Setup & Configuration
In order to use Account Intent data in RollWorks, you have to select the intent topics that you would like to monitor.
- Navigate to the Identify > Target Accounts > Account Intent
- Select your intent topics
- We will email you in 1 - 2 hours when the data is available
How to Use Account Intent
Engage the accounts demonstrating intent that are on your Target Account List.
- Navigate to Engage > Playbooks tab
- Select the Intent Playbook
- Follow instructions to launch a Playbook
Align your marketing and sales efforts on accounts demonstrating intent.
- Click “Download .CSV” card from Account Intent
- Share with relevant teams on a weekly basis
Discover accounts demonstrating intent that are not on your Target Account List (COMING SOON).
- Click Discover New Accounts card from Account Intent
- Adjust Intent query criteria as needed
- Add relevant accounts to a Target Account List
Please reach out to firstname.lastname@example.org or your Account Manager if you have any questions!