Overview
View Marketing Pro campaign names directly within your Session Details report. This helps you identify which campaigns drive specific booking sessions without manual data comparison. Export this report from the Performance flyout to analyze your marketing impact.
Who uses this feature
Administrators, CSR/Dispatchers, and Office employees
Applies to all business types
Applies to all trades
Feature configuration
To get started with Scheduling Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager.
Things to know
Campaign names only appear for sessions generated through Marketing Pro tracked links or numbers.
Best practices
Export this report weekly to track the conversion success of active marketing campaigns.
Use the campaign names to reconcile lead generation costs against booked revenue.
Use cases
Review the Session Details report to see which specific email campaigns resulted in the highest number of booking sessions.
Identify gaps in campaign tracking by spotting sessions without an associated campaign name.
Export the Session Details report
You can access and export your session data directly from your scheduler to see your marketing campaign performance:
In ServiceTitan, go the top toolbar and click Settings.
In the side panel, go to Integrations > Marketing Integrations and click Scheduling Pro.
In WorkConnect, locate your scheduler and click Actions > Performance.
In the Performance flyout that opens, select the date range and click Export.
Open the downloaded file to view the Marketing Pro Campaign Name column in Scheduler Pro Session Details report.
For more, see Understand Session Data Fields in Performance Exports.
Note: You can also retrieve the Marketing Pro campaign name via the Session API. This value is available in the campaignName field.
How this benefits your business
Integrating marketing campaign names into your session reports provides immediate visibility into your marketing ROI:
Reduce manual data reconciliation: Eliminate the need to cross-reference separate reports from Marketing Pro and Scheduling Pro to identify which campaigns are performing.
Pinpoint high-performing channels: See exactly which email blasts, postcards, or social links result in completed bookings.
Diagnose booking friction: Identify campaigns with high abandonment rates so you can adjust your marketing message or scheduler settings to better match customer expectations.
Optimize marketing spend: Gain a clearer picture of Direct Web Traffic versus attributed leads to ensure your budget is allocated to the most effective campaigns.