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Carry Drip unsubscribes onto DonorPerfect donor records
For nonprofit teams who want Drip opt-outs flagged on the right DonorPerfect donors, by asking their AI assistant.
On this page
Connector
Connect DonorPerfect, pick your AI tool and paste the prompt.
The problem
Staff email donors who opted out in Drip
When a supporter unsubscribes in Drip, DonorPerfect still looks like they are happy to get email, so staff send appeals to people who opted out. Keeping the record honest means searching each unsubscriber and flagging them one at a time.
Without PopdockAI
- Export unsubscribers from Drip
- Search DonorPerfect for each email
- Check whether they are already flagged
- Set flags one donor at a time
With PopdockAI
- Drip unsubscribers are matched by email, including extra addresses
- The flag code is checked and already-flagged donors dropped
- Emails matching several donors are skipped, not guessed
- Flags are set after you confirm, then 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:** Find Drip subscribers who have unsubscribed and set the DonorPerfect flag `{flag}` on the matching donors, so the donor database records the email opt-out. Check at most `{max-subscribers}` subscribers (default 100).
**Step 1: List unsubscribed people in Drip**
Call `drip-get-subscriber` with `status` set to unsubscribed and `max-records` set to the limit.
**Step 2: Match them in DonorPerfect**
For each subscriber, call `donorperfect-get-donor` with `email` set to their email, falling back to `donorperfect-get-address` with the same email. For each donor found, call `donorperfect-get-flag` with `donor-id` set to the donor's id and drop donors who already carry `{flag}`.
**Step 3: Confirm**
Call `donorperfect-get-code` with `code` set to `{flag}` to check the flag code exists, and warn the user if it does not. Then show the donors to flag (donor-id, name, email) and the counts of subscribers not found in DonorPerfect and donors already flagged. Ask the user to confirm. Do not continue without an explicit yes.
**Step 4: Flag and confirm**
For each confirmed donor, call `donorperfect-set-flag` with `donor-id` and `flag` set to `{flag}`. Then call `donorperfect-get-flag` for each donor again to confirm, and report flagged, failed (with reasons) and skipped counts.
**Rules & Guidelines:**
* `drip-get-subscriber` is on the drip server. `donorperfect-get-donor`, `donorperfect-get-address`, `donorperfect-get-flag`, `donorperfect-get-code` and `donorperfect-set-flag` are on the donorperfect server.
* The only write this prompt may make is `donorperfect-set-flag`, on the donorperfect server, after confirmation in Step 3.
* Do not change anything in Drip: never call `drip-update-subscriber`, `drip-add-subscriber` or `drip-unsubscribe-subscriber`. Do not call `donorperfect-save-donor`.
* Match on email only. If one email matches several donors, list them and skip that email rather than flagging all of them.
**Validation:**
* If Drip has no unsubscribed people, say so and stop.
* If none of them is a DonorPerfect donor, say so; that is a valid result.Who it's for
One answer, three teams that use it
Development marketers
Respect opt-outs everywhere
Staff see on the donor record that email is off the table.
Flag DonorPerfect donors who unsubscribed in Drip with the EMAILOPTOUT flag.
Donor database managers
Keep flags current without duplicates
Donors already flagged are skipped, and ambiguous matches are left to you.
How many Drip unsubscribers match DonorPerfect donors who are not yet flagged NOEMAIL?
Compliance leads
Prove opt-outs are honoured
A re-read of each donor reports exactly what was set.
Carry all Drip unsubscribes onto DonorPerfect donors and report what changed.
How it works
What PopdockAI does when you ask
You name the flag and your AI assistant matches Drip unsubscribers to DonorPerfect donors. Flags are set only after you confirm, and Drip is never changed.
01
Ask
You name the DonorPerfect flag to use.
02
Match
It reads Drip unsubscribers and matches each to a donor by email.
03
Confirm
You see who will be flagged and who was not found or already flagged.
04
Flag
It sets the flag and re-reads each donor to report what was set.
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-subscriber
donorperfect-get-donor
donorperfect-get-address
donorperfect-get-flag
donorperfect-get-code
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
Drip opt-outs visible on the donor record
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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