The Contact List Builder allows you to create Enhanced Contact Lists by pulling your first-party data from Salesforce, HubSpot, and Marketo, and combining it with third party data offered by AdRoll, such as AdRoll Keyword Intent, Bombora Company Surge Intent, Journey Stages, AdRoll Company Attributes, etc. New contacts will refresh every 12 hours.
First-party data sources
When creating an Enhanced Contact List, AdRoll ABM will query the following 1st-party data sources:
- Your Salesforce instance to pull Contact and Lead records
- Your HubSpot instance to pull Contact records
- Your Marketo instance to pull Lead records
If you have Salesforce, HubSpot, and Marketo, integrated simultaneously with the AdRoll ABM platform, the list will pull contacts and leads from all these systems, unless you add specific filters to narrow down your criteria to pull from one specific CRM/MAP.
If you have Salesforce integrated, the contact list will pull both Leads and Contact records unless you add specific filters to narrow down your criteria to one type of record only.
If you wish to simply import your contact lists as is from your MAP please visit the following articles:
- Import Oracle Eloqua-based contact lists
- Import Pardot-based contact lists
- Import Marketo-based contact lists
Use Cases
Watch a 5-minute demo of the Enhanced Contact List experience to learn how to create contact lists with AdRoll ABM without having to bounce back and forth between AdRoll ABM and Salesforce to accomplish the following use cases:
Warm up your existing leads and contacts that work for companies that are in the Unaware or Aware Journey Stages and that are also showing Bombora Company Surge Intent with helpful top-of-funnel or middle-of-funnel content showing how your product solves their specific pain points. Sending engaging content helps qualify contacts for sales to begin outbound to them.
Identify contacts that work for companies that are in the Engaged or Sales Ready Stage or already have an open Opportunity, and create marketing campaigns to engage the buying committee through multiple channels (Web, Facebook, Instagram, Email) so they are more likely to respond to Sales or progress through the deal/opportunity stages.
Use Journey Stages and Bombora Company Surge Intent to understand the behavior your prospects are showing, and personalize your messaging across Web, Email, Facebook, Instagram, and Sales engagement for greater response and engagement rates.
Create Enhanced Contact Lists
Before you start
- Ensure that either Salesforce or HubSpot are connected to AdRoll ABM.
- Optionally, ensure Marketo is connected to AdRoll ABM.
- The data filters available to create Enhanced Contact Lists vary depending on your package.
- Creating Enhanced Contact Lists will allow you:
- Target them with Display ads in Contact Targeting Campaign.
- Target them with Social ads in a Facebook/Instagram Campaigns.
- Launch a Workflow to hand off sales-ready leads and contacts to your sales team.
- Engage these contacts in other channels such as Marketing and Sales Email Automation through Workflows.
- Export to CSV file to process manually.
Step 1: Navigate to the Contact List Builder
Log in to AdRoll ABM, navigate to Audiences > Contact Lists, click on the Enhanced Lists tab and click Create Contact List.
Step 2: Name your Contact List
Type a name to label this new contact list. Use a naming convention that will help you identify this contact list later when you have multiple to select from.
Step 3: Select your filters and create your Contact List logic
Contacts/Leads must pre-exist in Salesforce, HubSpot, or Marketo
Regardless of what filters you choose in this step, the resulting contact list will only pull contacts and lead records that already exist in your Salesforce, HubSpot, or Marketo instances. Click here to view all the filters available to use when building your Enhanced Contact List.
In the example below we are creating an Enhanced Contact List by finding all our existing HubSpot contacts for Accounts designated as strategic in our CRM and the accounts that have surged with High intent in ABM within the last 90 days.
This list will pull both contacts and leads from Salesforce and contacts from HubSpot.
This list will only pull Salesforce leads and will not pull Salesforce Contacts.
Pull Hot Marketo Leads that have visited your website or clicked on your ads in the last 30 days.
Step 4: Save and wait for the sync to complete
After completing the steps above you have successfully created a CRM-based Contacts List combining your own CRM data and data offered by us. Now you can engage or suppress this audience in your Ad Campaigns.
