Self-Onboarding Guide for RollWorks Free Tier customers

This guide is only for customers without a RollWorks contract

This article is only for customers on the RollWorks Free version who do not have an active contract RollWorks.


What is included in the RollWorks Free Tier

Watch this 4-minute video for an overview of the RollWorks Free Tier platform


The RollWorks free tier of our platform is designed to empower B2B businesses like yours to reach their advertising goals with no monthly subscription fee! With this free version of RollWorks, you can effortlessly launch programmatic display, image, native, HTML5, and video ads, tap into the power of retargeting, and re-engage your site visitors, all while maximizing your campaign performance. 

With RollWorks Free Tier you can:

Continue reading to learn how to configure the RollWorks platform on your own. Follow the steps below to complete the initial technical setup and launch your first campaign.


 Legal Note

This is not legal advice, but rather guidelines based on the current regulatory activity in the European Union (EU), the United Kingdom (UK), Brazil (BR), and NextRoll’s services. The guidelines may change over time to reflect updated best practices. You should consult with your own counsel, privacy professionals, and/or internal resources to determine a comprehensive and appropriate cookie consent solution for your business and your marketing activities.

You must gather consent from EU, UK, and BR visitors with a Cookie Consent Banner if:

  • Your business is located in the EU, UK, or BR.
  • Your business is located outside of the EU, UK, or BR and at least one of the following applies to you: 
    • 10% or more of your website traffic is from EU, UK, or BR visitors.
    • You target EU, UK, or BR visitors in your campaigns.
    • You accept any EU, UK, or BR currency on your website.
    • You translate your website into languages spoken in the EU, UK, or BR.

We offer you 3 different cookie consent banner options. Using NextRoll's cookie consent banner is the easiest and fastest way to deploy RollWorks. You can come back and change your selection later.


Your tasks Features unlocked Instructions

☑️ Choose a Cookie Consent banner option in RollWorks.

You can proceed to install the Pixel to track your website traffic after selecting your banner choice.

Read this guide, consult with your legal counsel, and make a cookie banner selection in RollWorks.


2. Track your website traffic with the Pixel

Installing the Pixel allows RollWorks to understand your website traffic and visitor behavior so that you can track high-value website audiences and conversion audiences in RollWorks, look at website analytics, and use these website activity insights on your target accounts.

  GTM Installation Recommended

Based on best practices and customer feedback we recommend installing the Pixel through GTM.

Your tasks Features unlocked Instructions

☑️ Install the Pixel on your website through Google Tag Manager (GTM)

☑️ Confirm the pixel loads on all your website pages.

RollWorks can start tracking your website traffic page views and how your visitors engage with your website.

You can start tracking conversion audiences.

You can push traffic to Google Analytics.

Send this guide to your website administrator to activate the Pixel via Google Tag Manager (GTM).

Use Pixel Assistant to confirm the Pixel is installed correctly and firing on all pages.


3. Track your Conversion Audiences

Track visitors that come to the website that view high-value pages and complete a form fill. This helps provide data and insight on how effective your advertising and account-based programs are performing against your business goals and provides insight into customer activity on your website.

Your task Features unlocked Instructions

☑️ Fill out the conversion tracking sheet with your form fills so our technical team can assess the type of forms on your website to determine the implementation needed.

☑️ Depending on the type of forms used, implement an event pixel on your website to track form-fill submissions. Our Solutions Engineer will provide implementation instructions

Understand your website traffic broken down into different segments.

Measure the effectiveness of your campaigns by tracking form-fill conversions.

Exclude converted visitors from specific campaigns.

Read this guide to learn how to create Conversion Audiences and high-value page Website Audiences.

Go to this page to view the different ways you can track a conversion audience. The most common you will use are URL Audiences and Event Audiences.




4. Import your Contact Lists from HubSpot, Marketo, or a CSV file

Bringing your own contacts to RollWorks as Contact Lists can help you engage these key buyers regardless if they have not visited your website, clicked on your ads, or engaged with your sales reps. 

To import contacts you will need to connect your Marketing Automation Platform (MAP) to RollWorks first

Your tasks Features unlocked Instructions

☑️ Complete the integration of Marketo AND/OR HubSpot

• Bring over your MAP contacts to RollWorks.

Follow the steps below based on your MAP:

    • Marketo Integration.

    HubSpot Integration

After you connect your MAP to RollWorks you will be able to import Contact Lists from HubSpot and/or Marketo to your RollWorks free account.

Your tasks Features unlocked Instructions

☑️ Think about which contacts you want to bring over to RollWorks and what the source of these contacts is.

☑️ Bring over your contacts to RollWorks using these methods: Imported Contact Lists, or Static CSV files.

• Launch a Contact Targeting Campaign.

• Exclude these Contacts from specific web retargeting campaigns.



• Follow the guides below to bring over your contacts based on their source:

    • Import HubSpot contacts

    • Import Marketo contacts

    • Import a CSV file with contacts

Watch this 3-minute video to learn how to import your contact lists using a CSV file.


5. Configure General Exclusions

We strongly recommend that you tell us who are your existing competitors, customers, and coworkers so that you can decide when to exclude them from your advertising campaigns.

Your task Feature unlocked Instructions

☑️ Add your competitor, customers, and coworkers lists as exclusions.

Exclude them from your advertising campaigns to prevent wasting precious budget on them. Follow the steps in this guide to learn how to set the exclusions.


6. Privacy and security checklist

As you prepare to launch your first advertising campaign with RollWorks, you want to make sure that all privacy and data security compliance is in order. It is essential that you are following the website and Privacy Notice requirements, GDPR requirements & CPRA for California.

Your tasks Features unlocked Instructions

☑️ Your website meets our advertising guidelines.

☑️ Your website has a Privacy Notice.

Your website can be used as a landing page for your ads. Below we have guides and key information you can use to ensure you are compliant and to to ensure your website meets the requirements and avoids being rejected during our review process.


7. Setup your payment method

To launch campaigns you need to set up your payment method. You will be charged on a weekly basis for the amount of your weekly spend. We offer two payment methods you can use.

Read the following guides to learn about the payment methods we offer.


8. Add & Manage user permissions

You can add multiple users to your account and grant them admin or general user access.

Read this guide to learn how to manage the users of your account.


10. Create and upload your ad creatives.

Read this guide to learn more about all the ad types we offer, and which ad sizes and ad types you should upload at a minimum.

Watch the 5-minute video below to learn how to upload your ads to the RollWorks Ad Library or read the step-by-step instructions in this article.


9. Launch your first advertising campaign

There are four types of campaigns that are available on your plan.

Without a RollWorks package, you will not have access to Account Targeting Playbooks, Intent Playbooks, Web Retargeting Playbooks, LinkedIn Campaigns, or any account-based advertising features.


11. Measure campaign performance

  • Campaign Summary Page for an overview of how your campaigns perform overtime sorting by campaign type, channel, and status.
  • Scheduled Reports to export campaign metrics on-demand or scheduled to be emailed to different users on a regular basis:
    • Ad Placements By Campaign: where are people are seeing your ads?
    • Ads Performance: How does performance vary among your ads?
    • Campaigns Performance: How does performance vary among your campaigns?
    • Granular Conversions: what drove your conversions?
  • Add UTM tags to your RollWorks ads to see these parameters in Google Analytics.

Upgrade to a RollWorks package to access ABM data insights:

Without a RollWorks package, you will not have access to advanced ABM data insights such as Intent data, Journey Stages, Sales Insights, and Revenue Impact reporting.

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