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See a contact's ARR and email engagement in one view
For account teams who want a customer's Rillet revenue and Mailchimp engagement before a conversation, by asking their AI assistant with an email.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Revenue and engagement for one contact in two places
Understanding one customer needs their revenue position from Rillet and their email engagement from Mailchimp. Pulling ARR, contracts, credit memos and activity together takes several searches, and an email shared by two customers is easy to miss.
Without PopdockAI
- Find which Rillet customers the contact belongs to
- Pull ARR, contracts and credit memos for each
- Search Mailchimp for status and recent activity
- Miss that one email spans two customers
With PopdockAI
- Every Rillet customer for the email is found
- ARR with monthly change, contracts and credit memos are read
- Mailchimp status, rates and activity counts are added
- Customers are reported separately 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:** Build a combined picture of `{email}`: who they are as a Rillet customer (ARR, contracts, credit memos) and how they engage with Mailchimp email over the last `{lookback-days}` days (default 90).
**Step 1: Find the Rillet customer**
Call `rillet-get-customer-emails` (it takes no filters and returns every customer email) and keep the rows whose `email` equals `{email}`. Match emails case-insensitively after trimming spaces. A Rillet customer can have several emails (`email-type`), and one email can appear on more than one Rillet customer: keep every pairing and say so in the report. Collect the `customer-id` and `name` of each match.
If there is no match, say that `{email}` is not a contact on any Rillet customer, skip Step 2, and continue with Step 3.
**Step 2: Pull the Rillet financials**
For each `customer-id` from Step 1:
* Call `rillet-get-arr-waterfall` with `customer-id`. Report the most recent `year-month` row: `arr`, `currency` and `status`, plus the change from the previous month.
* Call `rillet-get-contracts` with `customer-id`. List each contract's `name`, `status`, `start-date`, `end-date` and `total-value`.
* Call `rillet-get-credit-memos` with `customer-id`. Report the count and total of credit memos dated within the lookback window.
**Step 3: Pull the Mailchimp engagement**
* Call `mailchimp-get-list-member` with `email` set to `{email}`. For each audience (`list-name`) report `status`, `average-open-rate`, `average-click-rate`, `rating`, `tags` and `sign-up-date`.
* Call `mailchimp-get-campaign-email-activity` with `email-address` set to `{email}` and `activity-date.from` set to today minus the lookback (YYYY-MM-DD). Count opens, clicks and bounces by `action` and note the most recent `activity-date`.
**Step 4: Report**
1. Identity: email, Rillet customer name(s) and id(s), or "not a Rillet customer".
2. Revenue: current ARR and trend, active contracts with the nearest `end-date`, recent credit memos.
3. Engagement: audiences and status, open and click rates, activity counts and last activity date.
4. One line of interpretation, for example "paying customer, unsubscribed from all audiences" or "high ARR, no opens in 90 days".
**Rules & Guidelines:**
* Tools named mailchimp- come from the mailchimp MCP server; tools named rillet- come from the rillet MCP server. If a tool from either server is missing, stop and say which server is not connected rather than working around it.
* The only key shared by the two systems is the email address. Mailchimp `customer-id` values (e-commerce store customers) are NOT Rillet customer ids; never pass one system's id into the other.
* Read-only. Do not call any Mailchimp tool whose name starts with mailchimp-add-, mailchimp-update-, mailchimp-start-, mailchimp-pause- or mailchimp-replicate-, and do not call any Rillet tool whose name starts with rillet-add-, rillet-update-, rillet-apply-, rillet-unapply-, rillet-record-, rillet-set- or rillet-setup-. In particular never call `mailchimp-add-list-member`, `mailchimp-update-list-member` or `mailchimp-add-segment-member` from this prompt.
**Validation:**
* If `{email}` is not in Mailchimp either, report that it was found in neither system and stop.
* If `{lookback-days}` is empty or not a whole number, use 90.
* If Rillet returns more than one `customer-id` for the email, report each customer separately; do not add their ARR together.Who it's for
One answer, three teams that use it
Account executives
Prepare for renewal conversations
See ARR, contract end dates and email engagement together before an account conversation.
Show Rillet ARR, contracts and Mailchimp engagement for sam.patel@fabrikam.com.
Customer success managers
Spot valuable accounts going quiet
High ARR with no opens in 90 days is called out, a cue to check in before renewal.
Is dana@contoso.com still opening our Mailchimp emails, and what is her account's ARR in Rillet?
Finance analysts
See credit memos beside engagement
Recent credit memos and ARR movement sit next to email activity for a quick read of the relationship.
Give me a customer 360 for tom.reyes@northwindtraders.com over the last 180 days.
How it works
What PopdockAI does when you ask
You give an email address, and your AI assistant combines Rillet revenue data with Mailchimp engagement. It only reads, and never adds ARR across customers.
01
Ask
You give an email address.
02
Find
It finds every Rillet customer the contact belongs to.
03
Read
It reads ARR, contracts and credit memos, then Mailchimp status and activity.
04
Report
Each customer is shown separately, ending with one line of interpretation.
What PopdockAI provides
The tools behind the answer
Ready made tools for Mailchimp and one secure connection to your AI tool. No code, no exports.
rillet-get-customer-emails
rillet-get-arr-waterfall
rillet-get-contracts
rillet-get-credit-memos
mailchimp-get-list-member
mailchimp-get-campaign-email-activity
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
What a contact is worth and whether they listen
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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