Conditional Analysis for Outreach Strategy in Company Contact Tables | Clay

Conditional Analysis for Outreach Strategy in Company Contact Tables

Hello everyone! I have one question relating to running a conditional analysis across company, contact tables. Specifically, what I want to do is:

1.
There is a column in the companies table that outlines a strategy to outreach, let's say Strategy A versus Strategy B for each company.
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What I want to do is to create a conditional analysis, which would pick either List A of contacts or List B of contacts based on the outreach strategy of a company.
3.
Then, analyze every contact that belongs to a company, and pick out the best 3 contacts to reach out to.
4.
Obviously, as an end goal, I will create an automation to reach out to them, but I couldn't figure out step 2 and 3 here.

Can anyone help me figure it out? Thank you so much!

17 comments

Channeled
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Here's how you can set up your conditional analysis: 1. First, create a dropdown column for your company outreach strategies: • Go to "Add Column > Select" to create a dropdown with Strategy A and Strategy B options. 2. To analyze contacts based on company strategy: • Use the "Lookup Multiple Rows" integration to connect your company and contact tables • This allows you to scan and filter contacts based on their associated company's strategy 3. For implementing conditional logic: • Click on "Run Settings" then "Conditional Run" • Use AI formulas to generate conditions that will filter contacts differently based on the company's selected strategy 4. To identify the top 3 contacts: • Add relevant scoring criteria columns • Use AI formulas to create a scoring system • Sort contacts based on your scoring criteria to identify the top 3 prospects per company Sources: Example Salesforce workflows AI Formulas + Conditional Runs [Clay 101] - Clay University
Channeled
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Great! I'm glad I could help. I'm here if you have any more questions.
Channeled
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Great! I'm glad I could help. I'm here if you have any more questions.
Channeled
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Hi Emir L.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
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Thank you so much for sharing your feedback Emir L.!
Channeled
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Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Emir L.
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Hey Clay! Why can't I see the other tables here?
Channeled
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If you're having trouble seeing other tables, this could be related to your API key configuration. To resolve this: 1. Go to Settings > Connections 2. Search for Clay in the connections list 3. Verify that your Clay API key is properly connected and configuredOnce your API key is properly set up, you should be able to: ** Look up single rows in other tables ** Search multiple rows across different tables * Access and view data from other tables in your workspace Sources: Lookup Single Row in Other Table with Clay Lookup Multiple Rows in Other Table with Clay
Emir L.
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It is set up, but now how do I pick which column to write as an output here to this table? I choose on which column these two tables should have a match, but I want to also choose which column to post once there is a match
Channeled
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When using Write to Table for column mapping between tables, here's how to select output columns: 1. First, select your destination table 2. Enter "/" to skip the list selection step (since you're doing column mapping, not list mapping) 3. In the column mapping step, you can: • Select which columns from your source table you want to copy • Match these columns to the corresponding columns in your destination tableThis will ensure that when there's a match between tables, the data from your selected source columns will be written to your chosen destination columns. Source: Write to table integration overview | Documentation | Clay University
Emir L.
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but it should write if there is only a match in a specific column, how can I achieve that?
Channeled
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You can use conditional runs to control when data is written based on specific column matches. Here's how: 1. Go to the Run Settings of your enrichment column 2. Look for the "Only run if" box 3. Add your conditional formula that specifies when the data should be writtenYou can use the "Use AI" button to help create the condition in plain language if you're not familiar with complex formulas. This ensures the enrichment only runs when your specified matching conditions are met.For example, if you're looking up data between tables, you can set conditions to only write data when there's an exact match in your specified column (like matching email addresses or unique identifiers). Sources: Guide: Ways to save Clay credits | Documentation | Clay University Snowflake integration overview | Documentation | Clay University
Emir L.
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For example, if you're looking up data between tables, you can set conditions to only write data when there's an exact match in your specified column (like matching email addresses or unique identifiers). How can I write this formula across two tables that company names need to match?
Channeled
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For the most accurate company name matching between tables, I recommend following these steps: 1. First, normalize the company names in both tables using our "Normalize Company Names" tool: • Go to the enrichment panel's "Tools" section • Select "Normalize Company Names" • Apply this to the company name columns in both tablesThis will remove suffixes like "Inc." and standardize the format.1. Then in your Write to Table settings, create your condition using the normalized company name columns. This will ensure more reliable matching since the company names will be in a consistent format.This approach helps avoid mismatches due to minor differences in company name formatting. Sources: Data Cleaning + Normalization [Clay 101] - Clay University Data Cleaning + Normalization [Automated Outbound] - Clay University
Channeled
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Anaum K.
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Hello Emir! Thank you for reaching out! Here’s how you can set up a workflow in Clay to match data across two tables and write the results based on your chosen identifier, like email addresses or any unique field. First, use the Lookup Row in Other Table action. Select the identifier you want to match on (e.g., email) and configure the lookup to find rows in the second table where the identifier matches. Next, create a new column in your source table, such as “Matched Emails.” Populate this column with the results from the lookup. This step helps you clearly isolate which rows have matches in the second table. Finally, use the Write to Table action to transfer data. Map the “Matched Emails” column—or any other relevant data—to your destination table. For step-by-step instructions, check out these guides: • Write to Table (Clay 101) • Lookup Multiple Rows in Other Table Let me know if you have any other questions! 😊
Channeled
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Hi Emir L.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: