Product overview
See Marketing Pro v2 in action
A quick look at the Marketing Pro v2 screens — from campaign creation and audience segmentation to analytics and reputation management.
Setup
To prepare for Marketing Pro, start with the basics, then set the stage for campaign success. For an even more comprehensive marketing solution, add Marketing Pro Ads and Marketing Pro Reputation to your package.
Setup checklist
Verify company profile information
Confirm that all information in your company profile is accurate, as this will automatically populate the Company Details settings in Marketing Pro.
Confirm that your business hours are correct and up to date.
Check that your business units align with your audience segmentation needs. Marketing Pro allows you to target customers by business unit.
Clean up your job types and tags to effectively target specific customer segments.
Add any custom fields you want to use as merge tags and filters when creating campaigns and audiences.
Ensure your customer service representatives (CSRs) are trained to set customer notification preferences for marketing content.
Ensure your recurring service types are set up so you can notify customers about upcoming services through your marketing campaigns.
Add tracking numbers to monitor leads from your marketing campaigns.
Register for SMS and MMS delivery
Complete the Register for Texting form to send text messages through SMS marketing campaigns. Otherwise, your messages will be blocked.
Set up the chat feature to create SMS marketing campaigns.
Required access
The Can access ServiceTitan Marketing Pro module permission is required. Contact your account administrator to have this enabled.
Once setup is complete
Launch, monitor, and analyze your marketing campaigns to get a better return on investment (ROI) for your marketing efforts.
Not yet a customer?
Request a demo on the Pro Products page, or reach out to your Customer Success Manager or Pro Account Manager.
Key workflows
Explore the core areas of Marketing Pro v2 — from settings and campaign management to Reputation and Ads.
Marketing Pro settings
Efficiently manage your Marketing Pro settings from the Marketing screen and Settings.
Industry best practices
Use the Marketing Pro Playbook to learn all the tips and proven workflows to get the most out of Marketing Pro for your business.
Email Templates
Email templates let you quickly add content to your email campaigns. Use ServiceTitan's professionally designed templates or create your own.
Audiences
Organize contacts and build audience segments to tailor your marketing campaigns and reach the right customers.
Contacts
Marketing campaigns
Create, manage, and analyze your marketing campaigns — from Autopilot to one-time, automated, and tracking campaigns.
Overview & registration
Create & manage campaigns
Marketing Pro Reputation
Optimize your business's search visibility, manage reviews from one place, and gain deeper insights into your customers, technicians, and jobs.
Get started & surveys
Marketing Pro Ads
Get visibility into the ROI on your marketing campaigns and get more out of your marketing budget through integrations and analytics.
Get started
Marketing Pro Ads Optimizer
Powered by Titan Intelligence (TI), Ads Optimizer improves ROI through automation and insight features including revenue import, bid experiments, and capacity awareness.
Setup & how it works
Troubleshooting & FAQ
Quick solutions to common issues and answers to frequently asked questions.
Frequently Asked Questions
Common questions about Marketing Pro v2.