Connectors

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Microsoft Dynamics SL

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Add missing Dynamics SL customers to a Mailchimp audience
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Cross-Connector

Bring new Dynamics SL customers into Mailchimp with consent

For marketers who want active Dynamics SL customers added to a Mailchimp audience without re-adding opt-outs, by asking their AI assistant.

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Add missing Dynamics SL customers to a Mailchimp audience
Add any active Dynamics SL customers in the WHOLESALE class who are not in our Customers audience in Mailchimp.
26 active WHOLESALE customers have no record in the Customers audience. - To add: 26 customers as pending, so each gets an opt-in email - Skipped: 4 customers are in the audience as unsubscribed or cleaned - Example: Northwind Traders, orders@northwindtraders.com Shall I add these 26 as pending?
Microsoft Dynamics SL
Sample figures. Your results come from your own account.
mailchimp-get-list
dynamics-sl-get-customers
mailchimp-get-list-member
mailchimp-add-list-member

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics SL

Microsoft Dynamics SL
Run it on your own Microsoft Dynamics SL data.

Connect Microsoft Dynamics SL, pick your AI tool and paste the prompt.

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The problem

New customers never reach your Mailchimp audience

Customers keep being added in Dynamics SL, but the Mailchimp audience only grows when someone imports a file. Done by hand, it is easy to re-add unsubscribes or subscribe people without consent.

Without PopdockAI

  • Export customers from Dynamics SL
  • Remove people already in the audience
  • Import the rest into Mailchimp
  • Re-add people who unsubscribed

With PopdockAI

  • Active customers with a valid email are checked against the audience
  • Only customers with no audience record qualify
  • New members are pending by default and you confirm first
  • Each added member is looked up again

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Add active Dynamics SL customers who are not yet in the Mailchimp audience `{audience}` as members with status `{member-status}` (default pending, which sends an opt-in email), optionally limited to customer class `{customer-class}`.

**Step 1: Confirm the audience in Mailchimp**

Call `mailchimp-get-list` with `name` set to `{audience}`; if nothing matches, retry with `name.contains`. If more than one audience matches, list them and stop. Keep the list-id.

**Step 2: Read the Dynamics SL customers**

Call `dynamics-sl-get-customers` with `status` set to active, `customer-class-id` set to `{customer-class}` if given, and `max-records` set to 500. Drop customers with a blank or invalid email-address.

**Step 3: Find who is missing**

For each email, call `mailchimp-get-list-member` with `email` set to it and `list-name` set to the audience name. A customer is a candidate only if there is **no row at all** in this audience. Customers already present with any status, including unsubscribed or cleaned, are not candidates.

**Step 4: Confirm before writing**

Show the candidates as a table (customer-id, customer-name, email-address, the first and last name you will send) and the status they will be added with. Ask the user to confirm. Do not add anyone until they do. If they remove names, drop those.

**Step 5: Add the confirmed customers**

For each confirmed customer, call `mailchimp-add-list-member` once with `list-id` from Step 1, `email-address`, `status` set to `{member-status}` (pending if empty), and `first-name` and `last-name` split from customer-name when it is clearly a person's name; leave them blank for a company name.

**Step 6: Confirm and report**

Call `mailchimp-get-list-member` again for each added email to confirm the row exists. Report added, failed (with the error) and skipped counts, and list any failures.

**Rules & Guidelines:**

* Tools whose names start with mailchimp- are on the mailchimp server; tools whose names start with dynamics-sl- are on the dynamics-sl server. If either set is missing from your tool list, stop and say which server is not connected.
* The only write tool this prompt may call is `mailchimp-add-list-member`, once per confirmed customer, after Step 4. Do not call `mailchimp-update-list-member`, `mailchimp-add-segment-member`, `mailchimp-add-customer`, `mailchimp-update-customer` or any other mailchimp write tool.
* Never re-add or resubscribe a contact who is unsubscribed or cleaned. That is the contact's choice or a dead address, not a gap.
* Only use status subscribed if the user states they have the customers' consent to email them; otherwise use pending.
* Pass `company` on the dynamics-sl tools only if the user named a company.

**Validation:**

* If there are no candidates, say every customer with an email is already in the audience and stop without writing.
* If `{member-status}` is not one of subscribed, pending or transactional, stop and ask.
* If a Dynamics SL email-address holds several addresses, add only the first and say so.

Who it's for

One answer, three teams that use it

Email marketers

Grow the customer audience safely

Add new customers without importing files or re-adding anyone who unsubscribed.

Add active Dynamics SL customers missing from our Newsletter audience in Mailchimp.

Marketing operations

Keep consent clean

New members get an opt-in email by default, and cleaned contacts are never re-added.

Which Dynamics SL customers in the RETAIL class are not in the Mailchimp Customers audience? Add them as pending.

Customer service managers

Make sure customers get service updates

Bring new customers into the audience you use for updates, with each one verified afterwards.

Add new Dynamics SL customers to the Mailchimp Service Updates audience.

How it works

What PopdockAI does when you ask

You name the audience and optionally a customer class, and your AI assistant finds customers missing from it. Members are added only after you confirm.

01

Ask

You name the Mailchimp audience and optionally a customer class.

Your AI tool

02

Find

It reads active customers with a valid email and keeps those with no audience record.

mailchimp-get-list
dynamics-sl-get-customers
mailchimp-get-list-member

03

Confirm

You review the list and the status they will get.

No items found.

04

Add

It adds them and looks each one up again to prove it landed.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Microsoft Dynamics SL and one secure connection to your AI tool. No code, no exports.

get-data

mailchimp-get-list

Returns Mailchimp lists (audiences) with member counts, open and click rates, and recent campaign activity.
get-data

dynamics-sl-get-customers

Returns Dynamics SL customers with their contact details, address, terms, credit limit and salesperson. Filter by customer ID, name, city, state, class, salesperson or status.
get-data

mailchimp-get-list-member

Returns the members (subscribers) of Mailchimp audiences, with subscription status, tags and engagement rating. Filter by email address or status to look someone up.
run-action

mailchimp-add-list-member

Adds a contact to a Mailchimp audience with an email address, name and subscription status.
Read only.Nothing in Microsoft Dynamics SL Changes

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.

How Popdock AI secures your data

The outcome

New customers in Mailchimp, consent respected

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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