--- title: "Use Marketing Pro with Atlas" slug: "use-atlas-for-marketing-pro-campaigns" updated: 2026-10-27T17:53:56Z published: 2026-10-27T17:53:56Z canonical: "help.servicetitan.com/use-atlas-for-marketing-pro-campaigns" --- > ## 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. # Use Marketing Pro with Atlas ## Overview Marketing Pro with Atlas analyzes your business data, including estimates, invoices, memberships, and customer activity, and recommends ready-to-launch email and SMS campaigns ranked by revenue signals and audience size. You can refine audiences and messaging through natural language, launch campaigns, and Ask Atlas how they are performing. --- ### #### Who uses this feature - Marketing managers, business owners, and other marketers on your team - Applies to all business types - Applies to all trades #### Feature configuration - To get started with Marketing Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro), or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM). ## Things to know - Atlas is powered by [Titan Intelligence (TI)](https://help.servicetitan.com/how-to/titan-intelligence-overview). It may generate inaccurate, incomplete, or outdated responses. Verify details before acting and don't treat it as professional advice. Your conversations may be stored to improve the service. Avoid sharing sensitive information. By using Atlas, you agree to use this feature responsibly, and further acknowledge and agree that any data collected will be used in accordance with our [Privacy Policy](https://www.servicetitan.com/legal/privacy-policy) and may be shared with third-party service providers. - Atlas analyzes your customer data, including unsold estimates, inactive customer lists, expiring memberships, past-due invoices, and campaign performance, to identify missed revenue opportunities. Recommendations are ranked by revenue signals when they exist, and by audience size so you can focus on the highest-value campaigns first. - Atlas recommends Autopilot campaign templates. Some are email only, some are SMS only, and others are multi-step, multi-channel journeys (for example email and text in the same sequence), depending on how each template is built. - Atlas sends up to one high-priority recommendation notification per day. Notifications expire after a few days to keep recommendations current. To stop receiving notifications, tell Atlas in the chat. For example, say *Stop sending me notifications*. To resume, say *Please notify me again*. See [Manage recommendation notifications](/docs/use-atlas-for-marketing-pro-campaigns#manage-recommendation-notifications) for details. ## Best practices - Start with the Atlas recommendations panel in Campaign Manager to see your highest-impact opportunities before browsing templates. > [!NOTE] > **Note:** This feature is only available for Marketing Pro v2. - Use quickstart prompts in the Autopilot Library to get personalized recommendations fast. Try *Start my first campaign* or *I need more jobs this week*. - Check back regularly to discover new, ready-to-launch campaigns for your business. - Use Atlas to refine campaign audiences in plain language instead of manually building complex segmentation filters. For example, tell Atlas Only send this to residential customers or Exclude anyone who booked a job last week. Atlas can also filter on tags specific to your account, such as Narrow this to just contacts tagged as wholesale. Atlas confirms the tag name and the updated audience count before applying the change. ## What Atlas can do Atlas simplifies complex marketing tasks through natural language conversations: | **Task type** | **Description** | **Examples** | | --- | --- | --- | | Campaign strategy and recommendations | Ask Atlas to analyze your data and suggest the highest-value campaigns. | *Which Marketing Pro campaigns should I run? I want to re-engage customers who haven't had a job in six months.* | | Audience targeting and segmentation | Ask Atlas to refine the campaign’s audience in plain language, including by tags specific to your account. Atlas automatically handles the complex filter logic. | *Only send this to residential customers. Exclude anyone who booked a job last week. Target customers with overdue invoices over $3,000. Narrow this to just contacts tagged as wholesale.* | | Copy editing and personalization | Ask Atlas to edit any text in the editable email or SMS fields to match your brand voice, tone, or specific promotion. Atlas can also translate languages. | *Make the text more urgent. Rewrite this to match a professional tone. Add a sentence about our 5-star rating.* | | Performance and insights | Ask Atlas for campaign performance analysis and optimization tips for your live campaigns. | *How are my campaigns performing? What can I do to improve my open rates?* | | Hands-free launch | Ask Atlas to launch a campaign after you are satisfied with the edits and audience. | *Looks good, launch this campaign.* | ## Understand current limitations Knowing Atlas's current limitations upfront will help you focus your feedback and understand when you may need to use the Advanced Editor. - **Images and subject lines:** Atlas cannot change images or subject lines for you. Some images in the template are swappable directly in the editor. Look for the swap icon when hovering over an image. If an image isn't swappable, you'll need to use the **Advanced Editor** to replace it. - **Template overrides:** If you need to make fundamental changes to the template design, edit the subject line, adjust the message sequence, or replace multiple images, click the **Advanced Editor** button. This opens the standard Marketing Pro campaign editor, where you can make and save any changes. ## Access Atlas You can access Atlas from the following places in Marketing Pro: Marketing Overview page, [Campaign Manager](/v1/docs/use-atlas-for-marketing-pro-campaigns#campaign-manager), the [Autopilot