Account-Based Engagement and Advertising Report

UTC Time zone is used for all reports

The RollWorks platform and all report date stamps operate in UTC (Universal Time Coordinated)

Account-Based Engagement and Advertising Report lists all the accounts that were engaged with your website through your campaigns. It also includes advertising metrics such as spend, impressions, and clicks from the engaged accounts. This report is not customizable, so the metrics you can see in the report are the only ones available.

 

Who can access

Access to create Account-Based Engagement and Advertising Report is available with all RollWorks packages.

Your Package Account-Based Engagement and Advertising Report
Account Based Advertising Included
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 package, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.

 

How to download an Account-Based Engagement and Advertising Report

  • Log in to RollWorks, go to Advertising > Reports, and click the tab Scheduled Reports.
  • Click on the Account-Based Engagement and Advertising Report.

  • Select the date range.

  • Select which type of RollWorks Advertising Impact Data you wish to include.

  • Click Export.

 

Schedule reports to be emailed to your team

Add users to your RollWorks account to send them reports

You can send scheduled reports to the email addresses of users that have been set up with access to your RollWorks account. To add additional users to your RollWorks accounts go to this help center article.

  • Log in to RollWorks, go to Advertising Reports, and click the tab Scheduled Reports.
  • Hover over the Account-Based Engagement and Advertising name and click Schedule.

  • Select the Frequency:
    • Daily: Previous day's data is delivered each day.
    • Weekly: Previous week's data is delivered each week on whichever weekday you choose.
    • Monthly: Previous month's data is delivered on the first day of each month.
  • Select the email recipients under Email to:
    • Select your email address to send the report to you only.
    • Select an additional email address if you want to send the report to additional recipients.
    • Select All to send the report to all the users set up in your RollWorks account.
  • Click Schedule.

 

Account-Based Engagement and Advertising Report Metrics

Metric Definition
Domain URL of the account.
Account Name Name of the account.

Page Views

Number of page views the account generated.
Unique Visitors Number of unique visitors from the account.
Spend Amount spend on advertising to the account.
Impressions Number of impressions from the account.
Clicks Number of clicks from the account.
CTR Click-through rate: The percentage of impressions that resulted in a click.
CPC

Cost per click: Your average spend for one click.

Engaged Visitors Numbe of engaged visitors from the account.
Total Revenue Total revenue generated by the account.
Ad influenced Revenue Part of the total revenue that came from ad influenced account engagement.
Closed Won Opportunities Revenue Part of the total revenue that came from Closed Won Opportunities.
Ad influenced Closed Won Opportunities Revenue Part of the total revenue that came from ad influenced Closed Won Opportunities.
Open Opportunities Revenue Part of the total revenue that came from Open Opportunities.
Ad influenced Open Opportunities Revenue Part of the total revenue that came from ad influenced Open Opportunities.
Closed Lost Opportunities Revenue Part of the total revenue that came from Closed Lost Opportunities.
Ad influenced Closed Lost Opportunities Rrevenue Part of the total revenue that came from ad influenced Closed Lost Opportunities.
Total Opportunities Total number of opportunities.
Ad influenced Opportunities Number of ad influenced opportunities.
Closed Won Opportunities Number of opportunities that entered Closed Won.
Ad influenced Closed Won Opportunities  Part of the total revenue that came from ad influenced Closed Won Opportunities.
Open Opportunities  Number of opportunities that entered Open Opportunities.
Ad influenced Open Opportunities Number of ad influenced opportunities that entered Open Opportunities.
Closed Lost Opportunities  Number of opportunities that entered Closed Lost.
Ad influenced Closed Lost Opportunities  Closed Lost opportunites that were Ad influenced.
Journey Stage Journey Stage in which the account is.

 

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