Understanding Email Waterfalls and Templates: A Quick Guide

Oliver M. · 2024-11-15T08:03:06.326346+00:00

Question on email waterfalls and templates: https://www.loom.com/share/12721b414f3b488ea7b9edb76b23e2c3?sid=91c151a3-6cdf-4493-9b27-6b4510244fdf

Effy M.

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On the top there, click actions share as template

Tijana T.

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Oliver M. What I do is I just duplicate the campaign, and that gives me the same clay table setup, but without contacts, which is what I want.

Oliver M.

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Thanks Tightknit Effy M. its more so when using a slightly different workflow. If I import via Apollo and duplicate the table, would only work with another Apollo/CSV import. But if I change to Prospeo export of Sales Nav then would need to be a different workflow. I guess you could just make multiple templates for scenarios. Was wondering if they had within the enrichment view where you can pre-select your own custom waterfall (that you’ve built)

Tijana T.

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Oliver M. I guess you can just hide and unhide columns for different purposes/exports so you can even use one same template.

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