Waterfalling Campaign Enrollment Columns in a Coin-Sorter Table

Bill Rose · 2025-02-12 17:39:45.344905+00

Can you waterfall a set of existing columns? I have a table that functions as a "coin-sorter" and enrolls contacts into one of several unique Instantly campaigns. Each Instantly campaign has it's own column and run conditions. Is there any way to waterfall these campaign enrollment columns? I'm currently trying to create mutually exclusive run conditions for each column but that is proving to be extremely challenging. Any advice would be appreciated!

Waterfalling Campaign Enrollment Columns in a Coin-Sorter Table | Clay

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You can create a waterfall effect for your campaign enrollment columns using conditional formulas. Here's how to set it up: 1. Go to the "Run Settings" of each campaign enrollment column. 2. Use conditional formulas to create mutually exclusive conditions: • For the first campaign column: Set your primary condition • For subsequent campaign columns: Include conditions that exclude enrollment in previous campaignsFor example, you can structure your conditions like this: LBKSCampaign 1: {{your_primary_condition}} Campaign 2: NOT {{campaign_1}} AND {{your_second_condition}} Campaign 3: NOT {{campaign_1}} AND NOT {{campaign_2}} AND {{your_third_condition}}LBKSYou can use the "Use AI" button in the Run Settings to help generate these formulas in plain language. This approach ensures each contact only gets enrolled in one campaign, following your specified priority order. Sources: AI Formulas + Conditional Runs [Clay 101] - Clay University Conditional runs | Documentation | Clay University Conditional Formulas
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Is that what you were looking for?
Bill Rose
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This is what I have been trying to do without complete success. I'd like to prioritize the order in which these columns run.
Channeled
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To create a prioritized waterfall effect with your campaign enrollment columns: 1. First, determine your desired priority order for the campaigns. 2. Use the waterfall "parent" column to establish the structure: • Configure your run conditions • Set up validation rules • Apply your desired sequence 3. The key is that waterfalls run sequentially, with each subsequent step only running if previous ones don't meet the criteria. This is achieved through conditional formulas running in the background. 4. For new rows, you can: • Filter for those specific rows • Run the enrichment on that filtered view • This ensures new dependencies are applied without affecting existing dataRemember that columns won't re-run automatically, which helps preserve your existing data unless you specifically trigger them. Sources: Building a data waterfall | Documentation | Clay University AI Formulas + Conditional Runs [Automated Inbound] - Clay University
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Hi Bill Rose! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

Channeled
APP
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You can create a waterfall effect for your campaign enrollment columns using conditional formulas. Here's how to set it up: 1. Go to the "Run Settings" of each campaign enrollment column. 2. Use conditional formulas to create mutually exclusive conditions: • For the first campaign column: Set your primary condition • For subsequent campaign columns: Include conditions that exclude enrollment in previous campaignsFor example, you can structure your conditions like this: LBKSCampaign 1: {{your_primary_condition}} Campaign 2: NOT {{campaign_1}} AND {{your_second_condition}} Campaign 3: NOT {{campaign_1}} AND NOT {{campaign_2}} AND {{your_third_condition}}LBKSYou can use the "Use AI" button in the Run Settings to help generate these formulas in plain language. This approach ensures each contact only gets enrolled in one campaign, following your specified priority order. Sources: AI Formulas + Conditional Runs [Clay 101] - Clay University Conditional runs | Documentation | Clay University Conditional Formulas
Channeled
APP
·
·
Is that what you were looking for?
Bill Rose
·
·
This is what I have been trying to do without complete success. I'd like to prioritize the order in which these columns run.
Channeled
APP
·
·
To create a prioritized waterfall effect with your campaign enrollment columns: 1. First, determine your desired priority order for the campaigns. 2. Use the waterfall "parent" column to establish the structure: • Configure your run conditions • Set up validation rules • Apply your desired sequence 3. The key is that waterfalls run sequentially, with each subsequent step only running if previous ones don't meet the criteria. This is achieved through conditional formulas running in the background. 4. For new rows, you can: • Filter for those specific rows • Run the enrichment on that filtered view • This ensures new dependencies are applied without affecting existing dataRemember that columns won't re-run automatically, which helps preserve your existing data unless you specifically trigger them. Sources: Building a data waterfall | Documentation | Clay University AI Formulas + Conditional Runs [Automated Inbound] - Clay University
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Was that helpful?
Channeled
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Hi Bill Rose! This thread was recently closed by our Support team. If you have a moment, please share your feedback: