Workflow · Finance close · Opening soon
Fundraising campaign results
Bring your campaign and gift exports into one view. See donors, gifts, total raised, average gift, and progress against goal for each campaign.
Someone typed
“summarize each fundraising campaign: donors, gifts, total raised and average gift against goal”
The agent read it as
Summarize each fundraising campaign: donors, gifts, total raised and average gift against goal from Bloomerang campaigns and Bloomerang gifts.
What the agent built
4 steps, each one an ordinary Mammoth step you can open and change.
File
Bloomerang campaigns
CSV export · 4 rows
File
Bloomerang gifts
CSV export · 24 rows
Step
Make campaign join key
Step 1
Step
Summarize gifts by campaign
Step 2
Join
Bring gifts onto campaigns
4 of 4 paired
Step
Show progress against goal
Step 4
Result
Campaign Fundraising Summary
4 rows
Schedule
Runs when you say
Proposed
- FileBloomerang campaignsCSV export · 4 rows
- FileBloomerang giftsCSV export · 24 rows
- StepMake campaign join keyStep 1
- StepSummarize gifts by campaignStep 2
- JoinBring gifts onto campaigns4 of 4 paired
- StepShow progress against goalStep 4
- ResultCampaign Fundraising Summary4 rows
- ScheduleRuns when you sayProposed
Checked on the sample files: every step ran, 4 rows came out, and the join paired 4 of 4 rows.
- Download Bloomerang campaigns sample (4 rows)Bloomerang: Fundraising > Campaigns > Export
- Download Bloomerang gifts sample (24 rows)Bloomerang: Fundraising > Gifts > Export
What you get back
The result of that run, the rows to look at first.
Campaign Fundraising SummarySample data4 rows
| Campaign Name | Donors | Gifts | Total Raised | Average Gift | Goal | Percent of Goal |
|---|---|---|---|---|---|---|
| Spring Appeal 2026 | 5 | 5 | 2,125 | 425 | 50,000 | 4.25 |
| Summer Gala 2026 | 7 | 7 | 23,500 | 3,357.14 | 75,000 | 31.33 |
| Legacy Society Push | 8 | 8 | 16,000 | 2,000 | 40,000 | 40 |
| Year End Match 2026 | 4 | 4 | 16,000 | 4,000 | 90,000 | 17.78 |
How do you summarize fundraising campaign results?
Export your campaigns and gifts from Bloomerang, then upload both files. Mammoth matches gifts to campaigns, totals each campaign, and shows donors, gifts, total raised, average gift, and progress against goal.
How it works
How to use the Campaign Fundraising Summary workflow
- 1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
- 2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
- 3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.
Campaign Fundraising Summary: questions
Which export files should you use?
Use the campaigns export and the gifts export from Bloomerang. The workflow reads those files and uses the campaign fields to match gifts to the right campaign.
What happens to rows that do not match?
Rows that do not match stay out of the grouped result until you add a rule or a matching key that links them. You can review them and decide how they should be grouped.
How do you change the rules?
Change the steps in words, for example by choosing a different join key or changing how gifts are grouped by campaign. Then rerun the workflow with the updated rules.
Get early access to this workflow
It will open already built and checked on the sample files. Swap in your own exports and see your result.
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