Website Retargeting Campaign Guide

What is a Website Retargeting Campaign?

The Website Retargeting Campaign allows you to re-engage users that have visited your website, with the goal to ultimately generate form submissions on your website.

While the underlying algorithm and logic are the same for both Website Retargeting Campaigns Website Retargeting Playbooks and, 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 Playbooks vs Campaigns:

	Retargeting Strategies	Budget Estimates & management	Real-time audience estimates	Audience Flexibility	Ad Groups for Ad set reporting	Automated Conversion Exclusions
Website Retargeting Playbook	✅	✅	✅	❌	❌	✅
Website Retargeting Campaign	❌	❌	❌	✅	✅	❌

 

How do Website Retargeting Campaigns work?

After setting up the RollWorks Pixel on your site, our platform is able to capture the traffic and their behaviors on your website. 

Once a visitor completes a conversion on your site, they will not be automatically be excluded from your Website Retargeting Campaign. To exclude them you will manually need to exclude Conversion Audiences from your Website Retargeting Campaign.

If you are running other Campaigns or Playbooks simultaneously RollWorks will not automatically exclude the audiences in your other Playbooks and Campaigns from your Website Retargeting Campaign audience.

Due to the limitation described above, we strongly recommend that you use Website Retargeting Playbooks instead of Website Retargeting campaigns.

 

Who is eligible to access Website Retargeting Playbooks?

The Website Retargeting Campaign is available to customers, including customers without a paid subscription package.

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

 

How do I create a Website Retargeting Campaign?

Before you start:

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

• Activate your Pixel
• Create one or more Form Fill conversion audiences. We recommend that all the form submissions on your website are added to RollWorks as a conversion audience.
• Create one or more Ads for web

Now you are ready to create your new Website Retargeting Campaign:

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

 

Step 1: Select your Campaign Settings

Website Retargeting Campaign Settings

Jump to choose your Campaign Name Jump to choose your Campaign Daily Budget  Jump to choose your Campaign Optimization Strategy Jump to choose your Campaign Start and End Date Jump to choose your Campaign General Exclusions Jump to choose your Campaign Day Parting Jump to choose your Campaign Frequency Capping

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

• Choose your 'Campaign Name'

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

• Chose your campaign 'Daily Budget'

  • • The minimum daily budget for a campaign is $10.
    • Actual daily spend may vary. On days when your campaign sees an increased opportunity to drive results, you may spend up to 20% more, then less on other days in order to maintain your set average daily budget. 
    • Click here to learn more about how to choose your Campaign budget.

• 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 do you want RollWorks to prioritize your bidding.

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

• 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

• Chose your General Exclusions settings for this campaign

   
  • • Exclude Current Customers: Check this box if you wish to exclude the existing customers you previously defined under General Exclusions from this campaign.
    • We will automatically exclude your competitors and exclude your coworkers that you defined under your General Exclusions.   

 

• 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.

🚨   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.

 

• Advanced Campaign Settings: Frequency Capping

  • This setting allows you to limit the number of impressions per user per day for each individual Campaign. Frequency Capping limits the number of times your ads will appear to the same person in one day. Learn more about this advanced campaign setting here.

🚨   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 your 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.

• 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.

• Define your AdGroup Audience

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

• 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. 

• •  

• 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.

 

• 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.

 

• 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'

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

 

 

How do I pause an AdGroup within 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, 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 towards 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.

 

 

How do I complete an AdGroup within a campaign?

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 'AdGroup Schedule', toggle on, and click on the 'End Date'
• Select today's date as the End Date
• Click 'Save'

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

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