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Check if a DonorPerfect donor actually receives your emails
For fundraisers who want a donor's giving and Mailchimp engagement together before calling about an appeal, by asking their AI assistant.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Calling about an appeal the donor never received
Before calling a donor about an email appeal you need to know whether they receive your email at all. Giving is in DonorPerfect and email status is in Mailchimp, so the full picture means two systems and several screens.
Without PopdockAI
- Find the donor in DonorPerfect, checking other addresses
- Review gifts and open pledges
- Search Mailchimp for status and recent activity
- Spot mismatches yourself
With PopdockAI
- The donor is found, including through another address
- Giving and open pledges are read
- Mailchimp status, rates, opens, clicks and bounces are added
- Mismatches are called out, and it is 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:** Build a combined profile for the donor with email `{donor-email}`: their DonorPerfect record and giving, and their Mailchimp audience membership and email engagement over the last `{lookback-days}` days (default 90).
**Step 1: Find the donor in DonorPerfect**
Call `donorperfect-get-donor` with `email` set to `{donor-email}`. If nothing comes back, call `donorperfect-get-address` with `email` set to `{donor-email}` and use its `donor-id` to call `donorperfect-get-donor` again with `donor-id`. If more than one donor matches, list them (donor id, name, city) and stop. If no donor matches, say the email is not on file in DonorPerfect and continue with Step 3 only.
**Step 2: Read their giving**
Call `donorperfect-get-gift` with the donor's `donor-id`. Note gift total, gift count, the last gift date and amount, and any open pledge balance.
**Step 3: Find them in Mailchimp**
Call `mailchimp-get-list-member` with `email` set to `{donor-email}`. Record each audience they belong to, with status, tags, rating and average open and click rates. If nothing comes back, report the donor as not in any Mailchimp audience.
**Step 4: Recent email engagement**
Call `mailchimp-get-campaign-email-activity` with `email-address` set to `{donor-email}` and `activity-date.from` set to `{lookback-days}` days before today. Call `mailchimp-get-campaign-unsubscribe` with `email` set to `{donor-email}`. Summarize opens, clicks and bounces by campaign, and any unsubscribe with its date and reason.
**Step 5: Report**
A short profile with three sections: DonorPerfect (name, donor id, gift total, last gift), Mailchimp (audiences and status, engagement rates, recent activity), and Observations (for example: an active donor who has unsubscribed, a hard bounce on the email DonorPerfect holds, or a highly engaged subscriber who has never given).
**Rules & Guidelines:**
* `donorperfect-get-donor`, `donorperfect-get-address` and `donorperfect-get-gift` are on the donorperfect server. `mailchimp-get-list-member`, `mailchimp-get-campaign-email-activity` and `mailchimp-get-campaign-unsubscribe` are on the mailchimp server.
* This is read-only. Do NOT call `donorperfect-save-donor`, `donorperfect-save-contact`, `donorperfect-set-flag`, `mailchimp-add-list-member` or `mailchimp-update-list-member`.
* Match emails case-insensitively after trimming spaces.
**Validation:**
* If neither system has the email, say so and stop.
* If the donor's DonorPerfect email differs from `{donor-email}` only by case, treat it as the same person and mention it.Who it's for
One answer, three teams that use it
Fundraisers
Make the call fit the donor
Know whether a donor got your appeal and how they engage before you pick up the phone.
Did dana@contoso.com receive our Mailchimp Spring Appeal, and what has she given in DonorPerfect?
Email marketers
Find active donors you cannot email
Active donors who unsubscribed are called out, so you can reach them another way.
Is the DonorPerfect donor at tom.reyes@fabrikam.com unsubscribed in Mailchimp?
Development directors
Spot engaged readers who never gave
Engaged subscribers with no giving are flagged as prospects worth a conversation.
Profile sam.patel@northwindtraders.com across DonorPerfect and Mailchimp for the last 180 days.
How it works
What PopdockAI does when you ask
You give the donor's email and a lookback period, and your AI assistant combines their giving with their email engagement. It only reads.
01
Ask
You give the donor's email and a lookback period.
02
Find
It finds the donor in DonorPerfect, including through an additional address.
03
Read
It reads giving and pledges, then Mailchimp audiences, status and activity.
04
Report
You get a profile with observations on any mismatch.
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.
donorperfect-get-donor
donorperfect-get-address
donorperfect-get-gift
mailchimp-get-list-member
mailchimp-get-campaign-email-activity
mailchimp-get-campaign-unsubscribe
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
Giving and email engagement understood together
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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