---
title: "Create Marketing Campaign in ServiceTitan"
slug: "create-marketing-campaign-in-servicetitan"
updated: 2026-10-15T00:54:47Z
published: 2026-10-15T00:54:47Z
canonical: "help.servicetitan.com/create-marketing-campaign-in-servicetitan"
---

> ## 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 Marketing Campaign in ServiceTitan

## Overview

---

### 

#### Who uses this feature

- Administrators and Office Employees
- Primarily benefits Residential Service and Replacement business types
- Applies to all trades

## 

## Create a Marketing Campaign in ServiceTitan

1. Go to the navigation bar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A06Z&se=2026-10-30T23%3A50%3A06Z&sr=c&sp=r&sig=TPolxEX7YabB2CbMqX3ArrxswDSB9PBX6bpHBmD%2FDuU%3D).
2. In the side panel, click **Operations > Campaigns**.
3. On the *Campaign* screen that opens, click **Add**. ![User interface for managing marketing campaigns with options to add, activate, or deactivate.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-marketing-campaign-in-servicetitan-image-ds3kt75g.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A06Z&se=2026-10-30T23%3A50%3A06Z&sr=c&sp=r&sig=TPolxEX7YabB2CbMqX3ArrxswDSB9PBX6bpHBmD%2FDuU%3D)
4. On the *Add a Campaign* screen that opens, enter the following information:
  1. In the **Name** field, enter:
    - ‘*Trane Phone call leads*’ if you are a Trane Dealer.
    - *American Standard Phone Call Leads’* if you are an American Standard Dealer.
  2. (Optional) From the **Category** dropdown, select *Lead Aggregator/Referral*.
  3. Leave the **Business Unit** field blank.
  4. Leave the **Advertised Number** field blank.
  5. From the **Source Medium** dropdown, select *Other*.In the **Other** field that appears, enter:
    - ‘*Trane Phone Call Leads*’ if you are a Trane Dealer
    - *‘American Standard’* if you are an American Standard Dealer
  6. From the **Medium** dropdown, select *Other*.
  7. In the **Other** field, enter *Other*. ![Form fields for adding a campaign with various input options and buttons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-marketing-campaign-in-servicetitan-image-0ph0g8my.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A06Z&se=2026-10-30T23%3A50%3A06Z&sr=c&sp=r&sig=TPolxEX7YabB2CbMqX3ArrxswDSB9PBX6bpHBmD%2FDuU%3D)
5. Click the **Plus ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-marketing-campaign-in-servicetitan-image-q0ljtatg.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A06Z&se=2026-10-30T23%3A50%3A06Z&sr=c&sp=r&sig=TPolxEX7YabB2CbMqX3ArrxswDSB9PBX6bpHBmD%2FDuU%3D)** icon to upload the campaign image:
  1. On the *Upload Campaign Image* pop-up that opens, click **Choose File**.

> **Note:** *Download these logos to use in your marketing campaign. To save the image, simply right-click and select* ***Save Image As****.*
    - *American Standard logo: ![Logo of American Standard, emphasizing quality in heating and air conditioning services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-marketing-campaign-in-servicetitan-image-a1d5mtaf.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A06Z&se=2026-10-30T23%3A50%3A06Z&sr=c&sp=r&sig=TPolxEX7YabB2CbMqX3ArrxswDSB9PBX6bpHBmD%2FDuU%3D)*
    - *Trane logo: ![Trane logo with slogan emphasizing reliability and performance in HVAC solutions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-marketing-campaign-in-servicetitan-image-p52pot1g.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A06Z&se=2026-10-30T23%3A50%3A06Z&sr=c&sp=r&sig=TPolxEX7YabB2CbMqX3ArrxswDSB9PBX6bpHBmD%2FDuU%3D)*
  2. Select the file from your device and click **Upload**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-marketing-campaign-in-servicetitan-image-xw5j0ms7.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A06Z&se=2026-10-30T23%3A50%3A06Z&sr=c&sp=r&sig=TPolxEX7YabB2CbMqX3ArrxswDSB9PBX6bpHBmD%2FDuU%3D)
6. When finished, click **Save**.

A customer calls in who intends to hire someone (the lasts over 60 seconds). This is a call lead. What this triggers in ServiceTitan The call is classified as a lead. On the dashboard, the call lead appears as a Lead under Call Metrics.

[Learn more →](https://help.servicetitan.com/docs/understanding-calls-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)