I created this table. My supervisor said "We'll need to make conditional criteria that says 'If an email is known, then add lead to campaign'". Isn't that what is happening here? If not where would that conditional column go? thanks!
To add leads to a campaign only when they have a known email, you'll need to set up a conditional run in the Instantly enrichment settings. Here's how: 1. In your table, locate the Instantly enrichment that adds leads to your campaign
2. Scroll down to "Run Settings" in the enrichment panel
3. Click on "Conditional Run"
4. Add the condition: {{email}} is not empty
This will ensure the enrichment only runs when there's an email present for the lead.The enrichment will then only add leads to your campaign when they have an email address, skipping any leads without one.
Sources:
Conditional runs | Documentation | Clay University
Push Data To Your Email Sequencer [Automated Outbound] - Clay University
Conditional Formulas
Hi Julianna, thanks for reaching out! You can apply this condition as a conditional formula for your Instantly column. Simply go to the bottom of your Instantly enrichment setup and add your conditional formula using the AI formula generator. Here's a tutorial on how to set this up: https://www.clay.com/university/lesson/ai-formulas-conditional-runs-clay-101 Let me know if you have any further questions!
Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.
We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!
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Thank you so much for sharing your feedback Julianna C.!