Overview
To send marketing text messages to customers, you must first submit your Marketing Registration to The Campaign Registry (TCR). After your registration is approved, you can begin building your opt-in list for marketing messages.
Make sure you're viewing the correct Marketing Pro content
This article is for Marketing Pro. If you are using Marketing Pro v2, see Manage Marketing SMS settings 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, CSRs, and other marketers on your team
Primarily benefits Residential Service & 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.
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
You must register for texting with The Campaign Registry (TCR) before you can submit your Marketing Registration. For more, see Register your business for SMS and MMS delivery.
Your marketing registration can take up to two weeks to be approved. During this time, a Registration in Progress displays on this screen. After your registration is approved, the tag updates to Registered.
Best practices to ensure your Marketing Registration is approved
To ensure your marketing registration is approved, we recommend following these best practices:
Ensure you have an active website with company details, contact information, and descriptions of your services or products. If you don't have a website, a well-established Facebook or Instagram page may be enough.
Include a valid privacy policy on your website. This policy should clearly state that personal information will not be shared or sold to third parties for marketing purposes. Not having a compliant privacy policy on your website greatly increases your chances of being declined and having to resubmit your registration.
Submit Marketing Registration
When ready, you can submit your marketing registration to TCR.
Go to the top toolbar and click Settings
.In the side panel, go to Your Account > Marketing Registration.
On the Marketing Registration screen that opens, your business, brand, and marketing contact details populate automatically with the information you submitted when registering for texting. If you need to update this information, contact Technical Support for assistance.
In the Messaging Using Details section, enter your SMS Objective. Clearly explain how you plan to use marketing SMS messages, detailing your purpose and the type of messages you intend to send. Ensure the description is appropriate and realistic for your brand.
Provide two unique sample messages that reflect the type of messages you plan to send. When providing your sample messages, keep the following in mind.
Remember to include opt-out language at the end of the messages. By default, ServiceTitan appends 'Text STOP to opt-out.' to the end of every message. You should include this in your sample messages.
If you regularly include links or phone numbers in your messages, include the most common link and phone number in a sample message. Be sure to use real URLs and phone numbers and not placeholders.
Note: Sample messages added during SMS registration are not sent automatically. The registration process may create a marketing campaign instead.
When finished, click Next.
In the Terms & Conditions section that opens, confirm you agree to the terms and that the information provided is accurate and click Submit.
On the Submit for Registration pop-up that opens, confirm you want to submit your marketing registration.
Your marketing registration can take up to two weeks to be approved. During this time, a Registration in Progress tag displays on this screen. After your registration is approved, the tag updates to Registered.
FAQ
How can I submit marketing registration for multiple tenants in Marketing Pro v2?
Currently, you can only register one brand per tenant in Marketing Pro v2.
Why can’t I edit my business information?
After your marketing registration is submitted, some fields, like your business name and Tax ID become greyed out and cannot be edited. If you need to update this information, contact Technical Support for assistance.
What are the website compliance requirements for registration?
For your registration to be approved, your business’s website must be compliant with TCR guidelines. These include:
Privacy Policy: Your privacy policy must be easily accessible from every page on your site, not just the homepage. It must state that customer data, including phone numbers, will not be sold or shared with third parties for marketing purposes.
Terms and Conditions: You must have a Terms and Conditions page or include this information within your Privacy Policy.
Call-to-Action (CTA) Disclosure: Any form or button on your website that collects a customer’s phone number for texting must include a clear disclosure. This disclosure informs the customer that by providing their number, they are opting in to receive text messages from your business.
For more, see TCR campaign guidelines and requirements.
Note: Your registration can be rejected even if your business information is correct if your website does not meet these compliance standards.
How do I resubmit my registration after making changes?
After your registration shows as Complete, you cannot resubmit it yourself. After you have made the necessary changes, contact Technical Support to request a resubmission.
How long does registration take?
The approval process for your registration typically takes 10-14 business days. This can take longer if your registration is rejected and requires multiple resubmissions.
What is the difference between basic texting and marketing registration?
Basic texting functionality, like sending job notifications and using the chat feature, is separate from marketing SMS campaigns. Your marketing registration is a specific, additional process required to send promotional texts.
Any issues with your marketing registration do not affect your ability to send transactional text messages.
My registration is complete, but my marketing messages still aren’t being sent. What could be the issue?
After your registration is approved, make sure that your outbound SMS numbers are properly configured in Settings > Phones > Phone Numbers. If these numbers are not set up correctly, your messages may fail to be sent.
How can I avoid future registration issues?
To prevent registration rejections and service disruptions, keep your website’s compliance up to date, as TCR requirements can change. We also recommend that you regularly review your registration status and make sure all information is accurate.
Any changes to your business information may require re-registration to maintain compliance.
Who can edit the greyed out fields on the Register for Texting screen?
If you need to edit these fields, contact Technical Support for assistance.