Category: Excel

How to Import Account Level Metrics from Quora Ads into Excel

Tracking Quora Ads account metrics in Excel helps marketing teams analyze performance trends and make data-driven decisions. But manually exporting this data is time-consuming and leads to outdated insights.

With Coefficient, you can create a live connection between Quora Ads and Excel, ensuring your reports always reflect the most current data.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Quora Ads account

  • Step 3:

    Select and import Account Level Metrics data

  • Step 4:

    Configure auto-refresh to keep your data updated

  • Step 5:

    Create custom reports and dashboards with your imported data

Step-by-Step Guide to Importing Quora Ads Account Level Metrics

Step 1: Install and Connect Coefficient

First, you’ll need to install Coefficient and connect it to your Quora Ads account:

  1. Open Excel
  2. Go to the Insert tab in the ribbon
  3. Click Get Add-ins
  4. Search for “Coefficient” and click Add
  5. Once installed, click the Coefficient icon to open the sidebar
  6. Select “Import Data” to begin connecting your accounts
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Account Level Metrics from Quora Ads

Now you’ll connect to Quora Ads and select the Account Level Metrics data you want to import:

  1. In the Coefficient sidebar, select “Import from”
  2. Choose “Marketing” from the categories
  3. Select “Quora Ads” from the available connectors
  4. Log in to your Quora Ads account when prompted
  5. Under “Objects,” select “Account Level Metrics”
  6. Choose the metrics and date range you want to include
  7. Select where in your spreadsheet you want the data to appear
  8. Click “Import” to bring your data into Excel
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

Keep your Quora Ads data current by setting up automatic refreshes:

  1. In the Coefficient sidebar, click the “…” menu next to your imported data
  2. Select “Configure refresh”
  3. Choose your preferred refresh frequency (hourly, daily, or weekly)
  4. Set the specific times you want the data to update
  5. Click “Save” to activate automatic refreshes
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Analyzing Your Quora Ads Account Level Metrics in Excel

Now that you have your Quora Ads data in Excel, you can create powerful visualizations and analysis:

  • Use Excel formulas to calculate custom metrics like ROI and cost per acquisition
  • Create pivot tables to segment performance by different dimensions
  • Build charts and graphs to visualize performance trends over time
  • Set up conditional formatting to highlight areas that need attention
  • Combine with data from other marketing platforms for cross-channel analysis

Available Quora Ads Data in Coefficient

Objects

  • Account Level Metrics
  • Campaign Level Metrics
  • Ad set Metrics
  • Ad Metrics
  • Lead Gen Forms
  • Recent Leads

How to Import Accounts Data from ActiveCampaign into Excel

Analyzing ActiveCampaign Accounts in Excel helps B2B companies track customer relationships and identify growth opportunities. With direct data integration, you can monitor account health metrics and prioritize your engagement strategy.

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 Accounts from ActiveCampaign

  • Step 3:

    Step 3: Configure your data preferences and import the accounts data

  • Step 4:

    Step 4: Set up auto-refresh to keep your account data updated automatically

Step-by-Step Guide to Importing ActiveCampaign Accounts

Step 1: Install and Connect Coefficient

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

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “ActiveCampaign” from the list of available connectors
  7. Follow the authentication prompts to connect your ActiveCampaign account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Accounts Data

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

  1. In the Coefficient sidebar, under ActiveCampaign, select “Objects”
  2. From the available objects list, select “Accounts”
  3. Configure which account fields you want to include (name, industry, size, engagement score, etc.)
  4. Choose any filters you’d like to apply to your data (e.g., specific account types, engagement levels, or industries)
  5. 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 accounts data stays current:

