You can create contact lists natively in RollWorks using your own Salesforce contacts and combining them with other data offered by RollWorks: RollWorks Keyword Intent, Bombora Company Surge Intent, Journey Stages, RollWorks Company Attributes, Marketo Contact and Account Level Activity. New contacts will refresh every 12 hours.
If you wish to create contact lists using contacts from other sources different than Salesforce visit this help center article.
Legacy Contact Lists created with the RollWorks List Manager
In the past, Salesforce contact lists were imported to RollWorks using the RollWorks List Manager, a tool within Salesforce. This tool can't be used to create new Salesforce Contact Lists to bring over to RollWorks. However, all existing Contact Lists that are currently synced with this legacy tool will continue to update daily and can be edited.
Use Cases
Watch a 5-minute demo of the Enhanced Contact List experience to learn how to create contact lists within RollWorks without having to bounce back and forth between RollWorks and Salesforce to accomplish the following use cases:
Warm up contacts that work for companies that are in the Unaware or Aware Journey Stages and that are also showing Bombora Company Surge Intent with helpful top-of-funnel or middle-of-funnel content showing how your product solves their specific pain points. Sending engaging content helps qualify contacts for sales to begin outbound to them.
Identify contacts that work for companies that are in the Engaged or Sales Ready Journey Stage (see how to customize Journey Stages), or already have an open deal/opportunity in Salesforce and create marketing campaigns to engage the buying committee through multiple channels (Web, Email, Facebook, Instagram) so they are more likely to respond to Sales or progress through the deal/opportunity stages.
Use Journey Stages and Bombora Company Surge Intent to understand the behavior your prospects are showing, and personalize your messaging across Web, Email, Facebook, Instagram, and Sales engagement for greater response and engagement rates.
Create a Salesforce-based Enhanced Contact List
Before you start
- Ensure that your Salesforce account is connected to RollWorks. Click here to learn how to complete the initial integration setup.
- Creating Enhanced Contact Lists will allow you to target them or exclude them from advertising campaigns.
- Creating Enhanced Contact Lists will allow you to engage these contacts in other channels such as Marketing email automation and Sales email automation through our new Beta feature called Orchestration Workflows.
Step 1: Navigate to the Contact List Builder
Log in to RollWorks, navigate to Audiences > Contact Lists > Enhanced Lists > Create Contact List.
Step 2: Name your Contact List
Type a name to label this new contact list. Use a naming convention that will help you identify this contact list later when you have multiple to select from.
Step 3: Select your filters and create your Contact List logic
Warning
Regardless of what filters you choose in this step, the resulting contact list will only include CRM contact that exists in your Salesforce instance.
Click here to view all the filters available to use when building your Enhanced Contact List.
Example
In the example below we are creating an Enhanced Contact List by finding all our existing Salesforce contacts for Accounts designated as strategic in our CRM and the accounts that have surged with High intent in ABM within the last 90 days.
Step 4: Save and wait for the sync to complete
After completing the steps above you have successfully created a Salesforce-based Contacts List combining your own Salesforce data and data offered by RollWorks.
Now that you have synced over your contact lists from Salesforce to RollWorks, you can engage or suppress this audience in your RollWorks Ad Campaigns.
Using Keyword Intent Filters
You can use RollWorks Keyword intent filters to build your Enhanced Contact List. This is a simple approach to creating a list, however, is it important to know that we will only return contacts that exist in your CRM.
The resulting contacts must exist in your CRM
If a contact does not already exist in your Salesforce or HubSpot instance we cannot legally add the contact to the list.
Using Bombora Filters
You can use Bombora Company Surge intent filters to build your Enhanced Contact List. This is a simple approach to creating a list, however, is it important to know that we will only return contacts that exist in your CRM.
The resulting contacts must exist in your CRM
If a contact does not already exist in your Salesforce or HubSpot instance we cannot legally add the contact to the list.
Using Marketo filters
You can use Maketo lead and account activity filters to build your Enhanced Contact List. This is a simple approach to creating a list, however, is it important to know that we will only return contacts that match your Marketo filter criteria if they already exist in your Salesforce Instance.
The resulting contacts must exist in your CRM
If a contact does not already exist in your Salesforce or HubSpot CRM we will not add the contact to the list.
