--- title: "Manage Marketing Pro Audiences" slug: "manage-marketing-pro-audiences" updated: 2026-10-15T00:55:18Z published: 2026-10-15T00:55:18Z canonical: "help.servicetitan.com/manage-marketing-pro-audiences" --- > ## 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 Audiences ## Overview The customers receiving your marketing content are the audience of a particular campaign. In Marketing Pro, you can view the audience details and manage the details of the audience members. This helps to better target the people you want to reach, helping you save on marketing costs. --- ### #### Make sure you’re viewing the correct Marketing Pro content This article is for Marketing Pro. If you are using Marketing Pro v2, see [Manage Marketing Pro Segments](/v1/docs/manage-marketing-pro-segments) 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=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%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=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) #### Who uses this feature - Marketing managers, business owners, and other marketers on your team - Primarily benefits Residential Service and Replacement business types and Commercial 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). - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## ## ## Things to know - For a customer with multiple email addresses, without setting email sent preferences, marketing emails are sent to the first valid email on the list. - Audiences created for SMS recurring service event reminder campaigns are limited to the *Recurring services* and *Location* filter sets only. All SMS recurring service reminder audiences require a recurring service filter to be applied to each inclusion group. - Audiences created for SMS unsold estimates campaigns are limited to the *Estimates*, *Customer*, and *Location* filter sets. Each inclusion group requires at least one applied estimate filter, and you can only target customers with open estimates. To target customers with sold or dismissed estimates, you should create an SMS Text Message marketing campaign. ## Audiences in marketing campaigns On the Audiences screen, the table provides the following information: - Audience name - **Category**—In marketing campaigns, you can categorize the audiences by the goal they are created for. The audience goals in Marketing Pro can be one of the following: - **Retain**: Keep the customers existing in your database. - **Acquire**: Target potential customers you haven’t worked with previously and add them to your user list. ![Audience goals include retaining and acquiring users, with varying reach metrics.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-audiences-image-wsi3deg6.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) - **The number of customers the audience can reach**—You can hover over the **Reach** icon to see how many emails, mailing addresses, and phone numbers are included in the audience. ![Audience management interface showing contact details and service reminders for users.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-audiences-image-wwi6iu1m.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) Customers can have more than one email address as part of their Customer Record. You can change which email address you want to send your marketing content to by going to the customer record and using the **Marketing updates** toggle. For more information, see [Manage customer and service Location Records](/construction/docs/customer-and-location-records-overview). ![Contact list with notification settings for job and marketing updates displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-audiences-image-hef9y7mj.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) > **Note:** If a customer has more than one email address in their record, Marketing Pro will send the marketing content to the first valid email address that has the Marketing Updates toggle enabled. - **The campaign number to which the audience is added**—You can add an audience to more than one marketing campaign. The **Campaigns in Use** column shows how many campaigns an audience is a part of. - **Date when the audience was last modified.** ## Use example audiences Marketing Pro includes four example audiences to help you get started with Marketing Pro. You can use the example audiences in campaigns, or you can use them to see how to best set up your own audiences. ![Table displaying examples of aging equipment, idle accounts, and open estimates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-audiences-image-xy15b9uf.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) A set of corresponding example campaigns that use example audiences are also included in Marketing Pro. For more, see [Create Email Campaigns](/v1/docs/create-email-campaigns) and [Create Direct Mail Campaigns](/construction/docs/create-direct-mail-campaigns). Example audiences include - **Idle Accounts**—Targets customers who haven’t called you or booked a job with you recently - **Aging Equipment**—Targets customers who have older equipment, and haven’t completed a job with you recently - **Membership Renewal**—Targets customers whose membership will expire in four weeks or less - **Open Estimates**—Targets customers who recently had an open estimate with you over a certain dollar amount ## Create an audience To create audiences to target new customers, go to **Marketing > Audiences** and then click **Create New**. For more information, see [Create audiences](/v1/docs/create-audiences). Edit an audience You can edit an audience only if you haven’t used it in a campaign or archived it. From the *Audiences* page, there are two ways to edit an audience: 1. Click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D), then select **Edit**. ![Table displaying audience goals, reach, and options to edit campaigns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-audiences-image-0wgkio3i.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) 2. Click the **Name** of the audience and then click **Edit** in the *Audience* screen. The *Audience Builder* page opens. ![Audience details for Jean Pablo, including reach, goal, and modification dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-audiences-image-p48vw3l0.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) You can then update the filters and details for the audience as needed. When finished, click **Continue**. ## View, clone, and archive an audience 1. Go to the navigation bar and click **Marketing**. 2. In the side menu, click **Audiences**. 3. Hover over an audience name and click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) to: ![Table displaying audience data with options to view, edit, and archive campaigns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-audiences-image-d7akhq48.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) - Select **View** to see the audience details. - Clone or archive an audience. For more on cloning and archiving, see [Manage Marketing Pro functions](/v1/docs/manage-marketing-pro-functions). ## View retention audience details You can view more details for each of your retention audiences by going to **Marketing > Audiences** and clicking the audience **Name**. ![Table displaying audience goals, reach, and last modified dates for marketing campaigns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-audiences-image-4ousz80z.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) On the screen that opens, you can: - View details about the audience, including its reach, goal, creation date, and last modified date. - Click the **Details** tab to view the audience’s filters and associated campaigns. - Click the **Members** tab to: - See the list of all customers included in this audience and their details. - Filter the list by **Email Addresses** to view customer names and email addresses. - Click **Mailing Addresses** to filter and view customer mailing addresses. - Click **Phones** to filter and view customer phone numbers. - Click **Download CSV** to download a CSV file of the audience. The following fields are included in the .CSV file: Customer first name, last name, email address, and physical address. **Note**: *The Download CSV feature is available only to Marketing Pro customers.* ![Audience details screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ezgif.com-video-to-gif-converter (1).gif?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) ## View acquisition audience details You can view more details for your acquisition audiences by going to **Marketing > Audiences** and clicking the audience **Name**. ![Table displaying audience goals, reach, and campaigns for potential new customers.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-audiences-image-u11fevru.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) On the screen that opens, you can: - View details about the audience, including its reach, goal, creation date, and last modified date. - See what percentage of properties in this audience are registered to a different owner address. Use this to decide whether to send direct mail to property owners’ addresses or the properties themselves when building a campaign. - Click the **Details** tab to view the audience’s filters, suggested campaigns, and associated campaigns. - Click the **Members** tab to view all the property addresses included in the audience. ![Acquisition audience details screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-audiences-image-5mtmve7p.gif?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A00Z&se=2026-10-30T23%3A50%3A00Z&sr=c&sp=r&sig=adE3CMzyAN5KbTD0hGRXsQKzDzQP7Strlwq%2F1FsaAwM%3D) ## ## 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 audiences](/v1/docs/create-audiences) 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) 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 The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Bulk or automated email campaigns sent to customer segments from within Marketing Pro. **What it does:** Drives repeat business and membership renewals by staying in front of customers with targeted, personalized messaging. **Also called:** Email marketing, Drip campaigns **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Physical mailer campaigns triggered and tracked through Marketing Pro to target specific customer segments. **What it does:** Reaches customers in markets where digital response rates are lower, with revenue attribution tracked back in ServiceTitan. **Also called:** Postcard campaigns, Direct mailers **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)