is there a tutorial on scoring? just curious
Yes, we have a comprehensive tutorial on lead scoring in Clay. Our Clay University offers a lesson called "Mastering Lead Scoring in Clay: Turning Data into Actionable Insights." This tutorial includes a guided demo that walks you through the process of building a lead scoring system using criteria like company size, industry, and seniority. The lesson covers: 1. Building the data foundation 2. Leveraging AI for seniority categorization 3. Building your scoring model 4. Putting your scores to work Additionally, our documentation provides a step-by-step guide on setting up lead scoring with custom formulas, including how to add a formula column and create scoring criteria using the Formula Generator.
yup!
there are some gotchas I wish I knew before I got started
When getting started with building in Clay, there are several common pitfalls to be aware of: 1. Overcomplicating processes: Keep your automations simple and focused on specific tasks for clarity and easy maintenance. 2. Ignoring execution order: Be mindful of the sequence in which actions are executed, as it can significantly impact your process outcomes. 3. Overlooking error handling: Implement proper error handling to prevent unexpected issues and ensure smooth operation. 4. Insufficient testing: Thoroughly test your processes to identify and fix any issues before deploying them in a live environment. 5. Using Process Builder for complex automations: For more advanced capabilities, consider using Flow Builder instead. By avoiding these common mistakes, you'll be able to create more efficient and effective automations in Clay.
Source: What is Process Builder? | Clay