--- title: "Create SMS campaign content" slug: "create-sms-campaign-content" tags: ["Area - Marketing Pro (v2)", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-16T01:00:45Z published: 2026-10-16T01:00:45Z canonical: "help.servicetitan.com/create-sms-campaign-content" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Create SMS campaign content ## Overview Create SMS content to directly connect with your customers through text messaging. They can be used to share updates, promote services, offer discounts, and remind customers about upcoming appointments. SMS content can be created for either [transactional text messages or marketing messages](/v1/docs/understand-transactional-versus-marketing-messages). --- ### #### Make sure you’re viewing the correct Marketing Pro content This article is for Marketing Pro v2. If you are using Marketing Pro, see [Marketing Pro](/commercial/docs/marketing-pro-home) for content specific to your experience. You can check your version following these steps: 1. Go to the navigation bar and click **Marketing** ![A speaker icon representing Marketing in ServiceTitan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-marketing.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A31Z&se=2026-11-09T12%3A16%3A31Z&sr=c&sp=r&sig=N28FWJqbp1bvu4naga8sZ3xUsKnyX56pJZZDr5EBSUQ%3D). 2. If the side menu under Analytics includes One-Time Campaigns and Automated Campaigns, you're using [Marketing Pro v2](/v1/docs/marketing-pro-v2). If these options aren't visible, you're using [Marketing Pro](/v1/docs/marketing-pro). ![Analytics section highlighted in the Marketing side menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-marketing-analytics.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A31Z&se=2026-11-09T12%3A16%3A31Z&sr=c&sp=r&sig=N28FWJqbp1bvu4naga8sZ3xUsKnyX56pJZZDr5EBSUQ%3D) #### Who uses this feature - Marketing managers, business owners, and other marketers on your team - Primarily benefits Commercial Service and Replacement business types and Residential Service and Replacement business types - Applies to all trades #### Feature configuration - To get started with Marketing Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro), or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM). ## Things to know - You must activate the Chat feature to be able to create campaigns that use SMS text messages. For more, see [Set up and enable Chat](/commercial/docs/set-up-and-enable-chat). - You can create SMS content to send marketing or transactional text messages. These types of messages have different regulations. For more, see [Understand transactional versus marketing messages](/v1/docs/understand-transactional-versus-marketing-messages). - Your Marketing Registration must be approved by The Campaign Registry (TCR) before you can send opt-in requests or marketing text messages to customers. For more, see [Manage Marketing SMS settings](/commercial/docs/manage-marketing-sms-settings). - Customers must explicitly opt-in to receive marketing text messages. For more, see [Generate opt-in requests for marketing text messages](/commercial/docs/generate-opt-in-requests-for-marketing-text-messages). - SMS campaigns are launched the next day, at the earliest. This allows ServiceTitan time to process and queue up your text messages ahead of time, which ensures proper delivery. ## Create a SMS campaign 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-sms-campaign-content-image-ef8vb3o5.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A31Z&se=2026-11-09T12%3A16%3A31Z&sr=c&sp=r&sig=N28FWJqbp1bvu4naga8sZ3xUsKnyX56pJZZDr5EBSUQ%3D)**. 2. In the side menu, go to **Campaigns > Campaign Manager**. 3. On the *Campaign Manager* screen that opens, click **Create Campaign > Pro Campaign**. 4. After you create the campaign, add the campaign goal, select the segment that will receive this campaign, and proceed to the *Content* section. > [!NOTE] > **Note:** When selecting a campaign goal, you can choose between transactional and marketing goals. Keep your goal in mind when creating your content. For more, see [Understand transactional versus marketing messages](/v1/docs/understand-transactional-versus-marketing-messages). 5. Click **Add Content**. You're ready to add SMS content to your campaign. ## Create SMS campaign content 1. On the *Content* screen, click the **Plus** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-sms-campaign-content-image-z9x78ev3.