Scoring Leads Based on Click-Through Data and Website Visits | Clay

Scoring Leads Based on Click-Through Data and Website Visits

Hi Team, i am trying to pull clicked through data from smartlead in my clay table and then i want to rate if many people from the same company have clicked through on my email link i want to score them in the multiple of 5 for each person from each domain. Plus i have a table from Factors which has people who visited my website if these domains or contact emails are present in that table then i want to add another 5 points to them and then i want to update the lead in salesforce with their total score as a qualifier for a lead. Can you help ?

47 comments

Channeled
APP
·
·
Here's how you can implement your lead scoring workflow: 1. First, set up data collection in Clay: • Use the Smartlead integration to pull your email click-through data • Import your website visitor data from Factors into a separate table 2. Build your scoring logic using Clay's Formula Tool to: • Group contacts by company domain • Assign 5 points for each person from the same company who clicked your email • Add 5 additional points if the domain/email matches your website visitor data 3. Once you've calculated the scores, you can push the lead scores back to Salesforce: • Use Clay's enrichment capabilities to generate the final lead scores • Push the scored leads directly to your Salesforce lead score field For the Smartlead data integration, you'll need to: ** Set up your Smartlead API connection ** Use the Lookup Lead in Campaign integration to get lead data * Configure the necessary fields for tracking click-through information
Sources: Example Salesforce workflows Smartlead integration overview | Documentation | Clay University Lead Scoring [Clay 101] - Clay University
Channeled
APP
·
·
Was that helpful?
Channeled
APP
·
·
I'm glad I could help! I'm here if you have any more questions.
Channeled
APP
·
·
Thank you so much for sharing your feedback Afsha H.!
Afsha H.
·
·
Can you help me with the formulas in step 2 and the step 3 process?
Channeled
APP
·
·
Here's how to implement your lead scoring workflow: For Step 2 (Creating the scoring formula): 1. Add a new Formula column in your Clay table 2. Use the Formula Generator to create your scoring logic: • Group contacts by company domain • Add 5 points for each person from the same domain who clicked through • Add another 5 points if the domain/email matches your website visitor data The formula structure would look something like: LBKSIF( CONTAINS(website_visitors_table.domain, current_row.domain), (COUNT(smartlead_clicks.domain) ** 5) + 5, (COUNT(smartlead_clicks.domain) ** 5) )LBKSFor Step 3 (Pushing to Salesforce): 1. Use the Formula Tool to generate your final lead scores 2. Once scored, you can push the leads directly to your Salesforce lead score field using Clay's enrichment capabilities Remember to review and verify your lead scores within Clay before saving and pushing to Salesforce.
Sources: Lead Scoring [Clay 101] - Clay University Lead scoring overview | Documentation | Clay University Example Salesforce workflows
Channeled
APP
·
·
Is that what you were looking for?
Afsha H.
·
·
i was unable to get the data from smartlead for click through can you help?
Channeled
APP
·
·
To retrieve click-through data from Smartlead into your Clay table, you'll need to follow these steps: 1. First, ensure you have your Smartlead API key integrated with Clay. 2. Use the "Lookup Lead in Campaign" integration in Clay to get your lead data: • Add this integration to your table • Input the email address of the lead you want to look up • Run the enrichment to get the lead information 3. You can then look up the status of specific leads in your campaigns to track their engagement: • Use the "Lookup Lead Status in Campaign" feature • This will help you identify which leads have clicked through your emails Make sure to run these lookups for all the leads you want to track in your scoring system.
Sources: Lookup Lead in Campaign with Smartlead.ai Smartlead integration overview | Documentation | Clay University
Channeled
APP
·
·
Did that answer your question?
Afsha H.
·
·
after using "Lookup Lead Status in Campaign" feature it is only giving me the email in the column how do i get the click through ?
Channeled
APP
·
·
When using the "Lookup Lead Status in Campaign" feature, you'll need to provide both: 1. The Campaign ID from Smartlead 2. The email address of the lead This will allow you to check if a lead has: ** Completed the campaign ** Replied to the campaign ** Currently exists in the campaign ** Is progressing through the campaign If you're only seeing the email column, make sure you've properly configured both required input fields above. The lookup will then return the lead's status information, which includes their engagement data like click-throughs.
Sources: Lookup Lead Status in Campaign with Smartlead.ai Lookup Lead in Campaign with Smartlead.ai
Channeled
APP
·
·
Was that helpful?
