Welcome to AdRoll, the Ecommerce marketing platform for ambitious, growing D2C brands. We're excited to help you launch high-performing ad campaigns!
This guide will walk you through our new onboarding experience, featuring the AdRoll AI Assistant, designed to get you set up quickly and confidently. You'll soon have the unified data, channels, and measurement tools you need to grow your business.
Part 1: Your Initial 4-Step Setup
When you first sign up for your AdRoll account, you'll be guided through a short, 4-step flow so we can learn about your business and tailor your experience. Please review AdRoll's advertising policies before initiating.
Step 1: Tell Us About You
To start, we'll ask a few quick questions about your role and goals. This information will help us personalize your experience with AdRoll based on your business goals and your marketing expertise. You'll select:
- Your role (e.g., Marketing Professional, Business Owner / Founder)
- Your focus (e.g., I run campaigns hands-on, I manage a team)
- Your goals (e.g., Increase sign ups, sales, or other conversions; Generate leads; Build brand awareness)
Step 2: Tell Us About Your Business
Next, you'll provide some context about your company. This helps us recommend the right strategies and budget.
- Your Industry
- Your Company Size
- Your Typical Monthly Digital Advertising Budget
- Your Website's Unique Visitors per Month (MUV)
Step 3: Choose How You Gather Visitor Consent
To comply with applicable data protection laws, you must obtain consent from your site visitors to use tracking technology.
- Use NextRoll's Cookie Consent Banner (Recommended): This banner deploys automatically on your site.
- Use a Custom Banner: Choose this if you already have your own consent banner and will deploy it yourself.
- No Banner: This option is for businesses in jurisdictions that do not require a consent banner.
Learn more about Choosing how you gather consent.
Step 4: Connect AdRoll to Your Website
This is a critical step that allows us to track your site visitors, understand their behavior, and measure your campaign's performance. You can choose from several options, including:
- Manual Install: Add the AdRoll Pixel code to your website's header.
- Google Tag Manager: Connect your account using GTM (less than 3 minutes).
Learn more about Connecting your website to AdRoll and Confirming your connection using PixelPal.
Part 2: Choose Your Path: AI-Guided or Self-Exploration
After completing the 4-step setup, you'll see the "Explore AdRoll Your Way" screen. Here, you decide how to proceed.
You have two choices:
- Get started with AI's guidance (Selected by Default)
- Start on your own
Here is a detailed breakdown of each path:
Option 1: Get Started with AI's Guidance
This is the default option, ideal for new users who want a bit of extra help getting started.
- What it is: This path lets you explore AdRoll with the help of AI. You can use guided prompts or simply ask questions in natural language to discover how to set up and optimize your account.
- What happens next: When you click "Start with AI Help," the AdRoll AI Assistant will open in a full-screen, interactive mode. It will offer initial prompts to help you launch your first campaigns or complete any setup steps.
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What the AI Assistant can do for you:
- Guided Setup: Start with prompts like, tracking site visitors, setting up enhanced conversions, creating high-intent audiences, and uploading or creating ads.
- Campaign Creation Assistance: The Assistant can help you build your first Web Retargeting, Lookalike, or Contextual campaigns. It provides recommendations to ensure you have all the right elements in place to improve delivery and achieve your goals sooner.
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Answer Your Questions: You can ask the Assistant questions in plain English at any time. For example:
- "How do I set up a Lookalike campaign?"
- "What does CTR mean?"
- "How do I track conversions?"
This path gives you an immediate, interactive way to get direction and start building your first campaigns with confidence.
Option 2: Start on Your Own
If you're already familiar with ad platforms or prefer to explore without assistance, this is the path for you.
- What it is: This option allows you to skip the guided AI setup.
- What happens next: You will be directed to the main AdRoll home page. From there, you can continue setting up your account, creating audiences, and building campaigns manually. Attaching a couple of guides to help you begin.
Don't worry! You can switch paths at any time. If you choose to start on your own, the AI Assistant will still be available with just a click whenever you need a hand.