--- title: "Manage Marketing Pro Segments" slug: "manage-marketing-pro-segments" tags: ["Area - Marketing Pro (v2)", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-16T00:59:32Z published: 2026-10-16T00:59:32Z canonical: "help.servicetitan.com/manage-marketing-pro-segments" --- > ## 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. # Manage Marketing Pro Segments ## Overview In Marketing Pro, you can view the segment details and manage the details of the segment members. This allows you to target your audience more effectively, making sure your marketing content reaches the right people while helping you reduce costs. --- ### #### Make sure you’re viewing the correct Marketing Pro content This article is for Marketing Pro v2. If you are using Marketing Pro, see [Manage Marketing Pro Audiences](/commercial/docs/manage-marketing-pro-audiences) 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%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%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%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D) #### Feature configuration - Marketing managers, business owners, and other marketers on your team. - Primarily benefits Commercial Service and Replacement business types and Residential Service & 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). ## Overview of the Acquisition Segments dashboard 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-qdre1fee.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D)**. 2. In the side menu, click **Audiences > Acquisition Segments**. ![Overview of acquisition segments with active and archived counts displayed in a table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-7ha3yvq3.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D) 3. On the *Acquisition Segments* screen, you can view your *Active* and *Archived* acquisition segments. The table contains the following details for each segment: - **Name:** The unique name of the segment. - **Total Reach:** The number of customers the segment can reach by direct mail. If the reach is not calculated, one of the following statuses is displayed: - **"-" (None):** Filter criteria are not defined for the segment. - **Calculating:** The reach for the segment is being recalculated. - **Calculation Failed:** The latest reach calculation failed. Please contact [Technical Support](http://go.servicetitan.com/ask) for further assistance. - **Date Created:** The date when the segment is created. - **Last Modified:** The date of the last action—created, edited, cloned, archived, or unarchived—performed on the segment. ## Overview of the Retention Segments dashboard 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-n5kxotqx.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D)**. 2. In the side menu, click **Audiences > Retention Segments**. ![Overview of retention segments with active and draft statuses displayed in a table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-us629zhd.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D) 3. On the *Retention Segments* screen, you can view your *Active/Draft* and *Archived* retention segments. The table contains the following details for each segment: - **Name:** The unique name of the segment. - **Total Reach:** The number of customers the segment can reach by direct mail or email. If the reach is not calculated, one of the following statuses is displayed: - **"-" (None):** Filter criteria are not defined for the segment. - **Calculating:** The reach for the segment is being recalculated. - **Calculation Failed:** The latest reach calculation failed. Please contact [Technical Support](http://go.servicetitan.com/ask) for further assistance. - **Direct Mail Reach:** The number of customers the segment can reach by direct mail. - **Email Reach:** The number of customers the segment can reach by email. - **Status:** Segment status based on its progress from the date you created it. Statuses include: - **Draft:** Segment is created but the condition you want to filter your customers against is not selected. - **Active:** Segment is created and the condition filters are selected. - **Archived:** Segment was manually stopped. You can reactivate an archived segment. - **Date Created:** The date when the segment is created. - **Last Modified:** The date of the last action—created, edited, cloned, archived, or unarchived—performed on the segment. ## View active and archived segments 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-033p7kzk.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D)**. 2. In the side menu, click **Acquisition Segments** or **Retention Segments** depending on the type of segment you want to view. 3. Click the active or archived segment you want to view details for. ![Retention segments table showing active and draft statuses for various customer groups.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-0z5tq6of.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D) The *Segment Details* screen opens. For more, see [Marketing Pro Segment detail overview](/v1/docs/marketing-pro-segment-detail-overview). ## View draft segments 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-2zwx13ca.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D)**. 2. In the side menu, click **Acquisition Segments** or **Retention Segments** depending on the type of segment you want to view. 3. Click a draft segment to open the *Segment Builder*. ## Edit draft segments 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-5p1k8vvi.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D)**. 2. In the side menu, select **Acquisition Segments** or **Retention Segments** depending on the type of segment you want to edit. 3. On the *Active / Drafts* tab, find the draft segment you want to update and click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-5p3l8sfi.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D)**. ![Retention segments table displaying active and draft statuses with relevant metrics.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-8mcg9cnz.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D) 4. On the screen that opens, update the filters and details as necessary. 