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Raisely · Excel Guide

Analyze Raisely Promo Code Usage in an Excel Workbook

The Scenario

You are a fundraising manager who just wrapped a registration campaign for a corporate charity run. You offered 25 promo codes to different corporate sponsors. The campaign closed, and the CFO wants a sponsor performance report tomorrow: redemption counts, total discount value, and which sponsors drove the most registrations.

The slow version:

  • Log into Raisely, navigate to promo codes
  • Click into the first code to see usage count and discount details, note the values in the workbook
  • Click back, find the second code, click in
  • Repeat 24 more times
  • Manually calculate total discount value (usage × discount amount) per code
  • An hour of clicking. The CFO's request email is sitting there.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI pulls all promo code data from Raisely and builds the usage analysis in the workbook, calculations included.

Open the SheetXAI sidebar and type:

List all promo codes for my Raisely campaign 'corporate-run-2025' and import code, discount type, discount value, and usage count into the Promo Codes tab. Add a 'Total Discount Given' column that multiplies usage count by discount amount. Sort by total discount descending.

SheetXAI pulls all 25 codes, calculates the total discount column, and sorts by highest discount given. The CFO gets a ranked table without you clicking through individual code pages.

What You Get

A complete promo code usage report in the Promo Codes tab:

  • Code — the promo code string
  • Discount type and value — per-redemption discount details
  • Usage count — redemptions per code
  • Total Discount Given — calculated inline, sorted descending
  • All 25 codes — no clicking through individual pages

What If the Data Is Not Quite Ready

Promo code reports often need enrichment before they reach the CFO.

When you need to match codes back to sponsor company names

Codes follow a pattern like "ACME2025" but the CFO wants full company names.

Import all promo codes for 'corporate-run-2025' into the Promo Codes tab. For each code, look up the matching company name in the Sponsors tab (column A has code prefix, column B has company name). Add a 'Sponsor' column. Sort by total discount given descending.

When discount types are mixed and need normalization to a dollar total

Some codes are percentage discounts, some are fixed dollar amounts.

Import all promo codes. For percentage-discount codes, calculate dollar value per redemption using the registration fee in cell B1 of the Config tab. For fixed-amount codes, use the stated value. Write normalized dollar discount per redemption to a new column, then multiply by usage count. Sort by total descending.

When unused codes need a separate tab

Some sponsors had zero redemptions. The CFO wants them called out separately.

Import all promo codes for 'corporate-run-2025'. Write codes with at least one redemption to the Promo Codes tab. Write codes with zero redemptions to the 'Unused Codes' tab with sponsor name.

When the CFO wants totals aggregated per sponsor

Some sponsors issued multiple codes. The CFO wants one row per sponsor.

Import all promo codes. Look up sponsor names from the Sponsors tab. Sum usage count and total discount per sponsor (grouping multiple codes per sponsor). Write one row per sponsor to the Promo Codes tab: sponsor name, total registrations, total discount given. Sort by total registrations descending.

The pattern: pull, match, and summarize per sponsor in one prompt. The CFO's report is done the same day.

Try It

Get the 7-day free trial of SheetXAI and ask it to pull your Raisely promo code usage data into an Excel report. The Raisely integration is included in every plan. See also how to import donations for board reporting or the Raisely in Excel overview.

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