Hi Clay S., I want to group up to 5 contacts from the same company into batches. I'm currently doing this in Excel, so I want to see if it's possible to do it on Clay. Some companies I'm looking at have a lot of contacts, and I need to split them into groups of 5 contacts per batch per company. This is the clay table I'm working on. Thanks in advance!
You can organize contacts into company-based batches using the Lookup Multiple Rows integration. Here's how: 1. Use the Lookup Multiple Rows feature to identify and count contacts from the same company by matching on identifiers like: • Company domain • Company name • LinkedIn URL 2. Once you have the count of contacts per company, you can use conditional formulas to create your batches of 5 contacts.For specific implementation help or if you need a more detailed walkthrough of setting up these batches, please ask for human support as this may require custom configuration based on your exact needs.
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Can you show me how to do what was suggested above?
To group contacts into batches of 5 per company using the Lookup Multiple Rows integration, here's what you can do: 1. First, identify a unique company identifier in your table, such as: • Company domain • Company name • LinkedIn URL 2. Add a Lookup Multiple Rows integration to your table: • Select the table you want to search in • Choose the company identifier field to match on • This will return all matching rows for each company 3. Create a formula column to: • Count the number of contacts per company • Assign batch numbers (1-5) using modulo operations • This will automatically distribute contacts into groups of 5For specific formula implementation or more detailed configuration help, please ask to speak with a human agent as this may require custom setup based on your exact table structure. Source: Lookup Multiple Rows in Other Table with Clay
Hi Kam, I'm curious – could you let me know the ultimate goal behind the batching? Are you sending the data to other systems, or trying to categorize/group them for assignments, or some other goals? I'd appreciate your perspective on this. We can brainstorm a bit and see what might work best for you, if you've not already find a way forward.
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That makes sense. Thank you. I have an idea for how you might approach this. We have a video here that goes into some detail: https://www.loom.com/share/a39a4569d95244b7886026f3c70812c7 (the UI is a bit different, but the principle is the same) The idea here is to identify whether a row is the 1st, 2nd, 3rd, etc. instance of its kind. For example, first employee at Acme.com, second employee, etc.. You give them a corresponding number. The primary use case for this is e.g. to prevent re-re-re-re-enriching the same company ("only enrich the company for the 1st row from this domain") . But you could also use this to stage or "stagger" a workflow. For example, you could have an email column where the "Only run if..." conditions ignores people whose number is greater than 5. Does that make sense?
Hey! Yes - Our lookup is limited to 100 rows due to our Cell Size limits. More data would mean that it would be too much per rows. What are you trying to do? I can help find another way to get the data you need.
Hi Bo (., I'm using the batches to add contacts to campaigns. I don't want to send more than 5 emails to the same domain per day, so once I've created the batches, I add one batch per day. One possible solution is to write the remaining contacts (100+) to another table and then run the same enrichment. If you do have a better flow to achieve this please let me know!
Hi Kam, thank you for reaching out. Perhaps what you could do is, once you reach this limit, you could then create a similar table that excludes people you have already reached out to. This would make it so that once you have already reached out to these people, you will be able to create a new table that excludes the people you have already found. First, upload the table with the contacts you want to exclude to Clay. Then, create a new people table and be sure to select the "Exclude People" parameter, as shown below: https://downloads.intercomcdn.com/i/o/w28k1kwz/1266468288/b7a3408b1151b7cccf9baf45a879/CleanShot%2B2024-11-26%2Bat%2B10_33_19-402x.png?expires=1738864800&signature=050308f8bc84a416caef2f893ff39c7e8c25a839be2435ec8ece22b2f0b14614&req=dSIhEM14lYNXUfMW1HO4zX0Hh6AIwRB8RTKhQZl5M%2B%2BewA%3D%3D%0A A menu will then appear, allowing you to select the table of people you want to exclude. Select the table that you would like to exclude and this should do the trick! Let me know if this helps!
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