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

ActiveCampaign Accounts FAQ

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

  • In ActiveCampaign, you can access accounts by navigating to the Accounts section, but the native interface limits your ability to perform detailed analysis across multiple account attributes or track engagement metrics over time. Coefficient allows you to import all your ActiveCampaign accounts data directly into Excel, where you can create custom reports, track account health metrics, and identify patterns for strategic decision-making.
  • How do I get a list of Accounts in ActiveCampaign?
  • To get a comprehensive list of accounts in ActiveCampaign, you would need to export data from the platform, which provides a static snapshot that quickly becomes outdated as new interactions occur. With Coefficient, you can import a complete list of all your accounts with their detailed attributes directly into Excel and keep the data fresh with automatic refreshes.
  • How to automate importing ActiveCampaign Accounts to Excel daily?
  • Traditionally, automating ActiveCampaign accounts data imports requires either manual daily exports or building custom scripts using the ActiveCampaign API, both time-consuming options. Coefficient's auto-refresh feature makes this process simple by allowing you to schedule automatic data updates on your preferred schedule without any coding knowledge required.
  • How do I download Accounts data from ActiveCampaign?
  • ActiveCampaign allows you to export account data as CSV files, but this requires manual steps each time you want updated information about your customer accounts. Using Coefficient, you can establish a direct connection between ActiveCampaign and Excel that makes downloading accounts data a one-click process, with options to refresh automatically.
  • How to send email alerts about Accounts data from ActiveCampaign?
  • Setting up alerts for changes in ActiveCampaign accounts typically requires manual monitoring or custom development work to create notification systems. Coefficient includes built-in alert functionality that can monitor your imported accounts data and automatically send email notifications when specific conditions are met, such as engagement score changes or account status updates.

How to Import Ad Group Analytics Objects from Pinterest Ads into Excel

Accessing Pinterest Ads Ad Group Analytics in Excel is crucial for marketers looking to analyze performance metrics and optimize ad spend. Creating a direct connection saves time and ensures you’re working with the latest data.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2: Select Import from Objects and choose Ad Group Analytics from Pinterest Ads

  • Step 3:

    Step 3: Configure your data preferences and import the analytics data

  • Step 4:

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

Step-by-Step Guide to Importing Pinterest Ads Ad Group Analytics

Step 1: Install and Connect Coefficient

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

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “Pinterest Ads” from the list of available marketing connectors
  7. Follow the authentication prompts to connect your Pinterest Ads account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Ad Group Analytics Data

Now that you’re connected to Pinterest Ads, you can import your Ad Group Analytics data:

  1. In the Coefficient sidebar, under Pinterest Ads, select “Objects”
  2. From the available objects list, select “Ad Group Analytics”
  3. Configure which performance metrics you want to include (impressions, clicks, CTR, conversions, etc.)
  4. Choose any filters you’d like to apply to your data (e.g., specific ad groups, date ranges, etc.)
  5. 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 Pinterest Ads Ad Group Analytics data stays current:

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

Available Pinterest Ads Data

Analytics Reports

  • Targeting Analytics for Ads
  • Ad Group Analytics
  • Targeting Analytics for Ad Groups
  • Ad Analytics
  • Campaign Analytics
  • Targeting Analytics for Campaign

Objects

  • Ad Groups
  • Ads
  • Ad Account Analytics
  • Campaigns
  • Targeting Analytics for Ad Account
  • Targeting Analytics for Ads

How to Import Ad Groups Data from Pinterest Ads into Excel

Analyzing Pinterest Ads Ad Groups in Excel helps marketing teams track performance and make data-driven decisions. Instead of manual exports, create a live connection for up-to-date insights.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2: Select Import from Objects and choose Ad Groups from Pinterest Ads

  • Step 3:

    Step 3: Configure your data preferences and import the Ad Groups data

  • Step 4:

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

Step-by-Step Guide to Importing Pinterest Ads Ad Groups

Step 1: Install and Connect Coefficient

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

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “Pinterest Ads” from the list of available marketing connectors
  7. Follow the authentication prompts to connect your Pinterest Ads account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Ad Groups Data

Now that you’re connected to Pinterest Ads, you can import your Ad Groups data:

  1. In the Coefficient sidebar, under Pinterest Ads, select “Objects”
  2. From the available objects list, select “Ad Groups”
  3. Configure which Ad Groups metrics and dimensions you want to include in your import
  4. Choose any filters you’d like to apply to your data (e.g., specific campaigns, date ranges, status)
  5. 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 Pinterest Ads Ad Groups data stays current:

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

Available Pinterest Ads Data

Analytics Reports

  • Targeting Analytics for Ads
  • Ad Group Analytics
  • Targeting Analytics for Ad Groups
  • Ad Analytics
  • Campaign Analytics
  • Targeting Analytics for Campaign

Objects

  • Ad Groups
  • Ads
  • Ad Account Analytics
  • Campaigns
  • Targeting Analytics for Ad Account
  • Targeting Analytics for Ads

How to Import Ad Metrics from Quora Ads into Excel

Analyzing individual ad performance in Quora Ads is critical for optimizing creative content and messaging. Manual exports create extra work and lead to analysis based on outdated information.

