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:
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Steps |
Benefits |
Resources |
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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. |
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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. |
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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. |
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Set up your Conversion Audiences |
Properly defining your conversion audience is key to measuring the success of your advertising investment. |
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Configure account settings |
Ensure your personal information and preferences are up to date and accurate. |