Integrate AdRoll with ChartMogul
AdRoll is a marketing platform that works to increase the conversion rates of potential customers through retargeting. This involves capturing visitor data for a company’s website and retargeting those visitors with personalized ads that are displayed on other websites they visit.
ChartMogul can turn new and existing business intelligence data into valuable analytics that companies can use to improve their market performance. ChartMogul can take subscriber data - both created within ChartMogul and imported from other data sources - and generate visualized analytics for a variety of metrics that SaaS companies care about.
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AdRoll's End Points
Retrieve information about a brand that you are advertising for using AdRoll, including the name of the advertisable, what campaigns are linked to it and what ads are included in those campaigns. Then, use this data to determine if there are any ways to improve or refocus your current marketing endeavors for that brand.
Segment your audience through a variety of methods, including integrating your CRM’s email list, tracking which customers trigger certain events or grouping customers based on a set of relevant attributes. Once those segments are created, create personalized marketing campaigns for them to ensure that you are targeting the needs of each customer segment.
Design a prospecting campaign that searches digital profiles to find and target audiences that are similar to the ones you have already segmented. Then, you can create a campaign with a range of customizable fields - such as date range, weekly budget, and adgroup - that you can modify to provide the best performance when marketing to that audience.
Track the effectiveness of your marketing with a range of reporting data, including ad clicks, impressions, new visitors and generated revenue. AdRoll then separates these reports into a variety of types - such as reports for advertisables, campaigns, customer segments, and individual ads - all of which provide different insights into your marketing efforts.
ChartMogul's End Points
Gather data about your subscription plans - like the subscription IDs, names, billing intervals, and the number of intervals that are charged at once - to evaluate the performance of each plan. This will help you better understand the effectiveness of your plans so that you can determine which ones are more or less successful as a whole.
Create, retrieve, or update data for new or imported customers in ChartMogul. This allows you to see important customer contact details, customer IDs, and valuable performance data including a customer’s MRR, ARR, and industry sector. You can then use that data to better segment your customers, which can provide more accurate and specific information about your business performance.
Import invoice data for customers that you are tracking through ChartMogul, including customer IDs, dates of purchase, transactions, and any relevant line items. Then, use ChartMogul to create subscription data for those customers and use that data to track more specific revenue data, both in ChartMogul and in your other data sources.
Track payments or refunds made on an invoice to see the transaction ID, type of transaction, transaction date, and whether or not the transaction was successful. This can help you get more accurate analytics from your invoice data. It can also indicate when there is an unusually high number of refunds, which could signal a problem worth addressing.
Get a list of subscriptions that ChartMogul has automatically generated from invoice data. This endpoint returns several IDs - including subscription IDs, customer IDs, plan IDs, and data source IDs - that will help you to more easily track and integrate data between any of those parameters to create deeper, more accurate business analytics.
Use tags to track terms that are associated with a customer so that you can segment or monitor them more specifically. For example, you could tag a particular customer as “high priority,” “returning” or anything else that is relevant to your business, and then retrieve a list of customers who have been tagged with those attributes in order to analyze them as a segment.
Update customer data with custom attributes that are more specific to the needs of your company. This can include both tags as well as more complex custom attributes. Then, track those attributes in ChartMogul to get analytics that are focused on your particular business concerns.