The Scenario
You are a sales manager. Last week's ActiveTrail campaign went out to 4,200 contacts. 340 of them clicked the product demo link.
Those 340 are your warmest leads. You need their names and emails in a Google Sheet before the morning standup so the sales team can start dialing.
The slow version of this morning:
- You log into ActiveTrail and open the campaign report
- You navigate to the clickers list and scroll through it
- ActiveTrail lets you export — but only as a CSV, and only if you find the right button
- You download the file, open it in Google Sheets, discover it has 14 columns you do not need
- You delete the extra columns, sort by name, and paste the result into the sales team's tracker sheet
- It is 9:10 AM. The standup started at 9:00.
The fast version is one prompt the night before.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that pulls campaign engagement data from ActiveTrail and writes it directly into the sheet — no dashboard navigation, no CSV cleanup.
Open the SheetXAI sidebar and type:
Get all contacts who clicked in ActiveTrail campaign ID 9981 and put their email, first name, last name, and click timestamp into this sheet starting at row 2. Sort by click timestamp ascending.
SheetXAI calls ActiveTrail, fetches the 340 clickers, and writes them into the sheet in the order you specified. The sales team has their list before the standup.
What You Get
A clean clicker list ready for the sales team:
- Email, first name, last name, click timestamp — one row per clicker
- Sorted chronologically — earliest clickers at the top, highest intent flagged first
- No extra columns — only what you asked for lands in the sheet
The list is as fresh as the prompt. Run the same prompt on Friday and it captures anyone who clicked between now and then. You do not need to re-download a CSV.
Want openers instead of clickers? Same prompt, different word. SheetXAI pulls whoever engaged with the campaign — openers, clickers, or both — based on exactly what you ask.
What If the Data Is Not Quite Ready
Real engagement exports have variations. SheetXAI handles them in the same prompt.
When you need clickers from multiple campaigns
The product demo was promoted in three back-to-back campaigns and you want all clickers across all three.
Get all contacts who clicked in ActiveTrail campaigns 9981, 9982, and 9983. Write email, first name, and click timestamp to this sheet. Deduplicate by email so each contact appears only once, keeping the earliest click.
When you want to cross-reference clickers against an existing CRM list
You have a list of existing customers in the sheet and you want to exclude them from the follow-up.
Get all clickers from ActiveTrail campaign 9981. Cross-reference against the emails in column A of the Existing Customers tab. Write only net-new clickers — those not in column A — into this sheet with email, first name, and click timestamp.
When you only want clickers who also opened
Some contacts are registered as clickers via bots or link scanners. You want only contacts who both opened and clicked.
Get all contacts who both opened and clicked ActiveTrail campaign 9981. Write email, first name, open timestamp, and click timestamp to this sheet, sorted by click timestamp.
When you want the full engagement picture — openers, clickers, and a score
The sales team wants a ranked list, not just a flat export.
Pull all contacts who opened or clicked ActiveTrail campaign 9981. Assign a score: 2 points for clicking, 1 point for opening only. Write email, first name, open status, click status, and score to this sheet. Sort by score descending so the most engaged contacts are at the top.
The pattern: instead of exporting a flat list and sorting it manually, you describe the output you want and SheetXAI builds it. The scored, sorted list is ready before the standup.
Try It
Get the 7-day free trial of SheetXAI and open a sheet next to any recent campaign, then ask it to pull the clickers or openers. The ActiveTrail integration is included in every SheetXAI plan. For related workflows, see how to pull bounce data for list hygiene or the ActiveTrail in Google Sheets overview.