Welcome to AdRoll! We’re delighted to have you on board. Take a moment to explore the platform by watching the demo video and reading through each section below for a comprehensive introduction to the AdRoll account.
Note that, depending on the subscription package, you may see fewer options in the navigation sidebar. To check your current subscription, log in to AdRoll and go to Settings > Billing > Plans & Usage.
Navigation Bar
The navigation bar on the left side of your screen provides access to all your marketing tools, including Audiences, Campaigns, Asset Manager, and Measure (reporting tools). Click on the icon to expand/collapse this menu.
Labels
Description
Alpha
The early testing phase where a product is initially developed with basic features. It is usually tested internally or with a small group of select advertisers to identify major bugs and gather initial feedback.
Beta
The later testing phase where the product is more polished but still requires user feedback to find remaining issues. Beta versions are made available to a larger audience for more extensive testing and refinement before the full launch.
Navigation Bar Toolkit
Navigation
Help Center Sections
Question Mark icon: Directs you to the Help Center or to submit a Customer Support request through a webform
Electric Plug icon: Find all available 3rd party integrations
Bell icon: Alerts and notifications, such as policy updates regarding your ads.
Gear icon: Your Account Settings including Billing, Subscription, Account Info, Company Info, Data Collection Opt-Ins, and Exclusions
Here's a quick overview of the options under the Gear Icon:
Feature
Description
Plan and Usage
Manage and review your plan options along with add-ons (if opted) and payment method information.
Payment Methods
Manage your payment options here.
Billing History
Check your account balance and view all of your invoices.
Personal Information
Enter your name and email, and select your preferred language.
Password and Security
Set your password and access your 2-step verification.
Email Preferences
Set which AdRoll emails you want to receive.
Company Information
Enter your company details here.
Advertiser Profiles
Add or remove profiles here.
User Permissions(Admin only)
Administrators will modify these settings to manage your account and configure AdRoll for your entire team.
Opt-ins
View and manage your opt-ins.
Visitor Consent
Choose your GDPR consent options.
By App
Enter the IDs associated with apps where you do not want to serve ads.
By Domain
Add list of domains you don't want to be associated with.
By IP Address
Prevent all ads in your account from displaying on an unwanted computer or network by excluding them to certain Internet Protocol (IP) addresses.
Personal Access Tokens
Personal Access Tokens (PAT) are a way to make API calls in simple API integrations where OAuth is not practical. If you're building an application where you need to ask your users for their Personal Access Token, you should instead use OAuth. See our beginners' guide for details on how to use them.
Home Page
Navigation
Help Center Sections
When you log into AdRoll, you'll see the Homepage with three main tabs at the top: Grow Your Business, Performance, and Insights.
Grow Your Business: This tab provides a checklist for essential settings and campaign options (e.g., Contextual, Lookalike, Third-Party Audience, and Retargeting). You can also customize your site and access resources to help you get started.
Performance: This tab displays your site metrics, ad performance, and email campaign performance to track trends over time.
Insights: This tab offers insights and optimization suggestions, such as the best time of day or locations for reaching new audiences.
Audiences
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Help Center Sections
Website: Create new audiences (URLs, A fixed page, An event, The number of pages viewed, The number of impressions served and CRM lists) to target based on how visitors interact with your site.
Contacts: These can be used in your ad campaigns and also targeted or excluded in email newsletter campaigns, including preview capabilities that give you a real-time indication of audience size, before you send a newsletter campaign.
Campaigns
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Help Center Sections
Recipes: These are automated sequences set in motion by a specific trigger and include one or more steps. They make it easy to nurture relationships with prospects and customers over the course of their lifecycle with automated messaging across ads on the open web, email, and social channels such as Facebook, Instagram, Pinterest, and TikTok.
Ads: Here, you can create and edit web campaigns or preview imported ones. Whether you're focused on building your brand or re-engaging past visitors and customers, this is the ideal place to gain insights into your campaigns.
Emails: These help you get in front of site visitors where they spend a great deal of time: their inboxes. AdRoll Email combines powerful retargeting tech with effective email strategies to trigger dynamic emails to prospective customers.
SMS: Import your SMS campaigns to view performance data, gain insights, and leverage the power of first-party data all in one place to dynamically target your subscribers with relevant ads.
Asset Management
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Help Center Sections
Brand Manager: It is a single, easy-to-access location that enables you to manage your brand styles, assets, and commonly used links. These elements are then automatically applied to our Create Web Ads builder by default along with multiple, pre-built Branded templates available in your Email Template Library.
Ad Library: Any ads you upload, create, or request will be stored in your Ad Library. You can search for your ads by name, size, inventory, URL, or use filter options.
Email Templates: This is where you can create and organize all of your templates before you build an email campaign.
Measure
Navigation
Help Center Sections
Cross-Channel: With this tool, you can analyze the performance from your ads, email, SMS, e-commerce store, CRM, and/or third-party analytics, in one centralized dashboard.
Campaign Reports: A variety of default reports under the Campaign Reports tab ranging from ad placement to conversion details and segment suggestions as well.
New Visitor Insights: This tab provides insights into new users, including metrics such as bounce rates, pages viewed during a non-bounced visitor's initial visit, and time spent during the first visit.
Campaign Attribution: This tab helps you learn more about how your converters behave and interact with your brand. There are two key sections of your attribution dashboard: Tracked Conversions and AdRoll
Tracked Conversion: This tab shares insights on all the Tracked, Cross-Channel, and AdRoll-led conversions.
Profile Menu
Navigation
Description
If you have multiple profiles, you can switch between them here or view them all at the same time. You can also log out of your account from here by clicking on the upwards arrow button.
Help Widget
Navigation
Description
The Help Widget is your main source of support within the AdRoll platform. Our AdRoll Chatbot will try to find relevant knowledge-base articles to help you solve your issue. You can also reach out to our Customer Support agents via Live Chat.