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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.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It reads the campaign results and everyone who clicked.
03
Match
Clickers are matched to Dynamics SL customers by email, name matches kept apart.
04
Report
You get match counts and the orders placed in the window after the send.
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.
mailchimp-get-campaign
mailchimp-get-campaign-email-activity
mailchimp-get-report
dynamics-sl-get-customers
mailchimp-get-campaign-recipient
dynamics-sl-get-sales-orders
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
The order value that followed a campaign
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.
Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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