Overview
Use Marketing Pro's campaign manager to create, edit, clone, stop, resume, remove, or archive your marketing campaigns.
Make sure you're viewing the correct Marketing Pro content
This article is for Marketing Pro v2. If you are using Marketing Pro, see Manage Marketing Campaigns for content specific to your experience.
You can check your version following these steps:
Go to the navigation bar and click Marketing
.If the side menu under Analytics includes One-Time Campaigns and Automated Campaigns, you're using Marketing Pro v2. If these options aren't visible, you're using Marketing Pro.
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 and Replacement business types
Applies to all trades
Feature configuration
To get started with Marketing Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Things to know
You can't archive live or scheduled campaigns.
Create campaigns
Go to the navigation bar and click Marketing
.Click Create Campaign > Pro Campaign or Tracking Campaign. For more, see Create Pro campaigns and Create tracking campaigns.
Edit campaigns
Go to the navigation bar and click Marketing
.In the side menu, click Campaigns > Campaign Manager.
Click the Tracking Campaigns tab if you want to edit a tracking campaign. Otherwise, skip to the next step.
Click More
> Edit next to the campaign you want to edit. You cannot edit a campaign if: The campaign is finished or stopped. In this case, you can clone and then edit it. For more, see Clone campaigns.
The campaign is scheduled. In this case, you should revert the campaign to draft and then make the updates.
Make your updates to the campaign.
When finished, save your changes:
For Pro campaigns, click Finish Later or Schedule Campaign.
For tracking campaigns, click Save.
Edit campaign content
You can update the content for campaigns you created. To edit the different steps of your campaign content:
Go to the navigation bar and click Marketing
.In the side menu, go to Campaigns > Campaign Manager.
Click More
> Edit next to the campaign you want to edit.In the Content section, click Edit.
Update the content.
When finished, click Save & Continue.
Clone campaigns
If a campaign is working well, you can clone it to use in other places or as a template for future campaigns. Only Pro campaigns can be cloned. Tracking campaigns can't be cloned.
Note: When you clone a campaign, the options selected when creating the original content are saved.
To clone a campaign:
Go to the navigation bar and click Marketing
.In the side menu, go to Campaigns > Campaign Manager.
Click More
> Clone next to the campaign you want to clone. 
On the Clone campaign screen that opens, enter a Name for the cloned campaign, then click Continue.
Depending on the type of content cloned, you may need to finish building the campaign.
Archive campaigns
You can archive a campaign to hide it from the dashboard and prevent it from being used by you or anyone from your team.
To archive a campaign:
Go to the navigation bar and click Marketing
.In the side menu, go to Campaigns > Campaign Manager.
Click More
> Archive next to the campaign you want to archive. 
On the confirmation pop-up that opens, click Confirm.
Unarchive campaigns
You can unarchive campaigns to restore them to the dashboard and make them usable for your team again.
Go to the navigation bar and click Marketing
.In the side menu, go to Campaigns > Campaign Manager.
Click the Campaign Status filter and select Archived.
Click More
> Unarchive next to the campaign you want to unarchive. 
On the confirmation pop-up that opens, click Confirm.
FAQ
How can I schedule and manage my Marketing Pro campaigns?
Automated campaigns stay live indefinitely and send marketing content to future eligible customers until you manually stop them from running, whereas one-time campaigns are only sent once on a selected date. For both campaign types, you can choose when you want the campaign to launch in the campaign builder.
After you launch a campaign, you can manage it on the Pro Campaigns page in Marketing Pro. This page shows a list of all your active automated and one-time campaigns. You can also choose to view your archived campaigns. For more, see Manage Marketing campaigns.
How can I merge or combine marketing campaigns in Marketing Pro?
You cannot merge or combine marketing campaigns in Marketing Pro. Instead, you can clone an existing marketing campaign and then make changes as needed. For more, see Manage Marketing Pro functions.
How can I archive a marketing campaign?
You can archive campaigns from the Pro Campaigns page in Marketing Pro. To archive an active campaign, go to Marketing > Pro Campaigns. Then click More 
and select Archive. For more, see Manage Marketing Pro functions.
Why do campaign names have to be short?
Campaign names need to be no more than 60 characters because longer names were causing display issues in the Marketing Pro Dashboard and Campaigns screen.
If I have an active campaign with a name longer than 60 characters, do I need to rename it?
No. However, if you want to clone a campaign with a name longer than 60 characters, you'll have to shorten the name.
How can I edit a campaign?
You can edit your campaigns in the Campaign Manager in Marketing Pro:
Go to the navigation bar and click Marketing.
In the side menu, go to Campaigns > Campaign Manager.
Find the campaign you want to edit in the list and click More > Edit.
Make and save your changes.
For more, see Manage Marketing Pro campaigns.
How do I move campaigns between ServiceTitan accounts?
You cannot move campaigns between ServiceTitan accounts. You must manually recreate the campaign in the new account.
How can I fix campaign restrictions due to account access?
The Can access ServiceTitan marketing Pro module permission is required to access Marketing Pro and create campaigns. Please contact the account administrator on your team to have this enabled.