The Scenario
Your marketing team is planning the next NPS email wave. Before it goes out, someone from compliance asked a question nobody had a clean answer to: "Are we sure everyone we're emailing is actually in a valid state to receive surveys? No bounces, no known opt-outs?"
The question is reasonable. The answer requires cross-referencing three things: your Delighted contact list, your Delighted bounce list, and your CRM. Nobody has done this recently. The last audit was six months ago, and there have been three survey waves since.
The bad version:
- Navigate to Delighted's settings, find the export for contacts — download the CSV
- Find where to export the bounced list — it's in a different section, different CSV
- Open both in Excel, try to merge them on email address using VLOOKUP, find that one CSV has email in column A and the other has it in column B, spend fifteen minutes making the join work
- Cross-reference against your CRM export, which is a third CSV with different formatting
You end up with a merged table of uncertain accuracy, and the wave is already delayed.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands the context, and through its built-in Delighted integration it can pull both your full contact list and your bounce list in one operation — merged, labeled, and ready for cross-reference.
In Excel, list all Delighted contacts and merge with the bounced list, creating a ContactHealth table with Email, Enrolled, Bounced, and Unsubscribed columns
What You Get
- Email column: every contact in your Delighted account
- Enrolled column: the date each contact was created in Delighted
- Bounced column: TRUE if the email appears in the bounced list, FALSE if not
- Unsubscribed column: TRUE if the email appears in the unsubscribed list, FALSE if not
- All merged in a single pass — no manual VLOOKUP across separate exports
What If the Data Is Not Quite Ready
You want to filter to only the contacts with a problem status
Fetch all Delighted contacts, filter to only those where bounced or unsubscribed is true, and write their email and status into the InvalidContacts sheet
You want to cross-reference against a CRM list in the same workbook
Fetch all Delighted contacts and bounced emails, write the merged list into the ContactAudit sheet, then check each email against column A of the CRMContacts sheet and write 'in CRM' or 'not in CRM' in the CRMMatch column
You want the audit sorted by enrollment date so you can prioritize oldest contacts
Fetch all Delighted contacts, merge with bounced and unsubscribed lists, write the ContactHealth table with Email, Enrolled, Bounced, and Unsubscribed columns, then sort by the Enrolled column ascending
Full pre-campaign audit — contacts, bounces, unsubscribes, CRM match, ready to action
Fetch all Delighted contacts, merge with bounced and unsubscribed lists, cross-reference against column A of the CRMContacts sheet, write the full audit table into ContactAudit with Email, Enrolled, Bounced, Unsubscribed, and CRM match status columns — sort by email alphabetically
One prompt before the next NPS wave goes out. That's the audit.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you're using to manage your NPS contact health, then ask it to pull your full Delighted contact and bounce list into one table. Or jump straight to exporting your suppression list for use in other platforms. Full overview at Delighted + Excel.