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Send payment reminders only to customers who owe money
For finance teams who want overdue Dynamics SL customers tagged in Mailchimp for a reminder, by asking their AI assistant.
On this page
Connector
Connect Microsoft Dynamics SL, pick your AI tool and paste the prompt.
The problem
Payment reminders reach people who already paid
Sending reminders only to customers who owe money means exporting balances, matching emails to Mailchimp and tagging by hand. It is easy to tag someone who unsubscribed or forget to untag those who paid.
Without PopdockAI
- Export balances from Dynamics SL
- Match emails to Mailchimp contacts
- Tag each one by hand
- Forget to untag customers who paid
With PopdockAI
- Customers over your balance are matched in the audience
- Only subscribed, untagged contacts go forward
- You see who is skipped and why, and confirm first
- Paid-up contacts are listed for untagging
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Add every subscribed Mailchimp contact whose Dynamics SL customer has a current balance of at least `{min-balance}` (default 0.01) to the static segment or tag `{segment}` in audience `{audience}`.
**Step 1: Find the audience and segment in Mailchimp**
Call `mailchimp-get-list` with `name` set to `{audience}` and keep its list-id. Call `mailchimp-get-segment` with `list-id` and `name` set to `{segment}`. If the segment does not exist, stop and tell the user to create the tag in Mailchimp first; this prompt does not create segments. If its type is saved (condition-based) rather than static, stop: members cannot be added to a saved segment.
**Step 2: Read balances in Dynamics SL**
Call `dynamics-sl-get-customer-balances` with `current-balance.min` set to `{min-balance}` and `max-records` set to 500. For each customer-id, call `dynamics-sl-get-customers` with `customer-id` to get email-address.
**Step 3: Work out who to add**
For each email, call `mailchimp-get-list-member` with `email` and `list-name` set to the audience name. Keep only contacts whose status in this audience is subscribed. Then call `mailchimp-get-segment-member` with `segment-id` and `list-id` and drop anyone already in the segment.
**Step 4: Confirm before writing**
Show the contacts to add (customer-name, email, current-balance) and the counts skipped as already tagged, not subscribed, not in the audience, or no email. Ask the user to confirm. Do not write until they do.
**Step 5: Add and confirm**
For each confirmed contact, call `mailchimp-add-segment-member` once with `segment-id`, `list-id` and `email-address`. Then call `mailchimp-get-segment-member` with the segment-id and report added, failed (with the error) and skipped counts.
**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.
* The only write tool this prompt may call is `mailchimp-add-segment-member`, after Step 4. Do not call `mailchimp-add-list-member`, `mailchimp-update-list-member`, `mailchimp-start-automation` or any other mailchimp write tool. Adding to the segment must not subscribe anyone.
* This prompt does not remove contacts whose balance has since been paid; say so in the report and list segment members with no Dynamics SL balance so the user can untag them in Mailchimp.
* Match email addresses case-insensitively after trimming spaces.
* Pass `company` on the dynamics-sl tools only if the user named a company.
**Validation:**
* If `{min-balance}` is empty or not a number, use 0.01.
* If there is nobody to add, report the skipped counts and stop without writing.Who it's for
One answer, three teams that use it
Collections specialists
Target reminders accurately
Tag only subscribed customers with a balance, so reminders never reach people who paid.
Tag Dynamics SL customers owing over 1,000 with Overdue in our Mailchimp Customers audience.
AR managers
Keep the reminder tag current
Contacts tagged earlier who no longer owe are listed so you can untag them.
Who has the Payment Reminder tag in Mailchimp but no balance left in Dynamics SL?
Email marketers
Respect unsubscribes on finance sends
Unsubscribed contacts are skipped and nobody is subscribed, so finance email follows consent.
Tag customers with balances over 250 for the Mailchimp reminder, skipping anyone unsubscribed.
How it works
What PopdockAI does when you ask
You name the audience, tag and minimum balance, and your AI assistant finds subscribed customers who owe money. Tags are applied only after you confirm.
01
Ask
You name the audience, an existing static tag and a minimum balance.
02
Match
It reads customers at or over the balance and finds their emails in the audience.
03
Confirm
You see who will be tagged and who was skipped and why.
04
Tag
It tags them, reads the tag back and lists paid-up contacts to untag.
What PopdockAI provides
The tools behind the answer
Ready made tools for Microsoft Dynamics SL and one secure connection to your AI tool. No code, no exports.
mailchimp-get-list
mailchimp-get-segment
dynamics-sl-get-customer-balances
dynamics-sl-get-customers
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
Reminders reach only customers who owe
Related use cases
More ways to put this data to work
One prompt template with infinite possibilities.
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