Connectors

/

Mailchimp

/

Log Mailchimp campaign clicks to DonorPerfect donors
Write
Cross-Connector

Show fundraisers which donors clicked your Mailchimp appeal

For fundraising teams who want appeal clicks logged on DonorPerfect donor records, safely rerunnable, by asking their AI assistant.

Try PopdockAI free
Get a live demo
Log Mailchimp campaign clicks to DonorPerfect donors
Log everyone who clicked our Year End Appeal in Mailchimp as DonorPerfect contacts with activity code EMAILCLK.
Code EMAILCLK is active, and 61 people clicked the Year End Appeal. - To log: 48 donors, such as Jordan Lee, first click Nov 28 - Already logged: 6 donors since the send date - Unmatched: 7 emails with no donor Shall I log the 48 contact records?
Mailchimp
Sample figures. Your results come from your own account.
donorperfect-get-code
mailchimp-get-campaign
mailchimp-get-campaign-email-activity
donorperfect-get-donor
donorperfect-get-address
donorperfect-get-contact
donorperfect-save-contact

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Mailchimp

Mailchimp
Run it on your own Mailchimp data.

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

Try PopdockAI free

The problem

Donor interest that never reaches your fundraisers

A donor who clicks your Mailchimp appeal is showing interest your fundraisers should know about, but that signal never reaches DonorPerfect. Logging each click by hand is tedious, and running it twice clutters the history.

Without PopdockAI

  • Export clickers from the appeal
  • Look up each donor in DonorPerfect by email
  • Check whether they were already logged
  • Enter a contact record for each by hand

With PopdockAI

  • The activity code is checked to be active first
  • Clickers are matched to donors with first click and links
  • Donors already logged since the send are skipped
  • One new contact per donor after you confirm, none overwritten

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 Mailchimp campaign `{campaign-title}`, log one DonorPerfect contact record with activity code `{activity-code}` against each donor who clicked a link in it.

**Step 1: Validate the activity code**

Call `donorperfect-get-code` with `code` set to `{activity-code}`. Confirm a match whose field name is the contact activity code field and that is not inactive. If there is no match, list nearby codes with `description.contains` and stop.

**Step 2: Find the campaign and its clickers**

Call `mailchimp-get-campaign` with `title.contains` set to `{campaign-title}`. If there is not exactly one match, list them and stop. Note `campaign-id`, `title` and `send-date`. Call `mailchimp-get-campaign-email-activity` with that `campaign-id` and `action` set to click. De-duplicate by email, keeping the first click date and the URLs clicked.

**Step 3: Match to donors and skip duplicates**

For each email, call `donorperfect-get-donor` with `email` (fall back to `donorperfect-get-address` with `email`). For each matched donor, call `donorperfect-get-contact` with `donor-id` and `activity-code` set to `{activity-code}` and `contact-date.from` set to the send date; skip any donor who already has one, so re-running is safe.

**Step 4: Confirm before writing**

Show the donors to log (donor id, name, email, first click date) and the unmatched email count. Ask the user to confirm. Do not write until they do.

**Step 5: Log the contacts**

For each confirmed donor, call `donorperfect-save-contact` with `donor-id`, `activity-code` set to `{activity-code}`, `contact-date` set to the first click date, `completed-date` set to the same date, and `comment` set to "Clicked Mailchimp campaign: <title>" followed by the clicked URLs. Leave `contact-id` empty so a new record is created. Record any failure and continue.

**Step 6: Report**

Logged, skipped as already logged, failed, and unmatched counts, with the logged rows.

**Rules & Guidelines:**

* `mailchimp-get-campaign` and `mailchimp-get-campaign-email-activity` are on the mailchimp server. `donorperfect-get-code`, `donorperfect-get-donor`, `donorperfect-get-address`, `donorperfect-get-contact` and `donorperfect-save-contact` are on the donorperfect server.
* `donorperfect-save-contact` is the only write, only after Step 4 confirmation. Do NOT call `donorperfect-save-donor`, `donorperfect-set-flag` or any Mailchimp action tool.

**Validation:**

* If the campaign has no clicks, say so and stop.
* Never pass a `contact-id`: that would overwrite an existing contact record.

Who it's for

One answer, three teams that use it

Major gift officers

Follow up while the appeal is fresh

See which donors clicked an appeal right on their record, so your next call lands while interest is high.

Log everyone who clicked our Mailchimp Spring Appeal in DonorPerfect with activity code APPEALCLK.

Development coordinators

Log clicks safely after every send

Reruns skip donors already logged with the code, so you can run it after each campaign without clean up.

Add DonorPerfect contacts for clickers of the Mailchimp Giving Tuesday email, code EMAILCLK, skipping anyone already logged.

Communications managers

Connect email engagement to giving

Put campaign engagement next to gift history so the team can see which appeals move donors.

Record the clicks from our Mailchimp Annual Report email on DonorPerfect donors using code NEWSCLK.

How it works

What PopdockAI does when you ask

You name the campaign and an activity code, and your AI assistant prepares one contact record per donor who clicked. Nothing is logged until you approve the list.

01

Ask

You name the Mailchimp campaign and an activity code.

Your AI tool

02

Check

It confirms the code is active and collects each clicker's first click and links.

donorperfect-get-code
mailchimp-get-campaign
mailchimp-get-campaign-email-activity

03

Confirm

Clickers are matched to donors, already logged ones skipped, and you approve.

No items found.

04

Log

It adds one new contact record per donor and reports the counts.

Your AI tool

What PopdockAI provides

The tools behind the answer

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

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.
get-data

mailchimp-get-campaign

Returns Mailchimp email campaigns with their status, audience, send date and headline results. Filter by status or send date to find drafts, scheduled sends or recent campaigns.
get-data

mailchimp-get-campaign-email-activity

Returns each member's open, click and bounce events for Mailchimp campaigns, with timestamps and the URLs they clicked.
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.
Read only.Nothing in Mailchimp 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

Engaged donors visible in DonorPerfect

Try PopdockAI free
Get a live demo

Related use cases

More ways to put this data to work

All Ramp use cases

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.

Try PopdockAI Free
See Documentation