Navigating the RollWorks Platform UI

Who can access

Depending on your RollWorks subscription package, you may see fewer options in the RollWorks navigation sidebar. For example, if you don't have an active ABM RollWorks subscription, you will have access to Account Lists, Insights, Playbooks, Workflows, and specific integrations and reports.

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

This article will help you find your way around your RollWorks account. If you have the free version of RollWorks without an ABM contract, you will not have access to any of the features flagged with a lock icon πŸ”Β 

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Account Search Bar

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Search Accounts πŸ”

Search a specific account in RollWorks using the Account Search Bar

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Insights

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Insights πŸ”

  • Trending AccountsπŸ”Β Quick access to digestible information about in-market Accounts demonstrating intent and engagement and Contacts that are engaged.
  • Journey StagesπŸ”Β  Track the progression of the accounts in your Account Lists along their buying journey.
  • Intent DataπŸ” Select Bombora Company Surge Intent Topics and RollWorks Intent Keywords you want to monitor and use to prioritize and engage your target accounts.
  • Website AnalyticsπŸ” Quick access to the type of companies that visit your website most frequently: Which accounts, pages viewed, top industries, and size of accounts.
  • ICP InsightsπŸ” Quick access to theΒ firmographic and technographic composition of your existing customers and those in your pipeline.

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Audiences

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Audiences

  • Account ListsπŸ” Lists of companies that you would like to target because they match your ICP, are engaging with your site, or are demonstrating intent.
  • Contact Lists
    • Enhanced Contact ListsπŸ” Combine your own CRM contacts with data filters offered by RollWorks and maintain the list dynamically synced.
    • Imported Contact Lists. Bring over pre-existing lists from your CRM/MAP.
  • Website Audiences groupings of your website visitors that you define to segment and organize to understand your website visitor behavior and target them with advertising. Advanced Attribute audiences are only available for Professional & Ultimate customers.

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Advertising

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AdvertisingΒ 

  • Campaigns Advertising strategy to reach your audience by serving an ad message across web and social with a specific end goal in mind.
      • Contact Targeting, Web Retargeting, Lookalike Targeting, LinkedIn Account Targeting, and Facebook/Instagram.
  • PlaybooksπŸ”Β Easy to use pre-packaged sequence of campaigns to deliver ads to your target audiences based on different goals.
      • Account Targeting Playbooks, Intent Playbooks, and Website Retargeting Playbooks.
  • Ad Library Upload the different creative formats that will be used in your advertising campaigns and playbooks.
  • ReportsπŸ”Β Measure the impact of your Account-Based strategy across multiple advertising and influenced revenue performance metrics.

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Workflows

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Workflows πŸ”

RollWorks Workflows is a feature that allows you to automate your go-to-market (GTM) strategy leveraging data and insights from RollWorks across your connected systems with a built-in orchestration tool that brings your GTM tech stack together.

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Integrations

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Integrations

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Settings

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Settings

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Help & Support

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Help & Customer Support

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Keeping the Navigation menu open

If you’re using a wide enough browser window, you will have the option of keeping the navigation bar open or collapsing it for more space.

  • Click the icon in the upper right corner of the navigation to toggle between collapsed and expanded modes.
  • If the icon does not appear, that means your browser or device window is not wide enough. The navigation will always be in collapsed mode for small window sizes.

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Jun-30-2023

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