Join the Community

Assistance Needed for Workflow Issues: Enrichment, Email Automation & Tracking

·

·

Hi Clay Support Team, I’m reaching out because I’m trying to accomplish a specific workflow for my project, but I’m encountering some issues and need assistance with both troubleshooting and adding additional steps to my workflow. What I’m Trying to Accomplish: 1. Enrichment of Prospects: • I’m trying to enrich each person’s profile (e.g., job title, company description, recent activities, etc.) using the data in my spreadsheet. • However, for some reason, the enrichment steps aren’t working as expected, and I’m unable to pull the necessary data for certain individuals. 2. Email Automation: • Once the enrichment is complete, I’d like to send personalized emails to each prospect using a template I’ve set up. • I’d also like to automate follow-up emails based on specific triggers (e.g., if there’s no reply within X days or if the recipient clicks a link). 3. Response Tracking and Notifications: • I need to track responses to my outreach emails (e.g., positive replies, follow-ups, etc.) and categorize them for further action. • I’d also like to set up notifications based on responses (e.g., a Slack notification for positive replies or tasks created in my project management tool for follow-ups). Issues I’m Facing: • The enrichment process isn’t pulling all the relevant information from my data, and I’m unsure if I’ve set it up incorrectly or if there’s a limitation I’m not aware of. • I’m not sure how to integrate the steps for sending emails, tracking responses, and setting notifications all within Clay. What I Need Help With: 1. Troubleshooting the enrichment process to ensure it’s working correctly and pulling all available data. 2. Adding steps to automate the email sending process, including follow-ups based on specific triggers. 3. Setting up response tracking and integrating notifications (e.g., via Slack or email) for specific response types. If you can walk me through setting this up, I’d greatly appreciate it. Please let me know what additional information you might need from my end to resolve this. Thank you so much for your help, and I look forward to hearing from you soon! Best, Adrien Harrison Founder & CEO | Better Societies

6 comments

Channeled
APP
·
·
Thank you for reaching out, Adrien. I understand you're trying to set up an automated outbound workflow in Clay, including enrichment, email automation, and response tracking. Let me guide you through the process and address your concerns: 1. Enrichment of Prospects: • To troubleshoot the enrichment process, ensure you've correctly mapped your spreadsheet columns to Clay's fields. • Check if you're using the most appropriate enrichment sources for your data. • If certain individuals aren't being enriched, it could be due to incomplete or incorrect input data. 2. Email Automation: • Clay integrates with various email automation tools. You can set up your email sequences, including follow-ups, through these integrations. • For personalized emails, use Clay's custom variables to pull in enriched data. 3. Response Tracking and Notifications: • Clay can track email opens and clicks through integrations with email tools. • For response categorization and notifications, you may need to use additional integrations or webhooks to connect Clay with your project management tool or Slack.To set this up: 1. Start by creating a new Workflow from the Clay homepage. 2. Set up your data enrichment process: • Input your target company domains • Use appropriate enrichment sources • Validate and clean your data 3. Configure your email outreach: • Connect your preferred email sending tool through our integrations • Set up your email sequences, including follow-ups 4. For response tracking and notifications: • Use integrations or webhooks to connect Clay with your other tools • Set up rules for categorizing responses and triggering notificationsIf you need further assistance or have more specific questions, please don't hesitate to ask. If you require more in-depth help, you can request human assistance by clicking on "Talk to a person".Best regards,Clay Support Sources: Push Data To Your Email Sequencer [Automated Outbound] - Clay University New at Clay | Clay.com Power your outbound campaigns with our best templates | Clay.com Personalized Outreach
Channeled
APP
·
·
Did that answer your question?
Adrien H.
·
·
no
Channeled
APP
·
·
Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Bo (.
·
·
Hey Adrien, we'll fix this but do you mind sending the link to the table so we can take a look? https://downloads.intercomcdn.com/i/o/1171717996/ac7729f84b426e1d0358af02/image.png?expires=1732222800&signature=b334ac6cf08055f1870de42a5aaa29819a56f43906774e37eb0f5609f77935db&req=dSEgF85%2FmohWX%2FMW1HO4zYTywSn%2BBJUe2BKsam%2FhVPsp1g%3D%3D%0A
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.

Assistance Needed for Workflow Issues: Enrichment, Email Automation & Tracking | Clay