Intro to RollWorks

• Welcome to RollWorks
• AdRoll to RollWorks Transition Guide

Marketing

• Getting Started Guide: Marketing
• Launch Your First Ad Campaign
• Your Campaign Strategy
• Bid Strategies

Sales

• Getting Set Up: Sales Rep Edition
• Setting Up Contact Data and Sales Automation (for Admins)

RollWorks Pixel

• Introduction to Your RollWorks Pixel
• Activate Your Pixel
• Pixel Pal
• Pixel Troubleshooting
• RollWorks Pixel Partners

Account Settings

• Advertiser Profile Performance
• Advertiser Profiles
• 2-Step Verification
• Password Security
• Account Access
• Company Information

Marketing

Sales

• Navigating your Identify Tab
• How to Run a Contact Search
• Finding Accounts
• Lead Generation Filters Overview
• How to Upload Contacts into your RollWorks Account
• Ready Contacts

Sales: Data Settings

• Team Overview
• Sync to Salesforce (with API access)
• Upload a Blacklist
• Verifying your Work Email Address
• How to Find and Insert Your Email Signature into RollWorks
• How to find your BCC address in Salesforce

Marketing

Sales

Measure

• Ad Campaigns Overview
• Retargeting Campaign Performance
• Your Attribution Dashboard
• Add UTM parameters to your RollWorks Campaigns
• Granular Conversion Reports
• Sales Reports

Google Tag Manager

• Google Tag Manager
• Google Tag Manager: Enhanced Conversion Tracking and Custom Parameters

RollWorks ABM Salesforce App

• Salesforce App Installation Guide
• Salesforce Data Sync
• Summarizing Data on Accounts, Contacts, and Leads in Salesforce
• Getting Started with Salesforce Custom Reports
• Using RollWorks List Manager
• RollWorks Account Spike for Sales

HubSpot

• RollWorks ABM HubSpot Integration
• RollWorks + HubSpot Integration Demo

Marketo

• RollWorks + Marketo Integration Demo
• Connect RollWorks to Marketo
• Confirm Your Marketo Integration
• Import Marketo Lists and Fields
• Connect Marketo Lists for Your CRM Audience
• Reporting with Marketo Smart Lists

Marketing

Sales

• Outbound Sales Email Guide
• Outbound Sales Email Guide: Introduction
• Outbound Sales Email Guide: Follow-Up
• Outbound Sales Email Guide: Breakup
• How to segment when pulling contact data
• The Importance of a Warm Email Address, Email Domain and IP Address

NextRoll

• California Consumer Privacy Act
• NextRoll Rebrand FAQs