Coefficient creates a direct connection between your Quora Ads creative performance data and Excel, ensuring your analysis is always based on current metrics.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect your Quora Ads account

  • Step 3:

    Select and import Ad Metrics data

  • Step 4:

    Set up auto-refresh to maintain current data

  • Step 5:

    Create ad performance dashboards with the imported data

Step-by-Step Guide to Importing Quora Ads Ad Metrics

Step 1: Install and Connect Coefficient

Begin by installing Coefficient in your Excel environment:

  1. Open Excel on your computer
  2. Navigate to the Insert tab in the ribbon
  3. Click Get Add-ins
  4. Search for “Coefficient” and click Add
  5. After installation, click the Coefficient icon to launch the sidebar
  6. Select “Import Data” to start connecting your data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Ad Metrics from Quora Ads

Now, connect to Quora Ads and select the ad performance data to import:

  1. In the Coefficient sidebar, click “Import from”
  2. Select “Marketing” from the categories
  3. Choose “Quora Ads” from the marketing connectors list
  4. Log in to your Quora Ads account when prompted
  5. Under “Objects,” select “Ad Metrics”
  6. Choose the time period and specific metrics you want to analyze
  7. Select where in your spreadsheet to import the data
  8. Click “Import” to bring the ad performance data into Excel
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

Keep your ad performance data current with automatic refreshes:

  1. In the Coefficient sidebar, find your imported ad metrics data
  2. Click the “…” menu and select “Configure refresh”
  3. Choose your preferred frequency (hourly, daily, or weekly)
  4. Set specific times for the data to refresh
  5. Click “Save” to activate the automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Maximizing Ad Creative Insights with Excel

With your Quora Ads ad metrics in Excel, you can perform sophisticated analysis:

  • Compare performance across different ad creatives and messages
  • Identify which ads deliver the highest CTR, conversion rates, and ROI
  • Track performance trends over time with customized visualizations
  • Build A/B testing frameworks to optimize ad content
  • Create dynamic dashboards that update automatically with fresh data

Available Quora Ads Data in Coefficient

Objects

  • Account Level Metrics
  • Campaign Level Metrics
  • Ad set Metrics
  • Ad Metrics
  • Lead Gen Forms
  • Recent Leads

How to Import Ad Set Metrics from Quora Ads into Excel

Tracking ad set performance in Quora Ads is essential for understanding audience targeting effectiveness. However, manual exports lead to disconnected data and delayed insights.

Coefficient solves this by creating a live connection between your Quora Ads ad sets and Excel, enabling real-time analysis and data-driven optimization.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect to your Quora Ads account

  • Step 3:

    Select and import Ad Set Metrics data

  • Step 4:

    Set up auto-refresh to maintain current data

  • Step 5:

    Create custom reports to optimize ad set performance

Step-by-Step Guide to Importing Quora Ads Ad Set Metrics

Step 1: Install and Connect Coefficient

Start by adding Coefficient to your Excel environment:

  1. Open Excel on your computer
  2. Go to the Insert tab in the Excel ribbon
  3. Click Get Add-ins
  4. Search for “Coefficient” and install it
  5. Once installed, click the Coefficient icon to open the sidebar
  6. Click “Import Data” to begin connecting your data sources
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Ad Set Metrics from Quora Ads

Now, connect to Quora Ads and import your ad set performance data:

  1. In the Coefficient sidebar, select “Import from”
  2. Choose “Marketing” from the categories
  3. Select “Quora Ads” from the available marketing platforms
  4. Authenticate your Quora Ads account when prompted
  5. Navigate to “Objects” and select “Ad Set Metrics”
  6. Choose your desired date range and specific metrics
  7. Select where in your spreadsheet to import the data
  8. Click “Import” to bring the ad set data into Excel
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

Keep your ad set metrics current with automatic data refreshes:

  1. In the Coefficient sidebar, locate your imported ad set data
  2. Click the “…” menu next to the data set
  3. Select “Configure refresh”
  4. Choose your refresh frequency (hourly, daily, or weekly)
  5. Set specific times for refreshes to occur
  6. Click “Save” to activate automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Leveraging Ad Set Data for Performance Optimization

