Can accounts be in more than one Account List or Account Group?
Yes, accounts can exist in more than one Account List or Account Group. However, we recommend keeping a careful watch for accounts being duplicated across Account Lists and Account Groups as this can cause messaging duplication.
What is the difference between an Account List and an Account Group?
Account Groups are subsets of Account Lists. When building the logic for an Account List, any account in your CRM or in RollWorks’ account database could be included. However, when building the logic for an Account Group, only accounts.
Can I edit my Account Lists and Account Groups after they have been created?
Yes, you can edit both the Account List and Account Group logic by selecting “Manage List” and “Edit List Logic” or “Edit Group Logic” in the top right corner.
Why don’t I see certain fields or properties from Salesforce, HubSpot, or Marketo?
There are a few reasons why certain fields may not be available:
- RollWorks does not enable fields with HTML to be used in the List Builder.
- RollWorks does not ingest fields on custom objects. If you have a use case to use fields on custom objects, please reach out to the Product Manager, Bowie Sievers (firstname.lastname@example.org).
- Certain fields may be inaccessible due to the permissions of the user who authenticated the integration.
Can I see which accounts were added or removed?
Not today, but we will be adding a change log in the coming months.
Is there a maximum number of accounts that can be in an Account List or Account Group?
The maximum number of accounts that can be in an Account Group is 10,000. There is no maximum number of accounts that can be in an Account List.
Why is the number of accounts in RollWorks different than the number of accounts in Salesforce or HubSpot?
RollWorks ingests accounts and companies from Salesforce and HubSpot based on the website. Any account or company that does not have a website associated with the record will not be ingested. Furthermore, often multiple accounts and companies have similar websites (e.g., https://rollworks.com and www.rollworks.com). When this happens, RollWorks counts those records as one account in its system.
What is the difference between Connected Audiences and dynamic Account Audiences?
Connected Audiences are synced email lists and located in Ad Audiences, because their primary use is in advertising campaigns. Account Lists and Account Groups are located in Target Accounts and have applications in not only advertising, but also account insight around fit, intent, and engagement.