date.from` the conversation date and `date.to` the conversation date plus the attribution window. Exclude transactions where `refunded` is true.
**Step 4: Report**
1. **Per Chorus owner** (`user-name`): conversations with donors, distinct donors reached, donors who gave afterwards, total given afterwards.
2. **Gift detail**: conversation date, subject, owner, donor, gift date, amount, method.
3. **Donors spoken to who have not given** in the window, sorted by their Bloomerang `engagement-score` from `bloomerang-get-constituent` (`id` the account id), highest first, at most 10.
State plainly that a gift following a conversation is a correlation, not proof the conversation caused it.
**Rules & Guidelines:**
* Tools whose names start with chorus are on the chorus server; tools whose names start with bloomerang are on the bloomerang server.
* This prompt is read-only. Do not call `bloomerang-add-transaction`, `bloomerang-add-task`, `bloomerang-add-interaction` or any other Bloomerang add or update tool, and do not call any Chorus action such as `chorus-add-moment`.
* Count a gift once even if the donor had several conversations before it; attribute it to the most recent conversation.
**Validation:**
* If no participant matches a constituent, say so and stop.
* Chorus dates carry a time; compare by calendar day. Match emails case-insensitively.Who it's for
One answer, three teams that use it
Development directors
See which calls lead to gifts
Results per fundraiser show how conversations translate into giving.
Which Chorus donor calls in the last quarter were followed by a Bloomerang gift within 30 days?
Major gift officers
Find donors ready for another ask
Up to ten donors spoken to who have not given are ranked by engagement score.
Which donors did Jordan Lee speak to on Chorus in the last 60 days who have not given yet?
Executive directors
Review the team's call results
Gifts that followed conversations give a simple read on fundraising activity.
Summarise Bloomerang gifts within 45 days of Chorus calls this year, by fundraiser.
How it works
What PopdockAI does when you ask
You choose a look-back period and a gift window, and your AI assistant links Chorus calls to Bloomerang gifts. It states plainly that timing is not proof of cause.
01
Ask
You choose a look-back period, a gift window and optionally a fundraiser.
02
Match
It matches external call participants to Bloomerang by email.
03
Read
It reads gifts after each call, counting each gift once.
04
Report
You get results per fundraiser and donors still to ask.
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.
chorus-get-engagements
chorus-get-conversation-participants
bloomerang-get-email-address
bloomerang-get-transaction
bloomerang-get-constituent
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
Which conversations were followed by gifts, per fundraiser
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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