Marketing Pro Home

Use ServiceTitan Marketing Pro to simplify your marketing efforts and boost your company's brand awareness. This powerful tool can help you increase revenue, membership renewals, and more. For an even more comprehensive marketing solution, add Marketing Pro Ads and Marketing Pro Reputation to your package.

Setup

What you need to get started

To prepare for Marketing Pro, start with the basics:

• 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.

• Verify business hours: Confirm that your business hours are correct and up to date.

• Review business units: Check that your business units align with your audience segmentation needs. Marketing Pro allows you to target customers by business unit, so it’s important that these fit your marketing strategies.

• Review job types and tags: Clean up your job types and tags to effectively target specific customer segments.

• Review custom fields: Add any custom fields you want to use as merge tags and filters when creating campaigns and audiences.

• Train CSRs: Ensure your customer service representatives (CSRs) are trained to set customer notification preferences for marketing content.

Then, set the stage for campaign success:

• Add campaign categories: Add campaign categories to organize and track your marketing efforts.

• Add pre-existing marketing campaigns: Manually add any existing marketing campaigns to monitor their performance alongside Marketing Pro campaigns.

• Validate recurring services: Ensure your recurring service types are set up so you can notify customers about upcoming services through your marketing campaigns.

• Set up tracking numbers: 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.

• Enable chat: Set up the chat feature to create SMS marketing campaigns.

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.

Required permissions

The Can access ServiceTitan Marketing Pro module permission is required to set up and use Marketing Pro. To have this permission enabled, please contact the account administrator on your team.

Quick start guide

After you purchase Marketing Pro and it’s configured for your account, sign in to ServiceTitan to get started.

Step 1: Configure your Marketing settings

1. Go to the navigation bar and click Marketing .

2. Review your company’s information and then click Confirm Information.

3. On the Marketing Pro Settings screen that opens, go through each of the steps and configure your settings.
   

4. When finished, click Save and Continue to return to the Welcome to Marketing Pro screen.

Step 2: Launch Campaigns

Each Autopilot campaign includes a unique audience, features your logo on the content, and is assigned a unique tracking number. To launch campaigns:

1. Click Launch.

2. Review the Autopilot campaigns selected for your business and make sure your logo appears correctly on the preview cards.
   

3. (Optional) The campaigns provided are ready to launch as-is. If needed, click View/Edit to view more details about the campaign and make changes.

4. Deselect any campaigns you don’t want to launch yet.

5. When finished, click Launch to launch your selected campaigns.

Your first marketing campaigns have launched. You can view their status on the Pro Campaigns screen that opens. For more, see Manage Marketing Campaigns.

Advanced Setup

Use the Marketing Pro Onboarding Guide to master all the essential workflows for using Marketing Pro.

Part 1: Configure your Marketing Pro Settings

Begin by configuring your Marketing Pro settings.

• Marketing Pro Onboarding Part 1: Configure your Marketing Pro Settings

Part 2: Create audiences

Create audiences to determine which customers receive what marketing content and when from your marketing campaigns. You can create audiences to retain existing customers or acquire new customers.

• Marketing Pro Onboarding Part 2: Create audiences

Part 3: Create email templates

Create email templates to quickly add content to your email campaigns. Marketing Pro provides email templates ready to use. You can use these templates as is, customize them for your business, or create new email templates from scratch.

• Marketing Pro Onboarding Part 3: Create email templates

Part 4: Create marketing campaigns

Create marketing campaigns to reach your existing customers by email, direct mail, or text message (SMS). You can also create marketing campaigns to acquire new customers by direct mail.

• Marketing Pro Onboarding Part 4: Create marketing campaigns

Marketing Pro settings

Efficiently manage your Marketing Pro settings in one place.

• Marketing Pro Custom Fields settings

• Set email validation preferences

• Manage Marketing Pro settings

• Manage the suppression list

Key workflows

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. You can use the professionally designed templates provided by ServiceTitan or create your own.

• Create email templates

• Manage Marketing Pro email templates

• Manage Marketing Pro functions

• Add special links and merge tags to your marketing content

Audiences

Audiences determine which customers receive what marketing content and when from your marketing campaigns. You can create audiences to retain existing customers or acquire new customers.

