Website Retargeting Campaign Guide

What are Website Retargeting Campaigns

After you install the RollWorks Pixel on your site, our platform will capture your website traffic and your visitor behavior on your website. Launching a Website Retargeting Campaign allows you to serve digital ads to users that have already visited your website, with the goal to generate form submissions on your website.

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  • Once a visitor fills out a form and completes a conversion on your site, they will not be automatically excluded from your Website Retargeting Campaign. You need to manually exclude Conversion Audiences from your Website Retargeting Campaign.
  • If you are running other Campaigns or Playbooks simultaneously RollWorks will not automatically exclude those audiences from your Website Retargeting Campaign audience.

We strongly recommend that you use Website Retargeting Playbooks instead of Website Retargeting Campaigns. While the underlying algorithm and logic are the same for both Website Retargeting Campaigns and Website Retargeting Playbooks, the core difference is that Playbooks are very easy to set up and manage and include multiple pre-packaged campaigns based on RollWorks best practices.

Below are the differences in capabilities between Website Retargeting Campaigns and Playbooks:

Feature Description Website Retargeting Campaigns Website Retargeting Playbooks
Retargeting Strategies Take the guesswork out of knowing the right retargeting strategy. Automatic strategy recommendation (basic, intermediate, or advanced) to segment your Playbook into 1, 2, or 3 different preset campaigns with preset audiences and different ads. ✅ 
Budget Estimates and management Automatic optimal monthly budget recommendation to effectively reach the cookies in your audience ✅ 
Real-time Audience Estimates Understand how cookie durations and countries impact your audience size and cookie counts. ✅ 
Automatic conversion exclusions

Stop targeting users that have completed a fill form conversion automatically.

Exclude audiences targeted through other Playbooks.

✅ 
AdGroups 

Segment your campaign to display specific ads to Website Audiences who have visited a specific high-value/landing page.

Segment your campaign to display specific ads to a list of emails in a Contact Audience.

✅ 
Audience flexibility Include or exclude specific website audiences or contact audiences. ✅ 

 

Use Cases

  1. Re-engage all your website visitors: keep your brand and product top of mind for everyone who has visited your website at least once.
  2. Re-engage specific web page visitors: Create specific ad creatives for different groups of visitors to boost performance. For example:
    • visitors who have viewed specific product pages.
    • visitors who have viewed your pricing page.
    • visitors who visited your demo page, a white paper, or a case study.
    • visitors who visited multiple pages while browsing your website (for example +3 pages).

 

Who can access

Website Retargeting Campaigns are available to all RollWorks customers, including customers without a paid subscription package.

To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.

 

Before you start

  • The audience you want to reach needs to have a minimum of 100 unique visitors to start serving. 
  • In the situation that someone in your targeted audience visits your website and completes a conversion on your site (for example filling out a lead form), by default RollWorks will continue to target this contact with ads through your Website Retargeting Campaign. It is highly recommended that you exclude all visitors that complete a conversion on your website from your Website Retargeting Campaigns by selecting all your defined Conversion Audiences as ‘Exclusions’.

 

Launch a Website Retargeting Campaign

Prerequisites

To use the Website Retargeting Campaign, you must first complete the following steps in the RollWorks Platform:

After you complete the steps above you are ready to create your new Website Retargeting Campaign.

  • Login to RollWorks and navigate to Advertising > Campaigns & Playbooks > Create
  • Select 'Website & Apps'

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Step 1: Select your Campaign Settings

Website Retargeting Campaign Settings
  • Select 'Retargeting' as your Campaign Goal to bring back visitors who left your site without converting.

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  • Choose your 'Campaign Name'

Choose a name that will be easy to identify in your reports.

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  • Choose your 'Optimization Strategy':

        • Conversions: Target the people most likely to convert based on your Conversion Audiences.
        • Clicks: Focus on increasing traffic by maximizing clicks.
        • Impressions: Maximize how many ads are shown.

The Optimization Strategy setting allows you to specify a goal for this specific Campaign to determine how you want RollWorks to prioritize your bidding.

Click here to learn more about how to choose your Optimization Strategy. 

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  • Choose your Campaign 'Start and End Dates'

      • Start 'Immediately' or select a specific date in the future.
      • End your campaign on a specific date or select 'No end Date'
      • If you select specific dates you can select the specific time of the day to start and end your campaign.
Default Start and End Dates Specific Start and End Dates
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🚨 Recommendation

By default, General Exclusions will be active by default, we recommend that you use the default settings to optimize your budget and avoid serving ads to your existing Customers, Competitors, and Coworkers.

 

  • Advanced Campaign Settings: Day Parting

      • This campaign advanced setting gives you control over when your ads serve for a specific campaign. You can use Day Parting to select the specific days of the week that you want your ads to serve and the specific times of the day. Learn more about this advanced campaign setting here.

🚨 Recommendation

By default, Day Parting is set as automatically run 24/7, we recommend that you use the default Day Parting Campaign settings to let BidIQ® dynamically optimize how many times your ads appear to the same person.

 

🚨 Frequency Capping

By default, your Frequency Capping is automatically optimized by BidIQ®, RollWorks' proprietary real-time bidding algorithm. BidIQ® processes hundreds of variables for each and every user to determine whether or not to bid, and how much, at the time of each potential impression.

 

Step 2: Define AdGroup settings for your Campaign

An Ad Group is a subset of your campaign that lets you group and schedule specific Ads to be displayed to a specific Website Audience or Contact Audience.

