After you purchase Marketing Pro and it's configured for your account, sign in to ServiceTitan to get started.

Step 1: Configure your Marketing settings

1. Go to the navigation bar and click Marketing .
2. Review your company's information and then click Confirm Information.
3. On the Marketing Pro Settings screen that opens, go through each of the steps and configure your settings.
   
4. When finished, click Save and Continue to return to the Welcome to Marketing Pro screen.

Step 2: Launch Campaigns

1. Click Launch.
2. Review the Autopilot campaigns selected for your business and make sure your logo appears correctly on the preview cards.
   
3. (Optional) The campaigns provided are ready to launch as-is. If needed, click View/Edit to view more details about the campaign and make changes.
4. Deselect any campaigns you don't want to launch yet.
5. When finished, click Launch to launch your selected campaigns.

Your first marketing campaigns have launched. View their status on the Pro Campaigns screen that opens. For more, see Manage Marketing Campaigns.

Use the Marketing Pro Onboarding Guide to master all the essential workflows for using Marketing Pro.

Efficiently manage your Marketing Pro settings in one place.

Marketing Pro helps you simplify your marketing efforts and boost your company's brand awareness. With this powerful tool, you can create marketing campaigns and send targeted content to customers through direct mail, email, or SMS text messages. You can also monitor campaigns to track customer engagement.

Marketing Pro can help you increase revenue, membership renewals, and more. For a more comprehensive marketing solution, add Marketing Pro Ads and Marketing Pro Reputation to your package. To get started with Marketing Pro, request a demo on our Pro Products page, or reach out to your customer success manager (CSM) or pro account manager (PAM).

It's important that you assign a unique ServiceTitan phone number for every campaign that you run. This ensures that the revenue is correctly attributed to each campaign you create. You can use unassigned tracking numbers created in Phone Numbers in Settings, add a new phone number in Phone Numbers in Settings, or add a new number while building a campaign. For more, see Assign tracking phone numbers to Marketing Pro campaigns.

No. Different types of marketing software store and use customer information in different ways. For Marketing Pro to work optimally, it's important that all customer information comes from ServiceTitan directly and not any other source.

To manage your Marketing Pro subscriptions and billing, reach out to your CSM.

No, Marketing Pro cannot currently track all Yelp traffic. We can track calls made to the Yelp listing phone number as long as that tracking number is assigned to a Yelp campaign in ServiceTitan.

No, Marketing Pro is not required to use CallRail. However, Marketing Pro can help you track those calls. Without Marketing Pro, you can only forward CallRail numbers to ServiceTitan numbers for basic call tracking.

Yes, you can link multiple Google Ads accounts to a single ServiceTitan account. To easily distinguish between them, we recommend using a clear naming convention.

For example, if you have Business A and Business B, you can start each of Business A's campaigns with an A and each of Business B's campaigns with a B. You can then sort your campaigns alphabetically in ServiceTitan to track each business's performance.

You can choose to keep or disable your non-ServiceTitan conversions in Google Ads. ServiceTitan does not edit or affect your existing Google Ads conversions.

Yes, when setting up DNI, you can choose between local numbers or toll-free numbers. For more, see Dynamic Call Tracking using DNI Integration.

If you experience slow performance in Marketing Pro, follow these steps to troubleshoot common issues:

• Clear your browser cache and cookies.

• Try a different browser, such as Chrome or Firefox, to rule out browser-specific problems.

• Check your internet connection to ensure you have a stable and strong signal.

If you suspect your emails are bouncing or being blocked, ask the customer to add noreply@servicetitan.com to their email Allow list or Safe list to ensure they receive all future messages.

Yes, you can set a default business unit (BU) for a campaign in Settings > Operations > Campaigns. This speeds up job booking because the BU automatically populates when the campaign is selected. You can only assign one BU per campaign.

To set up the default BU: Step 1: Go to Settings. Step 2: In the side panel, go to Operations > Campaigns. Step 3: Assign the default BU to the campaign.

After you assign the BU, select the campaign first on the booking screen. The assigned BU automatically populates, and both the campaign and BU appear in job details. Note:You must select the campaign before the BU, otherwise this flow doesn't work. We also recommend checking the BU assignments for your job types to avoid any conflicts.

The campaign cost needs to be manually added for each campaign. To add a cost: Step 1: Go to the navigation bar and click Settings. Step 2: In the side panel, go to Operations > Campaigns. Step 3: Click Edit Cost. Step 4: Enter the campaign cost. Step 5: When finished, click Save.

Marketing Pro campaigns use only one email address per customer for follow-up communication. The system automatically sends to the first non-suppressed email address listed on the customer's profile.

ServiceTitan Marketing Pro is available in a variety of different packages. For more information, reach out to your CSM.