• Create audiences

• Manage Marketing Pro Audiences

• Manage Marketing Pro functions

• Track audience email delivery history

• Configure customer profiles for marketing campaigns

Marketing campaigns

Overview

• Overview: Using ServiceTitan Marketing Pro

• Get started with Marketing Pro Autopilot

Autopilot campaigns

Launch prebuilt campaigns tailored to your business with just a few clicks.

• Launch campaigns from the Autopilot Library

Email campaigns

Create email campaigns to send targeted emails to your customers. You can create email campaigns from scratch or use the campaign templates provided by ServiceTitan.

• Create email campaigns

• Pause, edit, and resume live email campaigns

Direct Mail campaigns

Create direct mail campaigns to send postcards through the mail. Use property data to target potential new customers, or send postcards to your existing customers to maintain your relationship.

• Create Direct Mail campaigns

• Review Direct Mail campaigns

SMS Text Message - Transactional campaigns

Create SMS text message campaigns to follow up with your customers about their missed calls, recurring services, or unsold estimates.

• Create Missed Calls Campaigns using SMS

• Create Recurring Service Campaigns using SMS

• Create Unsold Estimates Campaigns using SMS

• Learn SMS opt-in and opt-out workflows for Marketing Pro

SMS Text Message - Marketing campaigns

First, ensure your marketing registration is approved and get explicit opt-ins from customers to receive your marketing text messages.

• Submit Marketing Registration

• Generate opt-in requests for marketing text messages

Then, create SMS marketing campaigns to send your customers marketing messages.

• Create Marketing Campaigns using SMS

• Understand transactional versus marketing messages

• Learn SMS opt-in and opt-out workflows for Marketing Pro

Managing campaigns

Manage your marketing campaigns. You can also use the built-in analytics to understand, assess, and improve your campaigns.

• Manage Marketing Campaigns

• Manage Marketing Pro functions

• Assign tracking phone numbers to Marketing Pro campaigns

• Use marketing analytics

• Marketing Performance Email

Marketing Pro Reputation

Marketing Pro Reputation allows you to optimize the search visibility of your business in local search and take control of your online reputation. You can ensure your local listings are accurate and complete, manage reviews from one place, and gain deeper insights into your customers, technicians, and jobs.

Get started

Activate and get started with Marketing Pro Reputation.

• Activate Marketing Pro Reputation

• Get started with Marketing Pro Reputation Management

• Create Locations in Reputation Management

• Review publishers that receive your location data

• Create alerts in Reputation Management

• Use Marketing Pro Reputation analytics

Create survey requests

Create and send survey requests to your customers through email or text messages (SMS). Survey requests can help your business generate more online reviews.

• Create email surveys

• Create SMS surveys

• Manage surveys

Request reviews

Request reviews from your customers for specific jobs.

• Request customer reviews from the job record

• Request customer reviews from a job on ServiceTitan Mobile

Manage reviews

Manage your reviews directly in Reputation. You can resend review requests, match reviews to specific jobs, and respond to customer feedback.

• Match reviews

• Manage reviews

• Manage review requests

• Manage review responses

• Manage removed customer reviews

FAQ

• Reputation - FAQ

Marketing Pro Ads

Marketing Pro Ads gives you visibility into the return on investment (ROI) on your marketing campaigns and helps you get more out of your marketing budget.

Get started

Get started with Marketing Pro Ads by integrating and configuring the Ads features.

• Get started with Marketing Pro Ads

• Google Ads Integration

• Google Analytics Integration

• Dynamic Call Tracking using DNI Integration

• Manage Call Extensions in Marketing Pro Ads

• Scheduling Pro integration with Marketing Pro Ads

• Webform Attribution Integration

• Configure the Marketing Pro Meta Ads (Facebook) integration

• Understand how Marketing Pro uses UTM parameters to map non-linked campaigns

Digital Ads settings

Manage the Digital Ads settings for your ads’ marketing attributions.

• Manage Marketing Pro Digital Ads settings

• Marketing Pro Ads Smart Attribution

• Use multi-touch attribution in Marketing Pro Ads

Ads Analytics

Use the Ads Analytics for an extensive view of your Ads marketing data.

