---
title: "Assign tracking phone numbers to Marketing Pro campaigns"
slug: "assign-tracking-phone-numbers-to-marketing-pro-campaigns"
updated: 2026-10-16T01:00:49Z
published: 2026-10-16T01:00:49Z
canonical: "help.servicetitan.com/assign-tracking-phone-numbers-to-marketing-pro-campaigns"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Assign tracking phone numbers to Marketing Pro campaigns

## Overview

Assign a unique ServiceTitan phone number to each campaign to track its revenue. You can either create new tracking numbers, use existing unused ones, or enter a manual number. Keep in mind that manual numbers don't track revenue. Once a tracking number is assigned, add it to your email templates as a call-to-action button. This makes it simpler for recipients to call or text you.

---

### 

#### Make sure you’re viewing the correct Marketing Pro content

This article is for Marketing Pro v2. If you are using Marketing Pro, see [Assign tracking phone numbers to Marketing Pro campaigns](/v1/docs/assign-tracking-phone-numbers-to-campaigns) for content specific to your experience.

You can check your version following these steps:

1. Go to the navigation bar and click **Marketing** ![A speaker icon representing Marketing in ServiceTitan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-marketing.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D).
2. If the side menu under Analytics includes One-Time Campaigns and Automated Campaigns, you're using [Marketing Pro v2](/v1/docs/marketing-pro-v2). If these options aren't visible, you're using [Marketing Pro](/v1/docs/marketing-pro). ![Analytics section highlighted in the Marketing side menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-marketing-analytics.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D)

#### Who uses this feature

- Marketing managers, business owners, and other marketers on your team
- Primarily benefits Commercial Service and Replacement business types and Residential Service and Replacement business types
- Applies to all trades

#### Feature configuration

- To get started with Marketing Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro), or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).

## Things to know

- You can assign a tracking phone number to a marketing campaign in four ways:
  - [Add a new tracking phone number in the campaign builder](/roofing/docs/assign-tracking-phone-numbers-to-marketing-pro-campaigns#add-new-tracking-phone-numbers-in-campaign-builder)
  - [Add a new tracking phone number in Settings](/roofing/docs/assign-tracking-phone-numbers-to-marketing-pro-campaigns#add-new-tracking-phone-numbers-in-settings)
  - [Use an existing unused tracking phone number](/roofing/docs/assign-tracking-phone-numbers-to-marketing-pro-campaigns#use-existing-unused-tracking-phone-numbers)
  - [Add tracking numbers to email templates](/roofing/docs/assign-tracking-phone-numbers-to-marketing-pro-campaigns#add-tracking-numbers-to-email-templates)
- Add the tracking phone number assigned to a campaign to call-to-action buttons in your email templates. This makes it easy for recipients to call or text you directly in response to your message.

## Add new tracking phone numbers in Campaign Builder

1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-9zxkisrd.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D)**.
2. In the side menu, go to **Campaigns > Campaign Manager**.
3. Either create a new campaign from scratch or edit an existing draft campaign:
  - To create a new campaign, click **Create Campaign > Pro Campaign**. For more, see [Create Pro campaigns](/roofing/docs/create-pro-campaigns).
  - To edit an existing draft campaign:
    1. Find the existing draft campaign in the list.
    2. Click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D) **> Edit** next to the campaign.
4. On the screen that opens, click **Edit** in the *Tracking Number* section.
5. Add a tracking phone number to the campaign. You can add a tracking phone number in three ways:
  - Generate a new number
  - Assign an existing number
  - Enter a manual number

### Generate a new number

1. In the *Tracking Number* section, click **Edit**.
2. Click **Add Tracking Number > Generate new number**.
3. On the *Add New Number* pop-up that opens, enter the area code or ZIP Code you want the tracking number to correspond to.
4. Click **Search Numbers**.
5. On the *Search Results* screen that opens, select a tracking number and click **Choose Number**. ![Search results displaying phone numbers and states with a selection option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-axrn4hcz.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D)
6. On the *Set Forwarding Number* screen that opens, enter the phone number at which you want to receive incoming calls for this campaign or select to use a default number and then click **Add Number**.

> [!NOTE]
> **Note:** Adding new tracking number steps can differ depending on the phone integration you use. For more, see [Add or edit tracking numbers](/roofing/docs/add-or-edit-tracking-numbers).

### Assign existing number

1. In the *Tracking Number* section, click **Edit**.
2. Click **Add Tracking Number > Assign existing number**.
3. On the *Select Existing Number* screen that opens, select an existing number from the list then click **Assign Number** to add the selected number to your campaign. ![Select an existing phone number for campaign tracking from the list provided.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-x2mkkmvi.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D)

### Enter manual number

Manual phone numbers don't track revenue to campaigns, but you can use them as merge tags in your content. To enter a manual number:

1. In the *Tracking Number* section, click **Edit**.
2. Click **Add Tracking Number > Enter manual number**.
3. On the *Enter Manual Number* screen that opens, enter a number then click **Save**. ![Input field for entering a manual phone number with instructions and action buttons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-kuk5wtze.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D)

## Add new tracking phone numbers in Settings

You can add new tracking phone numbers in ServiceTitan for marketing campaigns in **Settings > Phones > Phone Numbers**. For more, see [Add or edit tracking numbers](/roofing/docs/add-or-edit-tracking-numbers).

