Overview: Using ServiceTitan Marketing ProLast updated on 04/27/2023
Use ServiceTitan Marketing Pro to simplify how you manage your marketing and amplify your brand awareness. You can also manage and view your campaign’s performance using built-in analytics. For tips and proven best practices on how to best use ServiceTitan Marketing Pro for your business, see Marketing Pro Playbook.
Benefits of using ServiceTitan Marketing Pro
Easy access to a comprehensive marketing tool built in ServiceTitan, enabling you to track and drill down your marketing into Key Performance Indicators (KPIs) using an easy-to-read dashboard and scorecard features
Access to actionable data in one place, including reporting that you can share across your team
Create content using pre-built templates to build from content designed specially to fit your campaign needs
Increase revenue through targeted campaigns based on the actions and needs of your customers
Track your campaigns’ performance throughout the entire marketing funnel including the real Return on Investment (ROI). This helps to optimize your marketing efforts as you go.
Reasons to build campaigns
Reach out to your new customers who have signed up recently to welcome them, and offer additional services
Target customers that use specific services in their homes, encouraging them to sign up for additional services they could benefit from. Similarly, target customers who don’t have specific services and try to upsell them to those services
Follow up with customers who canceled recently or a specific time ago to win them back
Find and target open estimates, leaving no opportunities behind
Automatically reach out to customers with soon-to-expire memberships, plus see which memberships expire and when and remind them to renew
Things to know before you start
The first time you open Marketing Pro, you’re prompted to edit Marketing Pro Email Settings. To learn more, see Manage Marketing Pro settings.
When you first start using Marketing Pro, your account will be in a warmup period. This warmup period helps establish the email reputation of your business and reduces the likelihood of your messages being labeled as spam. While your account is warming up, the number of marketing messages that you can send each day is limited. Each day, you can send more email messages than the day before. If you schedule a campaign that would send more messages than allowed by the daily limit, emails that exceed the limit will be sent the following day.
Customize your emails and audiences using pre-built templates you can edit and use across your campaigns. You can even add your company logo to brand the content you share with your customer base.
Use automated campaigns if you want to run a campaign indefinitely based on the criteria you set and the email sequences you choose. One-time campaigns are good for when you want to launch a one-off campaign that’s set to expire on a specific date and once it’s over, it’s done.
Difference between core Campaigns and Marketing Pro in ServiceTitan: Core Campaigns is designed to help you track marketing across multiple channels. ServiceTitan Marketing Pro campaigns use your ServiceTitan data, automation, and pre-built content, empowering you to create hyper-targeted and more effective email campaigns.
Marketing Pro Analytics
Your ServiceTitan Marketing Pro Analytics gives you insight into the overall performance of any campaign you’ve launched. From here, you can
Track key metrics for email and revenue performance Tip: You can also create reporting and share it with people on your team. To create, go to Reports > Reports 2.0. You can add the metrics you want to track. Metrics include: Open Rate, Click Rate, Total Opens, Total Clicks, Unsubscribe %, Total unsubscribes, Delivery Rate, Total Emails Sent, Total Emails Delivered, and Open to Call Rate. When you’re done, schedule the report to share with specific members of your team. To learn more, see Create custom reports.
Easily look up historical data for the last 30, 60, or more days to see how campaigns performed during a specific time frame.
View performance for both your Automated and One-time campaigns.
Drill down into performance metrics for insight into things like revenue, jobs booked and sold, and revenue per job Want to build a campaign? Click Create Campaign to create one directly from the dashboard. For more, see Create email campaigns and Create Direct Mail campaigns.
Want to build a campaign? Click Create Campaign to create one right from the dashboard. For more, see Create email campaigns and Create Direct Mail campaigns.
One of the key indicators when tracking campaigns is your email performance. The dashboard is set up so one of the first things you see is metrics to track what’s most important. Metrics include:
Sent: Number of customers who were sent emails through all your campaigns
Delivered: Number and percentage (%) of emails delivered based on emails sent
Opened: Number and percentage (%) of total emails opened based on emails delivered
Clicked: Number and percentage (%) of emails clicked based on emails opened
Called: Number and percentage (%) of calls received based on emails opened
Unsubscribed: Total number of customer email unsubscribes based on emails delivered
See total overall revenue metrics in dollars ($) generated by your campaigns for a selected time frame (last 30, 60, or 90 days), including booked and sold jobs:
Revenue: Total revenue in dollars ($) generated by your campaigns
Bookings: Total number and percentage (%) of jobs booked based on your campaigns
Sold Jobs: Total number and percentage (%) of sold estimates/jobs based on jobs assigned to a campaign
Automated and One-time campaign metrics
In the dashboard, you can view both your automated and one-time campaigns. You can track the performance of each campaign, which makes it easier to have an overall understanding of what's happening all in one place. Additionally, you can drill into the metrics for details at any time.
Metrics descriptions for automated and one-time campaign performance
You can drill down into several columns to view more granular campaign data:
Drilldown to see
The name of the campaign
Campaign status. Can be
For more on campaign status, see Create email campaigns and Create Direct Mail campaigns.
Date you launched the campaign
Revenue in dollars ($) campaign generated
Details about revenue for this campaign
Total revenue in dollars ($) campaign generated
Details about revenue and attributed revenue for this campaign, including jobs, invoice numbers, completion dates, and more.
Number of customers included in this campaign
A list of customers emailed. For each, you can also see if the email was delivered, opened, and if the customer clicked any link in the email.
Number of emails delivered
A list of customers for whom the email was delivered successfully. For each, you can see if the email was opened and if the customer clicked any link in the email.
Percentage of emails opened
A list of customers who opened an email. For each, you can see if the customer clicked any link in the email.
Percentage of emails clicked
A list of customers who clicked on any link in the email.
Number of calls attributed to this campaign
A list of each call made as a result of this campaign, as well as details about each call
Number of manual calls related to this campaign
A list of each call made for this campaign, as well as details about each call
Number of leads generated from calls related to this campaign
A list of jobs made for this campaign
Number of jobs booked attributed to this campaign
A list of each job booked for this campaign, as well as details about each job
Number of sold job generated from the campaign
A list of jobs sold. For each, you can see the detail(s).
Number of new customers attributed to this campaign
A list of new customers connected to this campaign, as well as details about each customer
Number of estimates sold attributed to this campaign
A list of each job converted into a sold estimate for this campaign, as well as details about each sold estimate
Rev. Per Job
Total revenue in dollars generated per job booked
Tip: Click the column headers in this table to reorder the names alphabetically or numbers and percentages numerically.
Want to learn more?
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.