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Tag Drip subscribers by their DonorPerfect giving
For nonprofit marketers who want Drip segments built on real DonorPerfect giving levels, by asking their AI assistant.
On this page
Connector
Connect Drip, pick your AI tool and paste the prompt.
The problem
Giving levels never make it into email segments
Segmenting Drip email by giving needs DonorPerfect data. Tagging donors by hand risks tagging unsubscribed people or creating subscribers who never signed up.
Without PopdockAI
- Export donors over a threshold from DonorPerfect
- Find each one in Drip
- Tag them one at a time
- Accidentally tag unsubscribed people
With PopdockAI
- Qualifying donors are sorted into tagged, to tag and not in Drip
- You are told if the tag will be created
- Unsubscribed people are skipped and missing donors never added
- You confirm first and each tag is read back
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Apply the Drip tag `{tag}` to every Drip subscriber who is a DonorPerfect donor with a gift total of at least `{gift-total-min}`. Check at most `{max-donors}` donors (default 100).
**Step 1: List qualifying donors in DonorPerfect**
Call `donorperfect-get-donor` with `gift-total.min` set to `{gift-total-min}` and `max-records` set to the limit. Drop donors with a blank email.
**Step 2: Match them in Drip**
For each donor, call `drip-get-subscriber` with `email` set to the donor's email. Sort the donors into three groups: already tagged (`{tag}` is in their Drip tags), to tag (in Drip and not tagged), and not in Drip.
**Step 3: Confirm**
Show the three groups with name, email and gift total, and ask the user to confirm before tagging. Do not continue without an explicit yes.
**Step 4: Tag**
For each subscriber in the to-tag group, call `drip-add-subscriber-tag` with `email` set to their email and `tag` set to `{tag}`. Then call `drip-get-subscriber` for each one again to confirm the tag is present.
**Step 5: Report**
Counts for tagged, already tagged, not in Drip and failed, with the reason for each failure.
**Rules & Guidelines:**
* `donorperfect-get-donor` is on the donorperfect server. `drip-get-subscriber` and `drip-add-subscriber-tag` are on the drip server.
* The only write this prompt may make is `drip-add-subscriber-tag`, on the drip server, after confirmation in Step 3.
* Do not create subscribers for donors missing from Drip: never call `drip-add-subscriber` here. Do not call `drip-remove-subscriber-tag` or any DonorPerfect save tool.
* Skip subscribers whose Drip status is unsubscribed, and list them as skipped.
**Validation:**
* If no donor meets the threshold, say so and stop.
* If `{tag}` is not an existing tag, check with `drip-get-tag` and tell the user that tagging will create it, as part of the Step 3 confirmation.Who it's for
One answer, three teams that use it
Nonprofit marketers
Segment email by giving level
Tag major and mid-level donors in Drip so each group gets the right message.
Tag Drip subscribers who gave 5,000 or more in DonorPerfect as majordonor.
Development officers
Thank top donors differently
Build a tag for donors above a level so stewardship email reaches only them.
Add the stewardship tag in Drip to donors with at least 2,500 in total DonorPerfect giving.
Database managers
Keep tags limited to subscribed people
Unsubscribed people are skipped and donors not in Drip are never added.
Tag DonorPerfect donors over 500 as midlevel in Drip, but only people already subscribed.
How it works
What PopdockAI does when you ask
You choose a tag and a giving threshold, and your AI assistant sorts qualifying donors against Drip. Tags are applied only after you confirm.
01
Ask
You choose a Drip tag and a minimum DonorPerfect gift total.
02
Match
It sorts qualifying donors into already tagged, to tag and not in Drip.
03
Confirm
You see the groups with names, emails and gift totals.
04
Tag
It tags confirmed subscribers and reads each tag back.
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.
donorperfect-get-donor
drip-get-subscriber
drip-add-subscriber-tag
drip-get-tag
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
Segments that reflect real giving levels
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.
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