Marketing Data CleanupLast updated on 09/23/2022
Using the Marketing Data Cleanup Tool allows you to map your existing groups of campaigns to our newly available UTM attributes: Source and Medium. The system automatically assigns these attributes where possible. For example, a source and medium are assigned to email, direct mail, and integrated Ads campaigns. This feature allows you to effectively assign these attributes to your existing active campaigns while keeping your existing categories intact. When the attribution is completed, you can filter marketing performance on your dashboard by source and medium to better understand the marketing campaigns’ performance.
Things to know
Setup is required to enable Marketing Data Cleanup integration.
Marketing Data Cleanup integration
You can set up the Marketing Data Cleanup in ServiceTitan in three ways.
Go to the navigation bar and click Marketing.
In the Marketing Data Cleanup header that opens, click Begin Setup. This takes you to the Marketing Data Cleanup page.
From the Marketing Analytics dashboard:
Go to the navigation bar and click Marketing > Marketing Overview.
Scroll down to the Performance Table section and click Configure. This takes you to the Marketing Data Cleanup page.
Or, from Settings:
Go to the navigation bar and click Settings > Integrations > Marketing Integrations.
Next to Marketing Data Cleanup, click Configure. The Marketing Data Cleanup page opens.
Click Begin Mapping to attribute the existing marketing campaign data in your Marketing Pro to their sources and medium. If the existing marketing campaigns have categories assigned to them from Settings > Campaigns, this takes you to Step 1: Map Category. Note: If the existing marketing campaigns are identified as uncategorized in the Settings > Campaigns, the Marketing Data Cleanup configuration starts from Step 2: Map Uncategorized Campaigns.
Step 1: Map Category
To better track your campaigns in Marketing Pro, map the existing categories with campaigns with their sources and media. You can only see categories with campaigns that had at least one job attributed to them in the last 90 days.
For Marketing Category, select the Source of the digital ads platform from where the data is received.
Select the Medium by which you received the data. For example, this can be through social media, organic, email, or other channels.
When you’re finished, click Next. This takes you to Step 2: Map Uncategorized Campaigns.
Step 2: Map Uncategorized Campaigns
This step allows you to map the existing uncategorized campaigns that have been active in the last 90 days.
Note: A campaign is active if it has at least one job attributed to it.
Select the Source of the digital ads platform from where data is received.
Select the Medium by which you received the data.
Make sure that all the information looks correct.
Click Save & Exit if you want to save the information up to this point and continue at another time.
Click Next, to go to Step 3: Complete. The Confirming Your Mapping page opens.
Click Confirm to allow the system to map all your campaigns to their sources and mediums.
Click View Ads Performance Page to go to the Ads dashboard.
Want to learn more
Visit ServiceTitan Academy and enroll in Marketing Pro Ads Features
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.