A Skimmer Customer List export with Google Sheets can help track your marketing leads. For this example, we have tagged our leads in Skimmer by where they came from and what month and year the customer was acquired. Now we'll use some formulas to help us navigate the data to tell us how many leads we acquired from one source and when they were acquired.
To learn how to utilize tags in Skimmer for marketing, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.
Step-by-step instructions . . .
1
Export Customer List
In Skimmer go to Settings > Export > Export to Excel
2
Add columns to the right of the TagsList column based on the maximum number of tags you have in the column.
For this example we create 4 columns by going to Insert > Columns > Insert 1 column right
3
Split up data by column
Highlight the TagList Column then go to Data > Split text to columns.
NOTE: we left aligned our text to make it neater. This is an optional step.
4
Create 2 new columns.
Name them based on the data you want to analyze. For this example, we use "Apr22" and "Lead Facebook" so we can track where our leaders were coming from and who was acquired in April of 2022.
5
Create a formula
Now you'll put a formula in the first cell in the Apr22 column. To start a formula type an = in the formula bar. In this case, we're using the countif formula. We'll start by typing =countif( in the parenthesis you'll add the range of the cells you'd like to analyze. In this case, we want the first row of tags, so we'll highlight that row and it should auto-fill the cells into the formula. Add a comma after and then click on the "criterion" we want to use. For this example, we'll click the title Apr22. Now close the parenthesis.
6
Lock your formula and copy and paste
Now we're going to lock our formula in place. Click into your formula and put $ as shown, =countif($column#: $column#, cell$#). This will assure that the columns of your range cells and the reference cell for your criterion stay the same as you copy and paste your formula. Once your $'s are placed highlight the rest of your column and paste the formula into the cells. Cells with a 1 will let you know which rows have the tag Apr22 in them. Cells with a 0 indicate the tag is not present in that row.
7
In the 2nd blank column repeat steps 5-6 using the "Lead Facebook" cell as your criterion.
8
Add another column and formula
Add a column to the right of your Lead Facebook column. In the first cell of this column, we're going to add another formula. We'll use a =countifs formula which lets you compare multiple ranges to your criterion. We'll start with =countifs( in the parenthesis you'll add the range of the cells you'd like to analyze. We'll be using the range of cells in the Apr22 column first so we'll highlight that column and it should auto-fill the cells into the formula. Type in a comma and add the criterion. Here we want the formula to count the cells with a 1 in them so we'll type "=1". Your formula should looks like this, =countifs(column#: column#, "=1". Now we'll input our second range which will be the cells in column Lead Facebook and we'll keep the criterion as "=1". Your final formula should look like this =countifs(column#: cloumn#, "=1", column#: column#, "=1").
The number the formula gives you represents the number of customers that were Facebook leads acquired in April of 2022.
The number the formula gives you represents the number of customers that were Facebook leads acquired in April of 2022.