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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.”
Analyzing contacts across multiple Salesforce campaigns requires separate exports for each campaign or complex junction reports that most users can’t build effectively.
Here’s how to consolidate all your campaign data into one Excel file that updates automatically and shows cross-campaign performance.
Consolidate multiple campaign data into one Excel file using Coefficient
Coefficient eliminates the need for separate campaign exports or complex Salesforce reporting. You can pull contacts from multiple campaigns into a single view with real-time updates and cross-campaign analysis capabilities.
How to make it work
Step 1. Use custom SOQL to combine multiple campaigns.
Write a custom query like: SELECT Contact.Name, Contact.Email, Campaign.Name, Status, CreatedDate FROM CampaignMember WHERE CampaignId IN (‘campaign_id_1’, ‘campaign_id_2’, ‘campaign_id_3’). This pulls all contacts from your target campaigns in one import.
Step 2. Set up dynamic filtering for flexible campaign selection.
Create imports from the Campaign Member object with dynamic filters pointing to cells containing campaign IDs. Update cell values to change which campaigns are included without editing import settings. This makes it easy to swap in new campaigns for analysis.
Step 3. Enable automated consolidation with formula calculations.
Use formula auto-fill down to add campaign comparison metrics like conversion rates and engagement scores that calculate automatically. Set up “Refresh All” to update all campaign data simultaneously with one click.
Step 4. Schedule regular updates for current data.
Configure daily or weekly automated refreshes to ensure current membership status across all campaigns. Use snapshots to preserve historical campaign performance while maintaining current data in your main analysis sheet.
Simplify your multi-campaign analysis
Stop juggling multiple campaign exports and start analyzing all your campaigns in one place. Try Coefficient to consolidate your Salesforce campaign data automatically.
