5 Excel Tips for Creating Paid Advert Campaigns

To create a paid advert marketing campaign successfully, you want a strong technique for organizing your information and monitoring your advert efficiency. 

Excel spreadsheets can just do that.

Whereas a spreadsheet won’t appear to be essentially the most intuitive device for managing your advertising and marketing efforts, there are a lot of Excel tips you need to use to shortly streamline your information, observe metrics, and enhance conversions. 

There’s no must be an Excel professional to grasp these tips. All you want is entry to a model of Excel and a need to study. 

Possibly you’re questioning should you ought to hassle studying Excel should you already use different instruments like CRM software program or Google Analytics to handle your advertising and marketing campaigns. 

Truthfully, you most likely ought to. 

The standard Excel spreadsheet affords you a easy but extremely efficient approach to manage all of your information from numerous mission administration instruments in a single place. Whether or not you wish to use your spreadsheet for key phrase analysis otherwise you’re turning information right into a bar chart, there’s an Excel trick to make your job simpler.

Plus, you by no means know: You may find yourself at an organization that also strictly makes use of Excel for these items!

With all this in thoughts, let’s have a look at utilizing Excel to spice up your paid advert or pay-per-click (PPC) campaigns. 

Ought to I Use Excel or Google Sheets? 

Excel and Google Sheets aren’t the identical factor. 

Google Sheets is a unbelievable (and free) various to Excel. It’s not designed to deal with the large information units you would possibly wish to maintain in Excel, resembling key phrase analysis, however it’s wonderful for managing deadlines, analyzing buyer relationship information, and filtering statistics to realize some key insights into your advert efficiency.

I’ll be utilizing Excel to work by way of examples right here, however you possibly can, after all, use Google Sheets for a lot of of those duties if that’s what’s obtainable to you. You too can take a look at Calc from OpenOffice because the capabilities on supply are very related.  

5 Excel Tips to Use in Paid Advert Campaigns

When creating paid advert campaigns, you could take into consideration which key phrases to make use of and bid on, find out how to enhance your click-through price, and find out how to enhance your conversions as soon as folks land in your web page. What’s extra, you want the means to check completely different adverts throughout the identical household to test for underperforming content material. 

Excel, fortunately, will help you deal with all of those points and extra, so listed below are my high 5 Excel tips you need to use to design, observe, and analyze your paid advert campaigns.    

1. Filter and Type Key Information

As I’ve touched on, the purpose of making a PPC marketing campaign is to get as many clicks and conversions as potential. How do you maximize your probabilities of success? You first want to decide on the proper key phrases. 

In the event you use key phrase analysis instruments like Ubersuggest, you most likely see a whole bunch, if not 1000’s, of key phrase solutions. Excel will help you type by way of this information to establish the key phrases you need to be utilizing. 

Relying in your marketing campaign targets, you possibly can filter the info based mostly on components together with:

website positioning difficultytraffic  relevanceprice per click on (CPC)   

Say you’re making a PPC marketing campaign round video advertising and marketing. You enter the key phrase “video advertising and marketing” into Ubersuggest. While you click on “View all key phrase concepts,” you’ll see 342 advised key phrases and over 11,000 associated key phrases. 

How do you translate this into Excel? First, obtain a replica of the key phrases by clicking the “Export to CSV” button:

Now, filter the outcomes to solely see the key phrases most related to you and your marketing campaign. To take action, load up the spreadsheet, head to the “Information” tab, and click on the “Filter” choice:

For our instance, let’s filter the key phrases based mostly on website positioning problem. Go to the column header and click on the arrow. From the drop-down menu, uncheck the bins for the irrelevant key phrases. They’ll disappear out of your search outcomes so you possibly can give attention to the necessary key phrases:

When you’ve completed analyzing the info based mostly on one filter, you possibly can shortly swap to a different utilizing this Excel trick.  

You too can filter out “damaging” key phrases out of your search outcomes. Say you don’t need your PPC advert to look in search outcomes for “actual property” since you’re not concentrating on this viewers. Click on on “Textual content filters” from the drop-down menu, then “Doesn’t include.” Enter the phrases “actual property” into the field. 

2. Use a PivotTable to Monitor and Examine Viewers Demographics

The subsequent Excel trick I’ll present you is find out how to create a PivotTable. 

What’s a PivotTable? Consider it as a form of interactive report. It permits you to analyze huge information units and extract vital information to tell your decision-making course of. Right here’s what a PivotTable would possibly seem like:

From a advertising and marketing perspective, PivotTables are invaluable. They’ll present you, at a look, who’s clicking in your advert and the place they’re based mostly. What’s extra, should you’re operating a number of adverts, you possibly can establish if sure demographics are clicking on one advert greater than the others, and so forth. 

In different phrases, should you’re a marketer making an attempt to trace your marketing campaign’s success, a PivotTable could possibly be your new greatest buddy.

To make use of a PivotTable successfully, first establish your information supply. You would possibly use information from Google Analytics or one other analytics device. 

