Home
Events
Groups
Members

00 Clay Announcements
01 Community General
01 Props and Wins
01 Watercooler
01 Welcome and Intros
02 Bugs
02 Starting with Clay
02 Support
03 Feedback & Requests
03 Tutorials & Inspiration
04 FT Job Opps
Gtm Career Advice
Member Spotlight

Community Guidelines

Powered by Tightknit

Request for Recency Waterfall Template Discussed by Eric Nowoslawski

·

·

Also has anyone worked with recency waterfall that Eric Nowoslawski talked about? If yes, can you share the template? I’m finding it hard to create on my own.

Request for Recency Waterfall Template Discussed by Eric Nowoslawski | Clay

2 comments

· Sorted by Oldest

Channeled
APP
·
·
I apologize, but I don't have specific information about a recency waterfall template mentioned by Eric Nowoslawski. However, I can guide you on how to create and save your own waterfall templates in Clay. To create a custom waterfall template: 1. Go to a table and click "Add column" 2. Select "Waterfall" and rename it if needed 3. Choose the data type you'll be working with 4. Add actions to your waterfall and adjust settings 5. Click "Save as template" 6. Give your template a name, description, and category 7. Select "Save template" Custom waterfalls allow you to choose any integration combinations for data enrichment and search for any data point depending on the integrations you use. Would you like more information on how to set up specific actions within a waterfall?
Sources: Waterfall | Documentation | Clay University Custom Waterfall Waterfall | Documentation | Clay University
Channeled
APP
·
·