Service Titan Knowledge Base

How to preserve historical campaign cost: Recommended WorkflowLast updated on 11/03/2021

This article provides the recommended workflow to ensure that you can continue to report on historical campaign cost if the costs of an existing campaign changes to be either more or less.


Things to know

  • There is no option for persisted cost settings for campaigns so when you run a report involving campaign cost, the report will always pull the information using whatever cost information is currently entered in for the campaign.

  • Campaigns are connected through tracking numbers listed in your phone settings. When a campaign is assigned to a tracking number, that campaign will show in the green bubble when the tracking number is called. 

  • There is no charge or additional cost to add a campaign in ServiceTitan so do not hesitate to add as many campaigns as needed.

  • This recommended workflow explains how to create a new campaign with the updated cost amount and connect it to the tracking phone number associated to ensure smooth transition and ensure accurate campaign performance reporting. As the cost field in campaign settings is not historically persistent, the campaign with the outdated cost amount should be kept for historical reporting but will be removed from the tracking number so it is no longer functional.  

    This article shows you how to:


Workflows

Deactivate the outdated campaign and Create the new campaign with updated cost

  1. Go to the navigation bar and click Settings . In the side panel, click Operations > Campaigns.

  2. In the list of campaigns, find the campaign which has its cost amount being updated. Click Edit

  3. Remove the advertised number if it is populated in that setting field. DO NOT remove the cost from the cost setting field. 

  4. Click Deactivate - Do not worry as you will still be able to report on this campaign after it has been made inactive. This step is to ensure your office does not accidentally select this outdated version of the campaign.

  5. Next, from the campaign list screen, click the blue Add button to create the new replacement campaign with the updated cost.

  6. Enter the name of the campaign. Best practice is to add a differentiating aspect of the name to indicate this is the same campaign but with updated cost. 

  7. Enter the same advertised number associated with the campaign. Then enter the updated cost. Click Save


Assign the new campaign to the associated phone tracking number

  1. Go to the navigation bar and click Settings . In the side panel, click Phones > Phone Numbers.

  2. In the list of phone numbers , filter the column for the phone number that is associated with the campaign. NOTE: Do not enter any parentheses or dashes when using the “Contains” filter.

  3. Once the number is found, scroll to the right side of the settings within the phone numbers box and find the campaign column. Click the edit pencil to the right of the campaign and select the newly created campaign in the Set Campaign box then click Save.


Report on the historical and current campaign

Note: Only ACTIVE campaigns will be visible on the dashboard and available to select when booking a job. Therefore your expectation should be that you are viewing the performance of the current campaign when viewing or selecting in those areas.

  1. To report on all campaigns (including the inactive campaign with the historical cost) Go to the navigation bar and click Reports

  2. In the search bar at the top, type the words “Campaign Performance”

  3. When running the report, check the box for “Include Inactive” to see the information for the historical campaign populated based on the From-To date range.


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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.