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
Go to the navigation bar and click Marketing
.Review your company’s information and then click Confirm Information.
On the Marketing Pro Settings screen that opens, go through each of the steps and configure your settings.
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:
Click Launch.
Review the Autopilot campaigns selected for your business and make sure your logo appears correctly on the preview cards.
(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.
Deselect any campaigns you don’t want to launch yet.
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.
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.
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.
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 settings
Efficiently manage your Marketing Pro settings in one place.
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.
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.
Marketing campaigns
Overview
Autopilot campaigns
Launch prebuilt campaigns tailored to your business with just a few clicks.
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.
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.
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.
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.
Then, create SMS marketing campaigns to send your customers marketing messages.
Managing campaigns
Manage your marketing campaigns. You can also use the built-in analytics to understand, assess, and improve your campaigns.
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.
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.
Request reviews
Request reviews from your customers for specific jobs.
Manage reviews
Manage your reviews directly in Reputation. You can resend review requests, match reviews to specific jobs, and respond to customer feedback.
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.
Digital Ads settings
Manage the Digital Ads settings for your ads’ marketing attributions.
Ads Analytics
Use the Ads Analytics for an extensive view of your Ads marketing data.
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.
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.
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.
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).
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.
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.
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
What should I do if my Marketing Pro audience isn’t working as expected?
Marketing Pro Audience Builder is missing tag filter options
Can’t see Reputation review(s) or reviews stopped syncing into ServiceTitan
FAQ
What is Marketing Pro?
Marketing Pro helps you simplify your marketing efforts and boost your company's brand awareness. With this powerful tool, you can create marketing campaigns and send targeted content to customers through direct mail, email, or SMS text messages. You can also monitor campaigns to track customer engagement.
Marketing Pro can help you increase revenue, membership renewals, and more. For a more comprehensive marketing solution, add Marketing Pro Ads and Marketing Pro Reputation to your package.
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 (PAM).
How can I set up a phone number for a marketing campaign?
It’s important that you assign a unique ServiceTitan phone number for every campaign that you run. This ensures that the revenue is correctly attributed to each campaign you create. You can use unassigned tracking numbers created in Phone Numbers in Settings, add a new phone number in Phone Numbers in Settings, or add a new number while building a campaign. For more, see Assign tracking phone numbers to Marketing Pro campaigns.
Does ServiceTitan Marketing Pro integrate with my current marketing software?
No. Different types of marketing software store and use customer information in different ways. For Marketing Pro to work optimally, it's important that all customer information comes from ServiceTitan directly and not any other source.
How can I manage my Marketing Pro subscriptions and billing?
To manage your Marketing Pro subscriptions and billing, reach out to your CSM.
Is there a way in Marketing Pro to track all Yelp traffic, including chat, calls, and SMS?
No, Marketing Pro cannot currently track all Yelp traffic. We can track calls made to the Yelp listing phone number as long as that tracking number is assigned to a Yelp campaign in ServiceTitan.
Is Marketing Pro required to integrate with CallRail?
No, Marketing Pro is not required to use CallRail. However, Marketing Pro can help you track those calls. Without Marketing Pro, you can only forward CallRail numbers to ServiceTitan numbers for basic call tracking.
Can I link multiple Google Ads accounts for different businesses to the same ServiceTitan account?
Yes, you can link multiple Google Ads accounts to a single ServiceTitan account. To easily distinguish between them, we recommend using a clear naming convention.
For example, if you have Business A and Business B, you can start each of Business A’s campaigns with an A and each of Business B’s campaigns with a B. You can then sort your campaigns alphabetically in ServiceTitan to track each business’s performance.
Should I disable regular tracking conversions in Google Ads after integrating with Marketing Pro Ads?
You can choose to keep or disable your non-ServiceTitan conversions in Google Ads. ServiceTitan does not edit or affect your existing Google Ads conversions.
Can Dynamic Number Insertion (DNI) use local numbers in addition to toll-free numbers?
Yes, when setting up DNI, you can choose between local numbers or toll-free numbers. For more, see Dynamic Call Tracking using DNI Integration.
Why is Marketing Pro slow or lagging?
If you experience slow performance in Marketing Pro, follow these steps to troubleshoot common issues:
Clear your browser cache and cookies.
Try a different browser, such as Chrome or Firefox, to rule out browser-specific problems.
Check your internet connection to ensure you have a stable and strong signal.
What should I do if my marketing emails are bouncing or being blocked?
If you suspect your emails are bouncing or being blocked, ask the customer to add noreply@servicetitan.com to their email Allow list or Safe list to ensure they receive all future messages.
Can I link a campaign to a business unit for job booking?
Yes, you can set a default business unit (BU) for a campaign in Settings > Operations > Campaigns. This speeds up job booking because the BU automatically populates when the campaign is selected. You can only assign one BU per campaign.
To set up the default BU:
Go to Settings.
In the side panel, go to Operations > Campaigns.
Assign the default BU to the campaign.
After you assign the BU, select the campaign first on the booking screen. The assigned BU automatically populates, and both the campaign and BU appear in job details.
Note: You must select the campaign before the BU, otherwise this flow doesn't work. We also recommend checking the BU assignments for your job types to avoid any conflicts.
Why is the campaign cost not populating?
The campaign cost needs to be manually added for each campaign. To add a cost:
Go to the navigation bar and click Settings
.In the side panel, go to Operations > Campaigns.
Click Edit Cost.
Enter the campaign cost.
When finished, click Save.
How do I ensure campaigns target the correct customer contact?
Marketing Pro campaigns use only one email address per customer for follow-up communication. The system automatically sends to the first non-suppressed email address listed on the customer's profile.
Can I get Marketing Pro - Direct Mail but not get Marketing Pro - Reputation?
ServiceTitan Marketing Pro is available in a variety of different packages. For more information, reach out to your CSM.