• Use Marketing Pro Ads Analytics

• Understand how Marketing Pro Ads determines leads from manual jobs versus lead calls

Marketing Pro Ads Optimizer

Ads Optimizer is a Google Ads optimization tool. Powered by Titan Intelligence (TI), Ads Optimizer improves return on investment (ROI) through automation and insight features.

What you need to get started

Your account needs to have a Marketing Pro package with Ads enabled to use Ads Optimizer. If you’re unsure about this, please reach out to your Pro Account Manager (PAM).

After you’ve added a Marketing Pro package with Ads to your account, you can enable Ads Optimizer directly in ServiceTitan. If you’re interested in our prepay-and-save packages, please reach out to your PAM or request a demo on our Pro Products page.

Advanced setup

Ads Optimizer requires Ads Measurement to be fully configured. This includes the Google Ads integration, Google Analytics integration, and Dynamic Call Tracking using DNI.

How it works

Ads Optimizer improves your marketing campaigns by:

• Driving awareness to the teams who manage your ads when capacity is either too high or too low.

• Sending revenue and audience signals into Google Ads, which significantly boosts your digital ad performance.

• Unlocking value-based bid strategies in Google Ads.

• (Optional) Automating experimentation with new value-based bidding strategies (Target Return on Ad Spending (ROAS) and Maximize Conversation Value) when you run bid experiments.

• (Optional) Sending the predicted job value for new job bookings to Google Ads to enhance Google Ads Smart Bidding. This can improve your return on investment (ROI) when you use per-campaign Job Value Prediction.

Key workflows

• Revenue and Audience Import: After you enable Ads Optimizer, Revenue Import is activated automatically. Ads Optimizer allows you to import revenue from jobs booked in ServiceTitan as a Conversion Value in Google Ads. Your customer list is also sent to Google Ads every day to enrich Google’s data and improve its targeting accuracy.

  • How Revenue Import works in Ads Optimizer

  • How Audience Import works in Ads Optimizer

• Bid Experiments: To get the most out of Revenue Import, your Google Ads should use value-based bidding. Ads Optimizer’s experiment feature automatically tests value-based bid strategies in your ads account, dialing in your bid strategy to be more effective.

  • Run Bid Experiments in Ads Optimizer

• Capacity Awareness: Set capacity alerts for campaign business units (BUs). Notify your team when the job board is too empty or too full, allowing you to save money when it’s busy or scale up budgets when it’s slow.

  • Use Capacity Awareness with Ads Optimizer

• Job Value Predictor: After you book a new job, Ads Optimizer can send the predicted job value to Google Ads. This enhances Google Ads operations and improves your Return on Investment (ROI).

  • Use Job Value Predictor in Ads Optimizer

• Campaign Management: Use the Settings tab in Ads Optimizer to configure and manage your Google Ads campaigns. Then track and measure their effectiveness on the Performance tab. This helps you optimize your ads for improved results with less effort.

  • Manage Ads Optimizer Campaigns

• Optimizer Impact: Enter your performance baseline to gain more confidence in the benefits of Ads Optimizer, and add your profit margin for a more accurate calculation of wasted spend. You can then see the lift Ads Optimizer is creating for your ads based on these inputs.

  • View Ads Optimizer’s Impact

Troubleshooting and FAQ

Troubleshooting

Check out the top 10 troubleshooting articles for Marketing Pro. Each article provides a clear, step-by-step solution.

• Customer doesn’t receive other emails in the sequence of the Marketing Pro email campaign

• How can I fix a Marketing Pro email campaign that sent emails to less recipients than expected?

• Marketing Pro email campaign didn’t send to all email addresses on the customer profile

• Can’t see the campaign on the Marketing dashboard, Modular Dashboard scorecards, or in Campaign Summary reporting

• Can’t see Google Ads campaign on the Marketing Ads dashboard even though it’s active in the Google Ads Settings

• What should I do if my Marketing Pro audience isn’t working as expected?

• Marketing Pro Audience Builder is missing tag filter options

• Reputation reviews aren’t syncing in ServiceTitan due to the ‘Needs Attention’ error on the review site listing

• Can’t see Reputation review(s) or reviews stopped syncing into ServiceTitan

• Yelp review not appearing in Reputation Management

FAQ

Check out the top five most frequently asked questions for Marketing Pro. For more, see Marketing - FAQ.