Subsequent, import this information into an Excel spreadsheet. The simplest means to do that is by importing a CSV into Excel. To import a CSV into a brand new Excel workbook, merely click on the “Information” tab, then click on “Get Exterior Information” and choose “Textual content” from the menu choices:

When you’ve checked the info moved over accurately, create your PivotTable. Embrace columns for demographic information resembling location, age, and gender, and columns monitoring metrics resembling conversions and impressions.

Spotlight the cells containing the info you’re involved in, then go to the “Insert” tab and click on “PivotTable.” Affirm the fields you wish to embody to generate your desk. 

Subsequent, determine what information you wish to embody in your PivotTable. As an example, should you’re monitoring viewers demographics, have columns for information resembling location, age, and gender. 

You additionally want columns for metrics like clicks, impressions, and conversions since you’re making an attempt to trace efficiency.

Lastly, analyze the outcomes and make no matter modifications you could enhance your conversions and enhance your PPC marketing campaign success. 

3. Use VLOOKUP to Monitor Metrics

Do you wish to mix two units of knowledge from completely different spreadsheets or monitoring instruments right into a single sheet? Then you could take a look at the VLOOKUP perform.  

Basically, VLOOKUP permits you to shortly mix a vertical column of knowledge from one spreadsheet into one other. Bear in mind: Each information sources should have at the least one column in frequent, or this methodology received’t work. 

Say you’re on the lookout for new key phrases in your PPC marketing campaign. You don’t wish to duplicate key phrases, so that you’re trying to see if any of the brand new key phrases you discovered are already in your present key phrase spreadsheet or PivotTable. 

You should use the VLOOKUP Excel trick to establish any genuinely new key phrases and import them into your spreadsheet.   

First, establish the brand new column in your present spreadsheet that you simply wish to fill with contemporary key phrases. Then, choose “VLOOKUP” from the “Formulation” tab.

Subsequent, full the VLOOKUP method. You’ll want 4 issues:

Lookup Worth: That is the worth that each information units have in frequent, resembling a key phrase.Desk Array: Desk array is the vary of columns you’re pulling from. Column Quantity: The column quantity is what column quantity you’re pulling information from. For instance, should you’re pulling information from the second column in your desk array, the column quantity is “2.” Vary: Lastly, it’s greatest should you preserve the vary “FALSE” to solely pull precise matches.

When you full the method, the info units merge.  

VLOOKUP is fairly technical, so take a look at the Workplace assist web page for extra assist creating your formulation. 

4. Use Graphs to Add Visible Components to Your Advertisements

Visible advertising and marketing works. Visuals can enhance viewers engagement by as much as 40 %, and 40 % of entrepreneurs imagine that infographics had been their most profitable visible content material.

While you’re creating PPC adverts, it’s price including authentic graphics or information visualization instruments, like bar charts or graphs, to doubtlessly enhance your click-through charges and conversions. Fortunately, Excel will help you do that.

In the event you’ve already bought a PivotTable, it solely takes a number of clicks to show it right into a chart. Merely click on the “Analyze” tab, choose “PivotChart,” and determine which chart kind you wish to use. That’s it!

Don’t have a PivotTable? Worry not. 

First, choose the info you wish to embody in your chart, click on “Insert,” then hit the “Advisable Charts” button:

Decide the design you want most and generate the chart:

The Microsoft assist web page has extra hints and suggestions for customizing your chart. 

5. Save Time With Excel Macros

While you create paid adverts, you typically carry out the identical steps every time. Excel helps you to automate repetitive duties to save lots of you time.

How do you automate these duties? By way of this neat little Excel characteristic referred to as a macro.

Macros are primarily automated or recorded sequences. You “file” a set of actions you need Excel to automate, like keystrokes. While you want this motion carried out once more, you merely run the macro, and Excel handles the remaining for you.  

Properly, there’s no restrict to what you need to use them for, however listed below are some solutions for paid advert marketing campaign steps you would possibly automate.

finishing key phrase analysis  producing new campaignsconverting information into PivotTablesbuilding new templates

Establishing a macro ought to be a brief course of, although you possibly can at all times take a look at the Microsoft assist web page should you want extra steerage.

First, guarantee you possibly can see the “Developer” tab in Excel. From right here, hit “Visible Primary” after which click on the “Report” button. In the event you can’t see the Developer tab, simply click on the “View” tab and hit “Report Macro” there as an alternative: 

Select a reputation in your macro after which begin recording. When you click on “OK,” Excel data each motion you tackle the spreadsheet till you hit “Cease Recording.” Now you’ve bought a macro arrange to make use of everytime you want it. 

Earlier than you run an actual and sophisticated macro, strive organising your personal easy check macro to get a really feel for a way they work. 


In the event you’re a marketer, these Excel tips will help you create, observe, and handle your paid advert campaigns extra successfully than earlier than. There’s no must be an Excel professional, both. All you could know are a number of easy instructions, and you possibly can be up and operating fairly shortly. 

From key phrase analysis to buyer relationship administration, Excel could possibly be the device you’re on the lookout for. When you’ve tried these Excel tips a number of occasions, you’ll most likely marvel the way you managed to run your PPC campaigns with out them! 

In the event you want any extra assist with Excel, you’ll want to take a look at Microsoft’s Excel Neighborhood assist web page.

Have you ever used any of those Excel tips in your paid advert campaigns?

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