Manage Marketing Pro functionsLast updated on 09/23/2022

• You can't archive live or scheduled campaigns.

• You can’t archive audiences if they are attached to a live campaign.

You can create Marketing Pro functions from Marketing Pro Analytics, Campaigns, and Audiences sections.

Create campaigns

1. Go to the navigation bar and click Marketing > Pro Campaigns. Note: You can create campaigns from Marketing Overview, Email, Direct Mail, Dashboard, and Campaigns.

2. Click Create Campaign to build your marketing campaign. For more information, see Create email campaigns, Create Direct Mail campaigns, and Create Recurring Service Campaigns using SMS.

Create email templates

1. Go to the navigation bar and click Marketing > Email Templates.

2. Click Create new to add a new email template. For more information, see Create email templates.

Create audiences

1. Go to the navigation bar and click Marketing > Audiences.

2. Click Create new to add a new audience. For more information, see Create Audiences.

1. Go to the navigation bar and click Marketing.

2. In the side menu Analytics is expanded by default, click Email, Direct Mail, Campaigns, or Audiences to view the items you want.

3. If you selected Campaigns, hover over the scheduled campaign content you want to view, click More and then select View. Note: View is unavailable if the campaign is in draft mode. In this case, you can edit it. For more information, see Edit a campaign.

   The details of the campaign opens.

   Note: To stop a live campaign click Stop.

If you have a campaign that’s working well, you can clone it to use it in other places or use it as a template for future campaigns, audiences, and templates.

Note: When you clone content, the options selected when creating the original content are saved. To clone a campaign:

1. Go to the navigation bar and click Marketing. 

2. From the side menu, select the Marketing Pro component you want to clone.

3. Hover over the campaign you want to clone, click More , and then select Clone.

4. Enter a name for the cloned content, and click Continue.

Depending on the type of content cloned, you’ll need to complete building email or direct mail campaigns, creating an email template, or generating an audience. You can add or remove any of the options when you first create the content.

You can archive content to hide it from the dashboard and prevent it from being used by you or anyone from your team:

1. From the side menu, select the type of Marketing Pro content you want to archive.

2. Hover over the content you want to archive, click More , and then select Archive. A confirmation pop-up opens.

3. Click Confirm.

Unarchive content that you previously archived to restore it to your dashboard and allow your team to use it.

1. Go to the navigation bar and click Marketing. 

2. From the side menu, select the type of Marketing Pro content you want to restore.

3. Click the title, and select Archived...

4. Hover over the content you want to restore, click More , and then select Unarchive.

   The confirmation page opens.

5. Click Confirm.

• Visit ServiceTitan Academy to enroll in ServiceTitan Marketing Pro Essentials

• See  Overview: Using ServiceTitan Marketing Pro