Integrate AdRoll with Zuora
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.
Zuora is a subscription management tool that allows companies to manage every aspect of their subscription business and automate their customer lifecycles - all from a single platform. This allows businesses to keep up with fast-changing market strategies and maintain their ongoing subscriber relationships.
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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.
Zuora's End Points
Get details about any payments that were sent to Zuora accounting, including the payment date, amount, and any unique identifiers that are associated with it. This will help you create more detailed and accurate sales analytics.
Retrieve data about any accounts that you have in Zuora - bank accounts, CRM, ERP - including the account’s name, ID, type, and description. Then, integrate this data with other endpoints to track income and expense details for each account. This will provide you with a more comprehensive understanding of your company’s overall performance.
Automate even the most complex revenue processes and accurately account for all of your business costs in order to have comprehensive accounting and more accurate reporting, forecasting, and projections.
Track which clients are subscribed to which plans, as well as when they subscribed, when they canceled, and how many users they are subscribed with. This field also allows you to track charges associated with those subscriptions so that you can monitor the revenue that they generate.
Track all bank transactions that are captured by Zuora, including both payments that you have received and business expenses that you have paid. Then, use that data to gain a better understanding of your finances. Specifically, look at details gathered from those transactions - such as the bank account IDs, transaction dates, amounts paid, and type of transaction - to better understand your finances and see if any changes need to be made.