Afsha H.
·
·
i am seeing in progess or completed but not clicked through
Channeled
APP
·
·
Based on the available information, the "Lookup Lead Status in Campaign" feature in Clay only provides basic campaign status information like whether a lead has completed, replied to, exists in, or is progressing through a campaign. It requires two inputs: 1. Campaign ID from Smartlead 2. Email address of the lead Unfortunately, detailed click-through data is not directly available through this integration. You may need to: 1. Check if this data is available through a different Smartlead integration 2. Contact Smartlead support to understand how to access click-through metrics 3. Consider using Smartlead's native interface or API directly to get this specific engagement data
Source: Lookup Lead Status in Campaign with Smartlead.ai
Channeled
APP
·
·
Is that what you were looking for?
Afsha H.
·
·
how to check for data from another table in the formula
Channeled
APP
·
·
You can check data from another table in your formula using the "Lookup" integrations in Clay. Here are your options: 1. For checking a single row: • Use "Lookup Single Row in Other Table" to verify if specific data exists in another table 2. For checking multiple rows: • Use "Lookup Multiple Rows" to scan a column for matching values • This allows you to count how many cells exist with a matching value • You can perform these lookups within the same table or on a separate one This functionality works similarly to VLOOKUP in spreadsheets, allowing you to pivot data between tables. The lookup integration will help you verify information and maintain data consistency across your Clay tables.
Source: Lookup Single Row in Other Table with Clay
Channeled
APP
·
·
Is that what you were looking for?
Afsha H.
·
·
can you help me generate a formula. i have a column company domain everytime i have i want to add 5 points for the number of times the domain is present in this column
Afsha H.
·
·
the ai claygent is not giving the right output
Channeled
APP
·
·
You can create this formula using the "Lookup Multiple Rows" integration to count domain occurrences and multiply by 5. Here's how: 1. Add a new Formula column to your table 2. Use the Lookup Multiple Rows integration to count how many times each domain appears 3. Multiply that count by 5 The basic formula structure would be: LBKSCOUNT(LOOKUP_MULTIPLE("company_domain", current_row.domain)) * 5LBKSWhere "company_domain" is the name of your domain column, and current_row.domain refers to the domain value in the current row.
Channeled
APP
·
·
Did that answer your question?
Channeled
APP
·
·
Can you tell me more about what you mean by "the AI Claygent is not giving the right output"? What specific issue are you encountering with the formula or results?
Afsha H.
·
·
the claygent is giving out wrong results if my domain is present 3 times its not giving 15 as the output
Channeled
APP
·
·
If you're not getting the expected results from your AI formula, this is a normal part of the process and can be resolved through iteration. Here's what you can do: 1. Double-check your formula structure and make sure it's correctly counting domain occurrences 2. Use the preview feature to test your formula before applying it 3. Try adjusting the wording of your AI prompt to be more specific 4. You can also directly modify the generated code if needed If you're still having issues, you can create a new formula by: 1. Selecting "Ask question about items with AI" from the column options 2. Clearly specify that you want to "count the total number of times each domain appears and multiply by 5" 3. Test the output using the preview feature before applying
Sources: AI Formulas + Conditional Runs [Clay 101] - Clay University AI Formulas + Conditional Runs [Automated Outbound] - Clay University
Channeled
APP
·
·
Did that answer your question?
Afsha H.
·
·
how to refrence information from another table. Example if i want to check if a domain is present in the other table it should add 5 points in this table score column
Channeled
APP
·
·
You can use the "Lookup Multiple Rows" integration to check if a domain exists in another table. Here's how: 1. Add a new Formula column for your score 2. Use the Lookup Multiple Rows integration to check if the domain exists in the other table 3. Create a formula that adds 5 points when a match is found The basic formula structure would be: LBKSIF( COUNT(LOOKUP_MULTIPLE("domain_column_in_other_table", current_row.domain)) > 0, 5, 0 )LBKSWhere: ** "domain_column_in_other_table" is the name of the domain column in your reference table ** current_row.domain is the domain in your current table Make sure to rename your columns clearly for better organization and verify the results using the preview feature before applying.
Source: Find Company Lookalikes [Clay 101] - Clay University
Afsha H.
