Contact List Builder: Salesforce-based Enhanced Contact Lists [Beta]

You can create contact lists natively in RollWorks using your own Salesforce data in combination with other data offered by RollWorks: Bombora Company Surge Intent and Journey Stages. New contacts will refresh every 12 hours. 

If you wish to create contact lists using other different sources than Salesforce visit this help center article.

  Warning: 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 that lives within Salesforce. This tool can't be used to create or edit Salesforce Contact Lists you bring over to RollWorks. However, all existing Contact Lists that are currently synced from the RollWorks List Manager will continue to update daily.

 

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: 

  • Convert Contacts to "Sales Ready" (video 1:42'): 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 outbounding to them.
  • Provide Air Cover for Sales (video 2:55'): Identify contacts that work for companies that are in the engaged, 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.
  • Get Personal (video 4:08'): 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

 

Step 1: Navigate to the Contact List Builder feature

Log in to RollWorks, navigate to Audiences > Contact Lists > Enhanced Lists > Create Contact List.

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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.

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Step 3: Select your data sources and create your Contact List logic

  • From the drop-down select the Salesforce objects you would like as the filters for your contact list. At least one Salesforce filter is required.
  • Optionally, add additional filters offered by RollWorks such as Bombora Company Surge Intent and Journey Stages.

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You can use one data source alone or build your own custom logic combining multiple sources:

Data Source

RollWorks UI

Salesforce data

  • Salesforce Account filters
  • Salesforce Contact filters
  • Salesforce Lead filters
  • Salesforce Opportunity filters

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®

  • Intent Level
  • Intent Signal Recency
  • Intent Topics

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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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.

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Step 4: Save and wait for the sync to complete

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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.

 

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.

Sync Status

Description

Green Syncing

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CRM / MAP data is successfully being imported into RollWorks. Enhanced Contact List used in Campaigns is working as expected.

Yellow Syncing

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CRM / MAP data is successfully being imported into RollWorks but there is something wrong with the Enhanced Contact List:

  • The advertising Segment and Enhanced Contact List are out of sync (Ad Segment did not update). This happens when the Enhanced Contact List is targeted in a Campaign AND Ad Segment is in “Not Qualified for Advertising” status because there are fewer than 100 emails in the list.
  • The Enhanced Contact List is partially computing due to a deleted field or value in the data source(s) used to build the Enhanced Contact List.

Red Stopped Syncing

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The Enhanced Contact List stopped syncing due to a breaking error:

  • An error with the Integration that is used to build the Enhanced Contact List.
  • A deleted field or value in the data source(s) used to build the Enhanced Contact List causes the List to fail to compute.

Grey Syncing

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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.

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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.

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  • 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.

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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.

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