Hello - is this a channel where I can ask for help on creating a workflow on Clay? If so… here is what I’m trying to do:
Master Table - where I have ~50,000 rows of contacts
Campaign 1 - a Clay table inside the same Workbook that is connected to a specific campaign in Instantly
Campaign 2 - a Clay table inside the same Workbook that is connected to a specific campaign in Instantly
In the Master Table I have all of my contacts. For each contact, when I am happy with the data enrichment, the email has been validated, etc… I then need to “send” that contact/row into one of the Campaign tables (Campaign 1 or Campaign 2). When the contact arrives into Campaign 1, it is then automatically processed and sent to an Instantly campaign. My question is this - is there a way of “sending” row from the Master Table into one of the Campaign tables, and when I do, to keep a record in the Master Table of which table I sent it to?
Just use the "Send to other table" column field - Super helpful feature
Hey Ruadhán Ó. thanks for the reply. Am I right in thinking that when adding a “Send table data” enrichment, you have to select the destination table? Like here - https://d.pr/i/QwVCaF For each row I want to select which table to send it to. For example, I might filter the Master Table to only show me people with “Designer” in their job title. With that filter list, I want to sent all of them to a table in the same Workbook called “Designer ICP”. I was kind of hoping that I might be able to select all the rows I want to send, and then in the blue “Actions” button there’d be an option called “Send to table” and then I select which table from there. But that doesn’t exist. Or… I filter the Master Table to only show the rows I want to send to to the Designer ICP table, and then I click on the “Run” icon in the table header. And it then asks me where I want to send those rows, and then it does it?
DMing you
Hey Ben K. You’ll need to use the Send to other table enrichment just set up a separate column for each destination table (Campaign 1, Campaign 2, Designer ICP, etc.) and then run the right column on your filtered rows. That way you control where each contact goes and also keep a record in the Master Table of which campaign they were sent to.
Yes you can do this with Send Row to Table. From your Master Table, set up actions that push a row into Campaign 1 or Campaign 2. Add a column in the Master Table to log where each row went (e.g. “Campaign Sent” = Campaign 1). That way you keep one source of truth while automating Instantly pushes.