Library](/v1/docs/use-atlas-for-marketing-pro-campaigns#autopilot-library), [Autopilot campaign editor](/v1/docs/use-atlas-for-marketing-pro-campaigns#autopilot-campaign-editor), and [campaign recommendations](/v1/docs/use-atlas-for-marketing-pro-campaigns#review-campaign-recommendations). ![Overview of marketing performance metrics and suggestions for campaign management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/New MPro Dashboard(1).png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D) When you open the Marketing Overview page, Atlas opens automatically as a side panel the first time you land on the page, so you can start getting recommendations right away. Atlas auto-opens only on your first visit—after that it stays closed until you open it yourself. If you close the panel, a persistent Open Atlas button remains on the page so you can reopen Atlas at any time. You can also open Atlas from the Ask Atlas button in the page header. > [!NOTE] > **Note**: If your account includes the Marketing Pro Ads package, your Marketing Overview page already includes an **Ask Atlas** button. The first-visit auto-open behavior applies to Marketing Overview pages without the Ads package. ### Campaign Manager When you open Campaign Manager, the *Your Campaigns, Supercharged by Atlas* panel appears at the top of the page. Atlas displays personalized campaign recommendation cards based on your business data. Each card shows a campaign template preview, an alert description with the audience size, and a **Review Campaign** button. Click **Review Campaign** on any card to review the recommendation and launch it. To see more recommendations or ask a question, click **Ask Atlas**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1785244794441.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D) ### Autopilot Library In the Autopilot Library, the *Recommended Campaigns* section includes a text field where you can describe the campaign you want to create. Type a request, such as *I want to re-engage inactive customers* or *Launch a holiday email promotion*, and Atlas will generate campaign options for you. You can also click one of the quickstart prompts below the field to get started: - *Start my first campaign* - *I need more jobs this week* - *Set up my whole marketing plan* To open a full Atlas conversation instead, click **Open Atlas** in the top right. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1785244794443.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D) ### Autopilot campaign editor When viewing an Autopilot campaign, you'll see an *Optimize Your Campaign* card with the description: *Use Atlas to personalize your audience or update campaign content and messaging to better fit your business*. Click **Edit with Atlas** to open the Atlas chat panel on the right side of the editor. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1785244794444.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D) Atlas is aware of the campaign you're viewing and provides tailored quick action buttons. For example, *Launch it now* or *Customize the audience filters*. You can also type your own request in the **Ask Atlas** field at the bottom of the chat. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1785244794445.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D) ## Create and launch campaigns You can create a campaign with Atlas from the Autopilot Library or by reviewing a recommendation in Campaign Manager. ### Launch a campaign from Campaign Manager 1. Go to **Marketing > Campaign Manager**. 2. In the *Your Campaigns, Supercharged by Atlas* panel, click **Review Campaign** on a recommendation card. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1785244795315.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D) 3. Review the campaign details, make any adjustments with Atlas, and launch when ready. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1785244795482.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D) ### Create a campaign from the Autopilot Library 1. Go to **Marketing > Autopilot Campaigns** to open the Autopilot Library. 2. In the text field at the top, describe the campaign you want to create. For example, *I'd like to launch a Holiday email* or *Send a follow-up to customers with unsold estimates*. > [!TIP] > **Tip:** You can also click a quickstart prompt like Start my first campaign. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1785244795563.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D)* 3. Atlas generates campaign options based on your request. Review the recommended template, audience, and messaging. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1785244795663.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D) 4. Refine the campaign by telling Atlas what to change. For example, say Only send this to residential customers, Only include contacts tagged as wholesale, or Make the text more urgent. Continue the conversation until the campaign is built to your liking. > [!TIP] > **Tip:** Click **View Campaign** to preview the campaign and make manual changes before launching. 5. When you're ready, tell Atlas to launch. For example, say *Launch this campaign* or *Schedule this for next Monday*. ## Review campaign recommendations Atlas identifies campaign opportunities from your ServiceTitan data and recommends strategies ranked by revenue signals and audience size. The following table describes the types of recommendations Atlas may suggest. | **Recommendation** | **What it targets** | **Example** | | --- | --- | --- | | Unsold Estimate Follow-Up | Customers with open, unsold estimates | *Revenue Alert: You have $47K in unsold estimates from 127 customers.* | | Expiring Membership Renewal | Memberships expiring soon | *Cash Flow Risk: 89 memberships worth $24K are expiring next month.* | | Expired Membership Win-Back | Already-expired memberships | *Win Back: 64 memberships worth $15K expired recently.