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Maintenance workflows for account-based marketing in performance marketing

Maintenance workflows for account-based marketing in performance marketing

Browse 6 maintenance workflows for account-based marketing in the Workflow Automation Library. Each one runs inside a Roadway AI coworker, with changes held for approval. Maintenance workflows keep accounts clean: naming, UTMs, broken URLs, stale audiences and disapproved ads. Pick a workflow, add it to your Roadway agent, and review the first run before anything goes live.

All matching workflows

+5
Check customer and open-opportunity exclusions
A simple check that current customers and open opportunities are excluded from acquisition campaigns on every channel.
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All channels

Maintenance Basic complexity Account-based marketing Pipeline generation

+1
Check target account list match rates
A simple check of how much of the target account and contact lists each platform actually matched.
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Google Search Ads Microsoft (Bing) Ads Google Display Ads Facebook Ads Instagram Ads LinkedIn Ads

Maintenance Basic complexity Account-based marketing

Refresh stale retargeting and exclusion audiences for Google Display Ads
Checks Google Ads audience segments (your data segments, Customer Match and custom segments) for age, size and exclusions, and flags what the team needs to fix in the CRM sync. Roadway never uploads contact data.
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Google Display Ads

Maintenance Standard complexity Account-based marketing

Refresh stale retargeting and exclusion audiences for Google Search Ads
Checks Google Ads audience segments and Customer Match lists for age, size and exclusions, and flags what the team needs to fix in the CRM sync. Roadway never uploads contact data.
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Google Search Ads

Maintenance Standard complexity Account-based marketing

Refresh stale retargeting and exclusion audiences for LinkedIn Ads
Checks LinkedIn Matched Audiences (contact lists, company lists, website retargeting and lead gen form audiences) for age, size and exclusions, and flags what the team needs to fix in the CRM sync. Roadway never uploads contact data.
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LinkedIn Ads

Maintenance Standard complexity Account-based marketing

Refresh stale retargeting and exclusion audiences for Microsoft (Bing) Ads
Checks Microsoft Advertising remarketing and Customer Match lists for age, size and exclusions, and flags what the team needs to fix in the CRM sync. Roadway never uploads contact data.
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Microsoft (Bing) Ads

Maintenance Standard complexity Account-based marketing

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