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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.”
Salesforce doesn’t provide built-in scheduling for Excel exports, forcing marketing teams to manually export campaign data for regular reporting and analysis.
Here’s how to set up completely automated campaign exports that deliver current data without any manual intervention.
Automate your campaign reporting with scheduled exports using Coefficient
Coefficient eliminates manual export processes with robust scheduling that delivers current campaign data automatically. Set up hourly, daily, or weekly refreshes with alerts and historical tracking for comprehensive campaign monitoring.
How to make it work
Step 1. Set up your campaign member import with scheduling options.
Configure imports from Campaign Member objects with all needed fields, then choose from hourly intervals (1, 2, 4, or 8 hours), daily at specific times, or weekly on multiple days. Scheduling operates based on your timezone for consistent delivery timing.
Step 2. Enable automated snapshots for historical tracking.
Set up weekly snapshots that automatically copy updated data to new tabs for historical campaign performance review. Configure monthly snapshots for long-term campaign archives while maintaining current data in your main analysis sheet.
Step 3. Configure alerts for campaign performance monitoring.
Set up email alerts when new campaign members are added or when specific performance thresholds are met. Use “Refresh All” to update multiple campaign imports simultaneously, then get notified when all data is current.
Step 4. Add calculated fields that update automatically.
Use formula auto-fill down for conversion rates and engagement scores that recalculate with each scheduled refresh. This gives you real-time campaign performance metrics without manual Excel manipulation after each export.
Never miss campaign insights again
Stop relying on outdated manual exports and start getting current campaign data delivered automatically. Try Coefficient to automate your Salesforce campaign reporting completely.
