How to use a saved column template in another table?

How to use a saved column template in another table? | Clay

14 comments

· Sorted by Oldest

Clay Support
APP
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To use a saved column template in another table:
1.
In your destination table, click Add enrichment [1]
2.
Select Templates and search for your saved template
3.
Apply the template to add all the columns from your saved configuration
This lets you quickly reuse column setups across tables without rebuilding them manually.
Clay Support
APP
·
·
Was that helpful?
Clay Support
APP
·
·
If you need any more help with using saved column templates or anything else, please let me know. Would you like to share more about what you're trying to achieve with your tables?
Rebecca B.
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Clay S. the templates button in the add enrichment area has disappeared
Clay Support
APP
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The Templates option should be available when you click "Add enrichment" in your table. [1]
To access your saved column group templates:
1.
Click "Add enrichment"
2.
Select "Templates" from the menu
3.
Search for your saved template [2]
If the Templates button has disappeared from the Add enrichment menu, this may be a temporary interface issue. Try refreshing your browser or clearing your cache. The Templates section should appear alongside other enrichment options in the Add enrichment panel. [3]
If refreshing doesn't restore the Templates option, please request human assistance by clicking "Talk to a person" for further troubleshooting.
Clay Support
APP
·
·
Did that answer your question?
Rebecca B.
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no
Clay Support
APP
·
·
I understand this is frustrating, so I’m routing you to one of our human agents who can assist you further.
Intercom
APP
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·
Clay Support is sharing a file with you.
Our support team has got your message and we'll get back to you soon! We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Aditi S.
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Hi Oleksii - thanks so much for reaching out. After you save your template are you unable to access it from the enrichment panel?
Rebecca B.
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Aditi S. I jumped on this thread, I can't access the template from the enrichment panel
Rebecca B.
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the button that used to be there has disappeared
Aditi S.
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Just wanting to clarify if you are doing the following: are you clicking into the Enrichments Panel>"View all enrichments">Templates.
Clay Support
APP
·
·
We haven't heard back from you here, so we're going to go ahead and close this thread out.
Still need help here? Reply back and someone will jump back in.
Have a question thats not related to this thread? We recommend kicking off a new ticket in the support channel!

Clay Support
APP
·
·
To use a saved column template in another table:
1.
In your destination table, click Add enrichment [1]
2.
Select Templates and search for your saved template
3.
Apply the template to add all the columns from your saved configuration
This lets you quickly reuse column setups across tables without rebuilding them manually.
Clay Support
APP
·
·
Was that helpful?
Clay Support
APP
·
·
If you need any more help with using saved column templates or anything else, please let me know. Would you like to share more about what you're trying to achieve with your tables?
Rebecca B.
·
·
Clay S. the templates button in the add enrichment area has disappeared
Clay Support
APP
·
·
The Templates option should be available when you click "Add enrichment" in your table. [1]
To access your saved column group templates:
1.
Click "Add enrichment"
2.
Select "Templates" from the menu
3.
Search for your saved template [2]
If the Templates button has disappeared from the Add enrichment menu, this may be a temporary interface issue. Try refreshing your browser or clearing your cache. The Templates section should appear alongside other enrichment options in the Add enrichment panel. [3]
If refreshing doesn't restore the Templates option, please request human assistance by clicking "Talk to a person" for further troubleshooting.
Clay Support
APP
·
·
Did that answer your question?
Rebecca B.
·
·
no
Clay Support
APP
·
·
I understand this is frustrating, so I’m routing you to one of our human agents who can assist you further.
Intercom
APP
·
·
Clay Support is sharing a file with you.
Our support team has got your message and we'll get back to you soon! We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Aditi S.
·
·
Hi Oleksii - thanks so much for reaching out. After you save your template are you unable to access it from the enrichment panel?
Rebecca B.
·
·
Aditi S. I jumped on this thread, I can't access the template from the enrichment panel
Rebecca B.
·
·
the button that used to be there has disappeared
Aditi S.
·
·
Just wanting to clarify if you are doing the following: are you clicking into the Enrichments Panel>"View all enrichments">Templates.
Clay Support
APP
·
·
We haven't heard back from you here, so we're going to go ahead and close this thread out.
Still need help here? Reply back and someone will jump back in.
Have a question thats not related to this thread? We recommend kicking off a new ticket in the support channel!