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See whether a Mailchimp campaign was followed by Dynamics GP sales
For marketing teams who want to know which recipients bought after a send, and which clickers sales should call, by asking their AI assistant.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Campaigns with no link to the orders that followed
Marketing wants to know whether a Mailchimp campaign led to sales, but orders live in Dynamics GP. Matching recipients to customers and checking each one's orders after the send is too slow to do for every campaign.
Without PopdockAI
- Export recipients and clickers
- Match each email to a Dynamics GP customer
- Search orders and invoices after the send
- Leave clickers who did not buy unfollowed
With PopdockAI
- Recipients and clickers are read from the campaign
- Matches to GP customers are found by email
- Orders and invoices in the window are read, quotes ignored
- Stated as correlation, 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:** For the Mailchimp campaign `{campaign-title}`, find which recipients are Dynamics GP customers and report the GP sales documents they created within `{days-after}` days (default 30) of the send date.
**Step 1: Find the campaign**
Call `mailchimp-get-campaign` with title.contains `{campaign-title}`. If more than one sent campaign matches, list them with send-date and stop. If none has been sent, say so and stop. Keep `campaign-id` and `send-date`.
**Step 2: Read the recipients and their engagement**
Call `mailchimp-get-campaign-recipient` with the campaign-id and max-records 1000. Call `mailchimp-get-campaign-email-activity` with the campaign-id and action click to learn who clicked. Lower-case every email.
**Step 3: Match to Dynamics GP customers**
Call `dynamics-gp-get-rm-customer` with max-records 500 and build a map from lower-cased `main-email-address` to `customer-id`. That tool cannot filter by email, so match in the map. Recipients with no match are not GP customers; count them, do not list them.
**Step 4: Read the GP sales**
For each matched customer, call `dynamics-gp-get-rm-sales-trx` with customer-id, document-date.from the send date and document-date.to the send date plus `{days-after}` days. Keep orders and invoices and ignore quotes, judging from the returned `sop-type`.
**Step 5: Report**
1. Summary: recipients, recipients matched to GP customers, matched customers who clicked, matched customers with a sales document in the window, and the total document-amount.
2. A table per customer with a sale: customer-id, customer-name, opened (open-count), clicked (yes/no), sop-number, sop-type, document-date, document-amount.
3. Clickers with no sale in the window: customer-id, customer-name, salesperson-id.
State plainly that a sale after a send is correlation, not proof the campaign caused it.
**Rules & Guidelines:**
* `mailchimp-get-campaign`, `mailchimp-get-campaign-recipient` and `mailchimp-get-campaign-email-activity` are on the mailchimp server. `dynamics-gp-get-rm-customer` and `dynamics-gp-get-rm-sales-trx` are on the dynamics-gp server.
* This prompt is read-only. Do NOT call `mailchimp-replicate-campaign`, `dynamics-gp-rm-sales-trx-add`, `dynamics-gp-rm-sales-trx-update` or any other write tool.
**Validation:**
* If no recipient matches a GP customer, say so and stop after the summary.
* Mailchimp dates may include a time and time zone; compare on the date only when building the GP date range (YYYY-MM-DD).Who it's for
One answer, three teams that use it
Marketing managers
See which campaigns are followed by orders
Get matched customers and sales value after each send, stated honestly as correlation.
Did recipients of our Mailchimp Spring Catalog buy anything in Dynamics GP within 45 days?
Salespeople
Call clickers who have not bought
Clickers with no orders are listed with their salesperson, ready for a follow up call.
Which clickers of the Mailchimp New Range campaign have not ordered in Dynamics GP, and who is their salesperson?
Sales managers
Measure campaign impact by customer
A table per buying customer shows what each one ordered after the campaign.
Show Dynamics GP orders and invoices from customers who received our Mailchimp Fall Promotion, 30 day window.
How it works
What PopdockAI does when you ask
You name a sent campaign and a window in days, and your AI assistant follows its recipients into Dynamics GP. It only reads.
01
Ask
You name a sent campaign and a window in days.
02
Read
It reads the recipients and who opened and clicked.
03
Match
Recipients are matched to GP customers, and their orders and invoices in the window read.
04
Report
You get a sales summary and clickers who have not bought, with their salesperson.
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-recipient
mailchimp-get-campaign-email-activity
microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-sales-trx
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
Campaigns tied to the sales that followed
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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