Account Targeting Playbook Overview

What is the Account Targeting Playbook?

The Account Targeting Playbook is a pre-packaged set of advertising campaigns aimed to drive brand awareness and brand (website) engagement, with the goal to ultimately influence opportunity creation.

Who is eligible to access?

All RollWorks customers on a subscription have access to the Account Targeting Playbook.

How to Create an Account Targeting Playbook

  1. Getting started: Navigate to the EngagePlaybooksLaunch Your First PlaybookPre-Opportunity FunnelGet Started


  2. Target Accounts: Select your Target Account List and Account Group that you want to serve ads against (note: this is synced from the Target Accounts feature under the Identification section of the platform). Make sure you have General Exclusions set up if you want to make sure you are best limiting ads to the most relevant people. See here for more information on General Exclusions.


  3. Buyer Persona: Layer in user-level attributes that define your ideal buyer persona (i.e. if your key buyer is "IT decision maker", then select the attributes IT Job Function + Seniority).

  4. Creatives: Upload ads for Campaign 1 (Unaware) and Campaign 2 (Aware). As best practice, we recommend serving upper funnel messaging for Campaign 1 (i.e. whitepapers and webinars), and serving more bottom funnel messaging for Campaign 2 (i.e. contact us, free trial, and demo request).


  5. Budget & Schedule: Select budget type (ongoing or fixed dates) → then enter your budget.


  6. Playbook Review & Launch: Review and name your Playbook → then click “Launch."




What types of creatives are supported in Playbooks?

All web sizes, native, video, and personalized ads.

Can I target multiple Target Account Lists (TALs) within a single Playbook?

No, you can only activate 1 TAL and 1 Account Group within a single Playbook.

What user-level attributes are available to target?

Job Function, Intent Topics, and Seniority.

Can I make changes to a Playbook once it is live?

Yes, the following actions are available: Edit, Pause, Clone, and Delete.

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