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Stop urging customers on credit hold to order more
For marketers who want Dynamics GP customers on hold added to a Mailchimp segment, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics GP, pick your AI tool and paste the prompt.
The problem
Promotions urge held customers to order more
Customers on credit hold in Dynamics GP still receive Mailchimp promotions encouraging them to order. Keeping a segment of held accounts current by hand means exporting holds, matching emails and adding members one by one.
Without PopdockAI
- Export customers on hold from Dynamics GP
- Match their emails to audience members
- Add each member to the segment by hand
- Let the segment fall out of date
With PopdockAI
- The audience and segment are checked first
- Held customers are matched to members by email
- Those already in the segment are skipped
- You confirm the rows, and holds in GP are never 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 Dynamics GP customers on credit hold and add those who are subscribed in the Mailchimp audience `{list-name}` to the static segment or tag `{segment-name}`, after confirmation.
**Step 1: Find the audience and segment**
Call `mailchimp-get-list` with name `{list-name}` and keep its `list-id`; if none or several match, list them and stop. Call `mailchimp-get-segment` with that list-id and name `{segment-name}` and keep `segment-id`. If the segment does not exist, tell the user to create it as a static segment or tag in Mailchimp and stop. If its type is not static, say members cannot be added to it and stop.
**Step 2: Read the GP customers on hold**
Call `dynamics-gp-get-rm-customer` with hold true, inactive false and max-records 500. Skip customers with a blank `main-email-address`.
**Step 3: Match to the audience**
Call `mailchimp-get-list-member` with list-name `{list-name}` and max-records 1000, and match on lower-cased email. Call `mailchimp-get-segment-member` with the segment-id to find who is already in the segment.
**Step 4: Propose the additions**
Show a table of matched customers not yet in the segment: customer-id, customer-name, email, customer-balance, Mailchimp status. List separately the on-hold customers that are not in the audience. Ask the user to confirm all rows or name the ones to drop.
**Step 5: Add after confirmation**
Only after confirmation, call `mailchimp-add-segment-member` once per confirmed row with segment-id, list-id and email-address. Report each row as Added or Failed with the error text.
**Rules & Guidelines:**
* `dynamics-gp-get-rm-customer` is on the dynamics-gp server. `mailchimp-get-list`, `mailchimp-get-segment`, `mailchimp-get-list-member`, `mailchimp-get-segment-member` and `mailchimp-add-segment-member` are on the mailchimp server.
* `mailchimp-add-segment-member` is the only tool that may write, and only after confirmation.
* Do NOT call `mailchimp-add-list-member`, `mailchimp-update-list-member`, `dynamics-gp-rm-customer-update` or `dynamics-gp-rm-customer-note`. This prompt never changes a hold.
**Validation:**
* If no customers are on hold, say so and stop.
* Never add someone who is not already an audience member; the segment add fails for them anyway.Who it's for
One answer, three teams that use it
Email marketers
Exclude held customers from promotions
A current On Hold segment lets you exclude those customers from the next send.
Update the Credit Hold segment in our Mailchimp Customers audience from Dynamics GP holds.
Credit controllers
Stop marketing working against collections
Customers you have stopped are not urged to place new orders while they owe you money.
Tag every Dynamics GP customer on hold in Mailchimp so marketing can leave them out.
Marketing operations
Keep the segment current
Only new held customers are added, and those not in the audience are listed separately.
Which Dynamics GP customers on hold are not yet in the On Hold segment in Mailchimp? Add them.
How it works
What PopdockAI does when you ask
You name the audience and segment, and your AI assistant matches held Dynamics GP customers to Mailchimp members. Only rows you confirm are added.
01
Ask
You name the Mailchimp audience and a static segment or tag.
02
Read
It reads active Dynamics GP customers on hold.
03
Match
It matches them to audience members by email, skipping those already in.
04
Confirm
You approve the additions, and each row is added and reported.
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.
mailchimp-get-list
mailchimp-get-segment
microsoft-dynamics-gp-get-rm-customer
mailchimp-get-list-member
mailchimp-get-segment-member
mailchimp-add-segment-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
Campaigns that leave held accounts out
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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