Integrate AdRoll with Xero
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.
Xero is an online accounting software that allows small businesses to take complete control over their cash flow and their finances. Use Xero’s time-saving tools to process invoices, manage your bills and expenses, reconcile transactions, and run your business on the go.
Integrate AdRoll With Xero Today
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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.
Xero's End Points
Retrieve, add, update, or attach files to contacts in a Xero organization. Then, enrich and integrate this data to get accurate insights and send targeted communication.
Take full control of your financial accounts: attach files, archive accounts, update details, delete accounts, and more. Use this information to get a well-rounded understanding of your financial standing and make any necessary strategic improvements.
Add, update, retrieve or delete both tracked and untracked items in your inventory. This will give you a better idea of what’s selling, what’s not, and where you should take your business.
Create, update, delete, void, and retrieve sales invoices or purchase bills. Monitor this data and use it to gain a clearer view of your expected revenue gains and losses. This, in turn, will help you to run accurate predictive analyses.
Retrieve, delete, add, or update draft expense claim receipts. Monitor this information to take full control over your transactional information.
Refund credit notes, reverse a payment, apply payments to approved AR and AP invoices, and refund prepayments and overpayments. Then, use your payment data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.
Review your most commonly viewed reports, and use data to improve your efficiency and gain actionable insight.