If you want to import an existing contact list from Marketo in full, we suggest using Imported Lists instead. Click here to learn more.
Export your List
Follow the steps below to export your Enhanced Contact List in case you wish to share it with your team members.
- Log in to RollWorks and navigate to Audiences > Contact Lists > Enhanced Contact Lists
- Select the list you wish to export
- Click Take Action and Export.
The feature is set to export all contacts from the list by default, but in case you only want to export some of them, you are able to select which ones specifically you want to export to CSV.
Daily list sync
The data sync between RollWorks and Salesforce is scheduled daily at 12:00pm (UTC), this is when RollWorks will ingest field values on your Salesforce records. If the values on your Salesforce records have changed since the last sync we will dynamically update your Enhanced Contact lists based on these changes.
Any manual or dynamic changes to your contact lists will be reflected in your advertising campaigns within 12 hours. The underlying audiences in your advertising campaigns update daily at 12:00am and 12:00pm (UTC).
Confirm the Status of your List
To confirm if an Enhanced Contact List is ready to be used in advertising campaigns log in to RollWorks, navigate to Audiences > Contact Lists > Enhanced Lists, and search for the name of your contact list.
|
Sync Status |
Description |
|---|---|
|
Green Syncing |
CRM / MAP data is successfully being imported into RollWorks. Enhanced Contact List used in Campaigns is working as expected. |
|
Yellow Syncing |
CRM / MAP data is successfully being imported into RollWorks but there is something wrong with the Enhanced Contact List:
|
|
Red Stopped Syncing |
The Enhanced Contact List stopped syncing due to a breaking error:
|
|
Grey Syncing |
There was previously an integration error (see above). We are now recognizing the integration has been re-enabled, however, the List and Data Ingestion have not actually run the 12hr batch update. |
Troubleshooting
- Log in to RollWorks and navigate to Integrations.
- Confirm the Salesforce card says Connected.
If the Salesforce Integration is not Connected, click Connect to complete the integration setup. Learn more here.
If the Salesforce Integration is already Connected, confirm that you allow RollWorks to sync standard fields from Salesforce:
- Log in to Salesforce using a user with the RollWorks Admin permission set.
- Go to the Salesforce App Launcher and select RollWorks ABM App.
- Scroll down to Salesforce Data Sync Settings, and select Yes, opt-in to data sharing to enable RollWorks to ingest Account, Opportunity, Contact, Lead, and Activity data.
- Click Save.
Enhanced Contact Lists FAQ
Is there a minimum amount of contacts required to create an Enhanced Contact List?
There is no minimum number of contacts required, however, if you plan to use this list to display ads the list must have at least 100 matched emails for an ad campaign to run.
Because Enhanced Contact Lists are dynamic, your list may refresh and yield less than 100 contacts. If the list is being used in an active ad campaign we will:
- Stop serving ads for the campaign due to the 100 email threshold.
- The contact list status will be synching (in yellow) indicating that this contact list is being used in a Campaign and the contact list used as the Ad Segment is in “Not Qualified for Advertising” status because there are fewer than 100 emails in the list.
Why I am not seeing contacts that I know exist in my Marketo?
You can use Maketo lead and account activity filters to build your Enhanced Contact List. RollWorks will use the Marketo filters you apply and query your Salesforce CRM, we will only return contacts that both match your Marketo filter criteria AND that already exist in your Salesforce Instance.
If you want to import an existing contact list from Marketo in full, we suggest using Imported Lists instead. Click here to learn more.
Why is a Journey Stage greyed out and saying no data is available in the Enhanced Contact List builder?
Journey Stages may have no data available for two reasons:
- Because the Journey Stage itself does not have any accounts that qualify based on the Journey Stage rules.
- Because the Journey Stage was recently created or edited and the accounts that meet the Journey Stage criteria are still loading.
Why am I not seeing values that I know exist in my Salesforce?
If no accounts or contacts match a particular value, the value will not be available as an option in the value selector. For example, let's say you want to use Salesforce Opportunities as an attribute, and you want to see contacts at accounts in the Assessment stage. If no accounts are in the Assessment stage, then Assessment will not show up as an option with typeahead.
