Let's say a marketing manager for a denim company wants to assess their competitor's inbox placement and read rates. After performing an advanced search in Competitive Tracker, they will export the data and create a Pivot table to discover the most successful campaigns in their industry.
The advanced search will show what campaigns in the last 30 days had a Fall-related subject line sent by any brand within the Apparel Industry with a total volume >60k.
After exporting the results, open the .csv file in Excel to create a Pivot Table.
Go to the Insert tab, press “Pivot Table” and press “OK”.
In the PivotTable Fields pop-up, customize your Table to suit your data needs.
In the “Field Name” section, check all the fields you want to include in your table. The checked fields will automatically appear in the “Values” section. For this example, the marketing manger is checking “Company_Name, Brand, Overall_Inbox_Placement, Read_Rate”.
From the "Values" section, drag and drop fields that you want to create as rows in your Pivot table. We will place Company_Name and Brand in the rows section.
Make sure to adjust the “Values”, like Read Rate and Inbox Placement, to an Average by clicking the i. Further clean up the data by altering title names and removing unnecessary decimal places.
Now that the Pivot Table is complete, the marketing manager can go through the data, find brands that had the highest read rates and re-examine the campaigns more closely in Competitive Tracker.
Remember that you can save queries in Advanced Search or create an Alert when new campaigns meet your defined thresholds!