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

Avatar of Patricia M.Patricia M.
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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?

8 comments

  • Avatar of Clay Team
    Clay Team
    APP
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    Hey Patricia, happy to help. Taking a look at this one

  • Avatar of Clay Team
    Clay Team
    APP
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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.

  • Avatar of Clay Team
    Clay Team
    APP
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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!

  • Avatar of Clay Team
    Clay Team
    APP
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    Hi, Arturo.  Could you please knock my account back down so it renews at the lowest paid level?  Thanks!

  • Avatar of Clay Team
    Clay Team
    APP
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    Hey Patricia M.! Happy to help with this, however, you can also do it directly in the product.

    0ec0b6d0-9d7d-466e-b99c-4b642de30a98.png(113 kB)
  • Avatar of Clay Team
    Clay Team
    APP
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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!

  • Avatar of Patricia M.
    Patricia M.
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    Hi.  I thought I could only upgrade, not downgrade.  Sorry I can do it!  Thanks! --