Enhanced Contact Lists: data filters available

You can create Enhanced Contact Lists in RollWorks to save a list of contacts that already exist in your CRM (HubSpot or Salesforce), and apply additional filters offered by RollWorks like Intent, Web and Ad Engagement, Marketo Activities, etc.

To refine your Enhanced Contact Lists RollWorks offers you a broad variety of filters so that you can find contacts that match your unique criteria.

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Click on the list below to jump to the specific type of filter to learn more.

To learn how to create your own Enhanced Contact Lists follow the step-by-step instructions in the following help center articles:

 

Contact Website & Advertising Activity filters

Filters available RollWorks UI

Contact Website Activity

  • Contact Page Views
  • Contact Page Views for a specific URL
  • Contact Conversions

These website engagement activities are tracked by RollWorks through the Pixel at the contact level.

Contact Website Activity.png

Contact Advertising Activity

  • Contact Ad Clicks
  • Contact Ad Impressions

These advertising engagement activities are tracked by RollWorks through the Pixel at the contact level.

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Account Website & Advertising Activity filters

Filters available RollWorks UI

Account Website Activity

  • Account Page Views
  • Account Page Views for a specific URL
  • Account Unique Visitors
  • Account Unique Visitors for a specific URL
  • Account Conversions

These website engagement activities are tracked by RollWorks through the Pixel at the account level.

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Account Advertising Activity

  • Account Ad Clicks
  • Account Ad Impressions

These advertising engagement activities are tracked by RollWorks through the Pixel at the account level.

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Salesforce Contact, Contact Activity & Lead filters

Filters available RollWorks UI

Salesforce Contact, Contact Activities & Lead

  • Salesforce Contact filters
  • Salesforce Contact Activity filters
  • Salesforce 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.

Your existing Salesforce fields within these five objects will be available and searchable.

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Salesforce Account, Account Activities & Opportunity filters

Filters available RollWorks UI
Salesforce Account, Account Activities & Opportunity 
  • Salesforce Account filters
  • Salesforce Account Activity filters
  • Salesforce 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.

Your existing Salesforce fields within these five objects will be available and searchable.

 

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HubSpot Contact & Contact Engagement filters

Filters available RollWorks UI

HubSpot Contact & Contact Engagement

  • Hubspot Contact filters
  • Hubspot Contact Engagement

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.

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HubSpot Company, Company Engagement & Deal filters

Filters available RollWorks UI

HubSpot Company, Company Engagement & Deal

  • Hubspot Company filters
  • Hubspot Company Engagement
  • HubSpot 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.

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Marketo Contact Activity & Account Activity filters

Filters available RollWorks UI

Marketo 

Filter your contact list by Marketo Account and Contact Level Activity. For example, Form Filled, Interesting Moment Occured, etc.

Marketo_2.png

 

Intent Data filters: Bombora Topics and RollWorks Keywords

Filters available RollWorks UI
Keyword Intent
  • Intent Level
  • Intent Signal Recency
  • Keywords

Filter your contact list using RollWorks Keyword Intent to view only contacts for which their account is showing interest in the keywords you are monitoring. To use this data source you will need to select your keywords. Learn how to in our RollWorks Keyword Intent guide.

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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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RollWorks Journey Stages filters

Filters available RollWorks UI

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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RollWorks Firmographic Company Attributes

Filters available RollWorks UI

RollWorks Company Attributes

Filter your contact list using account-level firmographic attributes sourced by RollWorks:

  • Domain
  • Company Revenue
  • Company Size
  • Country (Account HQ location)
  • Company Industry
  • Technologies

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