---
title: "Marketing Pro Playbook"
slug: "marketing-pro-playbook"
updated: 2026-10-15T00:55:34Z
published: 2026-10-15T00:55:34Z
canonical: "help.servicetitan.com/marketing-pro-playbook"
---

> ## 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.

# Marketing Pro Playbook

## Overview

Using the [Marketing Pro Playbook](https://www.canva.com/design/DAF-Hj4mqVE/u0X_HlZqLoVO3bznTYDS8A/view?utm_content=DAF-Hj4mqVE&utm_campaign=designshare&utm_medium=link&utm_source=editor) helps you learn all the tips and proven workflows to get the most out of Marketing Pro for your business. To view, read, or download Marketing Pro Playbook, go to [Marketing Pro Resources](https://www.servicetitan.com/marketing-pro-resources).

---

### 

#### Make sure you’re viewing the correct Marketing Pro content

This article is for Marketing Pro. If you are using Marketing Pro v2, see [Marketing Pro v2](/construction/docs/marketing-pro-v2-home) 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%3A09Z&se=2026-10-31T00%3A47%3A09Z&sr=c&sp=r&sig=mz2LS%2BfdDkj1XNKrktDinFDH7OiDAODXeyS66hY1%2FKw%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%3A09Z&se=2026-10-31T00%3A47%3A09Z&sr=c&sp=r&sig=mz2LS%2BfdDkj1XNKrktDinFDH7OiDAODXeyS66hY1%2FKw%3D)

#### Who uses this feature

- Marketing managers, business owners, and other marketers on your team
- Primarily benefits Commercial Service and Replacement business types 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.

## About this playbook

For home services companies to grow and succeed in today's economy, marketing managers (or office employees who wear many hats, including marketing) must be able to develop strategies, processes, and best practices for driving additional revenue from their customer base. Understanding how to tap into a goldmine of customer data that you have collected and hyper-target your emails to the right audience is key.

Use this playbook to learn about ServiceTitan Marketing Pro and get the most out of using it to drive additional revenue for your home services business. Make sure you've read the training materials available in the [Resources](https://www.servicetitan.com/marketing-pro-resources) section of this playbook to get a full understanding of the prescribed workflows and more. Here's a quick view of things you'll learn how to do using this guide:

- Customize your templates
- Create your audience and the best ways to do it
- Build an automated email campaign

Additionally, this playbook includes email campaign ideas you can try to get the most out of your data.

## Learn more about Marketing Pro

To learn more about Marketing Pro, including getting access to the playbook, visit our [Marketing Pro resources](https://www.servicetitan.com/marketing-pro-resources).

## Benefits of using the ServiceTitan Marketing Pro Playbook

This playbook is a guide to the strategies, tactics, and insights that the ServiceTitan Marketing Pro team has developed based on customer research. Whether you are already an email marketing pro or you are just starting, use this information to:

- Save time by knowing exactly what to do at each step of your campaign creation
- Spend less time coming up with campaign ideas that work.
- Reduce stress by introducing the playbook to others on your team, so they're informed when you are out of the office.

## Want to learn more?

- See [Overview: Using ServiceTitan Marketing Pro](/v1/docs/overview-using-servicetitan-marketing-pro)
- See [Marketing Pro resources](https://www.servicetitan.com/marketing-pro-resources)

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)