Report

Cross-Connector

Hand every Mailchimp clicker to their Dynamics GP salesperson

For sales teams who want campaign clicks turned into a follow-up list by salesperson, with credit holds flagged, by asking their AI assistant.

Route Mailchimp campaign clickers to Dynamics GP salespeople

Route everyone who clicked our Spring Equipment Offer in Mailchimp to their Dynamics GP salesperson.

84 people clicked Spring Equipment Offer; 52 are Dynamics GP customers. - Sam Patel: 19 customers, Contoso clicked 4 times - Dana Whitfield: 27 customers, 1 on credit hold - Unassigned: 6 customers - Prospects: 32 clickers are not customers yet Want Sam Patel's list with phone numbers?

Mailchimp

Sample figures. Your results come from your own account.

mailchimp-get-campaign

mailchimp-get-campaign-email-activity

microsoft-dynamics-gp-get-rm-customer

microsoft-dynamics-gp-get-rm-salesperson

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Mailchimp

Run it on your own Mailchimp data.

Connect Mailchimp, pick your AI tool and paste the prompt.

The problem

Campaign clicks that never reach the salesperson

A Mailchimp campaign creates interest, but the clicks never reach the salespeople who own those customers in Dynamics GP. Turning a click report into a follow up list means matching emails, finding salespeople and checking holds.

Without PopdockAI

Export clickers with counts and links
Match each email to a Dynamics GP customer
Look up each customer's salesperson
Check balances and credit holds one by one

With PopdockAI

Clickers are read with counts, dates and links
They are matched to active GP customers and salespeople
One section per salesperson, with holds flagged
Prospects listed apart, nothing sent or 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:** Build a follow-up list from the Mailchimp campaign `{campaign-title}`: every Dynamics GP customer who clicked a link in it, grouped by their GP salesperson, optionally limited to salesperson `{salesperson-id}` (default all).

**Step 1: Find the campaign**

Call `mailchimp-get-campaign` with title.contains `{campaign-title}`. If more than one matches, list them with send-date and stop. Keep `campaign-id`.

**Step 2: Read the clicks**

Call `mailchimp-get-campaign-email-activity` with the campaign-id and action click, max-records 1000. Per lower-cased `email-address`, keep the number of clicks, the latest `activity-date` and the distinct `url` values clicked.

**Step 3: Match to Dynamics GP customers**

Call `dynamics-gp-get-rm-customer` with inactive false, max-records 500, and salesperson-id when given. Map lower-cased `main-email-address` to the customer and match the clickers. Keep `customer-balance`, `hold` and `salesperson-id`.

**Step 4: Add the salesperson**

For each distinct salesperson-id among the matches, call `dynamics-gp-get-rm-salesperson` with that salesperson-id to get their name and `email-address`.

**Step 5: Report**

One section per salesperson (name and email in the heading), with a table: customer-id, customer-name, contact-person, phone-1, clicks, last click date, links clicked, customer-balance, and a flag when hold is true. Then a short list of clickers that matched no GP customer (email only), as possible new prospects.

**Rules & Guidelines:**

* `mailchimp-get-campaign` and `mailchimp-get-campaign-email-activity` are on the mailchimp server. `dynamics-gp-get-rm-customer` and `dynamics-gp-get-rm-salesperson` are on the dynamics-gp server.
* This prompt is read-only. Do NOT call `mailchimp-add-segment-member`, `mailchimp-update-list-member`, `dynamics-gp-rm-customer-note` or any other write tool. Do not send email to the salespeople.

**Validation:**

* If nobody clicked, say so and stop.
* If a matched customer has no salesperson-id, put them in an Unassigned section.

Who it's for

One answer, three teams that use it

Salespeople

Get your own follow up list

See your customers who clicked, with the links they chose and their balance.

Which of my Dynamics GP customers clicked the Mailchimp Spring Equipment Offer? I am salesperson JSMITH.

Sales managers

Route interest to the whole team

One section per salesperson, plus unassigned customers, so no click is left without an owner.

Route the clickers of our Mailchimp Service Plan campaign to their Dynamics GP salespeople.

Credit controllers

Flag interest from accounts on hold

Customers on credit hold are flagged before sales follows up on the click.

Did any Dynamics GP customers on credit hold click our latest Mailchimp promotion?

How it works

What PopdockAI does when you ask

You name the campaign and optionally a salesperson, and your AI assistant groups the clickers by who owns them. It only reads.

Ask

You name the campaign and optionally a salesperson.

Your AI tool

Read

It reads everyone who clicked, with counts, dates and links.

mailchimp-get-campaign

mailchimp-get-campaign-email-activity

Match

Clickers are matched to active GP customers and their salesperson.

microsoft-dynamics-gp-get-rm-customer

microsoft-dynamics-gp-get-rm-salesperson

Report

You get one section per salesperson, plus prospects who are not customers.

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-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-salesperson

Returns salesperson records from Dynamics GP Receivables Management, including territory, contact details, commission rates and year to date sales. Filter by employee ID, first name, salesperson ID, inactive, last name and sales territory ID, 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.

The outcome

Every engaged customer with the right salesperson

Related use cases

More ways to put this data to work

Measure Mailchimp campaign sales in Dynamics GP

Ask your AI to measure a Mailchimp campaign in Dynamics GP and it matches recipients to customers and reports the orders and invoices that followed the send.

Learn More

Mailchimp and Dynamics GP customer profile

Ask your AI for a Dynamics GP and Mailchimp customer profile and it combines receivables and sales documents with audience status, store orders, opens and clicks.

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Note Mailchimp unsubscribes on Dynamics GP customers

Ask your AI to note Mailchimp unsubscribes and hard bounces on Dynamics GP customers and it appends one dated note per customer, after you confirm each row.

Learn More

Capture Mailchimp campaign clickers as Salesforce leads

Ask your AI to create Salesforce leads from a Mailchimp campaign's clickers and it drops existing contacts, leads and unsubscribes, then creates only what you confirm.

Learn More

Log Mailchimp campaign clicks as HubSpot contact notes

Ask your AI to log a Mailchimp campaign's clicks in HubSpot and it adds one note per contact with the links clicked, after you review and confirm every note.

Learn More

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.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.