.png){kind=logo}
Segmenting Lead List by Account Location in Clay: How to Do It
if i want to segment my lead list by account location for sending times, do I do this with the write to table aspect in clay? how are credits charged on this (if any)
if i want to segment my lead list by account location for sending times, do I do this with the write to table aspect in clay? how are credits charged on this (if any)
You can use our "write to table" feature to segment your lead list by account location for sending times. This process doesn't cost any credits, as you only pay for data enrichment, not for list building or segmentation. To segment your list: 1. Create a new column for sending times 2. Use "write to table" to populate this column based on account location 3. Use formulas or AI to determine appropriate sending times Remember, prospecting and list manipulation are free. You'll only be charged credits if you enrich data (e.g., finding contact information). For detailed instructions on using "write to table", check out our Clay University lessons.
and how about cleaning company names? is this done with write to table as well?
While you can use "write to table" for various data manipulations, cleaning company names is best done using our specialized "Normalize Company Names" function. Here's how: 1. Go to the "Add enrichment" panel 2. Select "Normalize" in the left sub-navigation 3. Choose "Normalize Company Names" from pre-built options 4. Pick the company name column as input 5. Run the action across your rows This tool removes suffixes like Inc., LLC, etc., and is credit-free. You can also normalize case if needed. The result is clean, consistent company names ready for your campaigns or analysis.
I have a company name that once pulled from apollo looks like "Aplós" - how would this be cleaned? can it also look to the "website" or "domain" column to see that the domain is "apola.com" and then re-write the company name based on this?
use normalize company name to remove extra commas ,spaces from company name
The "Normalize Company Names" function can help clean up company names, but it's primarily designed to remove suffixes like Inc., LLC, etc. For your specific case with "Aplós", this tool may not directly address the encoding issue. To clean this name and use the website information: 1. First, use the "Normalize Company Names" function: • Go to the enrichment panel • Select "Normalize" in the left sub-navigation • Choose "Normalize Company Names" • Select your company name column as input • Run the action 2. Then, use our "write to table" feature to create a custom formula that: • Checks if the normalized name still has encoding issues • If so, extracts the company name from the website/domain column This approach combines our built-in tool with a custom solution for your specific needs.
how do i run the write to table feature to create a custom formula to check if the normalized name still has encoding issues?
To check for encoding issues in normalized company names using our "write to table" feature:
1. First, use the "Normalize Company Names" function as described earlier.
2. Then, create a new column using "write to table":
• Go to the column menu
• Choose "Add column"
• Select "Write to table"
3. In the formula editor, write a custom formula to check for encoding issues. For example: LBKSIF(REGEXMATCH(normalized_company_name, "[^\x00-\x7F]"), "Encoding issue", "OK")LBKSThis checks for non-ASCII characters. Adjust as needed for your specific case.
4. Run the formula across your rows.
Remember, while this helps identify potential issues, resolving complex encoding problems might require more advanced techniques or human review.