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Log Drip email series on DonorPerfect donor histories
For nonprofit teams who want Drip email outreach recorded on each donor's DonorPerfect history, by asking their AI assistant.
On this page
Connector
Connect Drip, pick your AI tool and paste the prompt.
The problem
Email outreach never shows up in donor histories
Donor files should show every touch, but Drip email series never appear in DonorPerfect. Logging them means finding each donor and adding contacts by hand, with no way to tell who was already logged.
Without PopdockAI
- Export the series subscribers from Drip
- Find each donor in DonorPerfect
- Add a contact record by hand
- Log some donors twice
With PopdockAI
- Subscribers are matched to donors by email, additional addresses too
- Donors already logged for the series are skipped
- You see who will be logged and confirm first
- Each gets a new dated contact, never an overwrite
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For the Drip email series campaign `{campaign}`, log a contact record in DonorPerfect against each subscriber who is a donor, using activity code `{activity-code}`, so the outreach shows up in the donor's history.
**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.
**Step 2: List its subscribers and match them**
Call `drip-get-campaign-subscriber` with `campaign-id` set to the campaign's id. For each subscriber, call `donorperfect-get-donor` with `email` set to their email, falling back to `donorperfect-get-address`.
**Step 3: Skip donors already logged**
For each donor found, call `donorperfect-get-contact` with `donor-id` and `activity-code` set to `{activity-code}`, and skip any donor who already has a contact whose comment names this Drip campaign.
**Step 4: Confirm**
Show the donors to log (donor-id, name, email) and the counts of subscribers not in DonorPerfect and donors already logged. Ask the user to confirm. Do not continue without an explicit yes.
**Step 5: Log and confirm**
For each confirmed donor, call `donorperfect-save-contact` with `donor-id`, `activity-code` set to `{activity-code}`, `contact-date` set to today, and `comment` set to "Enrolled in Drip campaign" followed by the campaign name. Leave `contact-id` empty so a new contact is created. Report logged, failed (with reasons) and skipped counts.
**Rules & Guidelines:**
* `drip-get-campaign` and `drip-get-campaign-subscriber` are on the drip server. `donorperfect-get-donor`, `donorperfect-get-address`, `donorperfect-get-contact` and `donorperfect-save-contact` are on the donorperfect server.
* The only write this prompt may make is `donorperfect-save-contact`, on the donorperfect server, after confirmation in Step 4.
* Never pass a `contact-id`, which would overwrite an existing contact. Do not call `donorperfect-save-donor`, `donorperfect-set-flag` or any Drip action.
**Validation:**
* If the campaign has no subscribers, or none is a donor, say so and stop.
* If `{activity-code}` is not a known code, check with `donorperfect-get-code` and warn the user before Step 4.Who it's for
One answer, three teams that use it
Development officers
See every touch on a donor record
Email series appear in each donor's history next to calls and meetings, so you know what they received.
Log the Drip Year End Appeal series on the DonorPerfect donors who got it, activity code EMAIL.
Database managers
Log outreach without duplicates
Donors already logged for a series are skipped, so repeat runs never double up.
Add contact records for the Drip Monthly Impact series to DonorPerfect, skipping anyone already logged.
Nonprofit marketers
Record campaigns where fundraisers look
Put your email work into the system fundraisers use every day.
Record the Drip Volunteer Stories series on donor histories in DonorPerfect with code NEWS.
How it works
What PopdockAI does when you ask
You name a Drip series and an activity code, and your AI assistant matches subscribers to donors. Contacts are added only after you confirm.
01
Ask
You name a Drip email series and a DonorPerfect activity code.
02
Match
It matches subscribers to donors by email and skips donors already logged.
03
Confirm
You see who will be logged, with a warning if the code is unknown.
04
Log
It adds a new dated contact for each donor and reports the counts.
What PopdockAI provides
The tools behind the answer
Ready made tools for Drip and one secure connection to your AI tool. No code, no exports.
drip-get-campaign
drip-get-campaign-subscriber
donorperfect-get-donor
donorperfect-get-address
donorperfect-get-contact
donorperfect-save-contact
donorperfect-get-code
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
Every donor history shows the email outreach 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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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