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AI Personalization: Formula for Hierarchical Contact Data Preference

Avatar of Christian R.Christian R.
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Hi Clay community, I am having some issues with AI personalization. For the personalization, I need a hierarchy that uses available contact data from my table in this order of preference:

  1. 1.

    LinkedIn URL (if available)

  2. 2.

    Website bio (if available)

  3. 3.

    Alternative data (if neither LinkedIn nor website bio is available)

Any help with generating a formula for a conditional run based on this hierarchy would be greatly appreciated. Thanks!

1 comment

  • Avatar of kushagra
    kushagra
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    Two approaches worth exploring

    1. 1.

      In the AI personalisation column you can reference all the three sources where the required (blue) toggle is off. So the AI will use whatever is available to generate the personalization based on your prompt

    2. 2.

      Add individual columns for each source. Generate conditional formula in each column to say if LinkedIn URL not empty run this column, same for other sources. Then merge the three outputs (of personalization) from the AI columns to get the final personalization line in a column that you can use.

    I'd prefer the first approach tbh but given your prompt is specific to the source you might want to go with the second one.