Connectors

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Mailchimp

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Mailchimp campaign clicks to Dynamics SL sales orders
Report
Cross-Connector

See the Dynamics SL orders that followed a Mailchimp campaign

For marketing teams who want to know whether campaign clickers went on to order, stated honestly, by asking their AI assistant.

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Mailchimp campaign clicks to Dynamics SL sales orders
Did people who clicked our Spring Catalog campaign in Mailchimp place sales orders in Dynamics SL within 30 days?
Spring Catalog: 2,400 sent, 9 percent clicked, 216 clickers. - Matched by email: 48 Dynamics SL customers - Name only: 6, kept as unconfirmed - Orders: 19 customers ordered within 30 days, 64,200 in total - Top: Fabrikam, 3 orders, 12,400 These are orders that followed a click, not orders caused by it. Want the customer table?
Mailchimp
Sample figures. Your results come from your own account.
mailchimp-get-campaign
mailchimp-get-campaign-email-activity
mailchimp-get-report
dynamics-sl-get-customers
mailchimp-get-campaign-recipient
dynamics-sl-get-sales-orders

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Mailchimp

Mailchimp
Run it on your own Mailchimp data.

Connect Mailchimp, pick your AI tool and paste the prompt.

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The problem

Campaign clicks with no line to sales orders

After a Mailchimp campaign you see who clicked, but not whether they placed sales orders in Dynamics SL afterwards. Linking them means exporting clickers, matching emails to customers and searching orders for the weeks after the send.

Without PopdockAI

  • Export the campaign clickers
  • Match each email to a Dynamics SL customer
  • Search sales orders in the weeks after the send
  • Total the order value in a spreadsheet

With PopdockAI

  • Campaign results and clickers are read
  • Clickers are matched by email, name matches kept apart
  • Orders in the window after the send are totalled
  • Stated as correlation, and nothing is written back

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** For Mailchimp campaign `{campaign}`, find the contacts who clicked, match them to Dynamics SL customers by email, and report the sales orders those customers placed in the `{days-after}` days (default 30) after the send date.

**Step 1: Find the campaign in Mailchimp**

Call `mailchimp-get-campaign` with `campaign-id` set to `{campaign}`; if nothing comes back, call it with `title.contains` set to `{campaign}`. If more than one campaign matches, list them with send-date and status and stop. If the campaign has not been sent, say so and stop. Keep the campaign-id and send-date.

**Step 2: Read who clicked**

Call `mailchimp-get-campaign-email-activity` with `campaign-id` and `action` set to click. Collect the distinct email-address values and how many clicks each made. Call `mailchimp-get-report` with the campaign-id for the headline numbers.

**Step 3: Match clickers to Dynamics SL customers**

`dynamics-sl-get-customers` cannot filter by email, so call it with `max-records` set to 1000 and match each clicker's email to the customer email-address locally. For a clicker with no email match, you may try `customer-name.contains` with the company from `mailchimp-get-campaign-recipient`; report those as name matches, not confirmed matches.

**Step 4: Read the orders that followed**

For each matched customer, call `dynamics-sl-get-sales-orders` with `customer-id`, `order-date.from` set to the send-date and `order-date.to` set to the send-date plus `{days-after}` days.

**Step 5: Report**

* Campaign: title, send-date, emails sent, open rate, click rate
* Clickers: total, matched to Dynamics SL by email, matched by name only, unmatched
* A table of matched customers: customer-name, email, clicks, number of orders in the window, total of order-total, earliest order-date
* The total order value from clicking customers in the window

State plainly that this shows orders that followed a click, not orders caused by it.

**Rules & Guidelines:**

* Tools whose names start with mailchimp- are on the mailchimp server; tools whose names start with dynamics-sl- are on the dynamics-sl server. If either set is missing from your tool list, stop and say which server is not connected.
* This prompt is read-only. Do not call `mailchimp-replicate-campaign`, `mailchimp-add-list-member`, `mailchimp-update-list-member`, `mailchimp-add-segment-member` or any other mailchimp write tool.
* Match email addresses case-insensitively after trimming spaces. A Dynamics SL email-address may hold several addresses; match on any of them.
* Pass `company` on the dynamics-sl tools only if the user named a company.

**Validation:**

* If `{days-after}` is empty or not a number, use 30.
* If nobody clicked, report the campaign numbers and stop.
* If the customer read returns exactly 1000 rows, say some clickers may be unmatched because the read was capped.

Who it's for

One answer, three teams that use it

Marketing managers

Connect campaigns to real orders

See which clickers went on to order and how much, without exporting and matching by hand.

What sales orders did clickers of our Mailchimp Summer Promo place in Dynamics SL within 21 days?

Sales managers

See which customers responded

A table of customers with clicks and orders shows who acted after the email.

Which Dynamics SL customers clicked the Mailchimp New Product email and then ordered within 30 days?

Marketing analysts

Report results without overclaiming

Order value is stated as following a click, not caused by it, so reports stay credible.

Summarize Dynamics SL orders that followed clicks on our Mailchimp Fall Catalog campaign.

How it works

What PopdockAI does when you ask

You name a sent campaign and a number of days, and your AI assistant follows the clickers into Dynamics SL. It only reads, and is honest that timing is not cause.

01

Ask

You name a sent campaign and a number of days.

Your AI tool

02

Read

It reads the campaign results and everyone who clicked.

mailchimp-get-campaign
mailchimp-get-report
mailchimp-get-campaign-email-activity
mailchimp-get-campaign-recipient

03

Match

Clickers are matched to Dynamics SL customers by email, name matches kept apart.

dynamics-sl-get-customers
dynamics-sl-get-sales-orders

04

Report

You get match counts and the orders placed in the window after the send.

Your AI tool

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.

get-data

mailchimp-get-campaign

Returns Mailchimp email campaigns with their status, audience, send date and headline results. Filter by status or send date to find drafts, scheduled sends or recent campaigns.
get-data

mailchimp-get-campaign-email-activity

Returns each member's open, click and bounce events for Mailchimp campaigns, with timestamps and the URLs they clicked.
get-data

mailchimp-get-report

Returns performance reports for sent Mailchimp campaigns: opens, clicks, bounces, unsubscribes, abuse reports and e-commerce revenue.
get-data

dynamics-sl-get-customers

Returns Dynamics SL customers with their contact details, address, terms, credit limit and salesperson. Filter by customer ID, name, city, state, class, salesperson or status.
get-data

mailchimp-get-campaign-recipient

Returns the members each Mailchimp campaign was sent to, with delivery status and how often each one opened it.
get-data

dynamics-sl-get-sales-orders

Returns Dynamics SL sales orders with totals, balance due, unshipped balance, status and invoice details. Filter by customer, order number, status, order total or order date.
Read only.Nothing in Mailchimp 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

The order value that followed a campaign

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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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