Connectors

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DonorPerfect

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DonorPerfect gifts from a Drip campaign's subscribers
Report
Cross-Connector

See what a Drip series audience gave in DonorPerfect

For fundraising and data teams who want to know whether a Drip email series audience gave, by asking their AI assistant.

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DonorPerfect gifts from a Drip campaign's subscribers
How much did subscribers to our Year End Story Series in Drip give in DonorPerfect over the last 60 days?
Of 520 Year End Story Series subscribers, 188 are donors and 46 gave in the last 60 days. - Total given: 21,300 across 58 gifts - Top giver: Dana Whitfield, 3 gifts, 2,750 - Campaign codes: most gifts were coded to YEAREND26 - Note: enrollment shows exposure, not cause Want the full table of givers?
DonorPerfect
Sample figures. Your results come from your own account.
drip-get-campaign
drip-get-campaign-subscriber
donorperfect-get-donor
donorperfect-get-address
donorperfect-get-gift

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.

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The problem

Did the email series audience give?

After a Drip email series runs, the team wants to know whether recipients gave. Answering means exporting subscribers, searching each in DonorPerfect and filtering gifts by date, and it is easy to credit gifts coded to another appeal.

Without PopdockAI

  • Export series subscribers from Drip
  • Search each email in DonorPerfect
  • Filter gift history by date
  • Mix up Drip campaigns and appeal codes

With PopdockAI

  • Series subscribers are read from Drip
  • Each is matched by email, including additional addresses
  • Gifts in the window are totalled with their campaign codes
  • Exposure, not cause, is stated, 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:** For the Drip email series campaign `{campaign}`, find which of its subscribers made gifts in DonorPerfect in the last `{lookback-days}` days (default 90), and total them.

**Step 1: Identify the campaign in Drip**

Call `drip-get-campaign` with `name.contains` set to `{campaign}`, or with `campaign-id` if `{campaign}` is numeric. If more than one campaign matches, list them (campaign-id, name, status) and stop.

**Step 2: List its subscribers**

Call `drip-get-campaign-subscriber` with `campaign-id` set to the campaign's id.

**Step 3: Find each subscriber's gifts**

For each subscriber, call `donorperfect-get-donor` with `email` set to their email, falling back to `donorperfect-get-address` with the same email. For each donor found, call `donorperfect-get-gift` with `donor-id` set to the donor's id, then keep only gifts whose gift-date falls inside the lookback window. Filter the dates yourself rather than passing gift-date filters, which are unreliable on this connector.

**Step 4: Report**

* A summary line: subscribers in the campaign, how many are DonorPerfect donors, how many gave in the window, and the total amount given.
* A table of givers: name, email, donor-id, number of gifts, amount in the window, and the DonorPerfect campaign codes on those gifts.
* A note on attribution: Drip enrollment shows exposure, not cause. Say whether the DonorPerfect campaign codes on the gifts point to this email series or to something else.

**Rules & Guidelines:**

* `drip-get-campaign` and `drip-get-campaign-subscriber` are on the drip server. `donorperfect-get-donor`, `donorperfect-get-address` and `donorperfect-get-gift` are on the donorperfect server.
* This prompt is read-only. Do not call `donorperfect-save-gift`, `donorperfect-save-contact` or any Drip action such as `drip-remove-subscriber-from-campaign`.
* Drip campaign ids and DonorPerfect campaign codes are different things. Never treat one as the other.

**Validation:**

* If the campaign has no subscribers, say so and stop.
* If no subscriber is a DonorPerfect donor, report that rather than a zero total.

Who it's for

One answer, three teams that use it

Fundraising analysts

Measure a series honestly

Givers and amounts are shown with their own campaign codes, kept apart from Drip ids.

What did subscribers to our Welcome Series in Drip give in DonorPerfect over 90 days?

Development marketers

See if a series audience gives

Counts of donors and givers show how many subscribers support you.

How many subscribers to the Drip Impact Stories series are DonorPerfect donors, and how many gave this quarter?

Development directors

Decide whether to keep a series

A clear table of givers helps judge whether a series is worth running.

List the givers among our Drip Monthly Update subscribers in the last 30 days.

How it works

What PopdockAI does when you ask

You name the Drip series and a window and your AI assistant totals what its subscribers gave in DonorPerfect. It only reads.

01

Ask

You name the Drip email series and a lookback window.

Your AI tool

02

List

It reads the series subscribers from Drip.

drip-get-campaign
drip-get-campaign-subscriber

03

Match

It finds each one in DonorPerfect by email, including additional addresses, and totals their gifts.

donorperfect-get-donor
donorperfect-get-address
donorperfect-get-gift

04

Report

You get donor and giver counts and a table of givers with campaign codes.

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

drip-get-campaign

Returns Drip email series campaigns with status, active and unsubscribed counts, number of emails, sender and opt-in settings. Filter by name, status, minimum active subscribers or created date.
get-data

drip-get-campaign-subscriber

Returns the people subscribed to each Drip email series campaign, with the campaign's status and the person's tags and lead score. Filter by campaign id or name, a person's email, subscriber status or minimum lead score.
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

donorperfect-get-address

Returns the additional address records held against donors in DonorPerfect, including address type, seasonal date ranges and which address is currently in use.
get-data

donorperfect-get-gift

Returns gift and pledge transactions from DonorPerfect, with amount, date, campaign, solicitation and GL codes, and the donor each one belongs to. Filter by donor, by date range or by campaign to build giving history and campaign totals.
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

What a series audience actually gave

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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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