The Scenario
You run four regional postcard campaigns per quarter for a mortgage company. Each campaign has a name, a sender name, a return address, and a template ID — all of which live in an Excel workbook that your team fills in before each launch. Right now, creating each Postalytics campaign means someone opens the Postalytics UI, navigates to campaign creation, types in the details from the workbook, and repeats. Four times a quarter.
The bad version:
- Open the 'Campaign Setup' worksheet, find the next campaign row, note down the campaign name, sender name, return address, and template ID somewhere.
- Switch to Postalytics, click through the campaign creation wizard, retype each value — and catch a typo in the campaign name only after the campaign is saved and you have to go back in and edit it.
- Repeat for each of the other three campaigns, then manually paste the returned campaign IDs back into the workbook so the team knows which campaign ID maps to which region.
Four campaigns per quarter is sixteen manual creation sequences per year. The coordinator doing this is supposed to be managing campaign strategy, not re-entering data that already exists in a perfectly good workbook.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your campaign setup data and calls the Postalytics API to create each campaign directly from the row — no switching tabs, no retyping, no copy-paste errors.
For each row in my Excel 'Campaign Queue' sheet, create a new Postalytics campaign using the name, sender info, and template ID in that row, writing the returned campaign ID back into column F.
What You Get
After running that prompt:
- SheetXAI reads the values from each campaign row and makes the Postalytics campaign creation call.
- The returned campaign ID lands in column F of each row.
- Any API error — invalid template ID, missing field — is written into column F instead so you can see immediately what needs correcting.
- Each campaign is live in Postalytics and ready for contact list assignment.
What If the Data Is Not Quite Ready
The template ID in the workbook is a name, not a numeric ID
Your workbook says "Q2 Postcard Horizontal" in the template column, but Postalytics needs the numeric template ID.
In my 'Campaign Queue' worksheet, for each row, look up the numeric Postalytics template ID that corresponds to the template name in column D, then use that ID to create the campaign and write the returned campaign ID into column F.
Only rows without a campaign ID in column F should be processed
Some campaigns were already created manually. You only want to create the ones that are still pending.
For each row in my 'Campaign Queue' worksheet that has a blank column F, create a new Postalytics campaign using the campaign name, sender name, return address, and template ID in columns A through D, writing the returned campaign ID into column F.
The return address varies by region and lives in a lookup worksheet
Region codes are in column A, but the actual return addresses are in a separate 'Regional Addresses' worksheet keyed by region code.
For each row in my 'Campaign Queue' worksheet, look up the full return address from the 'Regional Addresses' worksheet using the region code in column A, then create the Postalytics campaign and write the campaign ID into column F.
Full validation, lookup, and creation in one pass
Validate all required fields, resolve template names to IDs, pull return addresses from the lookup worksheet, create every campaign, and flag anything that fails.
Go through every row in my 'Campaign Queue' worksheet. Check that columns A through D are all filled in. For any blank return address, look it up from the 'Regional Addresses' worksheet using column A. Resolve template names to Postalytics template IDs. Create a campaign for each row and write the campaign ID into column F, or the error into column G if creation fails.
Describe the full sequence in one prompt. SheetXAI handles the steps.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a campaign setup queue, then ask it to create your Postalytics campaigns in one pass. You can also read about bulk-importing contacts into Postalytics, or check the hub overview for all four integration methods.