Connectors

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Mailchimp

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Review Mailchimp unsubscribes from Dynamics SL customers
Report
Cross-Connector

Alert salespeople when a Dynamics SL customer stops reading email

For sales teams who want to know which unsubscribing contacts are customers with open orders or balances, by asking their AI assistant.

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Review Mailchimp unsubscribes from Dynamics SL customers
Which Dynamics SL customers unsubscribed from our Mailchimp emails in the last 30 days?
35 unsubscribes; 8 match Dynamics SL customers by email. - Top: Fabrikam, balance 22,400, 2 open orders - Reason: no longer relevant, from Quarterly Update - Name only: 3 more, kept as unconfirmed Fabrikam most warrants a call from salesperson SP01. Want the full table?
Mailchimp
Sample figures. Your results come from your own account.
mailchimp-get-campaign-unsubscribe
dynamics-sl-get-customers
dynamics-sl-get-customer-balances
dynamics-sl-get-sales-orders

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

Customers with live business who stopped reading email

When a customer unsubscribes, their salesperson rarely hears about it, even with open orders or a large balance in Dynamics SL. Spotting the ones that matter means matching unsubscribes to customers and checking each account.

Without PopdockAI

  • Export recent unsubscribes with reasons
  • Match each email to a Dynamics SL customer
  • Check balances and open orders
  • Tell salespeople by hand, if at all

With PopdockAI

  • Recent unsubscribes are read with campaign and reason
  • Customers are matched by email, name matches kept apart
  • Balance and open orders are read for each match
  • Sorted by balance, 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:** Find contacts who unsubscribed from Mailchimp campaigns in the last `{lookback-days}` days (default 30), match them to Dynamics SL customers by email, and show the business each one still has open.

**Step 1: Read unsubscribes in Mailchimp**

Call `mailchimp-get-campaign-unsubscribe` with `unsubscribe-date.from` set to the start of the window. Keep email, first-name, last-name, company, campaign-name, unsubscribe-date and reason. If there are none, say so and stop.

**Step 2: Match to Dynamics SL customers**

`dynamics-sl-get-customers` cannot filter by email, so call it with `max-records` set to 1000 and match each unsubscribed email to the customer email-address locally. If there is no email match but Mailchimp has a company, try `dynamics-sl-get-customers` with `customer-name.contains` set to that company and report it as a name match, not a confirmed match. Unmatched contacts are reported as not Dynamics SL customers.

**Step 3: Read their open business**

For each matched customer, call `dynamics-sl-get-customer-balances` with `customer-id` for current-balance and total-open-orders, and `dynamics-sl-get-sales-orders` with `customer-id` for orders with an unshipped-balance or balance-due above zero.

**Step 4: Report**

A table of matched customers sorted by current balance: customer-name, salesperson-id, email, unsubscribe-date, campaign-name, reason, current-balance, number of open orders, phone-number. Then counts of matched by email, matched by name only and not customers. Close with which customers most warrant a call from their salesperson and why.

**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. Never call `mailchimp-add-list-member` or `mailchimp-update-list-member` to resubscribe anyone, and do not call 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 `{lookback-days}` is empty or not a number, use 30.
* If the customer read returns exactly 1000 rows, say some unsubscribes may be unmatched because the read was capped.

Who it's for

One answer, three teams that use it

Salespeople

Call customers who stopped reading

See your customers who unsubscribed, with balance, open orders and phone number ready.

Which of my Dynamics SL customers unsubscribed from Mailchimp in the last 14 days?

Sales managers

Prioritize calls by balance

A table sorted by balance and a note on who most warrants a call guides the team.

Show Dynamics SL customers who unsubscribed from Mailchimp this month, sorted by balance.

Marketing managers

See which campaigns lose live customers

The campaign and reason show what prompted active customers to leave your list.

Which campaigns did Dynamics SL customers with open orders unsubscribe from in the last 60 days?

How it works

What PopdockAI does when you ask

You give a lookback period, and your AI assistant matches unsubscribes to Dynamics SL customers with live business. It only reads.

01

Ask

You give a lookback period.

Your AI tool

02

Read

It reads recent unsubscribes with the campaign and reason.

mailchimp-get-campaign-unsubscribe

03

Match

Each is matched to a Dynamics SL customer by email, with balance and open orders.

dynamics-sl-get-customers
dynamics-sl-get-customer-balances
dynamics-sl-get-sales-orders

04

Report

You get a table by balance and who most warrants a call.

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-unsubscribe

Returns the members who unsubscribed from each Mailchimp campaign, with the date and the reason they gave.
get-data

dynamics-sl-get-customers

Returns Dynamics SL customers with their contact details, address, terms, credit limit and salesperson. Filter by customer ID, name, city, state, class, salesperson or status.
get-data

dynamics-sl-get-customer-balances

Returns Dynamics SL customer balances, including current balance, aging buckets, credit limit, open orders and average days to pay. Filter by customer, balance range or last invoice date.
get-data

dynamics-sl-get-sales-orders

Returns Dynamics SL sales orders with totals, balance due, unshipped balance, status and invoice details. Filter by customer, order number, status, order total or order date.
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

Salespeople hear while there is time to call

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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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