Connectors

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Microsoft Dynamics 365 Sales

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Dynamics 365 Sales account Constant Contact engagement
Report
Cross-Connector

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.

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Dynamics 365 Sales account Constant Contact engagement
How have the people at Contoso engaged with our Constant Contact emails over the last 90 days?
Of 7 Contoso contacts, 3 are engaged and 2 can no longer be emailed. - Most engaged: Jordan Lee, 11 opens and 4 clicks - Gone quiet: 2 contacts with sends but no opens - Cannot email: 1 bounced, 1 unsubscribed - Top link: the October product update page, 6 clicks Want the full per-person table?
Microsoft Dynamics 365 Sales
Sample figures. Your results come from your own account.
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

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales
Run it on your own Microsoft Dynamics 365 Sales data.

Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.

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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.

Prompt
**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.

Your AI tool

02

Read

It reads the account's contacts that have an email.

microsoft-dynamics-365-sales-get-accounts
microsoft-dynamics-365-sales-get-contacts

03

Check

It looks up each person's lists, sends, opens, clicks and bounces in Constant Contact.

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

04

Report

You get a per-person table, top links and who has gone quiet.

Your AI tool

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.

get-data

microsoft-dynamics-365-sales-get-accounts

Returns Dynamics 365 Sales accounts. Filter by city, annual revenue, status, industry, account number, email, account name and state, and cap how many records come back.
get-data

microsoft-dynamics-365-sales-get-contacts

Returns Dynamics 365 Sales contacts. Filter by full name, email, city, job title, state, parent customer, created date and status, and cap how many records come back.
get-data

constant-contact-get-contact

Returns Constant Contact contacts with their name, email, company, job title, phone, location, tags and email permission. Filter by email address or domain, last name, company, state, permission and created date.
get-data

constant-contact-get-campaign-send

Returns who each Constant Contact campaign was sent to. Filter by campaign, campaign activity, contact, email address or domain and date.
get-data

constant-contact-get-campaign-open

Returns Constant Contact campaign opens with the device used. Filter by campaign, campaign activity, contact, email address or domain, device type and date.
get-data

constant-contact-get-campaign-click

Returns Constant Contact campaign clicks with the link clicked and the device used. Filter by campaign, campaign activity, contact, email address or domain, device type and date.
get-data

constant-contact-get-campaign-bounce

Returns Constant Contact campaign bounces with the bounce type. Filter by campaign, campaign activity, contact, email address or domain, bounce type and date.
get-data

constant-contact-get-campaign-unsubscribe

Returns Constant Contact campaign unsubscribes with the reason given. Filter by campaign, campaign activity, contact, email address or domain, reason and date.
get-data

constant-contact-get-contact-list-member

Returns the members of Constant Contact contact lists with their email permission. Filter by list name or ID, contact, email address and permission.
Read only.Nothing in Microsoft Dynamics 365 Sales 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

See who is engaged and who has gone quiet

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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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