Configure the Marketing Pro Meta Ads (Facebook) integration

Overview

Marketing Pro's Meta Ads integration helps track your campaigns and improve your ad performance. ServiceTitan's attribution service automatically pulls in Meta Ads campaign cost so you can measure Return on Investment (ROI) per campaign in Meta. Mapping Meta Ads campaigns to your ServiceTitan campaigns allows you to attribute Meta marketing data to jobs in ServiceTitan.

This integration also pushes key job events to Meta Ads as conversions, enabling more precise ad targeting. Additionally, a daily updated customer list is sent to Meta, which can be used for audience targeting and Lookalike audience creation.

Things to know

• You must set up your Meta Ads account before configuring this integration.

• Dynamic Call Tracking (DNI) is required to enable the attribution and conversion posting features of the integration. For more, see Dynamic Call Tracking using DNI Integration.

• ServiceTitan pulls all active campaigns from the last 60 days in your Meta Ads account.

• If auto-mapping is enabled, new campaigns created after the initial setup are automatically mapped to a new ServiceTitan campaign by the same name.

• Facebook Lead Forms are not currently a part of the integration.

• This integration pushes key job events into Meta Ads as conversions, helping Meta to improve its targeting. The events posted to Meta are the same as those posted for Google Ads. For more, see Events pushed to Google.

• A list of all your customers is sent to your Meta Ads account daily as an audience. This audience can be used for targeting or Lookalike audience creation. Lookalike audiences are those who share similar characteristics with your current list of customers. For more, see Meta's About lookalike audiences guide.

• The beta integration currently does not track Meta (Facebook) Instant Forms.

Configure the Meta Ads integration

Step 1: Connect your account

1. Go to the top toolbar and click Settings .

2. In the side menu, go to Integrations > Marketing Integrations.

3. Next to Meta Ads Integration, click Configure. 

4. On the Meta Ads Integration screen that opens, click Sign in. 

5. On the Facebook login screen that opens, sign in with your Meta Business Manager credentials. 

6. Follow the authorization flow to select the Meta Ads accounts you want to connect to ServiceTitan. We recommend selecting Opt in to current Business only and then the appropriate accounts. 

7. Click Save to finish the authorization. 

8. After you've selected your Meta Ads accounts, click Link to connect and manage them through ServiceTitan. 

9. When finished, click Next to proceed to the next step. 

Step 2: Map your Meta Ads campaigns

To keep the accuracy of your data, map each Meta Ads campaign to one ServiceTitan campaign:

1. In the Map Meta Ads Campaigns section, click Expand  for an account.

2. (Optional) Auto-Map is turned on by default to automatically map any new Meta Ads campaigns detected to a ServiceTitan campaign. To manually map new campaigns, turn off Auto-Map. 

3. Review and update the campaign mappings as needed. You can:        

   • Unmap Meta Ads campaigns that you don't want to integrate with your ServiceTitan account.

   • Map Meta Ads campaigns to existing ServiceTitan campaigns.

   • Map unmapped Meta Ads campaigns to new ServiceTitan campaigns with the same name.

4. Repeat Steps 1-3 for each account.

5. When finished, click Confirm Mapping.

6. Click View Ads Performance to go to the Ads dashboard. 

Unmap Meta Ads campaigns

1. In the Map Meta Ads Campaigns section, click Action > Unmap Campaigns for the account you want to unmap campaigns for. 

2. Select the campaigns to unmap and then click Unmap Campaigns. 

3. In the Unmap Campaigns pop-up that opens, click Confirm. 

Map Meta Ads campaigns to existing ServiceTitan campaigns

1. In the Map Meta Ads Campaigns section, click More > Map to existing campaign for the Meta Ads campaign you want to map. 

2. If the campaign is already mapped, click Continue on the Change Mapping pop-up that opens. 

3. In the Map to existing Campaign pop-up that opens, select the existing ServiceTitan campaign you want to map the Meta Ads campaign to.        

   Note: ServiceTitan campaigns can only be mapped to one Meta Ads campaign.

4. Click Map Campaign. 

Map Meta Ads campaigns to new ServiceTitan campaigns with the same name

1. In the Map Meta Ads Campaigns section, click Action > Map Campaigns for the account you want to map campaigns for. 

2. Select the campaigns you want to map to a new ServiceTitan campaign with the same name.

3. Click Map Campaigns. 

Edit the Meta Ads integration

1. Go to the top toolbar and click Settings .

2. From the side menu, go to Integrations > Marketing Integrations.

3. Next to Meta Ads Integration, click Edit. 

4. On the Meta Ads Integration screen that opens, click Edit next to Connect Your Account or Map Meta Ads Campaigns. 

5. Update the configuration as needed.

Remove a Meta Ads account

1. Go to the top toolbar and click Settings .

2. From the side menu, go to Integrations > Marketing Integrations.

3. Next to Meta Ads Integration, click Edit. 

4. On the Meta Ads Integration screen that opens, click Edit next to Connect Your Account. 

5. Click Delete for the account you want to remove and confirm the Meta Ads account removal. 

How Smart Attribution works with Meta Ads

When a customer clicks a Meta ad and lands on a website with Marketing Pro DNI enabled, the Ads attribution system analyzes the URL to identify the source of the visit. If the URL includes the correct UTM parameters, the system assigns phone calls and subsequent jobs to the corresponding Meta Ads campaign.

To simplify this process, the Meta Ads integration automatically sets the proper UTM parameters for each ad within an integrated account. The UTM parameters used are:

• utm_source=facebook

• utm_medium=cpc

• utm_campaign={Name of campaign in Meta Ads}

In addition to UTM parameters, Marketing Pro Ads captures the Facebook Click ID (FBCLID). This ID is used when sending conversion events back to Meta Ads.

When calls or form submissions are tracked with the specified UTM parameters, they enter ServiceTitan as follows:

• ServiceTitan Campaign Name: Name of the campaign in Meta Ads

• ServiceTitan Category: Display

• ServiceTitan Source: Facebook

• ServiceTitan Medium: CPC

Make sure to name your campaigns in Meta so you can easily identify them in ServiceTitan. For example, you may want to add a prefix of Meta Ads to each campaign name. If Auto-Map is enabled, changing a campaign name in Meta Ads also changes the mapped campaign in ServiceTitan.

Note: This integration enforces the use of the specified UTM parameters and does not allow customization. If you've already configured UTM parameters for your ads, the ServiceTitan integration will overwrite them. Any manual changes to the parameters after completing the integration will also be reverted to the ServiceTitan-supported version.

How Conversion Posting works with Meta Ads

Marketing Pro Ads uses Meta's Offline Conversion Posting mechanism to send conversion events to connected Ad Accounts. Here's how it works:

1. When a Meta Ads account is integrated, Marketing Pro creates a new dataset named Marketing Pro Ads.

2. When a customer visits a website with DNI from a Meta Ad, Meta adds a Facebook Click Identifier (FBCLID) to the URL. If the customer calls a DNI number or submits a web form configured for the automatic form scraper, Marketing Pro captures the FBCLID and assigns it to the call or web form submission.

3. The call or webform is then sent as a conversion into Meta Ads to the dataset the system created.

4. All subsequent job events, such as bookings and job completions, are also sent as separate conversion events.

The conversion events sent to Meta Ads are the same as those sent to Google. For more, see Events pushed to Google.

Want to learn more?

• See Use Marketing Pro Ads Analytics

• See Google Ads Integration

• See Google Analytics Integration

• See Dynamic Call Tracking using DNI