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Bloomerang

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Bloomerang gifts after Chorus conversations
Report
Cross-Connector

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.

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Bloomerang gifts after Chorus conversations
Which donors we spoke to on Chorus in the last 90 days gave in Bloomerang within 30 days?
Across 64 donor conversations, 19 donors gave within 30 days, totaling 38,200. - Jordan Lee: 22 donors reached, 9 gave 21,500 - Sam Patel: 15 donors reached, 6 gave 11,200 - Not yet given: Contoso Foundation leads by engagement score A gift after a call shows timing, not proof. Want the gift by gift table?
Bloomerang
Sample figures. Your results come from your own account.
chorus-get-engagements
chorus-get-conversation-participants
bloomerang-get-email-address
bloomerang-get-transaction
bloomerang-get-constituent

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

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.

Prompt
**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.

Your AI tool

02

Match

It matches external call participants to Bloomerang by email.

chorus-get-engagements
chorus-get-conversation-participants
bloomerang-get-email-address
bloomerang-get-constituent

03

Read

It reads gifts after each call, counting each gift once.

bloomerang-get-transaction

04

Report

You get results per fundraiser and donors still to ask.

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

chorus-get-engagements

Returns recorded calls and meetings from Chorus, with the subject, date, duration, participants and the account each conversation relates to. Filter by date range, owner or account to pull the conversations behind a deal or a period.
get-data

chorus-get-conversation-participants

Returns the people who took part in Chorus conversations, with their name, email, title and company. Use it to see who was on a call, and which side they were on.
get-data

bloomerang-get-email-address

Returns constituent email addresses from Bloomerang. Filter by address, type or primary flag, and include or exclude addresses flagged bad.
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.
get-data

bloomerang-get-constituent

Returns constituents from Bloomerang: the donors, prospects and contacts in your database. Filter by full name, last name, account number, primary email, city, type or status, or fetch one by id.
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

Which conversations were followed by gifts, per fundraiser

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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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