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Managed Accounts: Onboarding Checklist

1. Pixel placement

  • Place your AdRoll Pixel.

  • Add enhanced conversion tracking JavaScript code to your conversion page(s), in order to pass back revenue and product ID values. If you're using Google Tag Manager (GTM), see GTM tag instructions.

  • Opt in to all we have to offer through the Universal Opt-In.

  • Send your rep your conversion page URLIf the URL does not change or is not unique, ask your rep for a custom conversion pixel. 

2. Integrations

3. Creative

  • Upload static ads (guidelines Formatting Guidelines) with their respecting landing page URLs.

    • For web ads, we recommend using the six most popular ad sizes

    • For Facebook, create a 600x315 pixel ad with title, text, link description (optional), and call-to-action

  • For dynamic ads, fill out this form and our design team will send you a first draft in 3-5 business days (managed accounts only).

4. Goals

  • Confirm Key Performance Indicators (KPIs) with your rep.

  • Confirm attribution windows. AdRoll defaults to 30 day click-through and 7 day view-through windows.

5. Privacy notice

6. Billing

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