This is an improvement to Scheduling Pro that lets you see which Marketing Pro campaigns drive web sessions and jobs right in your Scheduling Pro export and Sessions Details report. In this version, we show all Marketing Pro sessions excluding Google Click ID. Google ID is targeted for a future release.
What's changing?
Before, you could see Scheduling Pro sessions and job results, but you could not see which Marketing Pro campaign each web session came from. You had to jump between Scheduling Pro, Marketing Pro, and other reports to guess which ads were working. Now, the Marketing Pro campaign name shows in your Scheduling Pro export from the performance flyout and in the Sessions Details report, so you can group, sort, and filter by campaign without extra work.
Resources
Before and After
Before (Current)
Go to your Scheduling Pro performance view and export session data for a date range.
Run your Sessions Details report in ServiceTitan reporting to see web sessions and job outcomes.
Open Marketing Pro to review campaign names and spend.
Manually match sessions and jobs back to campaigns in a spreadsheet or other tool.
Impact: You spend more time piecing together web booking results, and it is hard to see which campaigns bring the most booked jobs and revenue.
Try the current workflow in your account.
After
Go to your Scheduling Pro performance view and export session data for a date range.
See a Marketing Pro campaign name field in the export for each session.
Run the Sessions Details report and group or filter by Marketing Pro campaign name column.
Share these exports and reports with your marketing team or agency to adjust spend and offers.
Impact: You quickly see which Marketing Pro campaigns drive web sessions and booked jobs, so you can shift budget to what works and cut what does not.
Who uses this feature
Residential Service and Replacement
Administrators
Region availability: All regions
How it works for your industry
Residential Service and Replacement
See which "no heat" or "no cool" web campaigns bring the most booked sessions and sold jobs.
Compare average ticket and close rate by Marketing Pro campaign in the Sessions Details report.
Export sessions by campaign and share with your marketing partner to tune ads and landing pages.
How to Prepare?
Confirm that your account has Marketing Pro turned on for Scheduling Pro and that you run web campaigns there.
Identify who in your company reviews marketing and web booking performance, such as administrators or managers.
Train that group on where to find the Marketing Pro campaign name field in the Scheduling Pro export and Sessions Details report.
Align on a simple weekly or monthly routine to review results by campaign and adjust spend.
Bookmark the key export and report views you use so your team can get to the data fast.