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Marketing Home

  • Updated on Jun 10, 2026
  • Published on Apr 29, 2026
  • 2 minute(s) read
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Core Product

Marketing

Add your existing marketing campaigns to ServiceTitan to track incoming leads, monitor CSR performance, and view marketing data in real time. You can also create Recurring Service SMS campaigns to automatically re-engage past customers.

Setup

Add your existing marketing campaigns to ServiceTitan to track incoming leads, monitor CSR performance, and view marketing data in real time. You can also create Recurring Service SMS campaigns to automatically re-engage past customers.

Setup checklist

Add marketing campaigns

Create campaigns to track where your leads are coming from.

Add campaign categories

Organize campaigns into groups for cleaner reporting.

Set up and enable Chat

Required if you plan to run SMS campaigns.

Required permissions

The Can access ServiceTitan Marketing Pro module permission is required to create and manage Recurring Service SMS campaigns. Contact your account administrator to have this enabled.

Once setup is complete

With campaigns configured and categories set, you can track leads, measure ROI, and monitor performance in real time from your dashboard.

Quick Start Guide — Marketing

Add a marketing campaign

Step 1: Go to the top toolbar and click Settings.

Step 2: In the side panel, go to Operations > Campaigns and click Add.

Step 3: Enter the campaign details and click Save.

Step 4: Set the campaign cost.

Step 5: Click Save. The campaign is now available to tag to calls and jobs.

Organize campaigns with categories

Step 1: Go to Settings and select Operations.

Step 2: Select Campaign Categories, then click Add Category.

Step 3: Name the category (for example, Digital, Direct Mail, or Referral) and click Save.

Step 4: Assign your campaigns to categories so reports group data meaningfully.

Monitor performance with Marketing Scorecards

Step 1: Go to your Dashboard and find the Marketing Scorecards section.

Step 2: Use the scorecard to track campaign performance at a glance and share real-time data with your team.

Review the Campaign Summary report

Use the Campaign Summary report to analyze leads, booked revenue, and ROI across all your campaigns. See Campaign Summary report template for full details.

Step 1: Go to Reports and search for Campaign Summary Report.

Step 2: Apply filters by date range, campaign, or category.

Step 3: Review and export results as needed.

Advanced setup — Set up and enable Chat

Chat must be set up and enabled before you can create SMS-based recurring service campaigns.

Advanced setup — Create Recurring Service Campaigns using SMS

Re-engage past customers automatically with targeted SMS campaigns tied to recurring service opportunities.

Key workflows

Browse all Marketing workflows by area. Each group links directly to the relevant how-to articles.

Campaigns

Create and manage marketing campaigns to track leads and measure ROI across all channels.

Reports & Analytics

Analyze campaign performance and monitor marketing KPIs in real time.

SMS Campaigns

Re-engage past customers with recurring SMS campaigns via the Chat to Text integration.

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