The Scenario
You are a marketing analyst at a real estate brokerage. The director wants a campaign performance report covering the last 30 days: opens, clicks, and unsubscribes per campaign, with open rate and click-through rate calculated. The data lives in Follow Up Boss as email marketing events. Your reporting tool is Excel.
The report is due Monday morning at 9 AM.
The slow version:
- You log into Follow Up Boss, navigate to Email Marketing, open each campaign one by one
- You screenshot or manually copy the open and click counts for each
- You open Excel and type them in row by row
- You calculate open rate using DIVIDE formulas
- You realize you forgot unsubscribes and go back to Follow Up Boss
- Monday 8:45 AM: you have seven of twelve campaigns entered and your formulas have a circular reference
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls Follow Up Boss email marketing events directly and can calculate rates in the same prompt.
Open the SheetXAI sidebar and type:
Fetch all Follow Up Boss email marketing events from the last 30 days. Write event type, campaign name, contact email, and timestamp into this workbook starting at row 2. After writing all rows, add a summary table below the data showing total sends, opens, clicks, and unsubscribes per campaign, and calculate open rate and CTR for each campaign.
SheetXAI queries Follow Up Boss, writes the event rows, and builds the summary table with rates calculated. Your report is ready before the weekend is over.
What You Get
A full email engagement export with performance summary:
- All events from the last 30 days — event type, campaign name, contact email, timestamp
- Summary table per campaign — sends, opens, clicks, unsubscribes, open rate, CTR
The rates are calculated from the actual event counts, not from a formula template you maintain. Re-run the same prompt next month and the new data and new rates replace the old.
What If the Data Is Not Quite Ready
Thirty days of email events from a high-volume team is a lot of data, and not all of it belongs in the same report. SheetXAI can filter and condition the export inline.
When you only want events from specific campaigns
The director only cares about the four buyer drip campaigns.
Fetch Follow Up Boss email marketing events from the last 30 days for campaigns whose names contain "Buyer". Write event type, campaign name, contact email, and timestamp into this workbook. Add a summary table showing sends, opens, clicks, and unsubscribes per matching campaign with open rate and CTR.
When you need to exclude internal test sends
Your team sends test emails to internal addresses before launching. Those should not count toward rates.
Fetch all Follow Up Boss email marketing events from the last 30 days. Exclude any row where the contact email ends in your company domain. Write the filtered events into this workbook. Add a summary table with sends, opens, clicks, unsubscribes, open rate, and CTR per campaign.
When the director wants events grouped by week instead of total
She wants to see whether open rates improved or dropped week over week.
Fetch all Follow Up Boss email marketing events from the last 30 days. Group the data by campaign and by week. For each campaign-week combination, count opens, clicks, and unsubscribes. Write the weekly breakdown into this workbook and add a column for week-over-week open rate change.
When you need event-level data plus contact details for outbound follow-up
The sales team wants everyone who clicked but did not reply, with their name and phone number.
Fetch all Follow Up Boss email marketing click events from the last 30 days. For each contact who clicked, look up their first name, last name, and phone number from their Follow Up Boss person record. Write event type, campaign name, contact email, first name, last name, and phone into this workbook. Exclude contacts who have had any subsequent inbound activity in the last 30 days.
The pattern: fetch, filter, and summarize in one prompt instead of pulling data from multiple Follow Up Boss screens and calculating rates separately.
Try It
Get the 7-day free trial of SheetXAI and open any workbook, then ask it to pull your Follow Up Boss email event data. The Follow Up Boss integration is included in every SheetXAI plan. For related workflows, see how to create email campaigns from a workbook or the Follow Up Boss in Excel overview.