How to Perform Adroll Salesforce Integration?

In today’s fast-paced world, businesses always seek opportunities to expand operations using automated tools and platforms. Adroll and Salesforce are effective cloud-based platforms that help you market your products and services with advanced functions and algorithms. Adroll optimizes your ads through different channels, while Salesforce’s data-driven tools help you manage your workflow and enhance your customer experience. This article will illustrate how to load Adroll to Salesforce Integration using the CSV method.

What is Adroll?

Adroll is an online marketing platform with a D2C model that allows you to reach your target audience through various channels, including display ads, emails, social media, etc. It also allows you to maximize your reach through customized business marketing campaigns. This data-driven platform helps you grow your business with effective and targeted advertising of your products and services. 

Let’s look at some key features of Adroll. 

• Audience Segmentation: Adroll allows you to segment your audience based on different components such as demographics, purchasing habits, interests, etc. The segmentation process helps you deliver a targeted message to a specific audience group, improving overall campaign performance. 
• Retargeting and Prospecting: Adroll enables you to re-run your ads for the users who have visited your website once or more or interacted with your product. It helps your business expand customer reach through increased conversation rates. 
• Cross-Device Advertising: Adroll allows you to target your customers through multiple devices, such as mobiles, desktops, tablets, etc. You can advertise your products or services regardless of what device the prospect is using.
• Report and Analysis: Adroll gives a brief overview of your campaign performance through metrics like conversions, ROI, impressions, etc. 

What is Salesforce?

Salesforce is a cloud-based platform that assists you in managing your business activities, such as marketing, sales, customer services, etc. This CRM platform centralizes your business operations by allowing you to store, manage, and analyze data. Streamlining your data from various sources helps you maintain a steady customer lifecycle.

Here are some key features of Salesforce:

• 360 Degree View: Salesforce provides a 360-degree view of your customer data, including interactions with products’ websites, purchase decisions, preferences, etc. This approach helps you gain insights and generate ideas, leading to better engagement. 
• Automated Sales Cloud: Salesforce’s automated sales cloud allows you to optimize your sales and collaborate with your team effectively. It consists of tools that help you manage your leads, track the right opportunities, and forecast sales.
• Automated Marketing Cloud: Salesforce Marketing Cloud offers tools for segmenting your audience and generating customized campaigns.
• Salesforce Community: The community cloud of Salesforce helps businesses create a community of employees, customers, and partners. With these communities, you can engage and share knowledge, which results in better productivity.  

You can read CRM Data Models to learn more about them.

If you are wondering how to insert Adroll data to Salesforce, you can use the CSV file format. To load data from your CSV file, you must use a CSV Excel type sheet, which uses comma-separated values. It allows you to import a specific set of contacts.

Let’s see how you can load data from Adroll to Salesforce.

How do I load Adroll to Salesforce using CSV Files?

Adroll Salesforce Integration enables you to create more customized and targeted advertising campaigns. Let’s look at the steps to convert Adroll to Salesforce using CSV files. 

Prerequisites

• You need an active Adroll account to export the data. 
• You must have an active Salesforce account. 
• You must have a basic knowledge of CSV file format. 
• You should have user permissions to export data from Adroll to the Salesforce database.

Step 1: Export Data from the Adroll Account

1. Go to your Adroll Dashboard and Select the Campaign Reports tab.

2. On the Campaign Reports pane, navigate through displayed ads and click on the desired campaign report.
3. Click on the Export Button to load data from Adroll on your system using a CSV file extension.

Step 2: Export CSV File Using Salesforce Developer

1. Go to your Salesforce Dashboard.

2. In the Quick Find Tab on the right, search for Import and select the Data Import Wizard option. 

3. Click on the Launch button on the Import Wizard Pane.

4. Choose the data that you want to import. 

• Select Standard Objects.
• Click on Accounts and Contacts. 
• Choose how you want to match your data in the New Records Tab. You can choose email.
• Select the type of CSV file you want to use. In this example, we are using a Standard CSV file.

• Click the Choose File button to select the file from your System and click Next.

•  Check all the data and see if it matches your Salesforce Object format. Once confirmed, click Next.

• Once you have mapped all the data into your wizard, click Start Import. Here, you can see the total number of mapped and unmapped fields.

• When the import is done, click the Okay button in the dialog box. 

• You can see the result when the import is complete. Here, ten records are entered into the Salesforce database.

Limitations of Adroll Salesforce Integration Using CSV Files

• CSV files mostly rely on manual formatting when entering the data, which increases the risk of errors, like missing values or typos. These errors might result in poor data quality during analysis. 
• You can export a maximum of 50,000 records from CSV files into Salesforce. Dividing the data into small files or batches may also require massive datasets. It can be time-consuming and delay the transformation process. 
• CSV files are plain text, so they lack security measures and access controls, which might raise concerns about confidentiality when dealing with sensitive information.

Use Cases of Adroll Salesforce Integration

• By migrating your marketing data from Adroll to Salesforce, you can implement a model to prioritize your potential leads. This means you can know which ads generate high engagement so the sales teams can follow up. 
• Salesforce automated workflows help you to customize your interactions with your users or potential customers. 
• Salesforce’s 360-degree view technology gives you comprehensive insight into a customer’s lifecycle, from lead to potential customer. This helps you identify KPIs and boost your marketing efforts.

Conclusion

You can insert customer data generated through Adroll campaigns or contacts into Salesforce using CSV files. With Salesforce’s tools and customizing capabilities, you can generate a personalized campaign for your targeted customer, enhancing marketing strategies and driving business growth. 

This seamless connection empowers your teams to make informed decisions, optimize campaigns, and deliver personalized customer experiences. With an automated pipeline, you can focus on growing your business while the data flows effortlessly from sources like AdRoll and Salesforce. Start today and experience the impact of unified data!

Streamline your ad campaigns by exploring the AdRoll and Facebook integration. Learn how to seamlessly transfer data between these two powerful tools.

FAQs (Frequently Asked Questions)