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Reach expiring Dynamics SL contracts that email alone will not
For account teams who want expiring service contracts checked against Constant Contact reach and engagement, by asking their AI assistant.
On this page
Connector
Connect Constant Contact, pick your AI tool and paste the prompt.
The problem
Renewal reminders go to people who stopped reading
Dynamics SL service contracts come up for renewal on their own schedule, and the customers least likely to renew often stopped reading your emails. Without checking Constant Contact, reminders go to addresses that bounce or people who never open them.
Without PopdockAI
- Run the expiring contracts list in Dynamics SL
- Look up each customer's email
- Check Constant Contact engagement one by one
- Send reminders that nobody reads
With PopdockAI
- Contracts expiring in the window are listed with type and amount
- Each customer is checked once for permission and engagement
- Results are ordered by expiry date
- High-value silent customers are listed for a call, read-only
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Find Dynamics SL service contracts that expire in the next `{days-ahead}` days (default 60) and, for each customer, show whether they can be reached in Constant Contact and how they have engaged with email in the last 90 days, so renewals can be prioritised.
**Step 1: Expiring contracts**
Call `dynamics-sl-get-service-contracts` with `contract-expiration-date.from` = today and `contract-expiration-date.to` = today plus {days-ahead} days. Keep `contract-id`, `customer-id`, `customer-name`, `contract-type`, `total-amount` and `contract-expiration-date`.
**Step 2: Customer email**
For each distinct `customer-id`, call `dynamics-sl-get-customers` and take `email-address`.
**Step 3: Constant Contact status**
Call `constant-contact-get-contact` with each email as `email-address`. For contacts found, call `constant-contact-get-campaign-open` and `constant-contact-get-campaign-click` with the `contact-id` and `created-date.from` 90 days ago, and note `permission-to-send`.
**Step 4: Report**
A table ordered by expiration date: contract id, customer, contract type, amount, expires, contact status (Mailable / Not mailable / Not in Constant Contact / No email), opens and clicks in 90 days. Then a short **Prioritise** list: high-value contracts whose customer is unreachable or has not opened anything, since those need a personal call.
**Rules & Guidelines:**
* dynamics-sl tools: `dynamics-sl-get-service-contracts`, `dynamics-sl-get-customers`. constant-contact tools: `constant-contact-get-contact`, `constant-contact-get-campaign-open`, `constant-contact-get-campaign-click`.
* Read-only. Do not call `constant-contact-add-campaign`, `constant-contact-add-contact-note` or any other write tool. If the user then wants a renewal campaign drafted, that is a separate request.
* If the user has named a Dynamics SL company, pass it as `company` on every dynamics-sl call.
**Validation:**
* If no contracts expire in the window, say so and stop.
* A customer with several expiring contracts gets one Constant Contact lookup, reused for every row.Who it's for
One answer, three teams that use it
Account managers
Know which renewals need a call
High-value contracts with unreachable or silent customers rise to the top.
Which Dynamics SL service contracts expiring in 90 days belong to customers who ignore our emails?
Service managers
Plan the renewal season
A table by expiry date shows every contract and how reachable its customer is.
List service contracts expiring next month with each customer's Constant Contact status.
Marketing managers
Send renewal email to the right people
Engaged, permitted customers are easy to pick out before you build a renewal campaign.
Which customers with contracts expiring in 60 days have opened or clicked our emails recently?
How it works
What PopdockAI does when you ask
You set how far ahead to look and your AI assistant checks each expiring contract's customer in Constant Contact. It only reads.
01
Ask
You optionally set how far ahead to look, 60 days by default.
02
Contracts
It finds Dynamics SL service contracts expiring in the window.
03
It checks each customer's permission and 90 day engagement in Constant Contact.
04
Report
You get a table by expiry and the high-value contracts to call.
What PopdockAI provides
The tools behind the answer
Ready made tools for Constant Contact and one secure connection to your AI tool. No code, no exports.
dynamics-sl-get-service-contracts
dynamics-sl-get-customers
constant-contact-get-contact
constant-contact-get-campaign-open
constant-contact-get-campaign-click
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
Renewal calls go where email will not reach
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