With your Quora Ads ad set data in Excel, you can perform powerful analysis:

  • Compare performance across different audience segments
  • Identify which ad sets deliver the best ROI and conversion rates
  • Create custom visualizations to spot performance trends
  • Build dynamic dashboards that update automatically
  • Develop A/B testing frameworks to optimize targeting strategies

Available Quora Ads Data in Coefficient

Objects

  • Account Level Metrics
  • Campaign Level Metrics
  • Ad set Metrics
  • Ad Metrics
  • Lead Gen Forms
  • Recent Leads

How to Import Ads Data from Pinterest Ads into Excel

Analyzing individual Pinterest Ads in Excel helps marketers identify top performers and optimize creative assets. With direct data integration, you can track metrics across ads and make smarter decisions about budget allocation.

TLDR

  • Step 1:

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

  • Step 2:

    Step 2: Select Import from Objects and choose Ads from Pinterest Ads

  • Step 3:

    Step 3: Configure your data preferences and import the ads data

  • Step 4:

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

Step-by-Step Guide to Importing Pinterest Ads Data

Step 1: Install and Connect Coefficient

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

  1. Open Excel and navigate to the Insert tab in the ribbon
  2. Click on “Get Add-ins” to open the Office Add-ins store
  3. Search for “Coefficient” and click “Add” to install the add-in
  4. After installation, the Coefficient sidebar will appear on the right side of your Excel sheet
  5. Click on “Import from…” in the Coefficient sidebar
  6. Select “Pinterest Ads” from the list of available marketing connectors
  7. Follow the authentication prompts to connect your Pinterest Ads account
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Ads Data

Now that you’re connected to Pinterest Ads, you can import your ads data:

  1. In the Coefficient sidebar, under Pinterest Ads, select “Objects”
  2. From the available objects list, select “Ads”
  3. Configure which ad metrics and attributes you want to include (title, status, creative details, performance metrics, etc.)
  4. Choose any filters you’d like to apply to your data (e.g., specific campaigns, ad groups, date ranges, status)
  5. 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 Pinterest Ads data stays current:

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

Available Pinterest Ads Data

Analytics Reports

  • Targeting Analytics for Ads
  • Ad Group Analytics
  • Targeting Analytics for Ad Groups
  • Ad Analytics
  • Campaign Analytics
  • Targeting Analytics for Campaign

Objects

  • Ad Groups
  • Ads
  • Ad Account Analytics
  • Campaigns
  • Targeting Analytics for Ad Account
  • Targeting Analytics for Ads

How to Import Calls Data from Bigin into Excel

Bringing your Bigin Calls data into Excel enables you to analyze call patterns, track team activity, and measure engagement with prospects and customers more effectively than Bigin’s built-in reporting.

Using Coefficient, you can establish a live connection that keeps your calls data up-to-date in Excel without manual exports.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Bigin account

  • Step 3:

    Select and import Calls data

  • Step 4:

    Configure auto-refresh to keep data current

Step-by-Step Guide to Importing Bigin Calls into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Bigin and Import Calls Data

After installing Coefficient, follow these steps to import your Calls data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Bigin” from the CRM connectors list
  4. Log in with your Bigin credentials when prompted
  5. From the object list, select “Calls”
  6. Choose which call fields you want to import (e.g., date, duration, contact, outcome)
  7. Apply any filters if needed (e.g., date range, call type)
  8. Click “Import” to bring the data into your spreadsheet
CRM and sales connectors like Salesforce, HubSpot, Pipedrive, and Gong shown in list view.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Calls data remains up-to-date:

  1. Select your imported Calls data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Bigin Data

Available Objects

  • Contacts
  • Companies
  • Pipelines
  • Products
  • Events
  • Tasks
  • Calls

How to Import Campaign Level Metrics from Quora Ads into Excel

Monitoring campaign performance data from Quora Ads is crucial for optimizing your advertising budget and strategy. Manual exports create unnecessary friction and outdated insights.

