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DonorPerfect

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Enroll DonorPerfect donors in a Drip campaign
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Cross-Connector

Enroll the right DonorPerfect donors in a Drip series once

For nonprofit marketers who want a donor segment in a Drip email series without duplicates or opt-outs, by asking their AI assistant.

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Enroll DonorPerfect donors in a Drip campaign
Enroll DonorPerfect individual donors who have given at least 1,000 in our Drip Mid-Level Welcome series.
32 donors qualify, and 25 can be enrolled in Mid-Level Welcome. - To enroll: 25 donors, 4 not yet in Drip, so Drip will create them - Already enrolled: 5 donors skipped - Unsubscribed: 2 donors skipped and never re-subscribed - Series status: active Shall I enroll these 25 donors?
DonorPerfect
Sample figures. Your results come from your own account.
drip-get-campaign
donorperfect-get-donor
drip-get-campaign-subscriber
drip-get-subscriber
drip-add-subscriber-to-campaign

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

Imports pull unsubscribed donors back into marketing

Putting a donor segment into a Drip series usually means exporting from DonorPerfect and importing into Drip. Done by hand, people already in the series get added twice and someone who unsubscribed can be pulled back in.

Without PopdockAI

  • Export donors by gift total and type
  • Import them into Drip
  • Add people already in the series again
  • Re-subscribe someone who opted out

With PopdockAI

  • Up to 50 matching donors with an email are picked
  • Anyone enrolled or unsubscribed in Drip is dropped
  • You see who will be enrolled and why others were skipped
  • Enrolment happens after you confirm, then results are re-read

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Subscribe DonorPerfect donors to the Drip email series campaign `{campaign}`, limited to donors whose gift total is at least `{gift-total-min}` (default 0) and, if given, whose donor type is `{donor-type}` (default all types). Enroll at most 50 donors per run.

**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 and stop. If the campaign's status is not active, warn the user that enrolled people will not be emailed until it is activated.

**Step 2: List the donors**

Call `donorperfect-get-donor` with `gift-total.min` and, when supplied, `donor-type`, and `max-records` set to 50. Drop donors with a blank email.

**Step 3: Remove people already enrolled or unsubscribed**

Call `drip-get-campaign-subscriber` with `campaign-id` set to the campaign's id and drop donors whose email is already in it. For each remaining donor, call `drip-get-subscriber` with their email and drop anyone whose status is unsubscribed.

**Step 4: Confirm**

Show the campaign and the donors to enroll (name, email, gift total), plus counts of those dropped and why. Ask the user to confirm. Do not continue without an explicit yes.

**Step 5: Enroll and confirm**

For each confirmed donor, call `drip-add-subscriber-to-campaign` with `campaign_id` set to the campaign's id and `email` set to the donor's email. Then call `drip-get-campaign-subscriber` for the campaign once more and report enrolled, failed (with reasons) and skipped counts.

**Rules & Guidelines:**

* `donorperfect-get-donor` is on the donorperfect server. `drip-get-campaign`, `drip-get-campaign-subscriber`, `drip-get-subscriber` and `drip-add-subscriber-to-campaign` are on the drip server.
* The only write this prompt may make is `drip-add-subscriber-to-campaign`, on the drip server, after confirmation in Step 4. Note that Drip creates the subscriber if they do not exist yet; say so in the confirmation.
* Do not call `drip-activate-campaign`, `drip-update-subscriber` or any DonorPerfect save tool.
* Never re-subscribe someone whose Drip status is unsubscribed.

**Validation:**

* If no donor matches the filters, say so and stop.
* If every matching donor is already enrolled, say so; nothing needs to change.

Who it's for

One answer, three teams that use it

Development marketers

Start a cultivation series quickly

Enrol a donor segment in one request instead of exporting and importing.

Enrol DonorPerfect donors who gave at least 2,500 in the Drip Leadership Circle series.

Mid-level giving managers

Reach the right donor band

Filter by gift total and donor type to target the right people.

Add organisation donors over 5,000 in DonorPerfect to our Drip Corporate Partners series.

Compliance leads

Keep opt-outs out of every series

Unsubscribed people in Drip are always dropped and counted.

Who would be skipped if I enrolled DonorPerfect donors over 1,000 in the Drip Welcome series?

How it works

What PopdockAI does when you ask

You name the Drip series and a gift total, and your AI assistant picks the right DonorPerfect donors. Nobody is enrolled until you confirm, and unsubscribed people are never re-subscribed.

01

Ask

You name the Drip series, a minimum gift total and optionally a donor type.

Your AI tool

02

Filter

It picks up to 50 donors with an email and drops anyone enrolled or unsubscribed.

donorperfect-get-donor
drip-get-campaign
drip-get-campaign-subscriber
drip-get-subscriber

03

Confirm

You see who will be enrolled and why the rest were skipped.

No items found.

04

Enroll

It enrolls them and re-reads the series to report the results.

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

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

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

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.
run-action

drip-add-subscriber-to-campaign

Subscribes a person to a Drip email series campaign by email address. Drip creates the person if they are not in Drip yet.
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

The right donors in the series, once

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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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