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About this page

Instance: iCare
Scope: 6 configuration changes — Fields, Reports, Users, Logic
Owner: CRM Admin / Marketing Ops



C-01 · AI Outreach flag


ObjectCampaign
Field labelAI Outreach
API nameclay_ai_outreach__c
Field typeBoolean (checkbox)
Default valueFALSE
Populated byUser — set manually by MARCOM Ops

 When set to TRUE, indicates that this Campaign is being executed via the Clay / Smartlead capability. Used by MARCOM Ops to scope reporting and filter campaigns eligible for the Clay workflow. No automated logic — user-managed only.

Managed byMARCOM Ops (set) · CRM Admin (created)
Write accessMARCOM Ops profile and above
Read accessAll internal users
Integration sourceNone — user-managed only
Data sensitivityLow



C-02 · Cold Lead flag


ObjectLead
Field labelCold Lead
API nameclay_cold_lead__c
Field typeBoolean (checkbox)
Default valueFALSE
Populated byAutomation / scheduled Flow

 Identifies Leads eligible for inclusion in Clay-driven AI outreach campaigns. A Lead is considered cold when it has not engaged recently and passes all exclusion checks. Used to filter the Cold Lead Report and as a prerequisite for Campaign Member inclusion.

Managed byCRM Admin (field) · Automation (value)
Write accessAutomation / Flow only — no manual edits
Read accessMARCOM Ops, Sales, CRM Admin
Integration sourceNone — derived from SFDC field values
Data sensitivityMedium — drives outreach eligibility decisions

Logic 

Exclusion rules — any one of these disqualifies the lead

  • HasOptedOutOfEmail = TRUE → exclude
  • clay_overall_hard_bounce__c = TRUE → exclude
  • Lead has one or more related Contact records → exclude

Positive rules — lead must meet at least one

  • Status = 'Unqualified' → always cold
  • Any other status + Last_Interaction_Date__c is NULL or older than 365 days → cold


C-03 · Hard bounce management


Field 1 — Clay External Hard Bounce

ObjectLead
Field labelClay External Hard Bounce
API nameclay_external_hard_bounce__c
Field typeBoolean (checkbox)
Default valueFALSE
Populated byClay connector (writeback)

Field 2 — Overall Hard Bounce

ObjectLead
Field labelOverall Hard Bounce
API nameclay_overall_hard_bounce__c
Field typeFormula (Boolean)
Default valueCalculated
Populated byFormula — read only


Consolidates hard bounce signals from Pardot and Clay/Smartlead into a single unified flag. All downstream exclusion logic references clay_overall_hard_bounce__c only — never the individual source fields.


Managed byCRM Admin
clay_external_hard_bounce__cWritten by Clay connector only — no manual edits
clay_overall_hard_bounce__cFormula field — read only, cannot be written to
Integration sourceClay → Salesforce connector
Downstream dependenciesclay_cold_lead__c exclusion logic (C-02) · Cold Lead Report (C-04)
Data sensitivityMedium — affects deliverability compliance


Logic 

Formula — clay_overall_hard_bounce__c resolves to TRUE if either source is TRUE

  • pi__pardot_hard_bounced__c = TRUE → overall bounce = TRUE
  • clay_external_hard_bounce__c = TRUE → overall bounce = TRUE

Positive rules — lead must meet at least one

  • Status = 'Unqualified' → always cold
  • Any other status + Last_Interaction_Date__c is NULL or older than 365 days → cold




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