The Scenario
You are an agency account manager. QBR season. You have 12 client brands in one BigMailer account and a deck due to the client success team by end of week. The brand IDs are listed in column A of your Excel workbook. Each brand ran multiple campaigns last quarter and you need opens, clicks, bounces, and unsubscribes for all of them in one place.
The slow version:
- Log into BigMailer, navigate to brand one
- Open the campaigns tab, screenshot or manually copy the stats
- Switch to brand two, repeat
- Twelve brands, dozens of campaigns
- Paste the numbers into the workbook, format them, fix the column headers
- You walk into the QBR with a workbook full of manually-entered numbers you are not fully confident in.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your workbook that calls the BigMailer campaign API for every brand and writes the results directly into the workbook.
Open the SheetXAI sidebar and type:
Pull every bulk campaign from my BigMailer account for the brands listed in column A and populate a row per campaign with name, status, open rate, and click rate in my Excel sheet — brand ID in column A, campaign name in column B, send date in column C, open rate in column D, click rate in column E, bounce count in column F.
SheetXAI iterates through each brand ID in column A, fetches the campaign list from BigMailer, and populates a row per campaign. All 12 brands, all campaigns, all in one pass.
What You Get
A fully populated workbook with one row per campaign across all brands:
- Brand ID — column A, for filtering or pivoting by client
- Campaign name — what it was called in BigMailer
- Send date — when it went out
- Open rate — as a percentage
- Click rate — as a percentage
- Bounce count — raw number
You did not log into BigMailer once. If the QBR deck needs a pivot table by brand with quarter-over-quarter comparison, tell SheetXAI to build that next and it will, because the data is already in the workbook.
What If the Data Is Not Quite Ready
Campaign data from BigMailer sometimes needs reshaping before it fits a QBR template. SheetXAI handles reshaping and the export in the same prompt.
When you only want last quarter's campaigns
The brand history goes back two years but the QBR covers Q1 2026 only.
For each brand ID in column A, fetch all BigMailer campaigns with a send date between January 1 and March 31, 2026. Write campaign name, send date, open rate, click rate, and bounce count into the workbook — one row per campaign.
When the client wants a summary row per brand, not one row per campaign
The deck needs a brand-level rollup, not a campaign-level list.
For each brand ID in column A, fetch all bulk campaigns from last quarter and calculate the average open rate, average click rate, and total bounce count across all campaigns for that brand. Write one summary row per brand into the workbook.
When some brand IDs in column A are inactive or invalid
You inherited the brand list and some IDs may have been deleted from BigMailer.
For each brand ID in column A, attempt to fetch campaigns from BigMailer. If the brand returns an error, write "INACTIVE" in column B and skip to the next. For active brands, write campaign name, send date, open rate, click rate, and bounce count — one row per campaign.
When you need the full chain: fetch, calculate, and format for the QBR deck
The QBR template has a specific shape and the raw numbers need transformation before they fit.
For each brand ID in column A, fetch all bulk campaigns from Q1 2026. Calculate average open rate, average click rate, total sends, and total bounces per brand. Format open rate and click rate as percentages rounded to one decimal. Write one summary row per brand, sorted by average open rate descending. Add a totals row at the bottom. Create a new tab called 'QBR Summary' with this formatted output.
The pattern: instead of pulling data then reshaping separately, you ask for both in one prompt. The QBR workbook is ready before lunch.
Try It
Get the 7-day free trial of SheetXAI and open a workbook with your BigMailer brand IDs in column A, then ask it to pull campaign stats for all of them. The BigMailer integration is included in every SheetXAI plan. See also how to export contacts for list hygiene from Excel or the BigMailer in Excel overview.