## Use existing unused tracking phone numbers

You can assign an unused tracking phone number to a marketing campaign in Settings.

1. Go to the top and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D) .
2. In the side panel, go to **Phones > Phone Numbers**.
3. Click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-x9fugq4j.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D)** next to the number you want to assign to a marketing campaign. ![Phone number management interface showing forwarding numbers and options for SMS settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-wf1ihl6v.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D)
4. In the **Set Campaign** dropdown, select the campaign you want to assign the tracking number to.
5. When finished, click **Save**. ![Editing settings for a phone number, SMS options, campaign, and call type.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-pg0yufun.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D)

## Add tracking numbers to email templates

After assigning a tracking number to the campaign, you can include it in email templates. This ensures recipients can conveniently call or text you.

1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-4gnb673r.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D)**.
2. In the side menu, go to **Campaigns > Campaign Manager**.
3. Either create a new Pro campaign or edit an existing Pro campaign. For more, see [Create Pro campaigns](/roofing/docs/create-pro-campaigns).
4. In the *Content* section, click **Add Content** or **Edit**.
5. On the *Content* screen that opens, either add email content to the campaign or edit the currently selected email template.
6. To create a call-to-action button, go to the **Content** tab, click and hold the **Button** option, and drag and drop it into your email template where you'd like the button to appear. ![A scenic view of a desert landscape with a prominent Joshua tree and rocks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-qofcryb7.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D)
7. Click the **Action** button, go to the **Action** section in the *Content* tab, and select the link type you want your customers to use to contact you:
  - **Make call:** Calls to action prompting the recipient to make a call.
  - **Send SMS**: Calls to action prompting the recipient to text.

> [!NOTE]
> **Note:** For texting, make sure you have the texting feature enabled. For more, see [Set up and enable Chat](/roofing/docs/set-up-and-enable-chat).
8. Many email applications don't support click-to-text functionality. While the Marketing Pro template builder lets you add action buttons to your email, it's up to the recipient's email provider to enable click-to-text features. ServiceTitan cannot control whether an email application supports click-to-text or call actions. ![Email template configuration with subject line, preview text, and button options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-txqakjgc.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D)
9. Enter the number you assigned to the campaign in the *Tracking Number* section in the **Tel** field. If you selected *Send SMS*, also enter the **Message** you want to automatically populate for them. ![Button properties for sending SMS with contact details and message template displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-lqaeyhdx.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A56%3A18Z&se=2026-11-01T20%3A56%3A18Z&sr=c&sp=r&sig=PrGdDz69DGNWAMsZh2vuZAES2yWzmzcm7syqSAlEioA%3D)
10. When finished, click **Save**.

## FAQ

---

### 

#### Why is my new tracking campaign not available for phone number assignment?

When you create a new tracking campaign, it may take up to one hour for the campaign name to fully process and appear in the dropdown menus for phone number assignment. Wait an hour, and then check the assignment options again.

#### Why does the tracking number look wrong in my test email?

It's normal to see incorrect data in test emails. This is because ServiceTitan uses fake information for testing. Your actual campaign emails will have the correct tracking numbers.

#### Will I need to create a unique tracking phone number first?

Yes, we recommend creating a unique tracking number for each campaign. You can generate a new tracking phone number directly in the Campaign Builder. Make sure to add your new number to your template.

#### How can I manage campaign tracking phone numbers in ServiceTitan for pre-existing campaigns that used only one tracking phone number?

ServiceTitan recommends using a unique phone tracking number for each campaign. This allows you to accurately track individual campaign performance to help optimize your marketing.

For your marketing campaigns created before the ServiceTitan integration that used only one tracking phone number, we recommend creating one campaign that's more generic such as *Branding Phone Number*. This allows you to track all incoming calls to that specific number, if you want to keep those campaign metrics. You can add pre-existing campaigns in **Marketing > Campaigns > Campaign Manager > Tracking Campaigns**. For more, see [Create tracking campaigns](/roofing/docs/create-tracking-campaigns).

#### Why does a tracking number route to the wrong recipient?

If a tracking number routes to the wrong recipient, make sure the Forwarding Number is correct. You can check this in **Settings > Phones > Phone Numbers**. For more, see [Assign tracking phone numbers to Marketing Pro campaigns](/roofing/docs/assign-tracking-phone-numbers-to-marketing-pro-campaigns).

#### Why does the tracking number look wrong in my test email?

It's normal to see incorrect data in test emails. This is because ServiceTitan uses fake information for testing. Your actual campaign emails will have the correct tracking numbers.

## Want to learn more?

- See [Set up your default forwarding number](/roofing/docs/set-up-your-default-forwarding-number)
- See [Create Pro campaigns](/roofing/docs/create-pro-campaigns)
- See [Block numbers in ServiceTitan](/roofing/docs/block-numbers-in-servicetitan)

ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns.

**What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue.

**Also called:** ST Marketing, Marketing automation

**Tags:** Marketing Pro

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

Targeted text message campaigns sent to customer segments through Marketing Pro.

**What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers.

**Also called:** Text marketing, SMS marketing

**Tags:** Marketing Pro

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** Text Campaigns