Account-Based Advertising Report

The Account-Based Advertising Report

The Account-Based Advertising Report measures the impact of your Account-Based strategy across multiple advertising and revenue performance metrics. This report aggregates data from your Website Campaigns, Website Playbooks, and LinkedIn Campaigns launched in RollWorks. The Account-Based Advertising Report aggregates metrics when RollWorks have served impressions to accounts included in the Account Lists and Account Groups you select in the filter to help you understand the revenue impact at the Account level along with pipeline engagement.

Good to know: This report does not include any data from RollWorks Campaigns launched on Facebook and Instagram.

To access this report login to RollWorks and go to Advertising > Reports and click the tab called  Account-Based to view your Account-Based Advertising Report.

Who can access

The Account-Based Advertising Report is available to customers on any of our paid subscription packages: Starter, Standard, Professional, or Ultimate.

To find your current subscription, log in to RollWorks and navigate to Settings > Billing > Plans & Usage.

Filter by Account List and Campaign

Use Filter by to filter your report by Account Lists or Campaigns: 

• • • Choose Account Lists to filter by Account Lists. You can specify one or more Account Groups within the Account Lists selected.

• • • Chose Campaigns to filter your report to the Account-based impact of specific campaigns. Here you can toggle off-Web Retargeting Campaigns to exclude them from your report.

Report date range

At the top right corner of the Account-Based Advertising Report, select a date range or preset custom range:

• Date Range selection:

• Custom preset time range:

Account engagement metrics

The Account-Based Report includes a snapshot of your Accounts by their level of engagement:

Total Accounts > Accounts Reached > Accounts Visited > Accounts Engaged

Be sure to use the report filters and date range to ensure you are looking at the right timeframe and group of accounts.

Drill down to see the specific accounts on each account engagement level category by clicking:

 ☰ View Ad metrics

 ☰ View Engagement Metrics

Revenue Impact and Pipeline

Drill down to see the opportunity level metrics by clicking on the ☰ icon:

New Influenced Opportunities & New Influenced Revenue

By default, RollWorks defines a New Influenced Opportunity and New Influenced Revenue based on Salesforce opportunities that were created when: 

• The Account was served at least 1 ad impression from RollWorks OR the account has clicked at least 1 ad served from RollWorks.
• The ad impression or click happened 14 days before an opportunity was created in Salesforce.

You can change the default logic that calculates New Influenced Opportunity and New Influenced Revenue by clicking the gear icon ⚙️ Set Up Criteria.

Most engaged accounts reached

By default, the Account-Based Advertising Report will surface your top 5 accounts by Unique Visitors, Engaged Visitors, and Page Views.

Click ☰ view Engagement metrics to open a full list of Engaged Accounts.

On the next page, you will see a list of all your Engaged Accounts Reached including Accounts from your account list that were served an ad and visited your site in the same day. This report will be filtered based on the report filters and report date range you selected.

Click Customize to add additional metrics to your report.

Click Export to download a CSV file.

Account Website Activity data

Anywhere in the RollWorks platform you can click into a specific Account to see their website activity data. This feature provides account engagement details that:

• Empower your Marketing & Sales teams to tailor communications based on the pages your target accounts are engaging with.
• Identify the pages your target account is visiting the most.

Toggle between 'Website Activity' and 'Journey' numbers:

In the Website Activity report, you can review total website activity from an account (All Traffic) and website activity from an account that occurred after being served an ad.

Export report data

Yes. First click one of the ☰ icon available:

•  ☰ View Ad Metrics
•  ☰ View Engagement Metrics
•  ☰ View New Influenced Opportunity Metrics
  • • 🚨  In order to export data for New Inclueced Opportunity Metrics, you must have Salesforce integrated with the RollWorks platform so that we can ingest your Account and Opportunity data. Click here to learn more about the Salesforce integration.

On the next page you will the list of Accounts and you can click 'Export'

FAQ

Does the Account-Based Advertising Report include data from all campaigns?

The dashboard aggregates data from all Playbooks, Web Campaigns, and LinkedIn Campaigns. Facebook and Instagram Campaigns are not included.

If you wish to exclude specific Campaigns you can use the report filters by Campaign.

Where can I find information on leads and conversions?

The Granular Conversion report helps you understand the channels, campaigns, and ads that influence your conversions. Go to 'Advertising' > 'Reports' > 'Scheduled Reports' and select the Granular Conversion from the list.

What metrics can I see in the Account-Based Advertising Report vs the RollWorks ABM App on Salesforce?

Both the Account-Based Advertising Report in the RollWorks platform and the Salesforce Custom Reports available in Salesforce can report on:

• Media metrics: spend, impression, clicks, and conversions.
• Pipeline & engagement metrics: influenced opportunities and page views.

🚨  The data between the Salesforce Custom Reports available in the ABM App vs the data in the Account-Based Advertising Report in the RollWorks platform may not match exactly.

Engagement data such as Unique Visitors and Engaged Visitors are not available in the existing Salesforce Custom Reports. However, you can access these data points from the Account-Based Advertising Report and from the Sales Insights feature.

Can I see historical performance for an account after removing it from an Account List or Account Group?

If an account is deleted from an Account List or an Account Group we will continue to surface historical spend data up until the date of the removal.  

Can I see the exact pages an account has engaged with on our website?

Yes, click into an Account to open their Website Activity report. You will be able to review and export the number of Unique Visitors and Page Views tied to individual URL pages on your website where your RollWorks Pixel is placed.

In the Website Activity report, you can review total website activity from an account (All Traffic) and website activity from an account that occurred after being served an ad.

Watch Video Lessons