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Tell your email team about Shopify refunds, on the contact
For email marketers who want each Shopify refund recorded as a note on the Constant Contact contact, by asking their AI assistant.
On this page
Connector
Connect Shopify, pick your AI tool and paste the prompt.
The problem
Your email team never hears about refunds
When a Shopify order is refunded, the same contact keeps getting promotions for the product they just sent back. Recording each refund in Constant Contact means opening it, adding up its lines, finding the email and typing a note, one refund at a time.
Without PopdockAI
- Open each Shopify refund and add up its lines
- Find the shopper's email when the refund lacks one
- Search Constant Contact for the contact
- Type a note, and maybe the same note twice
With PopdockAI
- Refunded amounts and items are worked out from the refund lines
- Each refund is matched to a contact by email
- Refunds already in an existing note are skipped
- You see every planned note and confirm before any is added
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For every Shopify refund created on or after `{since-date}`, add a note to the matching Constant Contact contact recording the refund, after the user confirms.
**Step 1: Collect the refunds**
Call `shopify-get-refund` with `created-at.from` set to `{since-date}` and `max-records` 200. For each refund keep refund-id, order-name, created-at, note and customer-email. If customer-email is blank, call `shopify-get-customer` with `customer-id` from the refund to get the email. If there is still no email, list the refund as "no email" and skip it.
**Step 2: Work out the refunded amount**
For each refund, call `shopify-get-refund-line` with `order-refund-id` set to its refund-id. Sum subtotal and list the refunded item names.
**Step 3: Find the contact**
Call `constant-contact-get-contact` with `email-address` set to the refund's email. If there is no contact, list the refund as "not in Constant Contact" and skip it. Otherwise call `constant-contact-get-contact-note` with `contact-id` from the result, and skip the refund if a note already mentions its order-name, so a rerun never duplicates a note.
**Step 4: Confirm**
Show the planned notes as a table (email, order-name, refund date, amount, items) and ask the user to confirm. Do not write anything until they do.
**Step 5: Add the notes**
For each confirmed refund, call `constant-contact-add-contact-note` once with `contact-id` and `content` in this shape: "Shopify refund on order <order-name>, <refund date>: <amount> for <items>. <note>". Leave the note text off if Shopify has none.
**Step 6: Report**
Counts of refunds found, notes added, already noted, no email, not in Constant Contact and failed.
**Rules & Guidelines:**
* `shopify-get-refund`, `shopify-get-refund-line` and `shopify-get-customer` are on the shopify server. `constant-contact-get-contact`, `constant-contact-get-contact-note` and `constant-contact-add-contact-note` are on the constant-contact server.
* `constant-contact-add-contact-note` is the only write tool this prompt may call, once per confirmed refund, and only after Step 4.
* Do NOT call `constant-contact-update-contact`, `constant-contact-add-contact`, `shopify-update-order` or any other Shopify write tool.
**Validation:**
* If there are no refunds since `{since-date}`, say so and stop.
* If one note fails, record it and carry on. Do not retry it.Who it's for
One answer, three teams that use it
Email marketers
Stop promoting what a shopper returned
Refund notes on the contact let you shape follow-up email around what the customer actually kept.
Add notes in Constant Contact for every Shopify refund since 1 November.
Customer experience managers
Keep refund history where marketing can see it
Marketing sees the refund on the contact, so a bad experience is not followed by a cheerful sales email.
Log this week's Shopify refunds as contact notes in Constant Contact, skipping any already noted.
Marketing operations
Rerun safely without duplicate notes
Refunds already mentioned in a note are skipped, so a weekly run never doubles up.
Log Shopify refunds from October in Constant Contact and tell me how many had no email or no contact.
How it works
What PopdockAI does when you ask
You give a start date, and your AI assistant matches each Shopify refund to a Constant Contact contact. Notes are added only after you have seen the plan and said yes.
01
Ask
You give a start date.
02
Collect
It reads Shopify refunds and works out the refunded amount and items.
03
Match
It finds each contact by email and skips refunds already in a note.
04
Add
You see the planned notes, confirm, and it adds each one.
What PopdockAI provides
The tools behind the answer
Ready made tools for Shopify and one secure connection to your AI tool. No code, no exports.
shopify-get-refund
shopify-get-customer
shopify-get-refund-line
constant-contact-get-contact
constant-contact-add-contact-note
constant-contact-get-contact-note
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
Every refund on record against the right contact
Related use cases
More ways to put this data to work
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Ask your AI to add missing Shopify customers to Constant Contact and it finds opted-in buyers not already there, skips anyone who unsubscribed and adds them after you confirm.
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Match Shopify refunds to Dynamics 365 Business Central credit memos
Ask your AI to match Shopify refunds to Business Central credit memos and it lists refunds with no memo first, then amount differences.
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One prompt template with infinite possibilities.
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