Connectors

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Mailchimp

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Measure Mailchimp campaign sales in Dynamics GP
Report
Cross-Connector

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.

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Measure Mailchimp campaign sales in Dynamics GP
Did recipients of our Fall Promotion in Mailchimp buy anything in Dynamics GP within 30 days?
Fall Promotion reached 3,100 recipients; 420 are Dynamics GP customers. - Clicked: 96 matched customers - Bought in 30 days: 38 customers, 71,500 in orders and invoices - Top: Fabrikam, order ORD-1042, 9,800 - Clicked, no sale: 58 customers to call A sale after a send is correlation, not proof. Want the call list by salesperson?
Mailchimp
Sample figures. Your results come from your own account.
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

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

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.

Prompt
**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.

Your AI tool

02

Read

It reads the recipients and who opened and clicked.

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

03

Match

Recipients are matched to GP customers, and their orders and invoices in the window read.

microsoft-dynamics-gp-get-rm-customer
microsoft-dynamics-gp-get-rm-sales-trx

04

Report

You get a sales summary and clickers who have not bought, with their salesperson.

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-recipient

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

microsoft-dynamics-gp-get-rm-customer

Returns customer records from Dynamics GP Receivables Management, including contact details, class, terms and balances. Filter by salesperson ID, hold, customer name, state, zip, customer balance, customer class and city, and pick the company and the maximum number of records.
get-data

microsoft-dynamics-gp-get-rm-sales-trx

Returns Sales Order Processing documents such as quotes, orders and invoices from Dynamics GP Sales, with the customer, dates, salesperson and document totals. Filter by batch number, customer ID, SOP type, SOP number, salesperson ID, document amount, customer name and document date, and pick the company and the maximum number of records.
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

Campaigns tied to the sales that followed

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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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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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