How does RollWorks procure new contacts?
RollWorks collaborates with several trusted vetted third party data providers to source our B2B contacts, giving you access to over 98 million US contacts. Contact data is available for US contacts with home/office addresses in the US, while their company HQ can be based anywhere in the world.
How are new contacts prioritized for redemption?
Accounts that meet the trigger criteria are prioritized alphabetically. If we match contacts from these accounts, we redeem the contacts in a round robin fashion such that one contact is redeemed per account in the first pass and it continues until we hit the credit limit or max contacts per account limit. Contacts are prioritized based on internal confidence score and seniority.
How much does it cost?
Each contact is equivalent to one credit, for each contact redeemed you will utilize 1 credit. Your Contact Discovery Workflow will continue to consume credits from your quota as the Workflow operates and discovers new contacts. Contacts Discovered credits expire at the of your contract date.
You can purchase additional Contacts Discovered credits at any time during your contract term. Any additional Contact Discovered credits purchased during your contract term will expire at the end of your contract and do not rollover to the following contract. Contact your Account Manager for more information about pricing and purchases.
Will Contact Discovery Workflows create duplicate contacts?
We check that a contact/lead does not exist in your CRM before creating a new record. We will only qualify contacts/leads with a unique email address, first name, last name, and domain.
Can I preview contact details before launching my workflow?
For Hot Contacts not in CRM purchased via Workflows: for legal reasons contact preview details are grayed out.
- For not-Hot Contacts not in CRM acquired via Workflows (not engaging with ads or website) -> you can preview contact details, including Contact Name, Job Title, LinkedIn Profile and confirm if there is a phone number available.
Can I purchase contacts that have engagement activity?
Yes. When configuring your workflow apply the filter called Has visited website OR clicked on an ad under Contact Filters > Sales Signals > Contact Engagement. This will redeem contacts with at least 1 page view OR 1 ad click over the past 30 days.
Is contact engagement activity exported to Salesforce?
No, contact engagement activities (e.g., page views, ad clicks) won't be written for new records created by a Contact Discovery Workflow after redemption.
Salesforce records created by the Workflow will only include data from your contact/lead mapping settings. No engagement data is recorded at creation.
RollWorks won't retroactively add engagement data for new contacts through the daily Salesforce data export. Future engagement data may be exported to your CRM contact only when new activity is detected.
Is contact engagement activity exported to HubSpot?
No, HubSpot records created by the Workflow will only include data from your contact mapping settings. No engagement data is recorded at creation.
RollWorks does not export any contact data to HubSpot through the daily HubSpot data export.
Can I enrich my existing contacts by purchasing partial contact information?
Enriching your existing CRM contacts with partial contact data is not available. If you are interested in updating your existing CRM contact with the latest contact information, please reach out to your Customer Success Manager so that we can track your interest and specific use case.
Can these contacts be used for mass marketing emails?
Contacts acquired through Contact Discovery Workflows are suitable for one-on-one sales outreach. We encourage you to run opt in programs, such as driving end-users to a landing page or running opt-in email campaigns, to obtain proper consent for marketing communications.
Contacts purchased from RollWorks will be automatically marked as 'non-marketing' contacts within HubSpot.
Why aren't some contacts being created in my CRM?
If you see contacts listed in the "Contacts Preview" but they're not being created in your CRM, consider increasing the Max Contacts Per Account limit. Also, ensure that Account Re-enrollment is enabled so new contacts can continue being added from accounts that have already been enrolled in a workflow. This also can mean that while Contacts qualify based on your set filter criteria, they may already exist in your CRM and therefore we will not create a new record.
Can I change my contact mapping settings while a workflow is active?
When you change your Contact and Lead field mapping in your RollWorks Settings the changes are applied immediately to your active workflows.
If you make changes to field mappings after a Contact Discovery Workflow has started, the changes will not apply retroactively for contacts and leads created before the change. They will only take effect for any new contacts that are acquired in the next Workflow run after the field mapping changes have been saved in RollWorks. Since mappings are stored centrally, any changes you make will apply to contact records being created from anywhere across the RollWorks platform.
If a default field or a user-selected field becomes unavailable (e.g., if the field name is changed in your CRM), RollWorks will display a warning on both the workflow action slider and the edit mapping slider. This alert helps you identify fields that need attention. To resolve issues with unavailable fields, you can either map the field to a different CRM field or delete the mapping. Note that you cannot delete or change mappings for mandatory fields.
How are we making sure we are legally compliant?
Visit this article to learn more about how we ensure Discovered Contact purchases are legally compliant with US law.