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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Exporting campaign members from Salesforce to Excel with engagement metrics is frustrating because native exports exclude key engagement fields and require multiple manual steps.
Here’s how to get all your campaign member data with engagement metrics in one automated export that updates itself.
Get complete campaign member data with engagement metrics using Coefficient
Coefficient solves the problem where Salesforce’s standard campaign member exports miss engagement fields like First Responded Date, Email Bounce Date, and Lead Score. Instead of piecing together multiple reports, you get everything in one export that refreshes automatically.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
Install Coefficient from the Microsoft Store and authorize your Salesforce connection. This gives you access to all Campaign Member fields that aren’t available in standard exports.
Step 2. Set up your campaign member import with engagement fields.
Use “Import from Objects & Fields” to select the Campaign Member object. Include engagement fields like Status, First Responded Date, Last Modified Date, plus related Contact fields such as Email Bounce Date, Email Opt Out, and Lead Score. You can also add custom engagement scoring fields your team has created.
Step 3. Apply filters to target specific campaigns.
Use AND/OR logic to filter for specific campaigns or date ranges. Set up dynamic filters that point to cell values so you can change which campaigns you’re analyzing without rebuilding the import.
Step 4. Enable automated refreshes and formula calculations.
Set up daily or weekly refreshes to capture new member additions and status changes automatically. Use formula auto-fill down to add calculated engagement rate columns that update with each refresh, like conversion rates or engagement scores.
Start exporting campaign data that actually helps
Stop wrestling with Salesforce’s export limitations and get the campaign member data you need with all engagement metrics included. Try Coefficient to automate your campaign reporting.
