Issues with Template Logic and Conditional Functionality

Justin T. · 2025-05-07T16:49:17.296285+00:00

Template is kinda weird. I can't utilize conditional logic or any columns inside the template as logic or inputs. I need to essentially duplicate it in order to use it or maybe create the template with said logic and not touch it.

You can use conditional logic and input columns within a template in Clay by using Conditional Snippets. Here's how: 1. In your message body, type / to open the conditional snippet panel. 2. Define conditions using the "Where" fields, based on your data. 3. Set up "If" and "Else" outputs with dynamic content. 4. Use placeholders to insert data from columns (e.g., {{First Name}}). 5. Combine multiple conditions with AND/OR operators for complex logic. This approach allows you to create dynamic templates without duplication. Test your snippet with sample data to ensure it works as expected.

Sources: Message drafting overview | Documentation | Clay University Message drafting overview | Documentation | Clay University

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