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A31Z&se=2026-11-09T12%3A16%3A31Z&sr=c&sp=r&sig=N28FWJqbp1bvu4naga8sZ3xUsKnyX56pJZZDr5EBSUQ%3D) icon and select **SMS**. ![User selects SMS option from a dropdown menu in a trigger setup interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-sms-campaign-content-image-eh1qyg4f.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A31Z&se=2026-11-09T12%3A16%3A31Z&sr=c&sp=r&sig=N28FWJqbp1bvu4naga8sZ3xUsKnyX56pJZZDr5EBSUQ%3D) 2. On the *Terms of Use* pop-up that opens, review the terms, select **I agree to the terms of use**, then click **Continue**. ![Terms of Use agreement for SMS marketing campaigns with a checkbox and continue button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-sms-campaign-content-image-s1eprck9.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A31Z&se=2026-11-09T12%3A16%3A31Z&sr=c&sp=r&sig=N28FWJqbp1bvu4naga8sZ3xUsKnyX56pJZZDr5EBSUQ%3D) 3. On the *SMS #* pop-up that opens, click **+** **Add Content**. ![User interface for adding SMS content with options for message and time settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-sms-campaign-content-image-mhjsh056.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A31Z&se=2026-11-09T12%3A16%3A31Z&sr=c&sp=r&sig=N28FWJqbp1bvu4naga8sZ3xUsKnyX56pJZZDr5EBSUQ%3D) 4. Enter the SMS message you want to send to recipients of this campaign. You can click **Add Merge Tag** to add merge tags to your message. > [!NOTE] > **Note:** An opt-out message is automatically added to the end of each text message for compliance purposes. 5. Select the **Time of Day** you want to send the message. ![SMS template for HVAC maintenance appointment reminder with merge tags and preview.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-sms-campaign-content-image-4e5kccl4.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A31Z&se=2026-11-09T12%3A16%3A31Z&sr=c&sp=r&sig=N28FWJqbp1bvu4naga8sZ3xUsKnyX56pJZZDr5EBSUQ%3D) 6. When finished, click **Save**. ## Send a second SMS message Campaigns can be a single message sent repeatedly, or different messages sent on a sequential delay. 1. To add another SMS message, click the **Plus** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-sms-campaign-content-image-e8uu4k14.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A31Z&se=2026-11-09T12%3A16%3A31Z&sr=c&sp=r&sig=N28FWJqbp1bvu4naga8sZ3xUsKnyX56pJZZDr5EBSUQ%3D) icon and select **Delay**. ![SMS notification for HVAC maintenance appointment scheduling with options for communication methods.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-sms-campaign-content-image-66eqh64u.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A31Z&se=2026-11-09T12%3A16%3A31Z&sr=c&sp=r&sig=N28FWJqbp1bvu4naga8sZ3xUsKnyX56pJZZDr5EBSUQ%3D) 2. Enter the number of **Days**, **Hours**, or **Minutes** you want to wait before sending the next postcard for the campaign. You can add a wait time of up to 1,000 days between postcards. 3. Click **Save**. ![Settings for automation delay, specifying days, hours, and minutes before saving.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-sms-campaign-content-image-s2eot0zs.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A31Z&se=2026-11-09T12%3A16%3A31Z&sr=c&sp=r&sig=N28FWJqbp1bvu4naga8sZ3xUsKnyX56pJZZDr5EBSUQ%3D) 4. Click the **Plus** icon and select **SMS**. ![User selects SMS option to delay campaign for one day in the interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-sms-campaign-content-image-cls8ya82.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A16%3A31Z&se=2026-11-09T12%3A16%3A31Z&sr=c&sp=r&sig=N28FWJqbp1bvu4naga8sZ3xUsKnyX56pJZZDr5EBSUQ%3D) 5. Add the content for the SMS message. ## Want to learn more? - See [Create one-time and automated campaigns](/v1/docs/create-one-time-and-automated-campaigns) - See [Create Pro campaigns](/commercial/docs/create-pro-campaigns) - See [Create direct mail campaign content](/commercial/docs/create-direct-mail-campaign-content) - See [Create email campaign content](/v1/docs/create-email-campaign-content) Targeted text message campaigns sent to customer segments through Marketing Pro. **What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers. **Also called:** Text marketing, SMS marketing **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Text Campaigns ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)