Coefficient bridges this gap by creating a direct connection between your Quora Ads campaigns and Excel, ensuring you always work with current data.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store in Excel

  • Step 2:

    Connect to your Quora Ads account

  • Step 3:

    Select and import Campaign Level Metrics data

  • Step 4:

    Set up auto-refresh to keep data current

  • Step 5:

    Create campaign performance dashboards with the imported data

Step-by-Step Guide to Importing Quora Ads Campaign Level Metrics

Step 1: Install and Connect Coefficient

Begin by installing the Coefficient add-in for Excel:

  1. Open your Excel spreadsheet
  2. Navigate to the Insert tab in the ribbon
  3. Click Get Add-ins
  4. Search for “Coefficient” and click Add
  5. After installation, click on the Coefficient icon to launch the sidebar
  6. Select “Import Data” to begin the connection process
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Campaign Level Metrics from Quora Ads

Now, connect to Quora Ads and select the campaign data to import:

  1. In the Coefficient sidebar, click “Import from”
  2. Select “Marketing” from the categories
  3. Choose “Quora Ads” from the list of marketing connectors
  4. Log in to your Quora Ads account when prompted
  5. Under “Objects,” select “Campaign Level Metrics”
  6. Choose the time period and specific metrics you want to analyze
  7. Select the destination in your spreadsheet for the data
  8. Click “Import” to bring the campaign data into Excel
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

Ensure your campaign data stays current with automatic refreshes:

  1. In the Coefficient sidebar, locate your imported Quora Ads data
  2. Click the “…” menu and select “Configure refresh”
  3. Choose your preferred frequency (hourly, daily, or weekly)
  4. Set specific times for the refreshes to occur
  5. Click “Save” to activate the automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Making the Most of Your Campaign Data in Excel

With your Quora Ads campaign data in Excel, you can perform powerful analysis:

  • Compare performance across multiple campaigns to identify winners and losers
  • Track campaign ROI and other KPIs with custom Excel formulas
  • Create trend charts to visualize campaign performance over time
  • Build campaign dashboards that automatically update with fresh data
  • Combine with data from other platforms to assess cross-channel impact

Available Quora Ads Data in Coefficient

Objects

  • Account Level Metrics
  • Campaign Level Metrics
  • Ad set Metrics
  • Ad Metrics
  • Lead Gen Forms
  • Recent Leads

How to Import Campaign Tags Data from Klaviyo into Excel

Importing your Klaviyo Campaign Tags data into Excel enables deeper analysis of campaign categories, performance by tag, and thematic trends beyond what Klaviyo’s native reporting provides.

With Coefficient, you can create a live connection that keeps your campaign tag data current in Excel without manual exports, helping you identify which types of campaigns deliver the best results.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect to your Klaviyo account

  • Step 3:

    Select and import Campaign Tags data

  • Step 4:

    Set up auto-refresh to keep data current

Step-by-Step Guide to Importing Klaviyo Campaign Tags into Excel

Step 1: Install Coefficient in Excel

First, add the Coefficient add-in to Excel:

  1. Open Excel
  2. Click on the “Insert” tab in the ribbon
  3. Select “Get Add-ins”
  4. Search for “Coefficient” in the Office Add-ins store
  5. Click “Add” to install the Coefficient add-in
Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Connect to Klaviyo and Import Campaign Tags Data

After installing Coefficient, follow these steps to import your Campaign Tags data:

  1. Open the Coefficient sidebar in Excel
  2. Click “Import” to see available data sources
  3. Select “Klaviyo” from the marketing connectors list
  4. Log in with your Klaviyo credentials when prompted
  5. From the object list, select “Campaign Tags”
  6. Choose which tag fields you want to import (e.g., tag name, associated campaigns)
  7. Apply any filters if needed
  8. Click “Import” to bring the data into your spreadsheet
Marketing integrations such as Google Ads, Facebook Ads, HubSpot, and Klaviyo listed.

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Campaign Tags data remains up-to-date:

  1. Select your imported Campaign Tags data in Excel
  2. In the Coefficient sidebar, click “Refresh”
  3. Choose “Set up auto-refresh”
  4. Select your preferred refresh schedule (hourly, daily, or weekly)
  5. Configure any notification settings
  6. Click “Save” to enable automatic updates
Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Klaviyo Data

Available Objects

  • Profiles
  • List Profiles
  • Segment Profiles
  • Campaign Tags
  • Campaigns
  • Catalog Items
  • Catalog Categories
  • Lists
  • Segments