Marketing Pro overview and basics for Corporate HQ

Who uses this feature

Marketing managers, business owners, and other marketers on your team
Primarily for Commercial Service & Replacement and Residential Service & Replacement business types.

Marketing Pro is a campaign and analytics tool that helps you amplify your company’s brand awareness. Use it to track analytics, create campaigns, and manage your audiences. For how to switch between your branches, see Marketing Pro Corporate HQ and Branches access and switch.

Things to know

The first time you open Marketing Pro, you’re prompted to add a Brand and configure its email settings. For more, see Manage Marketing Brand’s Settings.
Customize your emails using pre-built templates that you can edit and use across your campaigns. For more, see Manage Marketing Pro Email Templates.
Campaigns are designed to help you execute marketing strategies across multiple channels and create effective email and direct mail campaigns.
Campaigns aren’t sent to accounts added to the suppression lists in the Corporate HQ and all Branches.

Use cases for campaigns

Reach out to new customers who have recently signed up to welcome them and offer additional services.
Target audiences that use specific services in their homes, encouraging them to sign up for additional services they could benefit from. Similarly, target audiences who don’t have a specific service and try to upsell them to those services.
Follow up with customers who recently canceled or who haven’t reached out in a while to win them back.

Understand Marketing Pro sections for the Corporate HQ

Marketing Pro for the Corporate HQ includes sections for Analytics, Campaigns, and Audiences.

Analytics for the Corporate HQ

Use the Analytics section to view data that helps you track marketing campaign progress throughout all your branches and the Corporate HQ. For more, see Use Marketing Pro Analytics.

Note: When you select more than one brand from the Brands filter, the campaign performance tables show the Brand that created the marketing campaigns you track.

Campaigns for the Corporate HQ

The Campaigns section in Marketing Pro has two sub-sections:

Campaign Manager: Here, you can:
- Can create campaigns
- View all your Corporate HQ and Branch campaigns and their details
- Clone campaigns created by other Branches to use them in the Corporate HQ
- And more

Note: When creating marketing campaigns from the Corporate HQ, you can only select the Segments created in the Corporate HQ.

You can edit all campaign sections created by you, but you can’t edit the Campaign Content section created by other Branches. Updated Branch-created campaigns are saved in the Branch brand that created the campaign originally.

Email Template: Here, you can:
- Create campaign content templates
- View public templates created and published by your team.
- Clone public templates created by the Marketing Pro content team to be used by your team
- Clone campaigns created by other Branches to use them.

Note: You can also publish the campaign content templates created by you to be used by other branches. For more, see Manage Marketing Pro Email Templates.

For more about the Campaigns section, see:

Audiences for Main Branch

The Audiences section in Marketing Pro has three sub-sections:

Segments: Create and manage segments that help to understand, target, and analyze your customer base. You can also build segments to target customers with specific needs. For example, welcome new customers, upsell additional services, or win back past customers who have canceled their services. For more, see Manage Marketing Pro Segments.
- In the Segments sub-section, you can view and edit all your Corporate HQ and Branch segments and their details. However, the segments you update from any branch are
  saved back in the Branch account that created the segment originally.
When creating a marketing campaign in Corporate HQ, you can only select the segments you created in the Corporate HQ. To use another Branch’s segment, first clone the segment and then use it within a Corporate HQ campaign. For more, see Actions in Marketing Pro Campaign Manager.
Contacts: Manage the contacts generated from the operation's Customer Relationship Management (CRM) of each individual branch into Marketing Pro.
Suppression: Manage the email suppression list so you won’t send email campaigns to suppressed email addresses through Marketing Pro. For more, see Manage the Suppression list.
Adding an account to the suppression list from the Corporate HQ suppresses this account in all Branches.

Tip: You can remove suppression accounts that were added by you and your branches.
Note: Use the Office filter to quickly find suppression accounts that you want to export or remove.