Beta feature
RollWorks Enhanced Contact Lists is a feature in the Beta phase under ongoing development. If you encounter any issues or have feedback contact RollWorks support.
You can create contact lists natively in RollWorks using your own Salesforce contacts and combining them with other data offered by RollWorks: Bombora Company Surge Intent, Journey Stages, and 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 an 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 either target them with Ads or exclude them from these RollWorks Ad Campaigns:
- COMING SOON: 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 feature called Orchestration Workflows.
Step 1: Navigate to the Contact List Builder feature
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, your resulting list will only include your preexisting Salesforce contacts.
You can use one filter alone or build your own custom logic combining multiple filters:
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Filter |
RollWorks UI |
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Salesforce data
Use this data source to add Contacts that already exist in your Salesforce instance based on your own Account, Contact, Lead, and Opportunity objects. Your existing Salesforce fields within these five objects will be available and searchable. |
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Bombora Company Surge®
Filter your contact list using Bombora Intent data to view only contacts for which their account is showing interest in your Intent Topics. To use this data source you will need to select your Intent Topics first. Learn how to in our Bombora Company Surge® Intent Data guide. |
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Journey Stages Filter your contact list by Journey Stage, a RollWorks data point that allows you to track the progression of the accounts in your Account Lists along their buying journey. Learn more about Journey Stages. |
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Marketo Filter your contact list by Marketo Account and Contact Level Activity. For example, Form Filled, Interesting Moment Occured, etc. |
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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.
Export your Enhanced Contact 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' button
- Click '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 the ones that are of interest to you.
Sync Status
The data sync between RollWorks and Salesforce is scheduled daily at 12:00pm (UTC), at which time RollWorks will ingest all field values on all Contact, Lead, Account, and Deal records. These fields are available for Contact List building, and dynamic Contact List updates.
Any manual or dynamic changes to the Contact Lists will be reflected in underlying audiences in Ad Campaigns within 12 hours (underlying audiences update at 12:00am and 12:00pm UTC).
To confirm if an Enhanced Contact List is ready to be used in Ad Campaigns log in to RollWorks, navigate to Audiences > Contact Lists > Enhanced Lists, and search for your contact list.
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Sync Status |
Description |
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Green Syncing |
CRM / MAP data is successfully being imported into RollWorks. Enhanced Contact List used in Campaigns is working as expected. |
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Yellow Syncing |
CRM / MAP data is successfully being imported into RollWorks but there is something wrong with the Enhanced Contact List:
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Red Stopped Syncing |
The Enhanced Contact List stopped syncing due to a breaking error:
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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 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.
