Connectors

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Drip

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Log Drip campaign enrollment to DonorPerfect donors
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Cross-Connector

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.

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Log Drip campaign enrollment to DonorPerfect donors
Log the Drip Spring Stories series as an EMAIL contact on every DonorPerfect donor who received it.
218 Spring Stories subscribers match DonorPerfect donors. - To log: 176 donors get a new EMAIL contact naming the series - Already logged: 42 donors skipped - Activity code: EMAIL is valid Shall I log these 176 contacts?
Drip
Sample figures. Your results come from your own account.
drip-get-campaign
drip-get-campaign-subscriber
donorperfect-get-donor
donorperfect-get-address
donorperfect-get-contact
donorperfect-save-contact
donorperfect-get-code

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Drip

Drip
Run it on your own Drip data.

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

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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.

Prompt
**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.

Your AI tool

02

Match

It matches subscribers to donors by email and skips donors already logged.

drip-get-campaign
drip-get-campaign-subscriber
donorperfect-get-donor
donorperfect-get-address
donorperfect-get-contact

03

Confirm

You see who will be logged, with a warning if the code is unknown.

No items found.

04

Log

It adds a new dated contact for each donor and reports the counts.

Your AI tool

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.

get-data

drip-get-campaign

Returns Drip email series campaigns with status, active and unsubscribed counts, number of emails, sender and opt-in settings. Filter by name, status, minimum active subscribers or created date.
get-data

drip-get-campaign-subscriber

Returns the people subscribed to each Drip email series campaign, with the campaign's status and the person's tags and lead score. Filter by campaign id or name, a person's email, subscriber status or minimum lead score.
get-data

donorperfect-get-donor

Returns donor records from DonorPerfect: names, salutations, contact details, donor type and status, and the codes used to segment them. The starting point for almost any DonorPerfect question.
get-data

donorperfect-get-address

Returns the additional address records held against donors in DonorPerfect, including address type, seasonal date ranges and which address is currently in use.
get-data

donorperfect-get-contact

Returns the contacts and activities logged against donors in DonorPerfect: calls, visits, letters and other touchpoints, with their dates, activity codes and notes.
run-action

donorperfect-save-contact

Logs a contact or activity against a donor in DonorPerfect, or updates an existing one when a contact id is supplied. Use it to record calls, visits and other touchpoints.
get-data

donorperfect-get-code

Returns the configuration code values behind DonorPerfect's drop-down fields, such as campaign, solicitation, gift type and GL codes. Use it to validate a code before writing a gift, pledge or donor record.
Read only.Nothing in Drip 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

Every donor history shows the email outreach once

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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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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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