/
/
See a supporter's giving and email engagement together
For fundraisers who want DonorPerfect giving and Drip engagement for one supporter before a call, by asking their AI assistant.
On this page
Connector
Connect Drip, pick your AI tool and paste the prompt.
The problem
A major donor's unsubscribe can go unseen
Before calling a supporter you need their DonorPerfect giving and their Drip engagement. That takes two logins and a search of secondary addresses, and a major donor who quietly unsubscribed is easy to miss.
Without PopdockAI
- Search DonorPerfect, including secondary addresses
- Read gifts and flags
- Look up the same email in Drip
- Notice mismatches yourself
With PopdockAI
- The donor is found, additional addresses included
- Gifts and flags are read
- Drip status, score, tags and series are added
- Up to three mismatches are flagged 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:** Build a single profile for the person with email address `{email}`, combining their DonorPerfect giving history with their Drip email marketing record.
**Step 1: Find the donor in DonorPerfect**
Call `donorperfect-get-donor` with `email` set to `{email}`. If nothing comes back, call `donorperfect-get-address` with `email` set to `{email}`, because DonorPerfect also stores email on additional addresses, and take the `donor-id` from that result. If more than one donor matches, list them (donor-id, name, organization name) and stop.
**Step 2: Read the giving history**
Call `donorperfect-get-gift` with `donor-id` set to the donor's id. Call `donorperfect-get-flag` with the same `donor-id`.
**Step 3: Find the subscriber in Drip**
Call `drip-get-subscriber` with `email` set to `{email}`. Then call `drip-get-campaign-subscriber` with `email` set to `{email}` to see every email series campaign they are in.
**Step 4: Report**
* **Identity:** name, DonorPerfect donor-id, Drip person-id, and whether the names agree between the two systems.
* **Giving:** gift total, gift count, year to date, last contribution amount, and the five most recent gifts (date, amount, campaign, gl-code).
* **Flags:** every DonorPerfect flag on the donor.
* **Email engagement:** Drip status, lead score, lifetime value, tags, and each campaign with its campaign-status.
* **Observations:** at most three short points, for example a major donor who has unsubscribed in Drip, or a Drip tag that contradicts their giving.
**Rules & Guidelines:**
* `donorperfect-get-donor`, `donorperfect-get-address`, `donorperfect-get-gift` and `donorperfect-get-flag` are on the donorperfect server. `drip-get-subscriber` and `drip-get-campaign-subscriber` are on the drip server.
* This prompt is read-only. Do not call any Drip action (`drip-add-subscriber`, `drip-update-subscriber`, `drip-add-subscriber-tag`, `drip-unsubscribe-subscriber`, `drip-add-subscriber-to-campaign`) and do not call any DonorPerfect save tool (`donorperfect-save-donor`, `donorperfect-save-contact`, `donorperfect-set-flag`).
* Match on email only, ignoring case and surrounding spaces. Never match on name alone.
**Validation:**
* If the email is in neither system, say so and stop.
* If it is in only one system, report that side in full and state plainly that the person is absent from the other.Who it's for
One answer, three teams that use it
Major gifts officers
Prep a donor call in one message
See giving history and email engagement side by side, with any unsubscribe flagged.
Show giving and Drip engagement for maria@contoso.org before our lunch meeting.
Development directors
Protect key donor relationships
Spot a major donor who has stopped receiving email so someone can reach out personally.
Has our donor at chris@fabrikam.org unsubscribed in Drip, and what have they given this year?
Nonprofit marketers
See which series a donor receives
Check the email series a supporter is in alongside their flags and giving.
Which Drip series is jamie@northwindtraders.org in, and what DonorPerfect flags do they have?
How it works
What PopdockAI does when you ask
You give an email address and your AI assistant brings giving and email engagement into one view. It matches on email only and changes nothing.
01
Ask
You give an email address.
02
Find
It finds the donor in DonorPerfect, checking additional addresses too.
03
Read
It reads gifts and flags, then the Drip status, score, tags and series.
04
Report
You get one profile with up to three mismatches called out.
What PopdockAI provides
The tools behind the answer
Ready made tools for Drip and one secure connection to your AI tool. No code, no exports.
donorperfect-get-donor
donorperfect-get-address
donorperfect-get-gift
donorperfect-get-flag
drip-get-subscriber
drip-get-campaign-subscriber
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
Giving and engagement together before you reach out
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.

.webp)
