--- title: "Add marketing campaigns in ServiceTitan" slug: "add-marketing-campaigns-in-servicetitan-1" updated: 2026-10-15T00:55:28Z published: 2026-10-15T00:55:28Z canonical: "help.servicetitan.com/add-marketing-campaigns-in-servicetitan-1" --- > ## 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. # Add marketing campaigns in ServiceTitan ## Overview Set up marketing campaigns in ServiceTitan to track incoming leads, monitor CSR performance, run marketing reports, and view marketing data in real time. --- ### #### Make sure you’re viewing the correct Marketing Pro content This article is for Marketing Pro. If you are using Marketing Pro v2, see [Create Marketing Pro Campaigns](/v1/docs/create-pro-campaigns) 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=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%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=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) #### Who uses this feature - Marketing managers, business owners, and other marketers on your team - Primarily benefits Commercial Service & Replacement 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). - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Phone integration is required to automatically track the source of incoming leads. After phone integration is set up, you can edit a tracking number to attach it to each of your marketing campaigns. For more information, see [Set up phone integration](/construction/docs/set-up-phone-integration-1) and [Add or edit tracking numbers](/construction/docs/add-or-edit-tracking-numbers). - CSRs can manually attach a marketing campaign to any call. This attaches the campaign to the job. You can see the **Campaign** field on the *Call Booking* screen, under the *Job Details* section. - Commercial businesses can set a default campaign in **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) **> Campaigns**, which will automatically pre-fill in the job booking form. Account configuration is required—contact [Technical Support](https://go.servicetitan.com/#/ask) for details.![Checkbox for marking a campaign as the default for job bookings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-b620qscw.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) ## Types of campaigns you can set up in ServiceTitan You can set up marketing campaigns for advertising campaigns, referrals, and even repeat customers. It is recommended that you set up marketing campaigns for all of your incoming business. - Advertising campaigns (radio ads, online ads, television ads, billboard or bench ads, etc.) - Marketing efforts (door drops, flyers, magnets, mailers, etc.) - Customer referrals - Repeat business / returning customers > [!NOTE] > **Note:** The campaigns you have set up determine your marketing data in a marketing report. ## Add a marketing campaign 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D). In the side panel, click **Operations > Campaigns**. 2. Click **Add** to add a new campaign. The *Add a Campaign* page opens. 3. In the *Add a Campaign*, provide the following details: 1. For **Name**, enter a unique, brief, and descriptive name. 2. Select a **Category** for the campaign. > [!NOTE] > **Note:** If the category you want to add is not available, go to **Settings > Options > Campaign Categories** and create a new category. For more information, see [Add and use campaign categories](/construction/docs/add-and-use-campaign-categories). 3. Select the individual **Business Units** to which the campaign applies. > [!NOTE] > **Note:** If you skip adding a Business Unit, the system associates the campaign with all business units by default. 4. Assign an **Advertised Number** to the campaign. This can be a phone number used for advertising this campaign and it can be a tracking number assigned in ServiceTitan to track the revenue of the campaign. For more information, see [Assign tracking phone numbers to Marketing Pro campaigns](/v1/docs/assign-tracking-phone-numbers-to-campaigns). > [!TIP] > **Tip:** To get accurate data about the return on investment (ROI) of a campaign, attach a unique tracking number to each of your campaigns. To [create a new tracking number](/construction/docs/add-or-edit-tracking-numbers) you need to [set up phone integration](/construction/docs/set-up-phone-integration-1). 5. Select the **Source** of the platform from where the calls and bookings are received. 6. Select the **Medium** by which you received the calls and bookings. For example, this can be through social media, organic, email, or other channels. > [!NOTE] > **Note:** You can't customize the Source and Medium options unless you use Marketing Pro Ads. For more, see [Get started with Marketing Pro Ads](/construction/docs/get-started-with-marketing-pro-ads). 4. Upload your logo. For example, you can upload an image of the Google logo for a Google Ads campaign. This will make the [Marketing Scorecards](/construction/docs/marketing-scorecards) more visual and easy to reference. > [!NOTE] > **Note:** Only the following file types are accepted: .jpg, .jpeg, .png, .tiff, and .tff. 5. When you're finished, click **Save**. ![Form to add a campaign with fields for name, category, and contact information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-fldxpfzz.