How to Import Campaigns Data from ActiveCampaign into Excel

Name: Coefficient
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using Coefficient excel Add-in (500k+ users)

Learn how to import ActiveCampaign Campaigns data into Excel using Coefficient. Analyze campaign performance, track marketing metrics, and optimize your email strategy with real-time data.

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How to Import Campaigns Data from ActiveCampaign into Excel
- Step-by-Step Guide to Importing ActiveCampaign Campaigns

Analyzing ActiveCampaign Campaigns in Excel helps marketers track performance metrics and optimize their email strategy. With direct data integration, you can compare campaign effectiveness and identify trends to improve future results.

TLDR

Step 1:

Step 1: Install Coefficient from the Office Add-ins store and connect to your ActiveCampaign account
Step 2:

Step 2: Select Import from Objects and choose Campaigns from ActiveCampaign
Step 3:

Step 3: Configure your data preferences and import the campaigns data
Step 4:

Step 4: Set up auto-refresh to keep your campaign metrics updated automatically

Step-by-Step Guide to Importing ActiveCampaign Campaigns

Step 1: Install and Connect Coefficient

Before importing ActiveCampaign data, you need to install the Coefficient add-in and connect to your ActiveCampaign account:

Open Excel and navigate to the Insert tab in the ribbon
Click on “Get Add-ins” to open the Office Add-ins store
Search for “Coefficient” and click “Add” to install the add-in
After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
Click on “Import from…” in the Coefficient sidebar
Select “ActiveCampaign” from the list of available connectors
Follow the authentication prompts to connect your ActiveCampaign account

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Campaigns Data

Now that you’re connected to ActiveCampaign, you can import your campaigns data:

In the Coefficient sidebar, under ActiveCampaign, select “Objects”
From the available objects list, select “Campaigns”
Configure which campaign metrics you want to include (name, type, sends, opens, clicks, bounces, unsubscribes, etc.)
Choose any filters you’d like to apply to your data (e.g., specific campaign types, date ranges, or performance thresholds)
Click “Import” to bring the data into your Excel spreadsheet

Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your ActiveCampaign campaigns data stays current:

With your imported data selected, click on “Automations” in the Coefficient sidebar
Select “Auto-refresh” to open the scheduling options
Choose your preferred refresh frequency (hourly, daily, or weekly)
Set specific times for the refresh to occur
Click “Save” to activate the auto-refresh schedule

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

ActiveCampaign Campaigns FAQ

Deals, Groups, Tags, Users, Accounts, Contacts, Campaigns, Messages, Lists

In ActiveCampaign, you can access campaign data by navigating to the Campaigns section, but the native reporting interface has limitations for in-depth analysis or comparing multiple campaigns across various metrics. Coefficient allows you to import all your ActiveCampaign campaigns data directly into Excel, where you can create custom reports, visualize performance trends, and benchmark campaigns against each other with greater flexibility.
How do I get a list of Campaigns in ActiveCampaign?
To get a comprehensive list of campaigns from ActiveCampaign, you would need to export reports from the platform individually, which becomes tedious when analyzing numerous campaigns or tracking performance over time. With Coefficient, you can import a complete list of all your campaigns with their detailed performance metrics directly into Excel and keep the data fresh with automatic refreshes as campaigns continue to run.
How to automate importing ActiveCampaign Campaigns to Excel daily?
Traditional automation of campaign data imports requires either manual daily exports or setting up custom API connections that require technical expertise to build and maintain. Coefficient's auto-refresh feature provides a simple solution that lets you schedule data refreshes at your preferred frequency (hourly, daily, or weekly) with just a few clicks, ensuring you always have the most current campaign metrics.
How do I download Campaigns data from ActiveCampaign?
ActiveCampaign allows you to export campaign reports as CSV files, but these are static snapshots that don't update as campaigns continue to gather more engagement data. Using Coefficient, you can establish a direct connection between ActiveCampaign and Excel that makes downloading campaigns data a one-click process, with the ability to refresh metrics as they evolve over time.
How to send email alerts about Campaigns data from ActiveCampaign?
Setting up notifications for campaign performance typically requires manual monitoring of reports or creating custom automation workflows in ActiveCampaign with limited conditional options. Coefficient includes built-in alert functionality that can monitor your imported campaigns data and automatically send email notifications when specific performance conditions are met, such as open rate thresholds, click-through rate changes, or conversion milestones.