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Mailchimp

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Check Mailchimp campaign revenue against WooCommerce orders
Report
Cross-Connector

See what a Mailchimp campaign really earned in WooCommerce

For analysts who want campaign revenue net of cancellations and refunds, matched to real WooCommerce orders, by asking their AI assistant.

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Check Mailchimp campaign revenue against WooCommerce orders
How much of the revenue Mailchimp gives the June Newsletter is real in WooCommerce, counting orders within 7 days of sending?
Mailchimp reports 8,200 EUR for the June Newsletter; net WooCommerce revenue is 7,150 EUR. - Gap: 1,050 EUR, or 12.8 percent - Confirmed: 41 orders, with 2 partial refunds subtracted - Lost: 3 orders canceled or failed - Unmatched: 2 orders with no WooCommerce match Want the list of lost and unmatched orders?
Mailchimp
Sample figures. Your results come from your own account.
mailchimp-get-report
mailchimp-get-order
woocommerce-get-order
woocommerce-get-refund

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Mailchimp

Mailchimp
Run it on your own Mailchimp data.

Connect Mailchimp, pick your AI tool and paste the prompt.

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The problem

Campaign revenue padded with lost and refunded orders

The revenue Mailchimp credits to a campaign includes orders later canceled, failed or refunded in WooCommerce. Finding the real figure means locating each order in the store by customer, amount and date, then subtracting refunds.

Without PopdockAI

  • Pull the campaign report and attributed orders from Mailchimp
  • Find each order in WooCommerce by email and total
  • Check status and subtract refunds one by one
  • Work out the gap by hand for each currency

With PopdockAI

  • The Mailchimp report and attributed orders are read
  • Orders are matched by email, total and currency in your window
  • Each is classed confirmed, lost or unmatched, net of refunds
  • Currencies are never converted and nothing is written

The prompt

Use this prompt

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

Prompt
**Objective:** For the Mailchimp campaign `{campaign}` (a campaign id or title), confirm how much of the revenue Mailchimp attributes to it is real in WooCommerce, counting orders placed within `{attribution-days}` days of sending (default 7) and net of cancellations and refunds.

**Step 1: Identify the campaign**

Call `mailchimp-get-report` with `campaign-id` set to `{campaign}`. If nothing comes back, call it again with `campaign-title.contains` set to `{campaign}`. If more than one campaign matches, list them with `send-date` and stop. Note `campaign-id`, `campaign-title`, `send-date`, `emails-sent`, `click-rate` and `total-revenue`.

**Step 2: Read the orders Mailchimp attributes to it**

Call `mailchimp-get-order` with `outreach-name.contains` set to the campaign title. Keep each order's `customer-email`, `order-total` and `currency-code`. If none come back, report that Mailchimp attributes no orders to this campaign, show `total-revenue` from the report, and stop.

**Step 3: Find each order in WooCommerce**

For each attributed order, call `woocommerce-get-order` with `customer-email` set to its `customer-email`, `created-date.from` set to the campaign `send-date` and `created-date.to` set to `send-date` plus `{attribution-days}` days. Match on `total` equal to the Mailchimp `order-total` within 0.01 and the same currency. Classify each:

* **Confirmed:** matched, and `status` is processing or completed.
* **Lost:** matched, but `status` is cancelled, failed or refunded.
* **Unmatched:** no WooCommerce order fits.

For each confirmed order, call `woocommerce-get-refund` with `order-id` and subtract any refunded `amount`.

**Step 4: Report**

A headline comparing Mailchimp `total-revenue` with confirmed WooCommerce net revenue, and the gap as an amount and a percentage. Then a table with customer email, WooCommerce order number, date, status, total, refunded and net. List lost and unmatched orders separately.

**Rules & Guidelines:**

* `mailchimp-get-report` and `mailchimp-get-order` are on the mailchimp server. `woocommerce-get-order` and `woocommerce-get-refund` are on the woocommerce server.
* This prompt is read-only. Do not call `mailchimp-update-order`, `woocommerce-update-order`, `woocommerce-add-refund` or any other write tool.

**Validation:**

* If a customer has several WooCommerce orders that match, take the one closest to the send date and say so.
* Do not convert currencies. If currencies differ, report the order as unmatched with both currencies shown.
* If `total-revenue` and the sum of the attributed orders differ before any WooCommerce check, report that too.

Who it's for

One answer, three teams that use it

Marketing analysts

Put a real number on campaign revenue

See Mailchimp revenue against net WooCommerce revenue as an amount and a percentage, with every lost order listed.

What did the August Newsletter really earn in WooCommerce, counting orders within 5 days of the send?

Store owners

See which orders a campaign lost

Find the canceled, failed and refunded orders behind a campaign figure, so you know what actually landed in the store.

Which orders Mailchimp credits to campaign 4f2a91 were canceled or refunded in WooCommerce?

Finance analysts

Check marketing revenue before it is reported

Compare claimed campaign revenue with net store revenue per currency before it goes into a monthly report.

Compare the Mailchimp revenue for the Autumn Sale campaign with net WooCommerce revenue after refunds.

How it works

What PopdockAI does when you ask

You give the campaign and, if you like, an attribution window, and your AI assistant checks every attributed order in WooCommerce. It only reads.

01

Ask

You give a campaign id or title, and optionally an attribution window.

Your AI tool

02

Read

It reads the Mailchimp report and the orders attributed to the campaign.

mailchimp-get-report
mailchimp-get-order

03

Match

Each order is matched in WooCommerce by email, total and currency, net of refunds.

woocommerce-get-order
woocommerce-get-refund

04

Report

You get Mailchimp revenue against net WooCommerce revenue, with lost orders listed.

Your AI tool

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.

get-data

mailchimp-get-report

Returns performance reports for sent Mailchimp campaigns: opens, clicks, bounces, unsubscribes, abuse reports and e-commerce revenue.
get-data

mailchimp-get-order

Returns e-commerce orders from the stores connected to Mailchimp, with the customer, order total and the campaign or automation the order is attributed to.
get-data

woocommerce-get-order

Returns WooCommerce orders with status, totals, discounts, shipping, payment method and paid date. Filter by status, customer email or id, order number, created date range, total range or billing last name.
get-data

woocommerce-get-refund

Returns WooCommerce refunds with amount, reason, who made them and whether the gateway returned the money. Filter by order, customer, amount range and date range.
Read only.Nothing in Mailchimp 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

What each campaign really earned

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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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