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) ## Edit a marketing campaign 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D)**.** In the side panel, click **Operations > Campaigns**. 2. Find the campaign you want and click **Edit**. The *Edit Campaign* page opens. ![Campaign management interface displaying options to add, activate, and edit campaigns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-1bxm0awh.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) 3. Edit your content as needed. When you're done, click **Save**. ## Activate campaigns 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D)**.** In the side panel, click **Operations > Campaigns**. 2. Click the **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-x57egtnq.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D)** in the **Active** column. 3. Deselect **Active** and select **Inactive**. 4. Click **Filter**. ![User interface showing filter options with selected items and action buttons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-sj02deps.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) 5. Select the campaign you want to activate, then click **Activate**. ![User interface for managing marketing campaigns with options to add, activate, or deactivate.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-xahv7w2j.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) ## Deactivate campaigns If you deactivate a campaign that's currently running, it stops sending emails and automatically archives that campaign. To deactivate a campaign: 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D). In the side panel, click **Operations > Campaigns**. 2. Select a campaign to deactivate, and then click **Deactivate**. ![Campaign management interface showing options to activate or deactivate campaigns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-18hva6rg.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D)The campaign is archived and it appears in the *Archived Campaigns* section in **Marketing Pro > Campaigns > Archived Campaigns**. You can reactivate a campaign you previously deactivated and use it again for marketing: 1. Go to **Marketing Pro > Campaigns > Archived Campaigns**. 2. Find the campaign you want and click **More ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-7k9d14vr.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D)**. 3. Select **Manage Status** to go to the *Campaigns* page in Settings and reactivate the campaign by the steps mentioned in *Activate campaigns*. ![Archived campaigns list showing names, channels, statuses, and a manage status option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-jtcgthuy.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) ## Edit a marketing campaign cost To edit a marketing campaign cost that is added from the category page of the campaign: 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) **.** In the side panel, click **Operations > Campaigns**. 2. Find the campaign you want and click **Edit Cost**. The *Campaign Cost* page opens. 3. Select the year to add the daily or monthly campaign cost. ![Campaign management interface showing options to add, activate, and edit costs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-44trgzqp.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) 4. You can add a daily or monthly cost for each month that you plan to run the campaign: - If you add a monthly total, the daily cost is calculated automatically. In Marketing Pro, the daily cost of the campaign is calculated by this formula: (Total campaign cost) / (Number of days the campaign will run). - If you add a daily total, the monthly cost is added automatically. 5. When you're done, click **Save**. ![Campaign cost breakdown for January, February, and March with average daily costs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-6ym3cflr.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) ## Tracking the performance of your marketing campaigns You can use either of these methods to see leads generated by the campaign, campaign ROI, and more campaign data. ### Marketing Scorecards 1. Go to the navigation bar and click the **Dashboard.** 2. Scroll down to see the [Marketing Scorecards](/construction/docs/marketing-scorecards) section. You can click on any campaign to view the full scorecard. ![Marketing scorecards display various campaigns with their status and revenue details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-68f3v4lu.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) ### Campaign Summary report Go to the navigation bar and click the **Reports** and run the [Campaign Summary report template](/construction/docs/campaign-summary-report-template-1). ![Campaign summary report showing booked jobs completed and inbound call statistics.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-marketing-campaigns-in-servicetitan-image-aco9a4y7.png?sv=2026-02-06&spr=https&st=2026-10-30T23%3A47%3A25Z&se=2026-10-31T00%3A47%3A25Z&sr=c&sp=r&sig=KGqNHQdYf2p0pS1m3BMHu7Ofc0l19mpk9FrwAi977cs%3D) ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Getting Started with ServiceTitan Marketing Pro](https://academy.servicetitan.com/course/2711855) - See [Overview: Using ServiceTitan Marketing Pro](/v1/docs/overview-using-servicetitan-marketing-pro) 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)