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Check Mailchimp campaign revenue against BigCommerce orders
For finance teams who want a campaign's attributed revenue compared with real store orders, just by asking their AI assistant.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
The problem
Campaign revenue that never matches the store
The revenue Mailchimp credits to a campaign rarely agrees with what BigCommerce recorded. Checking means searching the store for each attributed customer's orders, refunds and unpaid amounts, and nobody does that order by order.
Without PopdockAI
- List the customers Mailchimp credits to the campaign
- Search BigCommerce for each one's orders
- Subtract refunds and note unpaid orders
- Work out which customers explain the gap
With PopdockAI
- Campaign revenue and attributed orders are read
- Up to 25 customers are checked by billing email
- Orders, refunds and unpaid amounts are summed
- Differing currencies are refused and nothing changes
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Reconcile the revenue Mailchimp attributes to the campaign `{campaign-id}` against what BigCommerce shows for those customers, for orders placed from `{date-from}` (default: the campaign send date).
**Step 1: Get the campaign result from Mailchimp**
Call `mailchimp-get-report` (mailchimp server) with `campaign-id` set to `{campaign-id}`. Keep `campaign-title`, `send-date`, `emails-sent`, `unique-opens`, `clicks-total` and `total-revenue`. If nothing matches, stop and say the campaign was not found.
**Step 2: Get the orders Mailchimp attributes to it**
Call `mailchimp-get-order` (mailchimp server) with `outreach-name.contains` set to the campaign title. Keep each `customer-email-address`, `order-total` and `currency-code`. Sum `order-total` and count the distinct customers.
**Step 3: Check each customer in BigCommerce**
For each distinct email (at most 25), call `bigcommerce-get-order` (bigcommerce server) with `billing-email` set to the email and `date-created.from` set to `{date-from}` or the send date. Sum `total-including-tax` and `refunded-amount`, and note orders with a `payment-status` that is not paid.
**Step 4: Report**
Show the Mailchimp figures (`total-revenue`, attributed order total), the BigCommerce figures (order total, refunds, unpaid) and the difference. List the customers where the two disagree by more than 1 percent, and customers Mailchimp credits that have no BigCommerce order.
**Rules & Guidelines:**
* `mailchimp-*` tools run on the mailchimp server and `bigcommerce-*` tools on the bigcommerce server. Both servers must be connected.
* Match on email address; BigCommerce `billing-email` may differ from the customer account email, so say when a match was by billing email only.
* This prompt is read-only. Never call any `bigcommerce-*-add`, `-update` or `-delete` tool, and never call any `mailchimp-*-add`, `-update`, `-start`, `-pause` or `-replicate` tool.
**Validation:**
* If the two currencies differ (`currency-code` against `currency-code`), report both and do not compare totals.
* If more than 25 customers are attributed, say only the first 25 were checked.
Who it's for
One answer, three teams that use it
Finance analysts
Check claimed revenue against the store
See both totals, the difference and the customers who disagree by more than 1 percent.
Reconcile Mailchimp revenue for the Holiday Sale campaign with BigCommerce orders.
Ecommerce managers
Find credited customers with no order
Customers Mailchimp credits with no store order are listed, pointing to attribution or sync issues.
Which customers does Mailchimp credit to campaign 8d1f42 who have no BigCommerce order?
Marketing analysts
Report campaign revenue you can defend
Refunds and unpaid orders are taken into account before revenue goes in a report.
How far off is Mailchimp's revenue for our Spring Launch campaign from BigCommerce orders net of refunds?
How it works
What PopdockAI does when you ask
You give the campaign id and optionally a start date, and your AI assistant checks the attributed customers in BigCommerce. It only reads, and states the 25 customer limit.
01
Ask
You give the campaign id and optionally a start date.
02
Read
It reads the Mailchimp campaign result and the orders credited to it.
03
Check
It looks up up to 25 of those customers in BigCommerce and sums orders and refunds.
04
Report
You get both totals, the difference and the customers that disagree.
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-report
mailchimp-get-order
bigcommerce-get-order
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
See the revenue gap and who explains it
Related use cases
More ways to put this data to work
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Ask your AI who unsubscribed in Mailchimp but is still a BigCommerce subscriber and it lists them without removing anyone.
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Check Mailchimp campaign revenue against WooCommerce orders
Ask your AI to check a Mailchimp campaign against WooCommerce and it classes each attributed order as confirmed, lost or unmatched and subtracts refunds.
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Add Mailchimp store customers missing from HubSpot
Ask your AI to find Mailchimp store customers over a spend threshold who are not in HubSpot, and it creates only the contacts you confirm, with no duplicates.
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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.