You can create a list of contacts matching your own customized criteria using the RollWorks feature called Enhanced Contact Lists. This feature will return a list of contacts that already exist in your CRM (HubSpot or Salesforce) and that match the filter logic you define.
To define your list RollWorks offers you a broad variety of filters such as Advertising Activity, Website Activity, Bombora Company Surge, Keyword Intent, Marketo Activities, etc. The specific data filters available to you depend on your RollWorks package. Read on to learn more about each data filter.
Click on the list below to jump to the specific type of filter to learn more.
- Contact Website Activity Filters
- Contact Advertising Activity Filters
- Account Website Activity Filters
- Account Advertising Filters
- Salesforce Contact, Contact Activity & Lead filters
- Salesforce Account, Account Activities & Opportunity filters
- HubSpot Contact & Contact Engagement filters
- HubSpot Company, Company Engagement & Deal filters
- Marketo Contact Activity & Account Activity filters
- Intent Data filters: Bombora Topics and RollWorks Keywords, and G2 Buyer Intent
- RollWorks Journey Stage filters
- RollWorks Firmographic Company Attributes
Learn how create Enhanced Contact Lists following these step-by-step guides:
- CRM-based Enhanced Contact Lists (Salesforce and HubSpot)
- Create a list of Hot Contacts that are engaging with your website and ads
Who can access
The type of data filters available to create an Enhanced Contact List may vary depending on your RollWorks package.
| Your Package | Enhanced Contact Lists |
|---|---|
| Account Based Advertising |
Included except: Bombora Company Surge Intent, RollWorks Keyword Intent, and Website Activity not driven from RollWorks |
| Account Based Marketing + Advertising | Included |
| Account Based Marketing | Included |
| Starter (Legacy) | Included |
| Standard (Legacy) | Included |
| Professional (Legacy) | Included |
| Ultimate (Legacy) | Included |
| Free Tier | Not Included |
To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.
Contact Website Activity filters
Contact Website engagement activities are tracked by RollWorks through the Pixel at the individual Contact level.
| Filters | Who can access | RollWorks UI |
|---|---|---|
|
All Website Traffic
|
All paid packages, except Account Based Advertising |
|
|
RollWorks Ad Driven Traffic*
* Definition: by an account, whereby there was also at least 1 impression in the 30 days prior to the page view, to any cookie within the same account. Example: So let's assume this rule: Ad Driven Page Views >= 7 in the last 90 days What we're finding is: Any account had 7+ page views on the website in the last 90 days, whereby the page views happened within 30 days after receiving an impression. |
All paid packages |
|
Contact Advertising Activity filters
Contact Advertising activities are tracked by RollWorks through the Pixel at the individual Contact level.
| Filters | RollWorks UI |
|---|---|
|
|
Account Website Activity filters
Account Website engagement activities are tracked by RollWorks through the Pixel and aggregated at the Account level.
| Filters | Who can access | RollWorks UI |
|---|---|---|
|
All Website Traffic
|
All paid packages, except Account Based Advertising |
|
|
RollWorks Ad Driven Traffic*
* Definition: by an account, whereby there was also at least 1 impression in the 30 days prior to the page view, to any cookie within the same account. Example: So let's assume this rule: Ad Driven Page Views >= 7 in the last 90 days What we're finding is: Any account had 7+ page views on the website in the last 90 days, whereby the page views happened within 30 days after receiving an impression. |
All paid packages |
|
Account Advertising Activity filters
Account Advertising activities are tracked by RollWorks through the Pixel and aggregated at the Account level.
| Filters | RollWorks UI |
|---|---|
|
|
Salesforce Contact, Contact Activity & Lead filters
Use this data source to add Contacts that already exist in your Salesforce instance based on your own Contact fields, Contact Activities, and Lead objects.
All your existing Salesforce fields within these objects will be available and searchable as long as the original integration user has permissions to access the fields.
| Filters | RollWorks UI |
|---|---|
|
|
Salesforce Account, Account Activities & Opportunity filters
Use this data source to add Contacts that already exist in your Salesforce instance based on your own Account fields, Account Activities, and Opportunity objects.
All your existing Salesforce fields within these five objects will be available and searchable as long as the original integration user has permissions to access the fields.
| Filters | RollWorks UI |
|---|---|
|
|
HubSpot Contact & Contact Engagement filters
Use this data source to add Contacts that already exist in your HubSpot instance based on your own Contact properties and engagement activities
Your existing HubSpot properties within these three objects will be available and searchable.
| Filters | RollWorks UI |
|---|---|
|
HubSpot Company, Company Engagement & Deal filters
Use this data source to add Contacts that already exist in your HubSpot instance based on your own Company, and Deals properties.
Your existing HubSpot properties within these three objects will be available and searchable.
| Filters | RollWorks UI |
|---|---|
|
Marketo Contact Activity & Account Activity filters
| Filters | RollWorks UI |
|---|---|
For example, Form Filled, Interesting Moment Occurred, etc. |
|
Intent Data filters: Bombora Topics and RollWorks Keywords and G2
Filter your contact list using intent signals to view only contacts for which their account is showing interest in your product category, your company or your competitors.
To use intent as a data source you will need to:
- Choose your RollWorks RollWorks Intent Keywords
- Choose your Bombora Bombora Company Surge® Topics
| Filters | Who can access | RollWorks UI |
|---|---|---|
Keyword Intent
|
All paid packages, except Account Based Advertising |
|
|
Bombora Company Surge®
|
All paid packages, except Account Based Advertising |
|
|
G2 Buyer Intent
|
All paid packages. Requires a direct contract with G2. Access to some G2 filters depends on your G2 contract. |
RollWorks Journey Stages filters
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.
| Filters | RollWorks UI |
|---|---|
|
|
RollWorks Firmographic Company Attributes
| Filters | Who can access | RollWorks UI |
|---|---|---|
|
RollWorks Company Attributes Filter your contact list using account-level firmographic attributes sourced by RollWorks:
|
All paid packages, except Account Based Advertising |
|