·
·
what is the formatting to enter table and column name
Channeled
APP
·
·
To reference columns in a Clay formula: 1. Use "/" followed by the column name to reference a column in the current table 2. For example: /ColumnName When using the AI Formula Generator: 1. Add a new column and select "Formula" 2. Type your desired formula logic using "/" to reference columns 3. Click "Generate Formula" 4. Review the sample output 5. Click "Save Formula" when satisfied
Source: Formulas
Afsha H.
·
·
what about mentioning the tablename and column from other table what to enter in the formula?
Channeled
APP
·
·
To reference data from another table in your formula: 1. Use forward slash (/) to access the menu for referencing data from other columns 2. The format is: /TableName/ColumnName For example, if you want to reference a domain column from a table called "Companies", you would use: /Companies/domain You can use this syntax to dynamically reference and pull in fields like names, locations, or domains from other tables in your formulas.
Sources: Referencing dynamic data from other columns | Documentation | Clay University Referencing dynamic data from other columns | Documentation | Clay University
Afsha H.
·
·
this is not referencing from outside table columns
Afsha H.
·
·
this is the table i am working on https://app.clay.com/workspaces/354424/workbooks/wb_DrPn8tdSzkWt/tables/t_6iSzBAuWWdYG/views/gv_N7jZpDA2onoj
Afsha H.
·
·
referencing from this table https://app.clay.com/workspaces/354424/workbooks/wb_vPWQbvWvXeGV/tables/t_voBf4NYq57aY/views/gv_9iExhJQkeohn
Bo (.
·
·
Hey Afsha
You can't reference other tables inside a formula. To do this you would need to use lookup, which allows you to bring in similar fields from other tables and reference them from inside the lookup.
If you want to add a formula that counts the number of variations in a table, you can use this: https://www.loom.com/share/a39a4569d95244b7886026f3c70812c7
Formula: {{Unique ID}}?({{Lookup Multiple Rows in Other Table}}?.records?.findIndex(r=> r['Unique ID']?.toString()==={{Unique ID}}?.toString())> -1?{{Lookup Multiple Rows in Other Table}}?.records?.findIndex(r=> r['Unique ID']?.toString()==={{Unique ID}}?.toString())+1:2):2
Afsha H.
·
·
Thanks for sharing this Bo (. will check it and try tomorrow. I also wanted to do one more thing in my table which I am not able to currently get the right output. I have a column with domain names and I want to count how many times a domain is repeated and score it with 5 everytime it’s repeated I tried the count occurrence but it is not working. Any suggestion?
Afsha H.
·
·
I tried using the formula you gave but no luck. Also i checked the video i dont have the lookup record option so i used the looking multiple rows option but it does not show the name of my current table in it. so i am unable to use it
Mark L.
·
·
Hey Afsha, happy to help out here. Just to make sure I understand correctly... In this table ("Home_Improvement Campaign1 - Afsha Report"), you have a Count Occurences column... https://app.clay.com/workspaces/354424/workbooks/wb_DrPn8tdSzkWt/tables/t_6iSzBAuWWdYG/views/gv_N7jZpDA2onoj ...and ideally, you would count the number of times the domain appears in this table ("Factors_importedcompanies")? https://app.clay.com/workspaces/354424/workbooks/wb_vPWQbvWvXeGV/tables/t_voBf4NYq57aY/views/gv_9iExhJQkeohn Is that correct?
Afsha H.
·
·
No
Afsha H.
·
·
I have a table https://app.clay.com/workspaces/354424/workbooks/wb_DrPn8tdSzkWt/tables/t_6iSzBAuWWdYG/views/gv_N7jZpDA2onoj in this i have a column check_domain. i jus want the total times a domain is appearing in check_domain column. if domain is present 1 time i want to return 5 if 2 times i want to return 10 thats just a simple thing i want to do
Mark L.
·
·
Thank you. Glad I asked first! You can use the "Lookup Multiple Rows" feature to count. I've added a a "Clay Test - Lookup..." example in the table here, to the right of "check_domain". https://app.clay.com/workspaces/354424/workbooks/wb_DrPn8tdSzkWt/tables/t_6iSzBAuWWdYG/views/gv_N7jZpDA2onoj Does that help?
Afsha H.
·
·
Hi yes it finally helped me
Afsha H.
·
·
Really appreciate the support
Mark L.
·
·
Wonderful! So glad. :) Thanks for following up with me. Please keep in touch if you have new questions later on. :)
🙌1
Afsha H.
·
·
Sure thank you