* | | Past-Due Invoice Collection | Past-due invoices | *Collect Your Money: You have $18K in past-due invoices to collect.* | | Recurring Service Reminder (Email) | Customers due for recurring service | *Get More Bookings: 342 customers are due for recurring service.* | | Recurring Service Reminder (SMS) | Customers due for recurring service via text | *Quick Reminder: 215 customers are due—reach them via SMS.* | | Re-engage Inactive Customers | Customers who have not booked in an extended period | *Lost Customer Alert: 156 customers have not booked in over 12 months.* | | Welcome New Customers | Recently acquired customers | *Welcome: 43 new customers haven't received a welcome campaign.* | | Post-Job Thank You | Recently completed jobs | *Say Thanks: 78 customers had jobs completed this week.* | | Cross-Sell Related Services | HVAC Customers who may need other services. | *Cross-Sell: 200 HVAC customers may need plumbing services.* | | Holiday or Seasonal Campaign | Timely, one-time promotional campaigns | *Holiday Promo: Launch a seasonal campaign to drive bookings.* | | Missed Call SMS Follow-Up | Callers who didn't connect with your team | *Missed Calls: 32 callers didn't reach your team—follow up via SMS.* | > [!NOTE] > **Note:** Revenue-linked recommendations (unsold estimates, memberships, past-due invoices) only appear when Atlas detects the corresponding data in your account. ### Act on a recommendation 1. Click **View** on the recommendation notification to start a new chat with Atlas about the recommendation. > [!NOTE] > **Note:** If you're busy, click **Remind me later**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1785244795950.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D) 2. Review the recommended campaign by clicking **View Campaign**. Let Atlas know about any changes, such as adjusting audience filters or editing the copy, and continue refining until the campaign is built to your liking. 3. When ready, tell Atlas when to launch. For example, say *Launch this campaign* or *Schedule this for next Monday*. *Congratulations! Your Campaign is Scheduled.* pop-up confirms the campaign is scheduled. Click **View Campaign List** to see all of your campaigns, or click **Got It**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1785244796257.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D) ### Manage recommendation notifications Atlas sends daily recommendation notifications to help you discover campaign opportunities. You can turn these on or off directly through the Atlas chat. - **To turn off notifications:** Open a conversation with Atlas and say *Stop sending me notifications* or *Mute campaign recommendations*. Atlas confirms notifications are turned off. - **To turn notifications back on:** Say *Please notify me again* or *Turn on campaign recommendations*. > [!NOTE] > **Note:** This setting applies only to your account. Other team members are not affected. ## Monitor campaign performance Atlas can analyze your live campaigns and suggest ways to improve results. You can access performance insights in several ways: - **Ask in an existing chat:** In any Atlas conversation, ask about the performance of your email or SMS campaigns. For example, say *How are my campaigns performing?* or *What can I do to improve my open rates?* - **Start a new conversation:** Click **Ask Atlas** in [Campaign Manager](/v1/docs/use-atlas-for-marketing-pro-campaigns#campaign-manager), click **Open Atlas** in the [Autopilot Library](/v1/docs/use-atlas-for-marketing-pro-campaigns#autopilot-library), or type a performance question directly in the Autopilot Library text field. - **View a notification:** If you receive a performance notification, click **View** to see the recommendation. Review the insights Atlas provides, confirm any changes you want to implement, and Atlas applies them to the campaign. ## Review past chats Atlas stores all of your previous recommendations and conversations. To resume a past chat: 1. Open a conversation with Atlas from [Campaign Manager](/v1/docs/use-atlas-for-marketing-pro-campaigns#campaign-manager) or the [Autopilot Library](/v1/docs/use-atlas-for-marketing-pro-campaigns#autopilot-library). 2. Click **View All Chats**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1785244796317.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D) 3. Select a previous chat to resume the conversation. > [!NOTE] > **Note:** To start a new chat, click **New Chat**. *![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1785244796422.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A57%3A28Z&se=2026-11-01T21%3A57%3A28Z&sr=c&sp=r&sig=UB5h%2ByJ8F3IiHRjCU6aN3RFuVf1Hvk2HyuZd%2FBnWBaw%3D)* ## Want to learn more? - See [Marketing Pro Campaign Manager overview](/v1/docs/marketing-pro-campaign-manager-overview-1) - See [Manage Marketing Pro campaigns](/v1/docs/manage-marketing-pro-campaigns) - See [Atlas Home](/v1/docs/atlas) for more about Atlas across ServiceTitan ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Targeted text message campaigns sent to customer segments through Marketing Pro. **What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers. **Also called:** Text marketing, SMS marketing **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Text Campaigns In-app button that lets technicians or managers ask AI a question about a job, recording, or troubleshooting topic. **What it does:** Gives techs instant AI answers in the field without leaving the app, improving first-visit resolution. **Tags:** AI-Powered [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Ask Field Pro A library of ready-made campaign templates (Unsold Estimates, Memberships Expiring, etc.) that can be launched in minutes. **What it does:** Gives businesses a proven quick-start campaign set targeting common revenue opportunities, reducing time-to-launch. **Also called:** Starter campaign templates **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Foundational Campaigns