Map Job Title to Persona Enrichment: How to Save Customized Enrichments for Reuse

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Hi. I am using the Map Job Title to Persona enrichment across several spreadsheets and I'm wondering if there is a way to save that customized enrichment so that I don't have to recreate it every time I want to use it with a new spreadsheets?

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8 comments

Patricia M.
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https://app.clay.com/workspaces/43924/tables/t_syMKekWyZK7L/views/gv_5Mhi6T00cjbG
Clay Team
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Hey Patricia, happy to help. Taking a look at this one
Clay Team
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While we don't have a way to save it that column or enrichment as a custom setup, you can duplicate your table to use the workflow as a template instead.
Clay Team
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Duplicating a table keeps the columns but without any records/data, so you can just upload a new batch of leads to that new copy. Let me know if you have additional questions!
Clay Team
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Hi, Arturo. Could you please knock my account back down so it renews at the lowest paid level? Thanks!
Clay Team
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Hey Patricia M.! Happy to help with this, however, you can also do it directly in the product.
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Clay Team
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Just to make sure you also see that the due date and scheduled downgrade are reflected once you process the request.Let me know if you run into any issues!
Patricia M.
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Hi. I thought I could only upgrade, not downgrade. Sorry I can do it! Thanks! --