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Setting Up Conditional Email Waterfalls in Your Workflow
How do I set up the find personal email waterfall in such a way that it will only run if the find work email waterfall has run and didn’t return a result?
To set up the find personal email waterfall to run only if the find work email waterfall didn't return a result, follow these steps: 1. Add a new enrichment for personal emails. 2. Click on "Run Settings" and then "Conditional Run." 3. Use the AI to generate a formula that only runs if the validated work email is blank. This setup ensures you're not using credits to find personal emails when you already have a work email, optimizing your workflow and credit usage. If you need more detailed guidance, you can find it in our Clay University lesson on AI Formulas and Conditional Runs.
Dave S.··But does that mean that the find personal email field will run even if the find work email field hasn’t run but still has a blank work email field? That’s my concern
No, the find personal email field won't run if the find work email field hasn't run, even if the work email field is blank. To ensure this, you need to set up a conditional run for the personal email enrichment. Here's how: 1. Add a new enrichment for personal emails. 2. Click on "Run Settings" and then "Conditional Run." 3. Use the AI to generate a formula that only runs if the validated work email is blank. This setup ensures the personal email enrichment only runs after the work email enrichment has been attempted and didn't return a result, optimizing your workflow and credit usage.
Run "Find Work Email" First Add the "Find Work Email" enrichment. Create a Conditional Column Add a new column with a formula to check if the work email exists. IF({Work Email} = "", "Run Personal Email", "Skip") This checks if the Work Email field is empty. If empty "Run Personal Email" If filled "Skip" Use This Condition to Trigger "Find Personal Email" Add the "Find Personal Email" waterfall. Set it to only run if the condition = "Run Personal Email". This way, "Find Personal Email" will only run if "Find Work Email" fails.
To set up the "Find Personal Email" waterfall to run only if the "Find Work Email" waterfall didn't return a result: 1. Add a new enrichment for personal emails. 2. Click on "Run Settings" and then "Conditional Run." 3. Use the AI to generate a formula that only runs if the validated work email is blank. This setup ensures you're not using credits to find personal emails when you already have a work email, optimizing your workflow and credit usage. If you need more detailed guidance, you can find it in our Clay University lesson on AI Formulas and Conditional Runs.