RollWorks Platform UI

Recent UI Changes

In January 2022, we introduced a new UI navigation to make it easier for you to get around the RollWorks platform and quickly find what you are looking for. We have made design changes to the UI navigation as well as renamed and reorganized some sections. No functionality has changed with the new UI navigation - only how you access that functionality.

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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 a paid RollWorks package active, you will not see 'Playbooks' or 'Account Lists' as part of your RollWorks account navigation.

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

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Navigate the RollWorks UI

The table below will help you find your way around your RollWorks account. Depending on your RollWorks package, you may see fewer options in your own RollWorks account. The features flagged with a lock icon ๐Ÿ” in this article are only available to customers with a RollWorks paid package.

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Account Insights

UI Sections Help Center Sections

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Account Insights ๐Ÿ”

  • Overview๐Ÿ”ย Quick access to digestible information about accounts demonstrating intent and engagement so that you can take action.
  • Journey Stages๐Ÿ”ย  Track the progression of the accounts in your Account Lists along their buying journey.
  • 3rd Party Intent๐Ÿ” Select the Intent Topics you want to monitor and use to prioritize and engage your target accounts.
  • Website Analytics๐Ÿ” Quick access to the type of companies that visit your website most frequently: Which accounts, pages viewed, top industries, size of accounts.
  • ICP Insights๐Ÿ” Quick access to theย firmographic and technographic composition of your existing customers and those in your pipeline.

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Audiences

UI Sections Help Center Sections

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Audiences

  • Account Lists๐Ÿ” Lists of companies that you would like to target because they match your ICP, are engaging with your site, or are demonstrating intent.
  • Contact Audiences Email lists that are manually uploaded or automatically synced to RollWorks through your CRM, or MAP Integrations.
  • 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.

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Advertising

UI Sections Help Center Sections

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Advertisingย 

  • 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.
  • Playbooks๐Ÿ”ย 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 Library๐Ÿ” Upload the different creative formats that will be used in your advertising campaigns and playbooks.
  • Reports๐Ÿ”ย Measure the impact of your Account-Based strategy across multiple advertising and influenced revenue performance metrics.

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Sales Automation

UI Sections Help Center Sections

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Sales Automation๐Ÿ”ย 

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Integrations

UI Sections Help Center Sections

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Integrations

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Settings

UI Sections Help Center Sections

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Settings

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Help & Support

UI Sections Help Center Sections

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Help & Customer Support

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FAQ

How do I keep the navigation sidebar open?

If youโ€™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 mode.
  • 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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Will the URLs that Iโ€™ve saved/bookmarked to access my favorite RollWorks account sections work?

The new RollWorks UI navigation is compatible with all existing URLs. That means that any links youโ€™ve saved will continue to work.

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