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Optimization workflows for pipeline generation in performance marketing

Optimization workflows for pipeline generation in performance marketing

Browse 29 optimization workflows for pipeline generation in the Workflow Automation Library. Each one runs inside a Roadway AI coworker, with changes held for approval. Optimization workflows tune bids, targeting, creative and schedules inside existing campaigns to lower cost per result. Pick a workflow, add it to your Roadway agent, and review the first run before anything goes live.

All matching workflows

Bid on pipeline value from CRM data for Google Display Ads
Moves Google Display from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
View workflow
Optimization
Expert
4 business types
Bid on pipeline value from CRM data for Google Search Ads
Moves Google Search from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
View workflow
Optimization
Expert
4 business types
Bid on pipeline value from CRM data for LinkedIn Ads
Sends CRM pipeline and revenue values back to LinkedIn so results are measured on value, and recommends the switch to value-based bidding for a person to make in Campaign Manager once there is enough valued data.
View workflow
Optimization
Expert
4 business types
Bid on pipeline value from CRM data for Meta Ads
Moves Meta (Facebook & Instagram) from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
View workflow
Optimization
Expert
4 business types
Bid on pipeline value from CRM data for Microsoft (Bing) Ads
Moves Microsoft (Bing) from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
View workflow
Optimization
Expert
4 business types
Bid on pipeline value from CRM data for Snapchat Ads
Moves Snapchat from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
View workflow
Optimization
Expert
4 business types
Bid on pipeline value from CRM data for TikTok Ads
Moves TikTok from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
View workflow
Optimization
Expert
4 business types
Bid on pipeline value from CRM data for YouTube Ads
Moves YouTube from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
View workflow
Optimization
Expert
4 business types
+2
Bid on predicted long-term value for PLG signups
Sends a simple, rule-based value for each signup (an activated signup is worth the historical activation-to-paid value) so bidding chases people who activate. Uses a predicted value only if you supply a model that has a track record.
View workflow
Optimization
Advanced
SaaS · PLG
+2
Evolve lookalike seeds from pipeline value autonomously
Keeps testing new seed definitions (by value, recency, product and segment) for lookalike and predictive audiences, and promotes the seeds that produce the best customers.
View workflow
Optimization
Mad Max
All business types
Optimize account expansion audiences for LinkedIn Ads
Keeps your LinkedIn Predictive Audiences and company list expansion seeded with your best customers, and retires the ones that drift.
View workflow
Optimization
Advanced
3 business types
Optimize competitor conquest campaigns on search
Runs competitor-term search campaigns efficiently: which competitor terms to bid on, at what price, with what copy and comparison pages.
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Optimization
Standard
All business types
Optimize conversation ads for LinkedIn Ads
Tunes LinkedIn Conversation Ads (the branching message flows sent to the inbox) so more recipients click through to a qualified action.
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Optimization
Standard
4 business types
Optimize job title and seniority targeting for LinkedIn Ads
Uses LinkedIn demographic reporting to keep spend on the job titles, functions and seniorities that create pipeline.
View workflow
Optimization
Standard
4 business types
Optimize lead form assets for pipeline quality for Google Search Ads
Makes Google Search lead forms produce qualified leads instead of cheap, junk submissions.
View workflow
Optimization
Advanced
3 business types
Optimize lead forms for pipeline quality for LinkedIn Ads
Makes LinkedIn lead forms produce qualified leads instead of cheap, junk submissions.
View workflow
Optimization
Advanced
3 business types
Optimize lead forms for pipeline quality for Meta Ads
Makes Meta (Facebook & Instagram) lead forms produce qualified leads instead of cheap, junk submissions.
View workflow
Optimization
Advanced
3 business types
Optimize lead forms for pipeline quality for Reddit Ads
Makes Reddit lead forms produce qualified leads instead of cheap, junk submissions.
View workflow
Optimization
Advanced
3 business types
Optimize lead forms for pipeline quality for Snapchat Ads
Makes Snapchat lead forms produce qualified leads instead of cheap, junk submissions.
View workflow
Optimization
Advanced
3 business types
Optimize lead forms for pipeline quality for TikTok Ads
Makes TikTok lead forms produce qualified leads instead of cheap, junk submissions.
View workflow
Optimization
Advanced
3 business types
Optimize LinkedIn profile targeting for Microsoft (Bing) Ads
Uses Microsoft Advertising's LinkedIn profile targeting (company, industry, job function) as bid signals on search to favor ICP searchers.
View workflow
Optimization
Standard
3 business types
Optimize lookalike and follower look-alike audiences for X Ads
Keeps X lookalike-style audiences seeded with your best customers and retires the ones that drift.
View workflow
Optimization
Advanced
All business types
Optimize lookalike audiences for Google Display Ads
Keeps Google Display lookalike-style audiences seeded with your best customers and retires the ones that drift.
View workflow
Optimization
Advanced
All business types
Optimize lookalike audiences for Meta Ads
Keeps Meta (Facebook & Instagram) lookalike-style audiences seeded with your best customers and retires the ones that drift.
View workflow
Optimization
Advanced
All business types
Optimize lookalike audiences for Reddit Ads
Keeps Reddit lookalike-style audiences seeded with your best customers and retires the ones that drift.
View workflow
Optimization
Advanced
All business types
Optimize lookalike audiences for Snapchat Ads
Keeps Snapchat lookalike-style audiences seeded with your best customers and retires the ones that drift.
View workflow
Optimization
Advanced
All business types
Optimize lookalike audiences for TikTok Ads
Keeps TikTok lookalike-style audiences seeded with your best customers and retires the ones that drift.
View workflow
Optimization
Advanced
All business types
Prune LinkedIn Ads targeting facets from pipeline feedback autonomously
Continuously prunes and expands LinkedIn targeting facets based on which titles, companies and skills produce opportunities in the CRM.
View workflow
Optimization
Mad Max
SaaS · Sales-led
Run a whole-account optimization check for LinkedIn Ads
An onboarding audit of the whole LinkedIn account: structure, tracking, bidding, targeting and creative, ranked by impact, with the workflow that fixes each issue.
View workflow
Optimization
Standard
4 business types

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