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Report Mailchimp campaign revenue that survives refunds in Shopify
For analysts who want campaign revenue they can defend, checked order by order against Shopify, by asking their AI assistant.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Campaign revenue that ignores refunds and cancellations
Mailchimp credits revenue to a campaign when the order is placed and rarely reflects later cancellations or refunds in Shopify. Checking means finding each order in Shopify by customer and amount, since the two share no order number.
Without PopdockAI
- Export the orders Mailchimp credits to the campaign
- Search Shopify for each one by email, total and date
- Check every order for cancellations and refunds
- Rebuild the totals per currency in a spreadsheet
With PopdockAI
- Attributed orders are read for the campaign you name
- Each order is matched in Shopify, with ambiguous matches noted
- Cancellations and refunds are counted per currency
- Neither Mailchimp nor Shopify is changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Take the e-commerce orders Mailchimp attributes to the campaign or automation named `{campaign-name}`, find each one in Shopify, and report how much of the attributed revenue is still good once cancellations and refunds are counted.
**Step 1: Attributed orders in Mailchimp**
Call `mailchimp-get-order` with `outreach-name.contains` = `{campaign-name}`. Note for each order `customer-email-address`, `order-total`, `currency-code`, `outreach-name`, `outreach-type` and `outreach-publish-date`. If the orders carry more than one distinct `outreach-name`, list the names and ask the user which one they mean before continuing. If none come back, call `mailchimp-get-campaign` with `title.contains` = `{campaign-name}` to say whether the campaign exists but has no attributed orders, and stop.
**Step 2: Find each order in Shopify**
For each Mailchimp order, call `shopify-get-order` with `email` = `customer-email-address` and `created-at.from` = `outreach-publish-date`. Match on `total-price` equal to the Mailchimp `order-total` (within 0.01) and the same currency. If several Shopify orders match, take the earliest after the publish date and note the ambiguity. If none match, mark the order "not found in Shopify".
**Step 3: Cancellations and refunds**
For each matched Shopify order, note `financial-status` and `cancelled-at`. For orders whose `financial-status` is refunded or partially_refunded, call `shopify-get-refund` with `order-id` and list each refund's `processed-at` and `note`.
**Step 4: Report**
* Totals by currency: Mailchimp attributed revenue, revenue on orders confirmed in Shopify, revenue on cancelled orders, revenue on refunded and partially refunded orders, and revenue on orders not found.
* A table of every order: customer email, Mailchimp total, Shopify `order-number`, `financial-status`, cancelled yes or no.
* One sentence on how far the Mailchimp figure overstates kept revenue.
**Rules & Guidelines:**
* `mailchimp-*` tools are on the mailchimp server; `shopify-*` tools are on the shopify server.
* The two systems share no order number in these tools; the join is customer email plus order total plus date. Say so in the report.
* Read-only. Do NOT call `mailchimp-update-order`, `shopify-update-order` or any other add or update tool on either server.
**Validation:**
* Never add amounts in different currencies together.
* If more than a quarter of orders are not found in Shopify, warn that the store connected to Mailchimp may not be this Shopify store, and check `mailchimp-get-store` for its `platform` and `domain`.Who it's for
One answer, three teams that use it
Marketing analysts
Report revenue that holds up
Show campaign revenue net of refunds and cancellations, with a sentence on how far the Mailchimp figure overstates.
How much of the revenue Mailchimp credits to the Black Friday campaign was refunded or canceled in Shopify?
Email marketers
Know which campaigns really sell
Compare campaigns on kept revenue rather than order value, so you repeat the ones that actually earn.
Check the orders Mailchimp attributes to our Welcome automation against Shopify and tell me what was kept.
Finance analysts
Reconcile marketing claims with the store
Match attributed revenue to Shopify orders per currency before campaign numbers reach a board pack.
Reconcile Mailchimp revenue for the Summer Clearance campaign with Shopify orders, per currency.
How it works
What PopdockAI does when you ask
You name the campaign or automation, and your AI assistant traces its attributed orders into Shopify. It only reads, and warns you if many orders cannot be found.
01
Ask
You name the Mailchimp campaign or automation.
02
Match
It finds each attributed order in Shopify by customer email, total and date.
03
Check
It looks for cancellations and refunds on every matched order.
04
Report
You get attributed, confirmed, canceled, refunded and not found revenue per currency.
What PopdockAI provides
The tools behind the answer
Ready made tools for Mailchimp and one secure connection to your AI tool. No code, no exports.
mailchimp-get-order
mailchimp-get-campaign
shopify-get-order
shopify-get-refund
mailchimp-get-store
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
Campaign revenue you can stand behind
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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