Adding a checkbox to your workbook may sound simple but it can expand the possibilities of what you can do in Excel.
From checklists to graphs, there’s so much you can do. However, it starts with the checkbox.
Learn everything you need to know about checkboxes below.
How to Insert a Checkbox in Excel
Add the developer tab to your Ribbon.
Navigate to the Developer tab and locate the “Checkbox” option.
Select the cell where you want to add the checkbox control then click the checkbox.
Right-click the checkbox to edit the text and adjust sizing.
To do this on Windows, click File > Options > Customize Ribbon. Then, select the Developer checkbox and click “save.” On IOS, click Excel > Preferences > Ribbon & Toolbar > Main Tabs. Then, select the Developer checkbox and save.
On Windows, there are a few extra steps to see the checkbox option. Under the Developer tab, click “Insert” and under “Form Controls,” click the checkbox icon.
Note: Currently, you cannot use checkboxes in the web version of Excel. If you upload a workbook with these controls, you’ll first have to disable them to start editing.
How to Format a Checkbox in Excel
Open up the format control.
Modify the value and cell link, then click “OK.”
To access it on Windows, right-click the checkbox and select “Format Control.” On IOS, navigate to the “Format” tab and select “Format Control.”
With value, there are three options:
- Unchecked – This displays a box that is unchecked and returns a “FALSE” statement.
- Checked – This displays a box that is checked and returns a “TRUE” statement.
- Mixed – This will leave the checkbox empty as neither a true or false statement until an action is taken.
As for the cell link, this contains the checkbox status (true or false) of the cell it’s referencing.
Now that you have those details down, you can start fully customizing your checkbox.
How to Delete A Checkbox in Excel
Deleting a checkbox in Excel is a simple two-step process:
- Right-click the checkbox.
- Click “delete” on your keyboard.
Martech failure? 50% say loyalty programs don’t offer much value
The goal of martech is to add value for business and customer via personalized experiences which increase brand engagement. Loyalty programs seem like the perfect channel for this. So why is there such a huge gap between customers’ expectations for those programs and what they get?
Half of all US customers say loyalty programs don’t offer much value, according to a report from digital insights firm Incisiv and Punchh, a customer loyalty services provider. This is a real problem, given the huge impact these programs have on customer retention, satisfaction and brand advocacy. Customers who sign up for them engage with that brand 70% more than those who do not.
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The gaps. So what is it customers want and aren’t getting?
- 70% prefer to manage loyalty programs via app.
- 26% Top 150 retailers and restaurant chains have a dedicated loyalty app.
- 67% expect surprise gifts.
- 28% Retailers and restaurant chains send gifts, offers or discounts on special occasions
- 75% prefer instant discounts/redemptions.
- 16% Retailers and restaurant chains offer instant discount on purchases instead of reward points.
- 72% expect personalized rewards.
- 48% Retailers and restaurant chains offer some form of personalization.
Enough with the cards already. It’s 2022 and people have been irritated about physical loyalty cards for decades. In case your own experience isn’t proof enough: 43% of shoppers say physical cards are the biggest obstacles to claiming rewards. And, this shouldn’t be surprising, 57% of shoppers like to engage with loyalty programs on their mobile phones. This means a digital rewards card is the bare minimum if you don’t have an app.
If you do have an app, it should clearly provide more functionality and benefits than a card. The more it does that, the more people are likely to use it. Over 70% of shoppers are more likely to participate in a loyalty program that provides access to loyalty cards and rewards via its mobile app. However, only 4% of grocery retailers offer enhanced rewards or benefits on their apps.
Make members feel special. Joining a loyalty program signals that a customer values your brand (37% of shoppers are willing to pay to join or upgrade to a higher tier of their loyalty membership). Make sure they know you feel the same about them. Nearly 60% say loyalty programs don’t make them feel they are a part of an exclusive group. How? Well, 46% want premier or exclusive access to sales and promotions.
Why we care. I can’t tell you how many websites I registered with and forgot about that send me an email on my birthday. I get them from a few loyalty programs as well. I’ve never gotten one with an offer or a discount.
The bare minimum martech stack provides data unification, digitization and channel integration. A good one offers real-time analysis of customer behavior (past purchases, browsing history, etc.) combined with things like product attributes and availability to create an attractive personalized offering. For the customer, loyalty programs have to be more than a way to earn points. They have to give something unique and special. If your stack can’t tell you what that thing is, there’s something wrong with it.
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