In this guide, we will walk you through the initial technical setup and foundational platform items you must complete before you can launch your first ABA program.
1. Select a Cookie Consent Banner
Legal Note
This is not legal advice, but rather guidelines based on the current regulatory activity in the European Union (EU), the United Kingdom (UK), Brazil (BR), Canada (CAD) and NextRoll’s services. The guidelines may change over time to reflect updated best practices. You should consult with your own counsel, privacy professionals, and/or internal resources to determine a comprehensive and appropriate cookie consent solution for your business and your marketing activities.
You must gather consent from EU, UK, BR, or CAD visitors with a Cookie Consent Banner if:
- Your business is located in the EU, UK, BR, or CAD
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Your business is located outside of the EU, UK, BR, or CAD and at least one of the following applies to you:
- 10% or more of your website traffic is from EU, UK, BR, or CAD visitors.
- You target EU, UK, BR, or CAD visitors in your campaigns.
- You accept any EU, UK, BR, or CAD currency on your website.
- You translate your website into languages spoken in the EU, UK, BR, or CAD.
We offer you 3 different cookie consent banner options. Using NextRoll's cookie consent banner is the easiest and fastest way to deploy RollWorks. You can always come back and change your selection later.
| Your tasks | Features unlocked | Instructions |
|---|---|---|
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☑️ Choose a Cookie Consent banner option in RollWorks. |
• You can configure your banner (if applicable) to abide by opt-in requirements and then proceed to install the Pixel to track your website traffic accordingly. |
• Read this guide, consult with your legal counsel, and make a cookie banner selection in RollWorks. |
2. Track your website traffic with the NextRoll Base Pixel
Installing the Pixel allows RollWorks to understand your website traffic and visitor behavior so that you can track high-value website audiences and conversion audiences in RollWorks, look at website analytics, and use these website activity insights on your target accounts.
GTM Installation Recommended
Based on best practices and customer feedback we recommend installing the Pixel through GTM.
| Your tasks | Features unlocked | Instructions |
|---|---|---|
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☑️ Install the Pixel on your website through Google Tag Manager (GTM) ☑️ Confirm the Pixel loads on all your website pages. |
• RollWorks can start tracking your website page views and how site visitors engage with your website. • You can start tracking conversion audiences. |
• Send this guide to your website administrator to activate the Pixel via Google Tag Manager (GTM). • Use Pixel Assistant to confirm the Pixel is installed correctly and firing on all pages. |
3. Integrate your CRM with RollWorks
Connecting your CRM to RollWorks allows you to use your own data to power your ABA strategy and to send RollWorks data back to your source of truth so that is available to your team through reports.
| Your tasks | Features unlocked | Instructions |
|---|---|---|
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☑️ Complete the Salesforce integration. OR ☑️ Complete the HubSpot integration. |
• Create Account Lists and Contact Lists using your CRM data. • Send RollWorks data to your CRM. • Customize Journey Stages to measure the progression of your deals. |
Send the guides below to your CRM administrator to complete the initial CRM integration: |
4. Track your lead forms as Conversion Audiences
Now that you have installed the Pixel, RollWorks will track all your website visitors. In this next step, you will define all your website's conversion audiences (lead-gen pages on your site). Tracking all your conversion audiences is required to understand how effective your advertising and account-based programs are performing against your business goals.
| Your task | Features unlocked | Instructions |
|---|---|---|
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☑️ Fill out the conversion tracking sheet (provided by your Onboarding Success Manager) with all URLs on your site that have a form fill so our technical team can assess the type of forms on your website to determine the implementation needed. ☑️ Depending on how your lead form-fill pages are structured, you may need to implement individual event-based pixels on your website to track your form-fill submissions. Our Solutions Engineers will provide implementation instructions. |
• Understand your website traffic broken down into different segments for your high-value pages and conversion pages. • Measure the effectiveness of your campaigns by tracking conversions (visitors that submit a form-fill). • Exclude conversions (visitors that submitted a form-fill) from specific campaigns. |
• Fill out the conversion tracking sheet with your conversion pages sent by your Onboarding Success Manager. • Read this guide to learn what Conversion Audiences are (form fill submissions) and how to track them in the RollWorks platform. • Go to this page to view the different ways you can track a conversion audience. The most common you will use are URL Audiences and Event Audiences - our Solutions Engineering team will guide you here. |
5. Integrate your MAP to RollWorks
Connecting your Marketing Automation Platform (MAP) to RollWorks allows you to use your own data to power your strategy and to have a centralized view of all marketing activities in your RollWorks account. Please note, our MAP integrations are not bi-directional so you will not see RollWorks data pushing back to your MAP.
