I have contacts that are sitting in adjacent columns that I would like in a single column. How do I do that?
You can combine contacts from adjacent columns into a single column using the Merge Columns feature in Clay: 1. Click Add Column at the right side of your table 2. Select Merge columns from the dropdown menu 3. Choose the appropriate data type for your new column 4. Write a formula that includes the columns you want to combine using the forward slash (/) to reference them 5. Click Save settings The new column will display the combined data from your adjacent columns.
the new column only shows the name
When you merge columns in Clay, you need to ensure the data type is set correctly for the new column to display contact data properly: 1. Click Add Column → Merge columns 2. Select the appropriate Data type from the dropdown (make sure to choose "Contact" type) 3. Write a formula that includes the columns you want to combine using the forward slash (/) to reference them 4. Click Save settings The data type selection is crucial - if you choose "Text" type, it will only display text rather than interactive contact data. If you're still having issues, you might need to edit the column after creation to change its data type.
Hi, thank you for reaching out. One free way to carry out this task, is through the use of " Formulas" enrichment. In order to add a formula column, select "Add Column" and then from the drop-down menu select formulas, as shown below:
After selecting this, you'll be able to either use an AI prompt in the first box or JavaScript to instruct Clay on how to process the results from a column. An example of what this looks like is shown below:
In this case, I recommend using the first box to specify what you want Clay to do. In your case, just insert the name of the columns you want to be in the same cell. Then, click on "Generate Formula," which will create a JavaScript formula for you and show the results that would be generated if the formula were applied. If you're satisfied with the results, simply click "Output Is Correct, Save Formula." The button is shown below:
For more information on how AI formulas work, I recommend you take a look at this Clay University video, which explains everything in more detail! Please let me know if this helps!
Thanks for your help