Referrals - Clay Docs

Referrals

Learn how you can earn 3,000 credits each time you refer someone.

Overview

Clay's referral program allows you to invite others to join and earn rewards. When someone signs up using your referral link and activates a paying workspace, both of you will earn 3,000 Clay credits. Referral credits are not subject to the usual rollover rules, so they stay in your account until you use them.

To access and share your referral link:

Click on your profile picture in the top-right corner and select Settings.
Navigate to Referrals in the sidebar.
Copy your unique referral link displayed in the Referrals section.
Share the link with friends, colleagues, or teams who might benefit from using Clay.

You can monitor your referral activity, including the number of leads, converted users, and credits earned, directly in the Referrals section.

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Getting started with Sequencer

Sequencer runs cold email campaigns at scale from your Audiences data, handling sending infrastructure, copy, and deliverability in one place.

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Connect your own email accounts

Connect email accounts you already own — Google Workspace, Microsoft 365, or any mailbox that supports SMTP — and use them as sending accounts for your campaigns.

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Email warmup

What email warmup does, how it differs on purchased and self-connected accounts, and why you'll see unfamiliar emails while it runs.

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Get leads ready to sequence

Everything a lead needs before a campaign can enroll it — a People segment in Audiences, an email address, and the enrichment your sequence draws on.

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Build your sequence

Write, personalize, and pressure-test the emails your campaign sends — before a single one goes out.

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A/B test your sequence copy

Run two versions of your campaign copy against each other, then send the rest of your leads to whichever one performs better.

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Launch and manage a campaign

Set a campaign's schedule and credit budget, launch it, and manage sending as leads move through the sequence.

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