5. When finished, click **Save** for Retention Segments or **Continue** for Acquisition Segments. After the new information is saved, ServiceTitan recalculates the reach. > [!NOTE] > **Note:** The status of the segment changes to **Active**. ## Edit active segments Modifying an active segment impacts any campaigns currently using that segment. Review your campaigns to ensure the updated segment still aligns with their goals. To edit an active segment: 1. Go to the navigation bar and click **Marketing** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-ingbneng.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D). 2. In the side menu, click **Acquisition Segments** or **Retention Segments** depending on the type of segment you want to edit. 3. In the *Active / Drafts* tab, find the segment you want to update and click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-bapcd0hy.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D). ![Table displaying acquisition segments with details on reach, creation, and modification dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-uppwd9mw.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D) 4. On the screen that opens, update the filters and details as necessary. 5. When finished, click **Save** for Retention Segments or **Continue** for Acquisition Segments. > [!NOTE] > **Note:** You can also edit active segments from the segment's details screen. For more, see Marketing Pro Segment detail overview. ## Recalculate a segment You can recalculate the reach for active segments. To recalculate a segment: 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-e86jko0y.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D)**. 2. In the side menu, click **Acquisition Segments** or **Retention Segments** depending on the type of segment you want to recalculate. 3. Find the segment you want to recalculate in the list. 4. Click **More >** **Recalculate**. ![Table displaying acquisition segments with options to recalculate, clone, or archive data.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-zbqnmiou.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D) The *Total Reach, Direct Mail Reach, and Email Reach* is recalculated for Retention Segments. The *Total Reach* is recalculated for Acquisition Segments. ## Clone a segment If you have an active segment that's working well, you can clone it to use as a template for future segments. The reach and all filter criteria are cloned from the selected segment. To clone a segment: 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-3zhywi69.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D)**. 2. In the side menu, click **Acquisition Segments** or **Retention Segments** depending on the type of segment you want to clone. 3. Click **More** **> Clone** next to the segment you want to clone. ![Table displaying acquisition segments with options to clone, recalculate, and create new segments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-qtu66y1k.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D) 4. Enter a name for the cloned segment, then click **Clone**. ![Cloning a segment named 'Customers from Zone 1' in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-j61abu6n.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D) ## Archive a segment When you no longer need a segment, you can archive the segment to remove it from the list of active segments. This prevents it from being added to a new or modified campaign. > [!NOTE] > **Note:** A segment can't be archived if it is tied to an active campaign. To archive a segment: 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-dwv8ef2d.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D)**. 2. In the side menu, select **Acquisition Segments** or **Retention Segments** depending on the type of segment you want to archive. 3. Click **More > Archive** next to the segment you want to archive. ![Table displaying acquisition segments with options to archive, clone, or recalculate data.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-8vxboitf.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D) 4. In the confirmation pop-up that opens, click **Confirm**. ## Unarchive a segment Unarchive segments that you previously archived to restore them to the *Active Segments* list. This allows your team to add them to marketing campaigns again. After you unarchive a segment, the reach is recalculated. To unarchive a segment: 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-j188i56s.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D)**. 2. In the side menu, click **Acquisition Segments** or **Retention Segments** depending on the type of segment you want to unarchive. 3. Click the **Archived** tab. 4. Select a segment and click **Unarchive**. ![Archived segments list showing reach and status with an unarchive option highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-segments-image-odb02u1q.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A01Z&se=2026-11-09T12%3A27%3A01Z&sr=c&sp=r&sig=vNllyVL0q3wAI1fiVOv4Jyoaq1hvs29gin8qiMAp4XM%3D) > [!NOTE] > **Note:** You can also unarchive an archived segment from the segment's details screen. For more, see Marketing Pro Segment detail overview. ## FAQ --- ### #### How do I edit audiences in Marketing Pro? To edit an audience: 1. Go to the navigation bar and click **Marketing**. 2. In the side menu, go to **Audiences > Acquisition Segments** or **Retention Segments**. 3. Find the audience you want to edit in the list and click **Edit**. For more, see [Manage Marketing Pro Segments](/v1/docs/manage-marketing-pro-segments). #### Can I export my audience list? Yes, you can export your audience list as long as you have Marketing Pro. If you don’t have Marketing Pro, you can preview audiences and build them to see what options are available, but you cannot export them. ## Want to learn more? - See [Create Marketing Pro segments](/commercial/docs/create-marketing-pro-segments) - See [Marketing Pro Segment detail overview](/v1/docs/marketing-pro-segment-detail-overview) - See [View examples of commonly used Segments](/v1/docs/view-examples-of-commonly-used-segments-2) 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)