Getting Started with RW Guide (Part 3): General Platform Setup

Within each "Tactic", you’ll see the onboarding steps required to activate each tactic.

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With that said, there are some general platform setup steps that are shared across several tactics that are worth mentioning up front as they take some time to complete:

Steps

Benefits

Resources

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 (not a requirement, but highly recommended)

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 (not a requirement, but highly recommended)

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.

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