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See a donor's emails and gifts on one timeline
For fundraisers who want to know whether a donor reads your emails, across all their addresses, by asking their AI assistant.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
A donor's emails and gifts in two different systems
To know whether a donor reads your newsletters you need Mailchimp, and to see their gifts you need Bloomerang. A donor with several addresses makes it harder, because the bounce may sit on the address you did not check.
Without PopdockAI
- Find the donor and their addresses in Bloomerang
- Search Mailchimp for each address
- Check status, opens, bounces and unsubscribes
- Line up email activity with gifts by hand
With PopdockAI
- The constituent is found, asking if several match
- Every good address is checked in Mailchimp
- Recent gifts are read and merged on one timeline
- Unsubscribes and hard bounces show first, read only
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Show how the Bloomerang constituent `{constituent}` (a name or an email address) engages with Mailchimp email, next to their giving, over the last `{lookback-days}` days (default 90).
**Step 1: Find the constituent in Bloomerang**
If `{constituent}` contains `@`, call `bloomerang-get-constituent` with `primary-email`; if that returns nothing, call `bloomerang-get-email-address` with `value` and then `bloomerang-get-constituent` with `id` set to the `account-id` it returns. Otherwise call `bloomerang-get-constituent` with `full-name.contains`. If more than one constituent matches, list them (id, full-name, primary-email, city) and stop.
**Step 2: Collect every email address**
Call `bloomerang-get-email-address` with `account-id` set to the constituent's id. Use every address that is not flagged bad.
**Step 3: Read Mailchimp for each address**
For each address call `mailchimp-get-list-member` with `email` (audience, status, rating, average-open-rate, average-click-rate, tags), then `mailchimp-get-campaign-email-activity` with `email-address` and `activity-date.from` set to today minus the lookback (opens, clicks and bounces), and `mailchimp-get-campaign-unsubscribe` with `email`. If an address is in no audience, say so and continue.
**Step 4: Read Bloomerang giving**
Call `bloomerang-get-transaction` with `account-id` and `date.from` set to the same start date.
**Step 5: Report**
A short profile (name, id, engagement-score, emails), a table of audience memberships with status and rates, a dated timeline merging email activity and gifts, and one sentence on whether gifts follow email engagement.
**Rules & Guidelines:**
* Tools starting mailchimp- are on the mailchimp server; tools starting bloomerang- are on the bloomerang server.
* Read-only. Do NOT call `mailchimp-add-list-member`, `mailchimp-update-list-member`, `bloomerang-add-interaction` or `bloomerang-add-note`.
**Validation:**
* If the constituent has no email address, report their giving only and say Mailchimp could not be checked.
* Match emails case-insensitively.
* If Mailchimp shows an unsubscribe or hard bounce, put it at the top of the report.Who it's for
One answer, three teams that use it
Major gift officers
Know how a donor wants to hear from you
See whether a donor reads your email before deciding to call, write or email.
How does donor Priya Shah engage with our Mailchimp emails, and when did she last give?
Development coordinators
Find the address that bounced
Every address is checked, so a bounce or unsubscribe on a second address is not missed.
Check every email address for Bloomerang donor Tom Reyes in Mailchimp and flag any bounce.
Communications managers
See if appeals line up with gifts
The timeline shows whether gifts follow email activity for this donor.
Show a timeline of Mailchimp activity and Bloomerang gifts for sam.patel@contoso.com.
How it works
What PopdockAI does when you ask
You give the donor's name or email, and your AI assistant brings their email engagement and giving together. It only reads.
01
Ask
You give the donor's name or email.
02
Find
It finds the constituent in Bloomerang and collects every address not flagged bad.
03
Read
Each address is checked in Mailchimp, and recent gifts are read.
04
Report
You get a profile, an audience table and a timeline of email and gifts.
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.
bloomerang-get-constituent
bloomerang-get-email-address
mailchimp-get-list-member
mailchimp-get-campaign-email-activity
mailchimp-get-campaign-unsubscribe
bloomerang-get-transaction
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
Email engagement and giving on one timeline
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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