Prospecting workflow & outreach rules — found from sitemap — Clay

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Facts read from this source

• US audience clay data Report an error

  “You can use Clay's data to source and build ad audiences of US-based people. This includes audiences built from Clay's enrichment and data providers.”

• Nonus first party data Report an error

  “To target people outside the US, you can use your own first-party data, for example, contacts from your CRM or data warehouse where you've collected the appropriate consent.”

• Google bing first party only Report an error

  “Google and Bing don't allow advertisers to use third-party sourced data when building audiences on their platforms, and Clay enforces this for both.”

• Segment sync per contact filtering Report an error

  “Clay then evaluates every contact in the segment individually and syncs only the ones backed by first-party data, leaving the rest out.”

• Enriched contacts keep first party Report an error

  “A contact you imported from your CRM, data warehouse, or a CSV keeps its first-party status even after you enrich it with Clay — so enriching your own records doesn't make them ineligible for Google or Bing.”

• Clay sourced country filter Report an error

  “Clay checks each contact's country and includes a Clay-sourced contact when that country is the US, or when the country is blank because Clay doesn't have it. Clay-sourced contacts with any other country are left out of the sync.”

• First party contacts not country filtered Report an error

  “Contacts that came from your own first-party data are never filtered on country.”

• Restrict table ad sync toggle Report an error

  “Under Ads settings, the Restrict Table Ad Sync enrichments control has a First-party only toggle, described as When enabled, only your CRM and Warehouse data are available in Table Ad Syncs.”

• Admin only ads settings Report an error

  “Only workspace admins. The First-party only toggle under Ads settings is visible to everyone but editable only by admins.”

• Exclusion audiences filtered Report an error

  “Yes. Clay applies the sourcing and country filters when it builds the audience, and whether you attach it as targeting or as an exclusion is chosen later in the ad platform's campaign manager.”

• Company audiences not filtered Report an error

  “No. Clay applies them to contact audiences only. Company audiences aren't filtered on how their data was sourced or on country.”

• Opt out sync timing Report an error

  “Opt-outs updated in your source system are reflected in your connected ad account on the next scheduled sync.”

• Lookalike seed list Report an error

  “Create a lookalike audience from a customer list sourced from your own systems, then exclude that seed list in the campaign so spend goes to people you haven't reached yet.”

• Segment vs synced counts Report an error

  “The segment count is everyone matching your filters, while the synced count is only the contacts eligible for the destinations you picked. The difference is the excluded contacts, and the badge on the audience header tells you which rule accounts for them.”

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Scores citing this record

• The ABM Marketer Prospecting workflow & outreach rules
• The ABM Marketer CRM sync, enrichment & export
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• The RevOps Manager Prospecting workflow & outreach rules
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