Account List limits: Discovered Accounts

What are Discovered Accounts

Your contract with RollWorks includes a maximum number of Discovered Accounts that you can redeem. The redemption of your Discovered Accounts only occurs when you save an Account List using the Account List Builder using the data sources 'RollWorks Company Attributes' and/or 'RollWorks ICP Fit Grade' without joining any other sources.

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To find your allotted number of Discovered Accounts log in to RollWorks and go to Settings > Plan & Usage.

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What counts towards my Discovered Accounts limit?

The rules to determine if your Account List logic will count towards your Discovered Accounts limit are as follows:

  • If 'RollWorks Company Attributes' and/or 'RollWorks ICP Fit Grade' is joined with any other data source (e.g., RollWorks Keyword Intent, Salesforce Account Data, etc) via an 'OR' statement, then the accounts yielded will count against your Discover Accounts allotment.
  • If 'RollWorks Company Attributes' and/or 'RollWorks ICP Fit Grade' is joined with any other data source (e.g., RollWorks Keyword Intent, Salesforce Account Data, etc) via an 'AND' statement, then the accounts yielded will not count against your Discover Accounts allotment.

So that you don't need to remember these rules, RollWorks will inform you if your account list logic will redeem from your available pool of Discovered Accounts and will warn you when you will exceed your limit.

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The following table contains examples to help you understand which accounts yielded from your Account list logic will count toward your Discovered Accounts limit.

Data source Counts toward your Discovered Accounts limit?

'RollWorks Company Attributes' only

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Yes, this logic will redeem accounts from your Discover Account pool.

'RollWorks ICP Fit Grade' only

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Yes, this logic will redeem accounts from your Discover Account pool.

Using 'RollWorks Company Attributes' with 'RollWorks ICP Fit Grade' in an AND statement.

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Yes, this logic will redeem accounts from your Discover Account pool.

Using 'RollWorks Company Attributes' with 'RollWorks ICP Fit Grade' in an OR statement.

Screen_Shot_2022-11-30_at_11.37.08_AM.png

Yes, this logic will redeem accounts from your Discover Account pool.

'RollWorks Company Attributes' and/or 'RollWorks ICP Fit Grade' combined with other attributes with an OR statement.

Screen_Shot_2022-11-30_at_11.45.23_AM.png

 

Yes, this logic will redeem accounts from your Discover Account pool.

'RollWorks Company Attributes' and/or 'RollWorks ICP Fit Grade' combined with other attributes with an AND statement.

Screen_Shot_2022-11-30_at_11.51.25_AM.png

 

No, this logic will not redeem accounts from your Discover Account pool.

 

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