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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.
On this page
Connector
Connect Mailchimp, pick your AI tool and paste the prompt.
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.
**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.
02
Read
It reads recent unsubscribes with the campaign and reason.
03
Match
Each is matched to a Dynamics SL customer by email, with balance and open orders.
04
Report
You get a table by balance and who most warrants a call.
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-unsubscribe
dynamics-sl-get-customers
dynamics-sl-get-customer-balances
dynamics-sl-get-sales-orders
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
Salespeople hear while there is time to call
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.
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