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AI agent for fundraisers

Peer-to-Peer Campaign Coach Agent

More participants reach their goals because stalls are caught and coached early

CommunicationSales
See how it worksGet access
Peer-to-Peer Campaign Coach Agent: what goes in, what the agent does and what you get

What it does

In a peer-to-peer campaign, many participants set up a page and then go quiet. Fundraisers rarely have time to coach each one. During the campaign this agent checks every participant's progress against their goal and the average pace, and finds those who have stalled, for instance no gift in seven days or no shares. It drafts a targeted nudge with a tip that matches the cause, such as a template to email five friends or a thank-you reminder. After a few days it checks whether anything moved, and tries a different nudge if not. It also highlights who is close to a goal so they can be recognized. The fundraiser approves messages. Edge case: a participant already met the goal, so the agent sends a stretch goal, not a reminder.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Campaign live 2 USES A TOOL Load participant goals, gifts and activity 3 DOES Find participants who are stalled or close to goal 4 DOES Pick a nudge type based on the cause: no shares, noasks or few thanks 5 USES A TOOL Draft each message with a tip 6 YOU APPROVE Fundraiser approves messages 7 USES A TOOL Send and log 8 CHECKS THE RESULT Did the participant's activity or gifts increasewithin 3 days? If not: try a different nudge type or suggest a personalcall. Back to step 4. 9 DOES Recognize those who reached goals with a stretchgoal 10 RESULT Campaign coaching log and results
Read the steps as a list
  1. Campaign live
  2. Load participant goals, gifts and activity
  3. Find participants who are stalled or close to goal
  4. Pick a nudge type based on the cause: no shares, no asks or few thanks
  5. Draft each message with a tip
  6. Fundraiser approves messagesThe agent waits here for your OK.
  7. Send and log
  8. Did the participant's activity or gifts increase within 3 days?If not: try a different nudge type or suggest a personal call. Back to step 4.
  9. Recognize those who reached goals with a stretch goal
  10. Campaign coaching log and results

How it decides

A participant is stalled when no gift or activity appears for 7 days and they are below 50 percent of goal. The nudge type follows the likely cause.

  • Treat 7 days without activity and under 50 percent of goal as stalled
  • Send at most one nudge every 3 days to the same person
  • Offer a stretch goal after a goal is met
  • Vary the message when the first nudge failed

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Stalled definition (default 7 days)
  • Nudge frequency
  • Message templates
  • Stretch goal rules

What keeps you in control

It always asks you first

  • Fundraiser approves every message to a participant

Hard limits

  • Do not send without approval
  • Respect opt-outs
  • Do not share participant data

It stops when

  • Done: campaign ends and results are saved
  • Stop: participant asks to stop messages

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensMidway through a run, 62 of 300 participants have stalled. Most have not shared their page. The agent drafts a nudge with a five-friend email template. After three days 24 have new activity. For the other 38 the agent tries a thank-you tip. Five participants hit goal and get stretch goals. The fundraiser approves each batch.

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