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Flag a DonorPerfect donor segment accurately in one pass
For fundraisers who want a segmentation flag applied to the right donors from plain criteria, by asking their AI assistant.
On this page
Connector
Connect DonorPerfect, pick your AI tool and paste the prompt.
The problem
A wrong criterion flags the wrong donors
Tagging a group of DonorPerfect donors means building a selection from several filters, checking who already has the flag and setting it donor by donor. A wrong criterion flags the wrong people, and a large batch is hard to undo.
Without PopdockAI
- Build the selection from several filters
- Check who already has the flag
- Set the flag donor by donor
- Find the mistake after a large batch
With PopdockAI
- The flag is confirmed to exist, never invented
- Criteria become donor filters, narrowed by gift history
- Donors already flagged are removed
- You review the list, then only confirmed donors are flagged
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Apply the flag `{flag}` to donors matching `{selection-criteria}`, for example donors in a given state who have given at least a certain amount. Build the list, show it, and only then write.
**Step 1: Validate the flag**
Call `donorperfect-get-code` filtered on the flag field and confirm `{flag}` exists. If it does not, list the valid flags and stop. Never create a flag value by writing one.
**Step 2: Build the selection**
Read `{selection-criteria}` and translate it into filters on `donorperfect-get-donor`. Only the following are available: `donor-type`, `gift-total.min`, `last-name`, `last-name.contains`, `first-name.contains`, `email`, `city`, `state`, `donor-id`, `max-records`.
If the criteria need something not on that list, such as a gift date range, pull the candidates with the filters that do exist and then narrow them with `donorperfect-get-gift` filtered by each `donor-id`. Say which part of the criteria you handled in which step.
If the criteria cannot be expressed at all, say which part is impossible and stop.
**Step 3: Remove donors who already carry the flag**
For each candidate, call `donorperfect-get-flag` filtered by `donor-id`. Drop anyone who already has `{flag}` and report how many you dropped.
**Step 4: Confirm the whole list**
Show the final list as a table: donor name, donor id, and the values that qualified them. State the count plainly, for example "this will flag 34 donors". Ask the user to confirm the list before any write.
**Step 5: Write**
Only after the user confirms, call `donorperfect-set-flag` once per donor on the confirmed list, and no others. Report progress as you go and stop immediately if a call fails, saying how many were flagged before the failure.
**Step 6: Verify**
Spot check by calling `donorperfect-get-flag` filtered by `flag` and confirm the count went up as expected.
**Rules & Guidelines:**
* `donorperfect-set-flag` is the only write tool this prompt may call. Do not call `donorperfect-save-donor` to change anything else about a donor.
* Never flag a donor who was not on the confirmed list.
* If the list exceeds 50 donors, say so and ask the user to confirm again before writing, since there is no bulk unflag tool to undo it.
**Validation:**
* If the selection returns nothing, say so and write nothing.
* If the user confirms only part of the list, write only that part.
Who it's for
One answer, three teams that use it
Development marketers
Build a segment for an appeal
Flag the right donors for targeting in one request.
Flag DonorPerfect donors who gave over 1,000 last year with the APPEAL26 flag.
Donor database managers
Segment without spreadsheets
See what qualified each donor before anything is written.
Flag donors in Washington with lifetime giving over 10,000 as MAJOR in DonorPerfect.
Major gift officers
Tag your portfolio accurately
Only donors meeting your criteria are tagged.
Add the PORTFOLIO flag to DonorPerfect donors who gave to the Capital Campaign this year.
How it works
What PopdockAI does when you ask
You name the flag and describe who should get it, and your AI assistant builds the list in DonorPerfect. Nobody is flagged until you review and confirm, with large lists confirmed twice.
01
Ask
You name the flag and describe who should get it.
02
Build
It checks the flag exists, applies your criteria and removes donors already flagged.
03
Confirm
You review the full list with what qualified each donor.
04
Flag
It flags confirmed donors, stops on any failure and spot checks the count.
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.
donorperfect-get-code
donorperfect-get-donor
donorperfect-get-gift
donorperfect-get-flag
donorperfect-set-flag
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
Segments flagged accurately in one pass
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.

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