📝 When you create a new campaign in RollWorks:

  • You must create at least one Ad Group within your Campaign.
  • You can create as many Ad Groups as needed within your Campaign.
  • You will be able to measure performance across each Ad Group you set in this step. 
  • The budget allocated to a campaign is fluid among each of its associated ad groups.
  • You cannot set different budget allocations for each AdGroup

 

To configure your AdGroups for your Website Retargeting Campaign follow these steps:

AdGroup settings

How to adjust this setting

AdGroup Name

Jump to choose your AdGroup Name

AdGroup schedules to start and end on specific days and times.

Jump to choose your AdGroup custom schedules

AdGroup Audience to target and exclude specific people based. 

Jump to choose your AdGroup Audience

AdGroup Audience location to display ads in specific regions.

Jump to choose your AdGroup Audience Location

AdGroup Ads to select specific ads relevant to this audience on the selected schedule.

Jump to choose your AdGroup creative Ads

Create more AdGroups as needed if you want to create different subsets within your campaign.

Jump to create more AdGroups

 

  • Choose an 'AdGroup Name'

Choose a naming convention that you will be able to recognize in Rollworks Reports and dashboards.

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  • Choose an AdGroup Schedule

if you want this AdGroup to run on a different schedule than your campaign toggle on 'Custom Adgroup Schedule and select the start and end dates.

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  • Define your AdGroup Audience

Choose the Website Audiences or Contact Audiences you want to target and exclude.

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  • Choose your AdGroup Audience Location

      • Toggle off 'Automatically choose the best locations' if you want to manually choose the location for your AdGroup.

      • We recommend that you let us automatically choose the best location for you.

      • For US-based advertisers, we recommend that you limit the location to the United States unless customers from other countries are also part of your ICP

    •  

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  • Add creative Ads to your AdGroup

      • We recommend that at a minimum you select the following Web Ad sizes: 160x600, 300x250, 300x600, 320x50, 728x90, 970x250, 600x500, 600x315. Click here to learn more about the Web Ads types and sizes supported by RollWorks.

      • We recommend that you create an additional AdGroup with different design elements and our artificial intelligence will optimize towards the best performing creative Ads across your campaign AdGroups.

  • Choose existing ads

    • Click on the “Choose” button to select the ads and click on “Choose” again to add them.
    • Click “Save”.
  •  

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  • Upload new ads that are not in the ad library

    • Click on the “Upload” button and browse or drag and drop the ad images.

    • Click “Upload” and “Save”.

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  • Create more AdGroups as needed

    • Add additional AdGroups to your campaign as needed by clicking 'New AdGroup' and repeating the prior steps to define: AdGroup Name, Custom Schedule, Audience, Location, and Ads.

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Step 3: Launch and Pay

  • Review the settings of your Web retargeting campaign:
Campaign Settings

Campaign Name

Campaign Daily Budget 

Optimization Strategy

Campaign Start and End Date

AdGroup Settings

AdGroup Custom Schedule

AdGroup Audiences targeted and excluded

AdGroup Audience Location

AdGroup Ads

Payment
Account Payment Method
  • Select your desired Payment Method
  • Click 'Launch'

 

Pause a Campaign

  • Login to RollWorks and go to Advertising > Campaigns & Playbooks and click on the 'Campaigns' tab.
  • Find the campaign you want to pause and click on the campaign name.
  • The campaign details page will open, click the dropdown arrow next to 'Edit'
  • Click 'Pause'

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You can resume a campaign by following the same steps above and clicking 'Resume'

resume.png

 

 

Pause an AdGroup

  • Login to RollWorks and go to Advertising > Campaigns & Playbooks and click on the 'Campaigns' tab.
  • Find the campaign you want to pause and click on the campaign name.
  • The campaign details page will open, scroll down to the 'Ads' tab.
  • Find the AdGroup you want to pause and hover over the three dots next to your AdGroup name
  • Click 'Pause'

 Once paused, the budget previously allocated to that AdGroup will move toward your other AdGroups. If you pause the only AdGroup in your campaign, the campaign will stop spending until the AdGroup is reactivated or a new AdGroup is created.

 

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Complete an AdGroup

Completing your AdGroup means that your AdGroup will reach its End Date.

  • Login to RollWorks and go to Advertising > Campaigns & Playbooks and click on the 'Campaigns' tab.
  • Find the campaign you want to pause and click 'Edit'
  • This will open the Campaign details page in edit mode.
  • Click on the AdGroup name you want to end
  • Go to '
  • Select today's date as the End Date
  • Click 'Save'

Setting up an End Date as today will cause the AdGroup to end today.

🚨 Remember

If you complete an AdGroup in a campaign with a single AdGroup the campaign will automatically end and be marked as completed.

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Edit existing campaigns

  1. Login to RollWorks and go to Advertising > Campaign &Playbooks.
  2. Click the 'Campaigns tab'.
  3. Find the campaign that you want to edit and click on the campaign name.
  4. Click 'Edit'.

Jump to learn how to edit Campaign Settings.

Jump to learn how to edit AdGroup Settings.

 

Troubleshooting

When a campaign is in a running state but not serving impressions here are a few things which you may want to check:

  • Check if you are looking at the correct date range, to make sure you see the current data.
  • Newly launched campaigns may need up to 24 hours to start serving impressions, so if it was less than that, do not worry and give it some more time.
  • Make sure that the ads in the campaign are approved.
  • See if your targeted audience size is above 100.

In case all of the above criteria are met, feel free to reach out to RollWorks Customer Support Team for help.

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