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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.
On this page
Connector
Connect DonorPerfect, pick your AI tool and paste the prompt.
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.
**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.
02
Filter
It picks up to 50 donors with an email and drops anyone enrolled or unsubscribed.
03
Confirm
You see who will be enrolled and why the rest were skipped.
04
Enroll
It enrolls them and re-reads the series to report the results.
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.
drip-get-campaign
donorperfect-get-donor
drip-get-campaign-subscriber
drip-get-subscriber
drip-add-subscriber-to-campaign
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
The right donors in the series, once
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.
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