Getting Started with Playbooks

Getting Started

Playbooks are located within the Engage section in the platform:


How to use Playbooks

RollWorks currently supports two Playbooks for web ads - Account Targeting and Intent Targeting:


Note: over time the library of Playbooks will grow to include other use cases.

1) Account Targeting Playbook: This Playbook is a sequence of two advertising campaigns that targets a Target Account List (TAL) and buyer persona. The first campaign drives new website visitors from your TAL. The second campaign retargets the people from your TAL that have visited your website.

2) Intent Targeting Playbook: This Playbook is the same sequence of campaigns as the Account Targeting Playbook. The difference is that it enables layering on Intent Filtering to your TAL. This filtering can help prioritize your budget on the accounts that are exhibiting the highest intent for your business.

Best Practices

  • We recommend focusing your budget on the Intent Targeting Playbook (click here to learn more about the best practices for Account Intent). 
  • If your budget is sufficient to target accounts beyond those demonstrating intent, we recommend engaging the remaining accounts in the Account Targeting Playbook.

Note: if you are running both types of Playbooks, we will automatically exclude any accounts in the Intent Targeting Playbook from the Account Targeting Playbook to avoid overlap.

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