How to Configure Alyce for RollWorks Recipes
There is one recipe included as part of the Alyce for RollWorks integration which allows you and your team to send a gift to the right person from the right account at the right time. Before using these recipes, ensure that you have successfully installed the Alyce for RollWorks integration via HubSpot or Salesforce.
Trigger gifts based on RollWorks journey stage
Based on the criteria that you specify in this recipe, Alyce will automatically approve and add the corresponding recipients to the Alyce 1:Many campaign that you select.
Step 1: Before configuring this recipe, ensure that you have already created the corresponding Alyce 1:Many campaign to which you would like to upload your contacts. For a refresher, you can follow this guide on how to create a 1:Many campaign in Alyce.
Step 2: If you haven’t already, please set up the RollWorks Account List inside RollWorks that you would like to use for this recipe.
Step 4: Choose the recipe that corresponds to “via HubSpot” or “via Salesforce” based on what you connected in Step 3. The following steps will be the same regardless of which recipe you use.
Step 5: Within the RollWorks account list entry box, enter the exact name of the RollWorks account list that contains the accounts that you would like to gift. If you change the name of your account list inside RollWorks, you will also need to update this entry box with the updated name.
You may only enter one RollWorks account list.
Step 6: Within the RollWorks journey stage name entry box, enter the name of the RollWorks journey stage(s) that you would like to use as your gifting trigger. Gifts will be triggered when the corresponding account moves into this RollWorks journey stage.
You may enter a single stage or multiple stages as a comma-separated list and these values are case sensitive. For example: “Decision, Purchase“ would trigger when accounts move into Decision or Purchase.
Step 7: Within the recipient job title entry box, enter the job title of the recipients that you would like to send a gift to. Recipients will be added to the Alyce 1:Many campaign if their job title (in Salesforce or HubSpot) contains the value that you input here.
This is case sensitive and you may only enter one job title. This can be broad such as “Marketing” or specific such as “VP Marketing”.
Step 8: Within the Alyce 1:Many campaign entry box, select the corresponding Alyce 1:Many campaign that you created/identified in Step 1 above. This is where the recipients will be approved and uploaded.
Step 9: Within the recipe, click “Start”.
Congratulations, you have successfully configured your Alyce for RollWorks recipe!
Recipients will be added to the Alyce 1:Many campaign on a weekly basis as their accounts move into the RollWorks journey stage(s) that you specified.
As a next step, we recommend connecting your campaign to your Marketing Automation Platform and/or Sales Engagement software to send your Alyce gifts.