Setting up RollWorks as a Data Provider

A critical part of an engaging experience is delivering the right content at the right time. RollWorks and Hushly supercharge your account-based strategies with targeted ads, as well as post ad engagement, conversions, and enrichment.

With RollWorks robust account level ad targeting and Hushly's ability to engage those visitors with relevant content offers. You can create a holistic ABM program that can focus on engaging and educating or add the additional Hushly capabilities of conversion and enrichment to increase the touchpoints in your target accounts. 

Now you can build your account knowledge of who the buyers are in these buying committees, what they engage with, what they download, and care about most. The RollWorks integration with Hushly provides a robust way to target accounts broadly by revenue size or industry, for example, or simply target domains, companies/accounts.

Add RollWorks as a data provider to your Hushly Account:

To configure RollWorks as a Hushly data provider. 

• Contact your RollWorks representative to get your RollWorks Details Advertisable Eid and Keys Eid.
• Share this API key with Hushly's representative to setup RollWorks as a Data Provider for your Hushly Account.

Available RollWorks Attributes:

Once RollWorks is successfully configured the following additional RollWorks data attributes become available and can be used in Hushly. Company Domain, Company Name, Company Industry, Company Revenue, and Company Size.

Best Practice:

Segments are a group of users whose data attributes match specific filter criteria. 

While it’s possible to define a user segment in each Hushly experience or stream, it’s best to define a user segment once and use the defined segment as needed within a Hushly experience or stream. 

You could define a Hushly segment either by

• Mapping a Hushly segment to a RollWorks segment that exists in your RollWorks account.
  or 
  
• Build a segment in Hushly using any of the above RollWorks data attributes.
  
  

Defining a Hushly segment that is mapped to an existing RollWorks Segment:

Select RollWorks. Segments in the LHS field, a comparison operator, and enter the Segment name in the text value field.

Segment defined using RollWorks Attributes:

Select the LHS field, a comparison operator, and enter a text value or pick from a list.

Associating a Segment with an Experience

Once a segment is defined above, you can offer personalized content to users who belong to the segment within the What tab of the Experience.

You can follow the below steps while you create a new Experience or edit an existing Experience.

1. Click Add Assets to personalize the assets shown to users belonging to the defined segment above. 
2. To offer personalized content for the above-created RollWorks Segment. From Add Assets to Experience pop-up window, select a segment from the Personalize. 
3. Select the Assets you want to include. You can also search for the Assets using the Search and Advanced Search options. 
4. Select the Assets. 
5. Click Add Assets to add the selected Assets to the Segment. 
6. Click Next to go to the When tab. Once completed click Publish to publish the Experience.
   
   Important: To preview and test the Experience, refer to Previewing the Experience and Testing the Experience respectively. You can preview or test the Experience before or after publishing the Experience.
   
   

Experience Runtime:

For Users whose profile matches the defined Segment rules of the Experience on the Web page, the Experience with the Personalized Content gets displayed.

For all other Users, the Default Content gets displayed. 

Associating a Segment with a Hub

You can use the defined Segments in a Hub. The recommendation rules (Hubs > Recommendation Rules) are used to create personalized content recommendations to the user, based on user groups.

Hushly provides a Recommended for You section in a Stream. You can configure rules to personalize the content to be displayed in this section.

To personalize content recommendations:

1. From the Hubs page, click the Hub. From the Hubs menu, click Recommendation Rules.  
2. From the Recommendation Rules page, click Add Rule in the upper-right corner of the page.
   
   
3. Enter the name and description of the recommendation rule.
    
4. Click All Streams to apply the recommendation rule to all the Streams.
   
   
5. Click Both to show the Recommended Section for You, above the Stream when viewing the Stream and in the left-pane when viewing the Asset. 
6. Select Segment. From the drop-down select the above created RollWorks Segment.
    
7. In the Recommend From section, select Specific Streams and enter the Stream name and Select a Stream from the list of Streams displayed. The Assets are recommended only from the selected Stream.
   
   
8. Click Save.

Hub Runtime:

For Users whose profile matches the defined Segment rule on accessing the Hub page, the Recommendation For You section gets displayed.

The same recommendation would be displayed at the item level too for this user.

For all other Users accessing the Hub page, the Recommendation For You section is not displayed.  

The remaining Asset of the Stream would be displayed in the recommendation at the item level too for this user.