Setting Up a Job Change Signal in Clay: Excluding Clients from Outreach | Clay

Setting Up a Job Change Signal in Clay: Excluding Clients from Outreach

I’m currently working on setting up a job change signal in Clay. The goal is to identify people who have recently switched jobs, so we can reach out to them as part of our new business outreach. However, there’s one important condition: We only want to reach out to people who have moved to a company that is not already a client of ours. If someone has just joined a company that is already a client, it would be inappropriate (or even damaging) to approach them from a sales perspective. To manage this, we’ve created a blacklist table in Clay that contains all the companies that are already clients of ours. My question is: What’s the easiest way to use this blacklist table to exclude people from the job change signal table? Specifically: how can we ensure that only people whose new employer is not on the blacklist remain in the job change list?

6 comments

Clay
APP
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You can use the "Exclude people" feature when setting up your job change signal. After creating your blacklist table with client companies, use this table as an exclusion filter when monitoring job changes. This will automatically filter out people who have moved to companies on your blacklist. When configuring your search, look for the "Exclusions" option which allows you to exclude people from specific lists - in your case, your client company blacklist.
Sources: Find People overview | Documentation | Clay University Find People overview | Documentation | Clay University Find People [Clay 101] - Clay University Find People [Clay 101] - Clay University
Rens J.
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under which tab do I find that?
Clay
APP
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When setting up job change tracking, you'll find the exclusion option under the "Exclusions" tab in the Find People modal. To access this: 1. Open your people table 2. Click "Actions > Monitor for Job Changes" 3. Look for the "Exclusions" section in the configuration panel 4. Select your blacklist table containing client companies This will filter out people who have moved to companies on your blacklist.
Sources: Find People [Clay 101] - Clay University Find People [Clay 101] - Clay University Track Job Changes
Rens J.
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There is no "exclusions" section?
Rens J.
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https://app.clay.com/workspaces/349353/workbooks/wb_0sxzt71TQ22xxdikBaJ/tables/t_0sy0078UEwimAQrtuxz/views/gv_0sy0079GpYAaQzJHixW
Smit V.
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Hi there, thank you for reaching out! Definitely agree with you about excluding people who are already your clients. To achieve this, in your Job Change Signals table, you can perform a 'Lookup Single Row from Another Table' enrichment to identify if the company's domain exists in your Blacklist Companies Table, if it does then you don't reach out to them. Guide: https://www.clay.com/university/guide/lookup-rows Let me know if you have any further questions :) - Smit