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Benchmark Email · Excel Guide

Pull Benchmark Email Campaign Engagement Into a Sheet for Quarterly Review

The Scenario

You are an email strategist. Every quarter, the VP of Marketing wants the same thing: an Excel workbook showing engagement metrics for every campaign sent in the past three months. Open rate, click rate, bounce count, unsubscribes. Across 20 campaigns.

Q2 ended last week. The quarterly review is Friday at 2 PM.

The slow version:

  • Log into Benchmark Email, click into campaign 1, read the stats, write them down
  • Switch to Excel, paste the numbers into the right row
  • Go back to Benchmark Email, find campaign 2
  • Repeat for 20 campaigns
  • Realize you transposed the click rate for campaign 11
  • The review is in an hour and the chart does not exist yet.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that pulls campaign stats from Benchmark Email directly and writes them into the workbook, so you do not have to read a single dashboard manually.

Open the SheetXAI sidebar and type:

Fetch Benchmark Email engagement statistics for all campaign IDs in column A of my workbook and write campaign name, send date, open rate, click rate, bounce count, and unsubscribe count into columns B through G. Add a summary row at the bottom showing averages for each metric.

SheetXAI calls Benchmark Email for every campaign ID, writes the stats, and drops a summary row at the bottom. The workbook is ready before the review.

What You Get

A complete engagement table across all 20 campaigns:

  • Campaign name and send date — columns B and C
  • Open rate, click rate — percentages as returned by Benchmark Email, columns D and E
  • Bounce count, unsubscribe count — raw numbers, columns F and G
  • Summary row — averages so the VP sees the quarter at a glance

The data comes directly from Benchmark Email's reporting API. If a campaign is still accumulating opens, you get the most current number, not a snapshot from last week.

What If the Data Is Not Quite Ready

When campaign names from Benchmark Email use internal codes instead of readable names

Fetch engagement stats for all campaign IDs in column A. Write the Benchmark Email campaign name into column B as-is, then write a cleaned readable name into column C by replacing underscore separators with spaces and removing the "Q2_" prefix.

When you need to flag campaigns below the open-rate threshold

Fetch engagement stats for all campaign IDs in column A. Write results into columns B through G. In column H, write "Below threshold" for any campaign with an open rate under 20%, and "OK" for everything else.

When the campaign list includes IDs from last quarter

Fetch engagement stats for all campaign IDs in column A. Only include campaigns with a send date between April 1 and June 30. Skip any campaign outside that window and write "Out of range" in column B for those rows.

When you need the engagement table plus a narrative for the VP's deck

Fetch Benchmark Email engagement stats for all campaign IDs in column A — write name, send date, open rate, click rate, bounce count, and unsubscribes into columns B through G. Calculate averages in a summary row. Then in a second tab called "Q2 Narrative," write a plain-English summary: three campaigns that overperformed and why, three that underperformed, and two recommendations for Q3 based on the patterns.

The pattern: pull the data and interpret it in one prompt. The workbook and the narrative come out together.

Try It

Get the 7-day free trial of SheetXAI and open a workbook with Benchmark Email campaign IDs in column A, then ask SheetXAI to pull the quarterly engagement stats. The Benchmark Email integration is included in every SheetXAI plan. See also how to pull A/B test results in Excel or the Benchmark Email in Excel overview.

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