)
Written by
Table of Contents
“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.”
Getting comprehensive segmentation data for Salesforce campaign analysis requires complex reporting or multiple exports to combine campaign membership with contact demographics and behavioral data.
Here’s how to export campaign contacts with all segmentation context in one comprehensive dataset that updates automatically.
Get complete campaign segmentation data in one export using Coefficient
Coefficient provides access to all segmentation fields from Campaign Members and related objects in a single import. Instead of manually matching campaign data with contact segmentation, you get industry, lead source, behavioral data, and custom segmentation fields together.
How to make it work
Step 1. Import campaign members with related segmentation fields.
Use “Import from Objects & Fields” to select Campaign Member object with related Contact and Lead fields like Industry, Title, Company Size, Geographic Territory, Lead Source, and any custom segmentation fields your team has created for campaign tracking.
Step 2. Add behavioral and engagement segmentation data.
Include behavioral data like Email engagement status, website activity scores, lead scores, and opportunity data for ROI analysis. Use custom SOQL queries to join campaign data with Account annual revenue and other firmographic segmentation: SELECT Contact.Name, Contact.Industry, Campaign.Name, Status, Account.AnnualRevenue, Contact.Lead_Score__c FROM CampaignMember.
Step 3. Set up dynamic segmentation analysis.
Create dynamic filters pointing to cells containing segment criteria like “Enterprise” or “Technology” to analyze specific segments without rebuilding imports. Change segment parameters by updating cell values to instantly focus on different audience segments.
Step 4. Enable automated segmentation reporting.
Use formula auto-fill down for calculated segment metrics like conversion rate by industry or engagement score by company size. Set up scheduled refreshes and snapshots for historical segment performance tracking across campaigns.
Analyze campaign performance by segment automatically
Stop piecing together campaign and segmentation data manually and start getting comprehensive audience insights in one place. Try Coefficient to export Salesforce campaigns with complete segmentation context.
