How to Sync Your Campaign with Google Sheets

Modified on Fri, 09 Jul 2021 at 12:24 PM

If you’d like to keep all campaign information in a spreadsheet outside of CASTANET, we highly recommend using Google Sheets. CASTANET has a great feature that allows you to sync your campaign with a Google Sheet so that all data is being constantly updated and kept both neat and accurate. 

To sync your campaign with Google Sheets, follow these instructions:

  1. Log into your CASTANET account and open the Campaigns page.

  2. From the list, find the campaign you want to sync and click on it to open your campaign overview page. 

  3. Directly underneath the name of the campaign, you’ll see a blue link titled “Sync with Google Sheets.” Click on this.

  1. Next, you’ll have an option to only sync the contacts that respond. You may toggle this on or off to your preference. If you’d rather sync all contacts, regardless of their reply status, leave this toggle off.

  1. Click the “Save” button at the bottom to save your changes. 

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