How to Create an Exclusion List in Clay Tables
I have a Clay table and I want to refer to another table as an "exclusion" list or "do not contact"? I cannot find instructions on how to set this up. Can you help?
I have a Clay table and I want to refer to another table as an "exclusion" list or "do not contact"? I cannot find instructions on how to set this up. Can you help?
Hi there! To set up an exclusion or “do not contact” list, here’s a quick way to do it: 1. Create an Exclusion Table: Start by creating a table specifically for your exclusion list. 2. Send Data with Write to Table: Use the Write to Table integration to add data to this exclusion table. Here’s a quick guide on how to set it up: Write to Table Overview. 3. Use Lookup for Cross-Referencing: In your main table, use the Lookup feature to check if records are in the exclusion list. Here’s a helpful video on using lookups: Lookup Tutorial. 4. Set Conditional Formulas: Once you have the lookup set, apply conditional formulas to prevent enrichment or further actions on those excluded rows. Here’s more on setting up AI formulas: AI Formulas Guide. Let us know if you need further assistance with any of these steps! 😊
