Getting Started: Technical Configuration & Platform Setup

At RollWorks, we don't believe it should be difficult to get started with an Account-based strategy or run the most advanced account-based strategy. No matter your level of sophistication, our solutions scale to enable marketing and sales teams to:

  • Identify and reach your Ideal Customer Profile (ICP) to engage accounts you're most likely to win.
  • Define a tiered Account List and nurture accounts to close in concert with your sales team.
  • Turn your advertising into a laser-focused account-based advertising program

Get started on your account-based journey with RollWorks by completing these core criteria:

  1. Technical configuration and platform setup
  2. Identify your Account List
  3. Engage your audience by launching Playbooks and Campaigns 
  4. Measure your Account-Based Advertising performance


Technical Configuration & Platform Setup 

In order get the most out of the RollWorks platform, you need to complete the following steps: 




Place the RollWorks Pixel across all pages on your website

The RollWorks Pixel tracks everything your visitors are doing on your site, which is crucial for audience creation and for measurement.

Connect your CRM

Connecting your CRM allows you to leverage key features in RollWorks, such as: audience management, bi-directional reporting, and Sales Insights.     

Connect your Marketing Automation Platform

Connecting your MAP allows you to leverage key features in RollWorks, such as: audience management and ABM reporting. 

Set up your conversion audiences

Properly defining your conversion audience is key to measuring the success of your advertising investment.

Configure account settings

Ensure your personal information and preferences are up to date and accurate.


Identify your Account List

The first step in engaging your potential buyers is to identify or validate your Ideal Customer Profile (ICP) and build and prioritize an Account List. You may already have an Account List, or you can create one using our database of over 18 million B2B companies that meet your ICP criteria.




Determine your ideal customer profile (ICP)

Defining a strong ICP is fundamental in understanding what companies and types of companies should be added to your TAL.

Create a Account List 

Align the accounts your marketing and sales teams go after.  

Create a Website Audiences and Contact Audiences

Audience segments are utilized in Campaigns.


Engage Your Audience

The next step is to create and launch digital advertising campaigns to engage your target accounts. Our engagement solution is designed to provide air cover for marketing and sales, nurture accounts throughout the funnel, and expand into and across existing accounts.




Create a Playbook

Playbooks are a sequence of campaigns that ensure correct setup and adhere to best practices. 

Create a Linkedin Campaign

Target a companies in your Account list on LinkedIn that match your buyers persona.

Create or upload ad creatives

Engage your audience with tailored creative messaging. 

Manage your ad campaigns

Control the targeting parameters in your ad campaigns as your strategy changes.


Measure Your Performance

Finally, after you launch your campaign, you'll want to measure your account engagement and reach. Our measurement solution allows you to report on account-based impact, from opportunity creation to revenue influence.





Understand account-based metrics such as: accounts reached/visited/engaged, and number of unique visitors/page views.


Understand efficiency media metrics such as: CPM, CTR, CPC.

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