Geographic Filtering for 'Find People' Search: Solutions Needed | Clay

Geographic Filtering for 'Find People' Search: Solutions Needed | Clay

Clay Support
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Yes, you can filter Find People searches by location using dynamic column references. The Find People feature supports location filtering that includes or excludes specific regions, countries, or cities. [1]
For dynamic referencing, you can use the location data from your webhook columns directly in the search parameters. The location parameter accepts city inputs and can reference dynamic fields from other columns in your table. [2] [3]
Instead of your current workaround, set up your Find People search with the location filter and reference your city/region columns dynamically. This will filter results at search time rather than requiring post-search validation, making it much more efficient and avoiding unnecessary credit usage.
Clay Support
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Clay Support
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If you need any more help with setting up location filters for your Find People searches, please let me know. Would you like to provide more details about what you're trying to achieve or any challenges you're facing?
William L.
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I don't see the capability to reference the data in the search provided. Are you saying I need to do a different search?
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Clay Support
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You can reference dynamic data in those location fields. Type forward slash (/) in any of the location filter boxes (like "Cities to include") to access the menu and select your webhook columns containing city, region, or country data. [1]
This lets you dynamically pull location values from your source data columns directly into the search filters, so you don't need a separate search type. [2]
Clay Support
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William L.
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the forward slash does not work in this particular table from what I see.
Clay Support
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Sorry to hear that the forward slash method isn’t working for you. I’ll connect you to a human agent who can assist further.
Clay Support
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Our support team has got your message and we'll get back to you soon!
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
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William L.
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https://app.clay.com/workspaces/601522/w/find-people?existingSourceId=s_0t63b7cFADD[…]ableId=t_0t63b7d4m64wmYmNRMp&workbookId=wb_0t5xv2xebvmiezc6SK3
William L.
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For reference, I am going: import from webhook -> into table -> match accounts in CRM, and look for contacts in geo -> for account with no contacts -> find people (and this is where I want to use the geo data to target the people search.
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Ariana (.
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Hi William, thanks for reaching out! So you can use the "Find contacts at company" enrichment in the table you're using as reference here. I believe for you that's the Found Accounts table, correct? You'll want to add Actions > Find Contacts at Company
You'll want to Save results in this table for this
With the enrichment, you can search using your dynamic columns using the / and selecting the column. There will be a limitation on the amount of people you can find per company, though - this limit is 10 and cannot be changed.
Hope this helps!
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William L.
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So instead of the step where I use the Find People (source) to lookup contacts, just do an inline enrichment for find people. How will the return look for the people it finds?
William L.
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And why not push the results to a new table?
William L.
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Ok, I see how this works, thanks for your help