Microsoft Excel for Campaign

Easily export new subscribers to Excel or Google Sheets.

This integration allows customer data stored in an Excel spreadsheet to be automatically imported into Optimizely Campaign. In this way, manual data entry is avoided, saving time and work and minimizing errors.

Thanks to the integration, call center agents can also better prioritize their outbound activities .

With integration between systems, Sales Development Representatives can access an Excel spreadsheet containing all prospects and their contact details. This table can be linked to Optimizely Campaign to automatically send emails to customers and track their responses, such as click behavior . This helps prioritize outbound calls.

These application scenarios are also possible with Google Spreadsheets, Airtable, mySQL, PostgreSQL and other databases.

Plugin steps:

Set up the Get Recipients trigger in Zapier * .
Connect the trigger to your Excel spreadsheet .
Use Excel Spreadsheet for numerous scenarios.

Features and advantages at a glance

Easily export new subscribers to Excel
High quality and time savings through automated processes
Using Excel for a variety of marketing scenarios

*Access to Zapier and MS Office products required.

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