Enhanced Contact Lists: data filters available

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.

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

 

Learn how create Enhanced Contact Lists following these step-by-step guides:

 

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
Standard Advertising

Included except: Bombora Company Surge Intent, RollWorks Keyword Intent, and Website Activity not driven from RollWorks 

Advanced Advertising Included
ABM Included
ABM with Advanced Advertising 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

  • Page Views
  • Page Views + URL
  • Conversions

 

All paid packages, except Standard Advertising. Market Insights Add-On available to upgrade.

Contact Website Activity.png

RollWorks Ad Driven Traffic*

  • Ad Driven Page Views
  • Ad Driven Page Views + URL
  • Ad Driven Conversions

* 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

Screenshot 2024-03-19 at 10.35.21 AM.png

 

Contact Advertising Activity filters

Contact Advertising activities are tracked by RollWorks through the Pixel at the individual Contact level.

Filters RollWorks UI
  • Contact Ad Clicks
  • Contact Ad Impressions

Contact Advertising activity.png

 

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

  • Page Views
  • Page Views + URL
  • Unique Visitors
  • Unique Visitors + URL
  • Conversions

All paid packages, except Standard Advertising. Market Insights Add-On available to upgrade.

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RollWorks Ad Driven Traffic*

  • Ad Driven Page Views
  • Ad Driven Page Views + URL
  • Ad Driven Conversions

* 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.

Screenshot 2024-03-19 at 11.08.20 AM.png

 

Account Advertising Activity filters

Account Advertising activities are tracked by RollWorks through the Pixel and aggregated at the Account level.

Filters RollWorks UI
  • Account Ad Clicks
  • Account Ad Impressions

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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 Contact filters
  • Salesforce Contact Activity filters
  • Salesforce Lead filters

Screenshot 2023-07-27 at 1.19.54 PM.png

 

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
  • Salesforce Account filters
  • Salesforce Account Activity filters
  • Salesforce Opportunity filters

Screenshot 2023-07-27 at 1.19.46 PM.png

 

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 Contact filters
  • HubSpot Contact Engagement
Screenshot 2023-07-27 at 1.30.34 PM.png

 

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
  • HubSpot Company filters
  • HubSpot Company Engagement
  • HubSpot Deal filters
Screenshot 2023-07-27 at 1.25.00 PM.png

 

Marketo Contact Activity & Account Activity filters

Filters RollWorks UI
  • Marketo Account Activity
  • Marketo Contact Activity

For example, Form Filled, Interesting Moment Occurred, etc.

Marketo_2.png

 

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:

Filters Who can access RollWorks UI
Keyword Intent
  • Intent Level
  • Intent Signal Recency
  • Keywords

All paid packages, except Standard Advertising. Market Insights Ad-On upgrade available.

Screenshot_2023-05-31_at_4.16.32_PM.png

Bombora Company Surge®

  • Intent Level
  • Intent Signal Recency
  • Intent Topics

All paid packages, except Standard Advertising. Market Insights Ad-On upgrade available.

bombora_sources.png

G2 Buyer Intent

  • Profile Views
  • Category Views
  • Alternatives Views
  • Comparison

All paid packages. Requires a direct contract with G2.

Access to some G2 filters depends on your G2 contract

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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 Journey Stage

 

Journey_souces.png

 

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:

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

All paid packages, except Standard Advertising. Market Insights Ad-On upgrade available.

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