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Bloomerang

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Lapsed Bloomerang donor outreach
Report

Build a ranked win-back list of lapsed Bloomerang donors

For fundraising teams who want lapsed donors found, ranked and sorted by the best way to reach them, by asking their AI assistant.

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Lapsed Bloomerang donor outreach
Find donors who have not given in Bloomerang for 12 months, top 25 by prior giving.
I found 212 lapsed donors; here are the top 25 by prior giving. - Personal call: 8, led by Fabrikam Inc, 12,000 prior, no contact in 14 months - Email: 13, such as Jordan Lee, 2,400 prior - Verify first: 4 with no usable email or phone Want the full ranked table?
Bloomerang
Sample figures. Your results come from your own account.
bloomerang-get-transaction
bloomerang-get-constituent
bloomerang-get-interaction

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Bloomerang

Bloomerang
Run it on your own Bloomerang data.

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

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The problem

Win-back lists that do not say who is reachable

Donors who gave a year or two ago and then stopped are the easiest to win back, but finding them in Bloomerang means comparing two periods by hand. Refunds muddy it, and the list rarely shows who is reachable or when they were last contacted.

Without PopdockAI

  • Export two periods of giving
  • Compare them in a spreadsheet
  • Remove refunds and soft credits
  • Look up contact details donor by donor

With PopdockAI

  • Recent givers are compared with those from the two years before
  • Refunds, soft credits and inactive records are left out
  • Top donors get contact details, engagement score and last interaction
  • They are grouped into call, email or verify first, nothing 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:** Find donors who gave in the past but have gone quiet, and produce a ranked outreach list. A donor counts as lapsed when they gave at some point before the last `{lapse-months}` months (default 12) and have given nothing since.

**Step 1: Build the recent giver set**

Call `bloomerang-get-transaction` with `date.from` set to the start of the lapse window and `max-records` set high enough to cover the period. Collect every distinct account-id. These donors are current, and none of them belongs on the outreach list.

**Step 2: Build the prior giver set**

Call `bloomerang-get-transaction` again with `date.to` set to the same boundary date, `date.from` set two years before it, and `amount.min` set to `{minimum-prior-gift}` (default 0). Collect the account-ids with their total given and most recent gift date in that earlier period.

**Step 3: Take the difference**

Every account-id in step 2 that is absent from step 1 is lapsed. Ignore transactions marked refunded on both sides; a refunded gift is not giving.

**Step 4: Put names to the ids**

For each lapsed account-id, call `bloomerang-get-constituent` filtered by id to get the name, status, type, primary email, primary phone and engagement score. Skip anyone whose status is not active. Work down the list in descending order of prior total given and stop once you have the top `{max-donors}` (default 25), so this does not turn into hundreds of calls.

**Step 5: Check the last touch**

For the donors that survive, call `bloomerang-get-interaction` with their account-id to find the most recent contact of any kind. A donor last contacted years ago is a colder ask than one spoken to last month.

**Step 6: Report**

A table ranked by prior total given: name, total given in the prior window, last gift date, months since last gift, engagement score, last interaction date, primary email, and whether contact details look usable.

Follow it with a short section grouping the list into:

* worth a personal call: high prior giving, reachable, no recent contact
* worth an email: moderate prior giving with a usable email
* verify first: no usable email or phone, or contact details flagged bad

**Rules and Guidelines:**

* Read only. Do not call `bloomerang-add-interaction`, `bloomerang-add-task`, `bloomerang-update-constituent`, or any other bloomerang-add- or bloomerang-update- tool. This prompt produces a list for a human to act on.
* Do not describe a donor as lapsed on the strength of one transaction call that hit its record limit. If either transaction call returned exactly the max-records figure, say the result may be incomplete.
* Soft credits are not gifts for this purpose. Do not fold `bloomerang-get-soft-credit` results into the lapse test.

**Validation:**

* If step 1 returns nothing at all, the date window is probably wrong. Say so and stop rather than declaring every donor lapsed.
* If `{minimum-prior-gift}` filters the prior set down to nothing, report the threshold used and suggest a lower one.

Who it's for

One answer, three teams that use it

Annual fund managers

Plan a lapsed donor campaign

Donors grouped by call, email or verify first make the campaign easy to split.

Find Bloomerang donors who have not given in 18 months, top 50 by prior giving.

Major gift officers

Call your best lapsed donors

The top lapsed donors by prior giving come with phone and last interaction.

Which donors who gave over 1,000 before have lapsed for 12 months in Bloomerang?

Database managers

Fix contact details first

Donors needing contact details verified are listed, so outreach does not bounce.

Which lapsed Bloomerang donors need their contact details verified before outreach?

How it works

What PopdockAI does when you ask

You set how many months counts as lapsed and your AI assistant builds a ranked win-back list from Bloomerang. It warns when a record limit may leave the result incomplete.

01

Ask

You set how many months counts as lapsed, and optional limits.

Your AI tool

02

Compare

It compares recent givers with those from the two years before.

bloomerang-get-transaction

03

Enrich

It adds contact details, engagement score and last interaction.

bloomerang-get-constituent
bloomerang-get-interaction

04

Report

You get a ranked list grouped by how to reach each donor.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Bloomerang and one secure connection to your AI tool. No code, no exports.

get-data

bloomerang-get-transaction

Returns gift transactions from Bloomerang. Filter by date range, amount range, payment method, transaction number, or whether the gift has been refunded.
get-data

bloomerang-get-constituent

Returns constituents from Bloomerang: the donors, prospects and contacts in your database. Filter by full name, last name, account number, primary email, city, type or status, or fetch one by id.
get-data

bloomerang-get-interaction

Returns logged interactions with constituents in Bloomerang: calls, emails, meetings and mailings. Filter by date range, channel, purpose or subject.
Read only.Nothing in Bloomerang 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

A ranked win-back list, sorted by how to reach each donor

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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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