Using Keyword Intent Filters
You can use AdRoll Keyword intent filters to build your Enhanced Contact List. AdRoll Keyword intent is an Account-based signal, so when you add this filter we will return any contacts under an Account surging with intent.
This is a simple approach to creating a list, however, it is important to know that we will only return CRM records that already exist in your CRM.
Using Bombora Company Surge Intent Filters
You can use Bombora Company Surge intent filters to build your Enhanced Contact List. Bombora Company Surge intent is an Account-based signal, so when you add this filter we will return any contacts under an Account surging with intent. This is a simple approach to creating a list, however, it is important to know that we will only return CRM records that already exist in your CRM.
Take action on a Contact List
Follow the steps below to Export or create a Workflow for your Enhanced Contact List.
Export as CSV
- Log in to AdRoll ABM and navigate to Audiences > Contact Lists > Enhanced Contact Lists
- Click on the list name you wish to export
- The feature is set to export all contacts from the list by default, but in case you only want to export some of them, you are able to select which ones specifically you want to export to CSV
- Click Take Action >> Export
Create Workflow
- Log in to AdRoll ABM and navigate to Audiences > Contact Lists > Enhanced Contact Lists
- Click on the list you wish to create a Workflow
- Click Take Action > Create Workflow
- You will be navigated to the Workflows section, where you can take the desired action on these contacts.
Daily sync
The data sync between your CRM and the AdRoll ABM platform is scheduled daily at the following time:
- Salesforce data sync is scheduled daily at 12:00 pm (UTC)
- HubSpot data sync is scheduled at 9:00 am (UTC)
During this data sync, we will ingest field values on your CRM records. If the values in your CRM records have changed since the last sync we will dynamically update your Enhanced Contact lists based on these changes.
Any manual or dynamic changes to your contact lists will be reflected in your advertising campaigns within 12 hours. The underlying audiences in your advertising campaigns update twice a day at 12:00 am and 12:00 pm (UTC).
Confirm the Status of your List
To confirm if an Enhanced Contact List is ready to be used in advertising campaigns, log in to AdRoll ABM, navigate to Audiences > Contact Lists > Enhanced Lists, and search for the name of your contact list.
|
Sync Status |
Description |
|---|---|
|
Green Syncing |
CRM/MAP data is successfully being imported into the AdRoll ABM platform. Enhanced Contact List used in Campaigns is working as expected. |
|
Yellow Syncing |
CRM / MAP data is successfully being imported into the AdRoll ABM platform, but there is something wrong with the Enhanced Contact List:
|
|
Red Stopped Syncing |
The Enhanced Contact List stopped syncing due to a breaking error:
|
|
Grey Syncing |
There was previously an integration error (see above). We are now recognizing that the integration has been re-enabled, however, the List and Data Ingestion have not actually run the 12hr batch update. |
Troubleshooting
For Salesforce
- Log in to AdRoll ABM and navigate to Integrations.
- Confirm the Salesforce card says Connected.
If the Salesforce Integration is not Connected, click Connect to complete the integration setup. Learn more here.
If the Salesforce Integration is already Connected, confirm that you allow us to sync standard fields from Salesforce:
- Log in to Salesforce using a user with the RollWorks Admin permission set.
- Go to the Salesforce App Launcher and select RollWorks ABM App.
- Scroll down to Salesforce Data Sync Settings, and select Yes, opt-in to data sharing to enable the AdRoll ABM platform to ingest Account, Opportunity, Contact, Lead, and Activity data.
- Click Save.
For HubSpot
- Log in to AdRoll ABM and navigate to Integrations.
- Confirm the HubSpot card says Connected.
If the HubSpot Integration is not Connected, click Connect to complete the integration setup. Learn about it here.
If the HubSpot Integration is already Connected, confirm that you allow the AdRoll ABM platform to sync standard fields from HubSpot:
- Log in to AdRoll ABM and navigate to Integrations.
- Mark the checkbox Gain Access to powerful... under HubSpot Data Sync Settings.
- Click Save.