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See who at an account opens and clicks your emails
For account managers who want Constant Contact engagement for each Dynamics 365 Sales contact at an account, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.
The problem
Account managers cannot see who reads your emails
Account managers rarely see how their contacts respond to marketing email. Finding out who at an account opens, clicks, bounced or unsubscribed means searching Constant Contact person by person.
Without PopdockAI
- List the account's contacts
- Search each one in Constant Contact
- Check opens, clicks and bounces per campaign
- Keep emailing someone who unsubscribed
With PopdockAI
- The account's contacts with an email are read
- Lists, sends, opens, clicks and last activity are checked per person
- Bounces and unsubscribes are flagged, and top links listed
- A failed lookup shows as not checked, and nothing 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:** Show how the people at the Dynamics 365 Sales account `{account-name}` have engaged with Constant Contact email over the last `{lookback-days}` days (default 90). This is read-only.
**Step 1: Find the account in Dynamics 365 Sales**
Call `dynamics-365-sales-get-accounts` with `account-name` set to `{account-name}`. If nothing comes back, retry with `account-name.contains`. If more than one account matches, list them with account-number, city and owner, and stop.
**Step 2: Get its contacts**
Call `dynamics-365-sales-get-contacts` with `parent-customer` set to the account-name from Step 1. Keep contacts that have an email. If none do, report that the account has no contacts with an email address and stop.
**Step 3: Carry each email into Constant Contact**
For each email, call `constant-contact-get-contact` with `email-address` set to it. If nothing comes back, mark the person "not in Constant Contact" and move on.
For each match, take its `contact-id` and, with `created-date.from` set to today minus `{lookback-days}` days, call:
* `constant-contact-get-campaign-send` (emails received)
* `constant-contact-get-campaign-open`
* `constant-contact-get-campaign-click`
* `constant-contact-get-campaign-bounce`
* `constant-contact-get-campaign-unsubscribe`
Also call `constant-contact-get-contact-list-member` with `contact-id` to list the lists they are on.
**Step 4: Report**
1. A header: account name, owner, industry, number of contacts, how many are in Constant Contact.
2. A table, one row per contact: name, job title, email, lists, sends, opens, clicks, last activity date, and a flag for bounced or unsubscribed.
3. The links clicked most often across the account (link-url and count), top 5.
4. People at the account who are not in Constant Contact.
5. One line on the account's overall engagement: who is engaged, who has gone quiet, and who can no longer be emailed.
**Rules & Guidelines:**
* `dynamics-365-sales-get-accounts` and `dynamics-365-sales-get-contacts` are on the dynamics-365-sales server. Every constant-contact tool is on the constant-contact server.
* Read-only. Do NOT call `constant-contact-add-contact`, `constant-contact-update-contact`, `dynamics-365-sales-create-task`, `dynamics-365-sales-create-note` or any other create, update or add tool.
* Match emails case-insensitively.
**Validation:**
* If a contact has sends but no opens, report zero opens rather than leaving the cell blank.
* If a Constant Contact call fails for one contact, show "not checked" in that row and continue.Who it's for
One answer, three teams that use it
Account managers
Know who at the account is paying attention
See who opens and clicks your emails, so you know who to talk to next.
Who at Fabrikam has opened or clicked our Constant Contact emails in the last 60 days?
Email marketers
Find unreachable contacts at key accounts
Bounces and unsubscribes are flagged per person, so you can update details or stop sending.
Which Northwind Traders contacts have bounced or unsubscribed in Constant Contact?
Sales managers
Spot accounts going quiet
A closing line says who is engaged and who has gone quiet across the account.
How engaged is the Contoso team with our emails this quarter?
How it works
What PopdockAI does when you ask
You name the account and optionally a lookback period and your AI assistant checks each contact in Constant Contact. You get a per person table and who has gone quiet, with nothing changed.
01
Ask
You name the Dynamics 365 Sales account and optionally a lookback period.
02
Read
It reads the account's contacts that have an email.
03
Check
It looks up each person's lists, sends, opens, clicks and bounces in Constant Contact.
04
Report
You get a per-person table, top links and who has gone quiet.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics 365 Sales and one secure connection to your AI tool. No code, no exports.
microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-contacts
constant-contact-get-contact
constant-contact-get-campaign-send
constant-contact-get-campaign-open
constant-contact-get-campaign-click
constant-contact-get-campaign-bounce
constant-contact-get-campaign-unsubscribe
constant-contact-get-contact-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
See who is engaged and who has gone quiet
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.
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