---
title: "Preserve historical campaign cost: recommended workflow"
slug: "call-booking-2"
updated: 2026-03-27T19:11:15Z
published: 2026-03-27T19:11:15Z
---

> ## 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.

# Preserve historical campaign cost: recommended workflow

## Overview

This article provides the recommended workflow to ensure that you can continue to report on historical campaign costs if the costs of an existing campaign change to be either more or less.

## Things to know

- There is no option for persisted cost settings for campaigns so when you run a report involving campaign cost, the report will always pull the information using whatever cost information is currently entered in for the campaign.
- Campaigns are connected through tracking numbers listed in your phone settings. When a campaign is assigned to a tracking number, that campaign will show in the green bubble when the tracking number is called.
- There is no charge or additional cost to add a campaign in ServiceTitan so do not hesitate to add as many campaigns as needed.
- This recommended workflow explains how to create a new campaign with the updated cost amount and connect it to the tracking phone number associated to ensure a smooth transition and ensure accurate campaign performance reporting. As the cost field in campaign settings is not historically persistent, the campaign with the outdated cost amount should be kept for historical reporting but will be removed from the tracking number so it is no longer functional. This article shows you how to:
  - [Deactivate the outdated campaign and create a new campaign with an updated cost](/v1/docs/call-booking-2#deactivate-the-outdated-campaign-and-create-a-new-campaign-with-an-updated-cost)
  - [Assign the new campaign to the associated phone tracking number](/v1/docs/call-booking-2#assign-the-new-campaign-to-the-associated-phone-tracking-number)
  - [Report on the historical and current campaign](/v1/docs/call-booking-2#report-on-the-historical-and-current-campaign)

## Workflows

### Deactivate the outdated campaign and create a new campaign with an updated cost

1. Go to the navigation bar and click **Settings**![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)****.
2. In the side panel, click **Operations** **>** **Campaigns**.
3. In the list of campaigns, find the campaign which has its cost amount updated.
4. Click **Edit.**
5. Remove the advertised number if it is populated in that setting field.

> [!NOTE]
> **Note:** Do not remove the cost from the cost setting field.
6. Click **Deactivate** - Do not worry as you will still be able to report on this campaign after it has been made inactive. This step is to ensure your office does not accidentally select this outdated version of the campaign.
7. Next, from the campaign list screen, click the blue **Add** button to create the new replacement campaign with the updated cost.
8. Enter the name of the campaign. The best practice is to add a differentiating aspect of the name to indicate this is the same campaign but with updated cost.
9. Enter the same advertised number associated with the campaign. Then enter the updated cost. Click **Save.**

### Assign the new campaign to the associated phone tracking number

1. Go to the navigation bar and click **Settings**![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png).
2. In the side panel, click **Phones** > **Phone Numbers**.
3. In the list of phone numbers, filter the column for the phone number that is associated with the campaign.

> [!NOTE]
> **Note:** Do not enter any parentheses or dashes when using the "Contains" filter.
4. Once the number is found, scroll to the right side of the settings within the phone numbers box and find the campaign column. Click the **edit pencil** to the right of the campaign and select the newly created campaign in the **Set Campaign** box then click **Save.** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/call-booking-2-image-o9coahbo.png) ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/call-booking-2-image-vrwz4wdj.png)

### Report on the historical and current campaign

> [!NOTE]
> **Note:** Only active campaigns will be visible on the dashboard and available to select when booking a job. Therefore your expectation should be that you are viewing the performance of the current campaign when viewing or selecting in those areas.

1. To report on all campaigns (including the inactive campaign with the historical cost) go to the navigation bar and click **Reports**.
2. In the search bar at the top, type the words **"Campaign Performance"**.
3. When running the report, check the box for "**Include Inactive**" to see the information for the historical campaign populated based on the From-To date range. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/call-booking-2-image-y8v2jzy3.png)

## Want to learn more?

- [Create email campaigns](/v1/docs/create-email-campaigns)
- [Assign tracking phone numbers to campaigns](/v1/docs/assign-tracking-phone-numbers-to-marketing-pro-campaigns)