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See where your customer list and Mailchimp audience disagree
For marketers who want active Dynamics GP customers compared with a Mailchimp audience by email, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Customer list and audience drift apart
Your Dynamics GP customer list and Mailchimp audience drift apart: new customers never get added, some unsubscribe and some have no email. Spotting the gaps means exporting both, cleaning emails and comparing in a spreadsheet.
Without PopdockAI
- Export customers from Dynamics GP and members from Mailchimp
- Split fields holding several email addresses
- Compare the two lists in a spreadsheet
- Miss members who unsubscribed or were cleaned
With PopdockAI
- Active customers and every audience member are read
- Matching is on email only, never on name
- Missing, not subscribed and no email customers are listed apart
- Truncated reads are flagged 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:** Compare active Dynamics GP customers with the members of the Mailchimp audience `{list-name}`, optionally limited to customer class `{customer-class}` and salesperson `{salesperson-id}` (both default to all), and report where the two disagree.
**Step 1: Read the Dynamics GP customers**
Call `dynamics-gp-get-rm-customer` with inactive false, max-records 500, and customer-class and salesperson-id when they were given. This tool has no email filter, so read the customers in bulk and build a map from `main-email-address` (trimmed, lower-cased) to the customer. Keep customers with a blank email in a separate list. If 500 come back, say the result may be truncated and suggest narrowing by customer class or salesperson.
**Step 2: Read the Mailchimp audience**
Call `mailchimp-get-list` with name `{list-name}`. If no list matches, list the audiences it does return and stop. If more than one matches, list them and stop. Then call `mailchimp-get-list-member` with list-name `{list-name}` and max-records 1000, and build a map from `email` (trimmed, lower-cased) to the member and their `status`.
**Step 3: Compare on email**
Match the two maps on the lower-cased email. Do not match on name or company.
**Step 4: Report**
A summary line with the counts, then these tables:
1. GP customers not in the audience: customer-id, customer-name, main-email-address, salesperson-id.
2. GP customers in the audience but not subscribed: customer-id, customer-name, email, Mailchimp status, unsubscribe-reason.
3. GP customers with no email address: customer-id, customer-name, contact-person, phone-1.
4. A count (not a list) of audience members who match no GP customer.
**Rules & Guidelines:**
* `dynamics-gp-get-rm-customer` is on the dynamics-gp server. `mailchimp-get-list` and `mailchimp-get-list-member` are on the mailchimp server.
* This prompt is read-only. Do NOT call `mailchimp-add-list-member`, `mailchimp-update-list-member`, `mailchimp-add-segment-member`, `dynamics-gp-rm-customer-update` or `dynamics-gp-rm-customer-note`.
* If the GP setup has more than one company and the user has not said which, use the default company and say so.
**Validation:**
* If either side returns no records, say which one and stop.
* GP sometimes holds several addresses in one email field separated by a semicolon. Split on semicolons and match any of them.Who it's for
One answer, three teams that use it
Email marketers
Check coverage before a campaign
See which customers are missing or not subscribed before planning the next send.
How many active Dynamics GP customers are missing from the Mailchimp Customers audience?
Marketing operations
See why customers are not subscribed
Customers in the audience but not subscribed are listed with their status and reason.
Which GP customers in the WHOLESALE class are in Mailchimp but unsubscribed or cleaned?
Sales managers
Check a rep's customers are reachable
Filter by salesperson to see which of their customers will not get your emails, and why.
Compare Dynamics GP customers for salesperson SAM with our Mailchimp audience.
How it works
What PopdockAI does when you ask
You name the audience and an optional class or salesperson, and your AI assistant compares Dynamics GP customers with Mailchimp. It reports the gaps and changes nothing.
01
Ask
You name the Mailchimp audience, and optionally a class or salesperson.
02
Read
It reads active Dynamics GP customers and every audience member.
03
Compare
It matches on email only, splitting fields that hold several addresses.
04
Report
You get the gaps by type, and nothing is changed.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics GP and one secure connection to your AI tool. No code, no exports.
microsoft-dynamics-gp-get-rm-customer
mailchimp-get-list
mailchimp-get-list-member
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
Know where list and audience disagree
Related use cases
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One prompt template with infinite possibilities.
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