Assign tracking phone numbers to Marketing Pro campaigns

Overview

Assign a unique ServiceTitan phone number to each campaign to track its revenue. You can either create new tracking numbers, use existing unused ones, or enter a manual number. Keep in mind that manual numbers don't track revenue. Once a tracking number is assigned, add it to your email templates as a call-to-action button. This makes it simpler for recipients to call or text you.

Things to know

• You can assign a tracking phone number to a marketing campaign in four ways:        

  • Add a new tracking phone number in the campaign builder

  • Add a new tracking phone number in Settings

  • Use an existing unused tracking phone number

  • Add tracking numbers to email templates

• Add the tracking phone number assigned to a campaign to call-to-action buttons in your email templates. This makes it easy for recipients to call or text you directly in response to your message.

Add new tracking phone numbers in Campaign Builder

1. Go to the navigation bar and click Marketing .

2. In the side menu, go to Campaigns > Campaign Manager.

3. Either create a new campaign from scratch or edit an existing draft campaign:        

   • To create a new campaign, click Create Campaign > Pro Campaign. For more, see Create Pro campaigns.

   • To edit an existing draft campaign:                

     1. Find the existing draft campaign in the list.

     2. Click More > Edit next to the campaign.

4. On the screen that opens, click Edit in the Tracking Number section.

5. Add a tracking phone number to the campaign. You can add a tracking phone number in three ways:        

   • Generate a new number

   • Assign an existing number

   • Enter a manual number

Generate a new number

1. In the Tracking Number section, click Edit.

2. Click Add Tracking Number > Generate new number.

3. On the Add New Number pop-up that opens, enter the area code or ZIP Code you want the tracking number to correspond to.

4. Click Search Numbers.

5. On the Search Results screen that opens, select a tracking number and click Choose Number. 

6. On the Set Forwarding Number screen that opens, enter the phone number at which you want to receive incoming calls for this campaign or select to use a default number and then click Add Number.        

   Note: Adding new tracking number steps can differ depending on the phone integration you use. For more, see Add or edit tracking numbers.

Assign existing number

1. In the Tracking Number section, click Edit.

2. Click Add Tracking Number > Assign existing number.

3. On the Select Existing Number screen that opens, select an existing number from the list then click Assign Number to add the selected number to your campaign. 

Enter manual number

Manual phone numbers don't track revenue to campaigns, but you can use them as merge tags in your content. To enter a manual number:

1. In the Tracking Number section, click Edit.

2. Click Add Tracking Number > Enter manual number.

3. On the Enter Manual Number screen that opens, enter a number then click Save. 

Add new tracking phone numbers in Settings

You can add new tracking phone numbers in ServiceTitan for marketing campaigns in Settings > Phones > Phone Numbers. For more, see Add or edit tracking numbers.

Use existing unused tracking phone numbers

You can assign an unused tracking phone number to a marketing campaign in Settings.

1. Go to the top and click Settings .

2. In the side panel, go to Phones > Phone Numbers.

3. Click Edit next to the number you want to assign to a marketing campaign. 

4. In the Set Campaign dropdown, select the campaign you want to assign the tracking number to.

5. When finished, click Save. 

Add tracking numbers to email templates

After assigning a tracking number to the campaign, you can include it in email templates. This ensures recipients can conveniently call or text you.

1. Go to the navigation bar and click Marketing .

2. In the side menu, go to Campaigns > Campaign Manager.

3. Either create a new Pro campaign or edit an existing Pro campaign. For more, see Create Pro campaigns.

4. In the Content section, click Add Content or Edit.

5. On the Content screen that opens, either add email content to the campaign or edit the currently selected email template.

6. To create a call-to-action button, go to the Content tab, click and hold the Button option, and drag and drop it into your email template where you'd like the button to appear. 

7. Click the Action button, go to the Action section in the Content tab, and select the link type you want your customers to use to contact you:        

   • Make call: Calls to action prompting the recipient to make a call.

   • Send SMS: Calls to action prompting the recipient to text.                

     Note: For texting, make sure you have the texting feature enabled. For more, see Set up and enable Chat.

8. Many email applications don't support click-to-text functionality. While the Marketing Pro template builder lets you add action buttons to your email, it's up to the recipient's email provider to enable click-to-text features. ServiceTitan cannot control whether an email application supports click-to-text or call actions. 

9. Enter the number you assigned to the campaign in the Tracking Number section in the Tel field. If you selected Send SMS, also enter the Message you want to automatically populate for them. 

10. When finished, click Save.

Want to learn more?

• See Set up your default forwarding number

• See Create Pro campaigns

• See Block numbers in ServiceTitan