How to exclude specific URLs from Account Spikes

Sales Insights is a RollWorks feature that helps SDRs, Sales Reps and Sales Managers better prioritize accounts for outreach by using data science to uncover signals that an account is spiking with engagement with your properties. Accounts spiking with our data science model are x2 more likely to become opportunities.

RollWorks will start generating Account Spike data based on this Account Spike data science model after you assign the first Sales Insights seat based on these conditions.

By default, all website traffic will be included in the calculation of Account Spikes, this means that any URLs where the Pixel fires will be used to determine if an account should be included in your Spike email alerts, Salesforce widget Account Spikes, and CRM Spike reports.

 

Who can access

Access to Sales Insights and Account Spike Data depends on your RollWorks subscription package.

The number of seats for available to your sales reps depends on your specific contract. Contact your Account Manager to purchase additional Sales Insights seats.

Your Package Sales Insights Account Spike Data
Standard Advertising Not Included
Advanced Advertising Not Included - Sales Insights Add On available to purchase
Advanced Advertising with Sales Insights 5 user seats included - additional seats available to purchase
ABM 5 user seats included - additional seats available to purchase
ABM with Advanced Advertising 5 user seats included - additional seats available to purchase
Starter (Legacy) 5 user seats included - additional seats available to purchase
Standard (Legacy) 10 user seats included - additional seats available to purchase
Professional (Legacy) 15 user seats included - additional seats available to purchase
Ultimate (Legacy) 20 user seats included - additional seats available to purchase
Free Tier Not Included

 

Excluding specific URLs from Account Spikes

If you want to exclude specific URLs from your website from the Account Spike calculation you can do so by following these instructions:

  • Log in to RollWorks and navigate to Settings > Sales Insights > Seat Management, or click here to open this page in the platform.
  • Click URL and General Exclusions.

 

  • Enter the specific URLs that you want to exclude from the Account Spike calculation and click Save.

Screenshot_2023-04-10_at_4.36.18_PM.png

  • If you have multiple URLs under the same URL path or domain, you can use the wildcard * and any URLs under that will be excluded.

Screenshot_2023-04-10_at_4.39.28_PM.png

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