Managing Contact Campaigns: Tips on Limiting Company Contacts in Instantly

I’m using clay to find 3+ contacts per company, but i want to ensure only 1 contact is pushed into an instantly campaign.

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how can i ensure only one contact from a company is pushed to instantly at a time
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how can i view how many days it has been since another contact or lead from the same company was pushed to instantly
3.
can i set up a cadence that says after x number since another contact was pushed to instantly from the same company, then another contact can be pushed to instantly?

6 comments

Channeled
APP
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👋 Hey there! Our support team has got your message - we'll be back in touch soon. If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Aaron
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https://app.clay.com/workspaces/460627/tables/t_xkjkRc2wnATY/views/gv_6NDmMNd3VHT2
Mark L.
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Hey Aaron, thanks for getting in touch. 1. You can use formulas to identify duplicates. Good video on this here: https://www.loom.com/share/42c7f8be9bbd4ca69165e01d6377dd01 2. You can use an HTTP API column to fetch a timestamp. (e.g. https://worldtimeapi.org/api/ip) You could then use that as a reference point for e.g. when they enter the table, when they're added to Instantly, and so on. 3. You could set conditions on the Instantly column to only send when the relevant conditions are met. E.g. when... - it's the 1st person from their company, and date is after yesterday, or - it's the 2nd person from their company, and the date is 7 days after they were added to the table, etc. Could you try that, and let me know how it goes?
Aaron
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i can see that there is a new column in my clay table. can you help me understand what “# occurrence labeling” is meant to achieve? i can’t figure it out via the description and prompt
Mark L.
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It's basically saying, "Of the people that came back from this lookup... who was first, who was second, who was third,..."
Channeled
APP
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Hi Aaron! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

Managing Contact Campaigns: Tips on Limiting Company Contacts in Instantly | Clay