Service Titan Knowledge Base

Marketing Pro, COVID EditionLast updated on 09/23/2022

Create a COVID-19 marketing campaign for your business and keep your customers informed about what you can do for them during these challenging times.


Things to know

  • Marketing Pro, COVID Edition centralizes your marketing efforts in one place, letting you build a COVID-19 campaign using your existing ServiceTitan customer data to target specific audiences.

  • Customize a COVID-19 email template built by the pros at ServiceTitan with your logo, contact information, and more.

  • Get instant feedback on the estimated effectiveness of your audience targeting and email subject lines.

  • Gain insight into campaign performance with the Dashboard, and share your findings with your team using reporting.


How to use Marketing Pro, COVID Edition for your business

  1. Create a COVID-19 marketing campaign. Give your campaign a name and set when and how often you want your campaign to run. For more, see Create email campaigns.

  2. Build an audience of recipients to receive your COVID-19 marketing campaign. Build your audience around almost any type of data you have about your customers, including things like whether or not they have an open estimate, when they last called you, or if their membership is about to lapse. For more, see Create audiences.

  3. Select and customize a COVID-19 email template targeted at your audience. Insert your company logo, use merge tags to automatically include customer-specific details like name and city, and add imagery to take your marketing to the next level. For more, see Create email templates.

  4. After your COVID-19 campaign launches, track its progress from the Dashboard. You can see how many incoming calls the campaign generated, how many jobs were booked as a result of those calls, and even the total revenue generated by your campaign. Use data from your dashboard to test and see which marketing strategies work best for your business to drive revenue. For more, see Marketing Pro Dashboard.


What you'll need to get started

Before you can build and send your COVID-19 campaign, you'll need to add your company details, select your trades, and upload your logo. For more, see Manage Marketing Pro settings.


Upgrade to Marketing Pro to unlock additional features

  • Gain access to a library of professional-grade email templates built by the pros at ServiceTitan.

  • Generate more revenue and run an unlimited number of concurrent campaigns to follow up on unsold estimates, expiring memberships, aging equipment and more.

  • And much, much more! To upgrade, contact the Marketing Pro team at marketingpro@servicetitan.com.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.