| Your tasks | Features unlocked | Instructions |
|---|---|---|
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☑️ Complete the integration of Marketo OR ☑️ Complete the integration of Eloqua OR ☑️ Complete the integration of Pardot |
• View MAP activities directly in RollWorks Journey Events for a centralized view of all marketing activities at an account level. • Bring over your MAP contacts to RollWorks.
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Follow the steps below based on your MAP: Go to this page to view a full list of MarTech software solutions RollWorks can integrate with to power your ABA program: RollWorks' Partner Integrations |
If you use HubSpot as your MAP and CRM
If you use HubSpot as your MAP & CRM no additional action is required if you have already completed Step 3 in this article.
6. Privacy and Security checklist
As you prepare to launch your first advertising program with RollWorks, you want to make sure that all privacy and data security compliance is in order. It is essential that you are following the website and Privacy Notice requirements, GDPR requirements & CPRA for California.
| Your tasks | Features unlocked | Instructions |
|---|---|---|
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☑️ Confirm your website meets our advertising guidelines. ☑️ Confirm your website has a Privacy Notice. |
• Your website can be used as a landing page for your ads. • Your campaigns can launch without delays caused by not meeting our Policy guidelines. |
Read the guides below to ensure you are compliant: • California Privacy Rights Act (CPRA) • General Data Protection Regulation (GDPR) & ePrivacy Directive |
7. Connect LinkedIn
Integrating LinkedIn allows you two ways to advertise to your LinkedIn audiences by leveraging RollWorks data.
| Your tasks | Features unlocked | Instructions |
|---|---|---|
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☑️ Complete the initial LinkedIn integration set up |
• Push audiences from RollWorks to your LinkedIn account to use them to run campaigns directly in LinkedIn Campaign Manager. • Run Sponsored Content directly in your RollWorks account. |
• Follow this guide to integrate your RollWorks account to LinkedIn |
8. Configure your General Exclusions
Setting up General Exclusions is strongly recommended and is a campaign set-up best practice. With our General Exclusion feature, you can decide when to exclude certain audiences from specific Account Lists and advertising Playbooks/Campaigns.
You will be able to exclude current customers, competitors and your own colleagues from seeing your ads.
RollWorks ingests company domains as the source data for your General Exclusions. Additionally, you can add IP addresses to exclude your colleagues.
Please note - you will be able to choose to include your current customers when building out playbooks & campaigns if that's part of your strategy.
| Your tasks | Features unlocked | Instructions |
|---|---|---|
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☑️ Sync from Salesforce or manually upload a list of your current customers ☑️ Sync from Salesforce or manually upload a list of your competitors ☑️ Upload your own domain (and domains for any partners or agencies you work with) to exclude your colleagues |
• Exclude your current customers, competitors & colleagues from seeing your ads |
• Read this guide to learn more about General Exclusions, how to set them up, and the different data sources available to sync or upload your lists. |
9. Connect Facebook/Instagram
Integrating Facebook / Instagram allows you to run Facebook / Instagram campaigns directly through the RollWorks platform.
| Your tasks | Features unlocked | Instructions |
|---|---|---|
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☑️ Complete the initial Facebook / Instagram integration set up |
• Retarget website visitors by serving ads on Facebook and Instagram directly from your RollWorks account |
• Follow this guide to integrate your Facebook business page |
Next Steps
Continue with your next onboarding step: Prepare for your ABA Strategy.