Issues with Trial Status and Credit Limits During Cohort Onboarding

Jason M. · 2026-09-30T14:41:34.975Z

@Sayli G. I am starting cohorts today and noon and just walking through a few welcome steps, and I noticed 2 issues: 1. not sure if it matters that I'm in the trial expiration state? 2. my credits are only 200/100 and not the 3k-5k mentioned in the welcome video I did verify that my workspace I did in Cohorts portal matches the app.clay.com (http://app.clay.com) workspace ID, so that's good to go

Clay Support
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Two things here:
Trial status: This is totally fine. Even if your trial is ending, you can still complete the cohort. After the trial ends, the workspace moves to the Free plan, but you’ll still have temporary access to the features needed for the cohort assignments.
Credits (200 / 100): That’s expected. The Free plan includes 100 Data Credits per month, with a 200‑credit rollover cap, which is why you’re seeing that display.
For the cohort itself:
You’ll receive 500 starter credits after the kickoff call (once per workspace).
Additional credits are given as you complete assignments.
So the 3k–5k credits mentioned in the video are not what you start with — those are larger plan amounts, not the cohort starter credits.
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Clay Support
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Is that what you were looking for?
Jason M.
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Sayli G. I'm also missing audiences/campaigns/workflows needed for the course
Clay Support
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Could you share the browser link for one of the missing workflows (or any workflow link you expect to see)? This will help me check what's going on with the workflows needed for the course.
Sayli G.
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Hey Jason! Thanks for reaching out. I did get a few reports of this so looking into it!
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Clay Support
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Could you share the browser link for one of the missing workflows (or any workflow link you expect to see)? This will help me check what's going on with the workflows needed for the course.
Clay Support
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If you still need help accessing the audiences, campaigns, or workflows for the course, I’m here to help. Would you like to share more about which course items are missing?
Sayli G.
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Jason M. can you send a screenshot of your profile section in cohorts.clay.com where it shows verified?
Clay Support
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I can’t send a screenshot from my own account, but you can check it quickly in your Clay app:
Click your profile picture (top‑right).
Go to Settings → Account.
Open the Your details tab under Your profile.
That page shows your profile information (name, picture, etc.), which is the same area where profile details are managed.
Clay Support
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Did that answer your question?
Sayli G.
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I see on my end your workspace has not been verified yet
Clay Support
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Could you please paste the browser URL for one of the missing workflows you expect to see? (Any workflow link is fine — this will help me check what's going on.)
Clay Support
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If you still need help with the workspace verification or missing course items, I’m here to help. Would you like to share more about what remains unresolved?
Jason M.
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app.clay.com/workspaces/1359960/home ... the video says I should see premium features like 'audiences', 'campaigns' and workflows. I do now see audiences and workflows, but not campaigns
Clay Support
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You’re not missing anything — the Campaigns tab was renamed.
Go to the left sidebar
Click Orchestration
Then open Sequencer
That’s where all campaigns now live. The Sequencer page lists every campaign in your workspace and shows which workbook it belongs to.
So even though the video says “Campaigns,” in the current UI it’s just called Sequencer — the functionality is the same. [2]

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