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How to Separate and Remove Emails from a Data Table
I have a table of data, but I have already sent emails to roughly 200 of those in the list - is there a way I can create a table of the 200 and then have them removed from the main table?
I have a table of data, but I have already sent emails to roughly 200 of those in the list - is there a way I can create a table of the 200 and then have them removed from the main table?
You can create a separate table for your 200 emailed contacts and remove them from your main table by: 1. First, identify the contacts you've emailed using: • Add a checkbox column to mark these contacts • Or use a formula to flag them • Or filter your table view by relevant criteria 2. Create a new table for these contacts: • Click "Create New" > "Table" in your workspace • Use our "write to table" feature to move the marked contacts to this new table 3. Remove these contacts from your original table: • After transferring them to the new table, select the rows in your main table • Right-click and delete them, or use bulk delete options This approach maintains a clean separation between contacted and non-contacted prospects.
Is there a way to find these contacts in my main table if I have them in a separate table?
Yes, you can find and match contacts across tables using Clay's Lookup integration. You have two options: 1. Lookup Single Row in Other Table - Use this to check if a specific contact exists in your other table. 2. Lookup Multiple Rows in Other Table - This is ideal for your situation, as it allows you to check multiple contacts at once. This feature helps you identify which contacts from your main table already exist in your separate table of 200 emailed contacts, making it easy to avoid duplicates or track who you've already contacted. For a detailed walkthrough, there's a video tutorial available in our documentation.
Can you send me the link to the video tutorial??
Here's the link to the video tutorial for using our Lookup integration to match contacts across tables: https://www.loom.com/share/ad767e3be9914d19a2f6647efe4dfa85 This tutorial will show you how to use both the "Lookup Single Row in Other Table" and "Lookup Multiple Rows in Other Table" features to identify which contacts from your main table already exist in your separate table of emailed contacts.
you can upload the 200 emails in a new table then in the original table add a lookup multiple rows column in the column select email to perform the lookup then where you find matches, filter those using the filters
Here's how to identify matching contacts between tables: 1. First, create a new table and import your 200 emails into it. 2. In your original table, add a "Lookup Multiple Rows in Other Table" column: • Select the table containing your 200 emails as the "Table to Search" • Choose the email column as your "Target Column" • Set the appropriate filter operator (usually "equals") • Use the email from your original table as the "Row Value" 3. Once the lookup is complete, you'll see which contacts from your original table match those in your 200 emails table. 4. Apply a filter to show only the matching contacts: • Use the filter feature to display only rows where the lookup column contains results This approach lets you easily identify and work with contacts that appear in both tables.
Thanks kushagra t. - I've created the lookup, is there a way to remove the matching records from both tables/.
To remove matching records from both tables after using the lookup feature: 1. In your original table, filter to show only the rows with matches in your lookup column 2. Select all filtered rows, right-click on them, and choose "Delete" to remove them from your original table 3. For the second table (with your 200 emails), you can: • Use our "write to table" feature to create a new table with only the non-matching records • Or filter the table to show only the records you want to keep, select them, create a new table, and replace the old one Remember that deleted rows cannot be recovered, so consider backing up your data before proceeding.
you can filter on the lookup column to see where there are results then select those rows and delete
To remove matching records from both tables after using lookup: 1. For the table with the lookup column: • Click on the lookup column header • Select "Dedupe" from the dropdown menu • Confirm and select "Delete" to remove duplicate values 2. For the second table: • Right-click the column you want to dedupe • Click "Dedupe > Delete Duplicate Row" Remember that deleted rows cannot be recovered, so consider backing up your data before proceeding. Alternatively, you can filter the lookup column to show only rows with matches, select those rows, and delete them manually.
But wouldn't that only delete from the main table with the Lookup in it? The second table wouldn't de-dupe as it doesn't know what to de-dupe against
To remove matching records from both tables when only one has the lookup column: 1. For the table with the lookup column: • Filter to show only rows with matches in your lookup column • Select these rows and delete them 2. For the second table (without the lookup): • Use the "write to table" integration to transfer only the non-matching records to a new table • This effectively creates a clean version of your second table without the matching records Alternatively, you can enable auto-dedupe on your second table: • Access table settings via the dropdown menu • Enable auto-dedupe and select the appropriate column (like email) • This will continuously monitor for duplicates based on your specified column If you encounter processing issues with "write to table," try using Force Run in table settings.