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Keep your Mailchimp audience in step with Dynamics GP customers
For marketers who want current Dynamics GP customers in a Mailchimp audience without resubscribing anyone, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Audience syncs that resubscribe people who opted out
Keeping a Mailchimp audience in step with Dynamics GP customers means exporting emails, comparing them with the audience and importing the gaps. Done carelessly it resubscribes people who opted out or adds customers without consent.
Without PopdockAI
- Export customer emails from Dynamics GP
- Export the Mailchimp audience and compare in a spreadsheet
- Miss unsubscribed or cleaned members in the comparison
- Import the gaps as subscribed without consent
With PopdockAI
- Every audience member is read, whatever their status
- Only customers not in the audience at all are proposed
- You confirm the list or drop rows before anything is added
- New members are added as pending unless you state consent
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Add active Dynamics GP customers that are missing from the Mailchimp audience `{list-name}`, optionally limited to customer class `{customer-class}`, with subscription status `{member-status}` (default pending, which sends a double opt-in email).
**Step 1: Find the audience**
Call `mailchimp-get-list` with name `{list-name}`. If none or more than one matches, list what came back and stop. Keep its `list-id`.
**Step 2: Read both sides**
Call `dynamics-gp-get-rm-customer` with inactive false, max-records 500, and customer-class when given. Build a map from `main-email-address` (trimmed, lower-cased) to the customer and skip customers with a blank email. Call `mailchimp-get-list-member` with list-name `{list-name}` and max-records 1000 and collect every member email, whatever its status.
**Step 3: Propose the additions**
The candidates are GP customers whose email is not in the audience at all. Never re-add anyone who is in the audience with status unsubscribed or cleaned. Show a table: customer-id, customer-name, email, the first and last name you will send (split from contact-person, or blank if it is empty), and the status to be used. Then ask the user to confirm the whole list or name the rows to drop.
**Step 4: Add after confirmation**
Only after the user confirms, call `mailchimp-add-list-member` once per confirmed row with list-id, email-address, status `{member-status}` (pending if blank), first-name and last-name. Stop at the first error and report it.
**Step 5: Report**
A table of each row with Added or Failed and the error text.
**Rules & Guidelines:**
* `dynamics-gp-get-rm-customer` is on the dynamics-gp server. `mailchimp-get-list`, `mailchimp-get-list-member` and `mailchimp-add-list-member` are on the mailchimp server.
* `mailchimp-add-list-member` is the only tool that may write, and only after confirmation.
* Do NOT call `mailchimp-update-list-member` (it would resubscribe people who opted out) or any dynamics-gp write tool.
* Only use status subscribed if the user states they have the customers' consent. Otherwise use pending.
**Validation:**
* If there are no candidates, say the audience already covers these customers and stop.
* If an email holds several addresses separated by a semicolon, use the first and say so.
* If Mailchimp rejects an address as invalid or fake, report it and move on only if the user asks to continue.Who it's for
One answer, three teams that use it
Email marketers
Close audience gaps without an import file
Customers missing from the audience are found and added in one conversation, and anyone who unsubscribed or was cleaned stays out.
Which Dynamics GP customers in the DISTRIBUTOR class are missing from our Mailchimp Partners audience? Add them after I check the list.
Marketing operations
Respect consent on every sync
New members go in as pending so Mailchimp sends a double opt in, unless you confirm you already hold consent for them.
Add missing Dynamics GP customers to the Mailchimp Customers audience as pending so they get the opt in email.
Customer success
Make sure new accounts get customer emails
Recently set up customers start receiving product and service emails without waiting for the next quarterly import.
Make sure every active Dynamics GP customer is in our Mailchimp Customer News audience, but do not re-add anyone who unsubscribed.
How it works
What PopdockAI does when you ask
You name the audience and an optional customer class, and your AI assistant compares Dynamics GP customers with every audience member. Nothing is added until you confirm, and new members go in as pending.
01
Ask
You name the Mailchimp audience and optionally a customer class.
02
Compare
It reads active Dynamics GP customers and every audience member, whatever their status.
03
Confirm
You review the customers not in the audience and drop any rows.
04
Add
It adds them as pending, unless you state consent, and reports each row.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics GP and one secure connection to your AI tool. No code, no exports.
mailchimp-get-list
microsoft-dynamics-gp-get-rm-customer
mailchimp-get-list-member
mailchimp-add-list-member
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
An audience that covers customers and respects opt outs
Related use cases
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One prompt template with infinite possibilities.
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