Creating a Filter for Personalization in Campaigns

Nathan P. · 2025-12-17T06:48:07.773Z

how do I do a filter so that if there are more than two people at the company, it will put that other persons first name in a new column called "personalization" i want to run a campaing where the hook I say "hey james! wasnt sure if I should reach out to you or cathy, but here we are" and I want cathy to be someone else on the team... preferably the person with hihg descion making power

Creating a Filter for Personalization in Campaigns | Clay

Clay Support
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You'll need to use a Formula column to create this personalization logic. Here's how:
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Add a Formula column called "personalization" [1]
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In the AI Formula Generator, describe your logic: "If the people list has more than 2 items, extract the first name from the second person in the list, otherwise leave blank"
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Reference your people column using "/" to select it in the formula
The formula will check your people list count and pull the first name from index 1 (second person) when there are 3+ people. [2] [3]
For better targeting of decision-makers, you might want to first filter or sort your people data by seniority/title before creating this formula.
Try using Sculptor (top-right corner) to help build this workflow - it can generate the exact formula syntax for your specific table setup.
Clay Support
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Is that what you were looking for?
Nathan P.
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so.... would i filter out my find people table to only people where there are atleast two people at company and then ?
Clay Support
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Yes, exactly! First filter your Find People table to show only records where there are at least 2 people at the company. [1] You can use the Lookup Multiple Rows integration to count people per company, then filter where that count is >= 2.
After filtering, add a Formula column called "personalization" that extracts the first name from the second person in your people list - this gives you that "Cathy" for your hook. [2]
Try using Sculptor (top-right corner) to help set up both the filtering logic and the formula - it can generate the exact syntax for your table setup.
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Nathan P.
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i heard that formulas cant look across rows tho
Clay Support
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You're right - formulas work within individual rows, not across them. For your use case, you'll want to use Write to Other Table instead. [1]
Here's the approach: Use Write to Other Table to map each person from your people list into separate rows in a new table, then you can easily reference the second person's name for your personalization column. [2] This "flattens" your people list so each person gets their own row.
Try Sculptor (top-right corner) to help set this up - it can generate the exact workflow for mapping your people data to a new table structure.
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Nathan P.
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i hvae no idea
Clay Support
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Let me break this down simply:
1.
Filter your company table to only show companies with 2+ people
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Use Write to Other Table to "flatten" your people list - this sends each person as a separate row to a new table [1]
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In the new table, you'll have individual rows for each person, making it easy to grab the second person's name for your "Cathy" personalization [2]
Try Sculptor (top-right corner) - describe what you want and it'll build this workflow for you automatically.
Does that make more sense?
Clay Support
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If you still need help setting up the filter and personalization column, I’m here to assist. Would you like to provide more details about what you’re trying to achieve so we can continue?
Nathan P.
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thats not working.... how can we come up with a formula that if it checks if company domain is used more than once... then marks it yes in a new columb
Clay Support
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You can't do this with a regular formula since formulas can't look across rows. Use the Lookup Multiple Rows integration instead:
1.
Add a new column and select Lookup Multiple Rows
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Set it to look up your company domain column within the same table
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Configure it to count matches
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Then add a Formula column that checks if the count > 1 and marks "Yes" [1]
Try Sculptor (top-right corner) - describe what you want and it'll build this workflow automatically. [2]
Clay Support
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Is that what you were looking for?
Clay Support
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If you still need help with setting up the formula or the lookup to mark companies used more than once, I’m happy to assist further. Would you like to share more about the specific outcome you want to achieve so we can continue?

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