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Conserving Enrichment Credits When Creating a New Table

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If a user creates a table and uses several enrichment credits, then realizes they need to make adjustments to the table input criteria, it seems the best option is to create a new table (i.e. if filters in the original table won’t accomplish your updated criteria goals) With this new table, how can the user conserve the enrichment credits they used on the original table? Given the results will overlap, and many results will have been enriched in the original table

  • Avatar of Clay Team
    Clay Team
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    Hey, thanks for reaching out! Checking this

  • Avatar of Joe H.
    Joe H.
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    More specifically -- I want to add employee size criteria (originally 11-50 only --> include 50-200) and exclude additional keywords One way to do this is just create a table for the 50-200 employee size results, then merge those with the original (enriched) table?

  • Avatar of Clay Team
    Clay Team
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    Hmm, yep, if you're referring to modifying the Find Companies or Find People searches that ran for a specific amount of filtered records, there's no way to modify the search once it's imported (the team is looking into that to potentially be an option in coming updates)

  • Avatar of Joe H.
    Joe H.
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    Awesome, yeah that would be huge! So you’d recommend doing a new search for the net new results, then merging the tables? Or is there another way to conserve or carry over the enrichment credits I’ve used on already-returned-results (Using the find companies with LinkedIn table)

  • Avatar of Clay Team
    Clay Team
    APP
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    If some of those created contacts are still applicable, then you can create a new search and import it to an existing table. It should remove duplicate people in the process and keep new profiles with the new parameters applied. In case you'd, like to double-check before they get enriched though, you can turn the table off beforehand so enrichments don't auto-run

    d686da9a-6753-4618-b461-12cedb5f1ff3.png(22 kB)
  • Avatar of Clay Team
    Clay Team
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    Let me do a quick loom for you to explain, but yeah something very similar to the above as you said

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    Clay Team
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