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Rank Rillet ARR at risk from customers who stopped reading
For customer success and finance leaders who want Rillet customers whose contacts have gone quiet in Constant Contact ranked by ARR.
On this page
Connector
Connect Rillet, pick your AI tool and paste the prompt.
The problem
Churn warnings hide in email data nobody checks
Contacts stop opening emails or opt out months before a customer cancels. But ARR lives in Rillet and engagement lives in Constant Contact, so the warning signs go unnoticed until the renewal is lost.
Without PopdockAI
- Pull customers carrying ARR from Rillet
- Find every contact for each customer
- Check sends, opens, clicks and opt-outs in Constant Contact
- Rank the risk by hand, too late to act
With PopdockAI
- Every Rillet customer with ARR read, shrinking ones noted
- All contacts checked in Constant Contact
- Customers classed as opted out, silent, unreached or engaged
- Non-engaged customers ranked by ARR, and nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For customers carrying ARR in Rillet for `{year-month}` (default: the most recent month in the waterfall), find those whose contacts have stopped engaging with Constant Contact email in the last `{lookback-days}` days (default 90), ranked by ARR at risk.
**Step 1: Read ARR from Rillet**
Call `rillet-get-arr-waterfall` (rillet server). If `{year-month}` is given, pass it as `year-month`; otherwise read the waterfall, find the latest `year-month` present and use that. Keep customers with `arr` above 0, with `customer-id`, `customer-name`, `arr`, `currency` and `status`. Also note any customer whose ARR fell compared with three months earlier.
**Step 2: Resolve emails**
Call `rillet-get-customer-emails` (rillet server) once and keep the emails for each customer from Step 1. Customers with no email are listed as "no email on file".
**Step 3: Read engagement in Constant Contact**
For each email, call `constant-contact-get-contact` (constant-contact server) with `email-address`. If found, with `contact-id` and `created-date.from` set to today minus the lookback, call `constant-contact-get-campaign-send`, `constant-contact-get-campaign-open`, `constant-contact-get-campaign-click` and `constant-contact-get-campaign-unsubscribe` (constant-contact server).
**Step 4: Classify and report**
Per customer, combine all their contacts and classify:
* **Opted out:** any contact unsubscribed in the window.
* **Silent:** received sends but no opens or clicks in the window.
* **Unreached:** no contact in Constant Contact, or no sends in the window.
* **Engaged:** at least one open or click.
Report a table of every customer that is not Engaged, sorted by ARR descending:
| Customer | ARR | Currency | ARR trend (3 months) | Classification | Contacts | Last open or click |
Then total the ARR in each classification by currency, and highlight customers that are both Silent or Opted out and have falling ARR.
**Rules & Guidelines:**
* Tools starting rillet- are on the rillet server; tools starting constant-contact- are on the constant-contact server.
* Match emails exactly, ignoring case and surrounding spaces.
* This prompt is read-only. Do not call any rillet-add-* or rillet-update-* tool, and do not call `constant-contact-add-contact-note`, `constant-contact-update-contact` or any other constant-contact-add-* or constant-contact-update-* tool.
**Validation:**
* If the waterfall has no rows for the chosen month, list the months that do exist and stop.
* If every customer is Engaged, say so and give the counts.Who it's for
One answer, three teams that use it
Executives
Know how much revenue is going quiet
ARR totals per class and currency show the size of the risk in one answer.
How much Rillet ARR sits with customers who opted out or went silent in Constant Contact?
Customer success leaders
Focus on disengaged and shrinking accounts
Customers both disengaged and shrinking are highlighted, so your team starts there.
Which Rillet customers with falling ARR have stopped opening our emails in the last 90 days?
Account managers
Check your book for silent customers
See which of your accounts nobody is reading email from, ranked by what they are worth.
Is Northwind Traders still engaging with our Constant Contact email? What is their ARR?
How it works
What PopdockAI does when you ask
You choose a month and a look-back period, and your AI assistant checks every ARR customer's engagement in Constant Contact. It only reads and ranks the results by value.
01
Ask
You choose a month and a lookback period.
02
Read
It reads Rillet customers carrying ARR and notes those shrinking.
03
Check
It checks every contact's engagement in Constant Contact.
04
Report
Non-engaged customers come ranked by ARR, with shrinking ones highlighted.
What PopdockAI provides
The tools behind the answer
Ready made tools for Rillet and one secure connection to your AI tool. No code, no exports.
rillet-get-arr-waterfall
rillet-get-customer-emails
constant-contact-get-contact
constant-contact-get-campaign-send
constant-contact-get-campaign-open
constant-contact-get-campaign-click
constant-contact-get-campaign-unsubscribe
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 ARR at risk while there is time to act
Related use cases
More ways to put this data to work
Log Rillet billing status as a Constant Contact note
Ask your AI to log a Rillet customer's billing status in Constant Contact and it writes a short factual note on their contacts after you confirm.
Learn More
Find overdue Rillet customers by Constant Contact engagement
Ask your AI which overdue Rillet customers still engage with Constant Contact and it classes each one, recommending a call for the silent and unreachable.
Learn More
Add missing Rillet customers to a Constant Contact list
Ask your AI to add missing Rillet customers to a Constant Contact list and it adds only addresses not already there, after you confirm consent.
Learn More
Attribute Rillet revenue to a Constant Contact campaign
Ask your AI what revenue followed a Constant Contact campaign and it matches clickers to Rillet customers and totals invoices and contracts in the window.
Learn More
Check Rillet billing emails against Constant Contact bounces
Ask your AI to check Rillet billing emails against Constant Contact and it matches bounces and unsubscribes to customers with their amounts due.
Learn More
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