Connectors

/

Drip

/

Drip engagement for a DonorPerfect donor
Report
Cross-Connector

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.

Try PopdockAI free
Get a live demo
Drip engagement for a DonorPerfect donor
Before I call dana@northwindtraders.com, show me her DonorPerfect giving and Drip engagement.
Dana Whitfield is a major donor in DonorPerfect who unsubscribed in Drip. - Giving: 32,000 lifetime, last gift 5,000 on 2026-06-30 - Flags: Major donor, Gala committee - Drip: unsubscribed, lead score 15 - Mismatch: a major donor no longer receives email Want her Drip series history too?
Drip
Sample figures. Your results come from your own account.
donorperfect-get-donor
donorperfect-get-address
donorperfect-get-gift
donorperfect-get-flag
drip-get-subscriber
drip-get-campaign-subscriber

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Drip

Drip
Run it on your own Drip data.

Connect Drip, pick your AI tool and paste the prompt.

Try PopdockAI free

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.

Prompt
**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.

Your AI tool

02

Find

It finds the donor in DonorPerfect, checking additional addresses too.

donorperfect-get-donor
donorperfect-get-address

03

Read

It reads gifts and flags, then the Drip status, score, tags and series.

donorperfect-get-gift
donorperfect-get-flag
drip-get-subscriber
drip-get-campaign-subscriber

04

Report

You get one profile with up to three mismatches called out.

Your AI tool

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.

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.
get-data

donorperfect-get-flag

Returns the flags assigned to donors in DonorPerfect, which are the markers used for segmentation, mailing lists and do-not-contact handling.
get-data

drip-get-subscriber

Returns Drip people (subscribers) with name, email, location, tags, status, GDPR consent, lead score and lifetime value. Filter by exact email, email domain, tag, status, country, minimum lead score, minimum lifetime value or date added.
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.
Read only.Nothing in Drip 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

Giving and engagement together before you reach out

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation