--- title: "Create one-time and automated campaigns" slug: "create-one-time-and-automated-campaigns" updated: 2026-10-16T01:00:14Z published: 2026-10-16T01:00:14Z canonical: "help.servicetitan.com/create-one-time-and-automated-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. # Create one-time and automated campaigns ## Overview Use one-time campaigns for specific events, like a one-day sale, or automate your marketing with drip campaigns. Drip campaigns send messages automatically based on customer activity, stopping when conditions no longer apply or a set date arrives. This saves you time and ensures your marketing communications are timely and effective. --- ### #### Make sure you're viewing the correct Marketing Pro content This article is for Marketing Pro v2. If you are using Marketing Pro, see [Marketing Pro](https://portal.document360.io/v1/docs/marketing-pro) 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=2026-11-01T20%3A56%3A33Z&se=2026-11-01T21%3A56%3A33Z&sr=c&sp=r&sig=pbexki4XR241yG4RVMxeTwFMSLAf68dw7sG5SFRmQoQ%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=2026-11-01T20%3A56%3A33Z&se=2026-11-01T21%3A56%3A33Z&sr=c&sp=r&sig=pbexki4XR241yG4RVMxeTwFMSLAf68dw7sG5SFRmQoQ%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). ## Create a campaign 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-one-time-and-automated-campaigns-image-jfalndxg.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A33Z&se=2026-11-01T21%3A56%3A33Z&sr=c&sp=r&sig=pbexki4XR241yG4RVMxeTwFMSLAf68dw7sG5SFRmQoQ%3D)**. 2. In the side menu, click **Campaigns > Campaign Manager**. 3. On the *Campaign Manager* screen that opens, click **Create Campaign > Pro Campaign**. 4. After you create the campaign, add the campaign goal, tracking number, and audience. Then proceed to the *Content* section. 5. Click **Add Content**. 6. Follow the steps in the following sections to create a [one-time campaign](/v1/docs/create-one-time-and-automated-campaigns#create-onetime-campaigns) or [automated campaign](/v1/docs/create-one-time-and-automated-campaigns#create-automated-campaigns). ## Create one-time campaigns 1. Select a **Launch Date** to set a date for a trigger start. The *Set Date* option is selected by default. > [!NOTE] > **Note:** You can launch the campaign immediately, later the same day, or at a later date and time. 2. When finished, click **Save**. ![User interface for setting a launch date with a save button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-one-time-and-automated-campaigns-image-cq981i7a.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A33Z&se=2026-11-01T21%3A56%3A33Z&sr=c&sp=r&sig=pbexki4XR241yG4RVMxeTwFMSLAf68dw7sG5SFRmQoQ%3D) ## Create automated campaigns Create automated campaigns to send the right message to the right customer at the right time. You can set up rules to trigger the campaign based on specific actions, like signing up for a service or having an unsold estimate. This helps keep your campaigns relevant and boosts engagement. To automate a campaign: 1. Click **Condition** to set the trigger start for the automated campaign. > [!NOTE] > **Note:** The *Added to Audience* condition is selected by default and cannot be changed. Customers are automatically enrolled in the campaign when added to the selected segment. 2. Select a **Retention Audience** to apply this condition to its customers. > [!TIP] > **Tip:** Click **Manage Retention Audience** to create or update retention segments as needed. 3. Choose the roles to receive campaign content. Options include: - **Account Primary Contact:** The main point of contact for the entire account. - **Location Primary Contact:** The main point of contact for a specific location. - **Other roles:** Includes contacts responsible for specific tasks or communications within the account. 4. Select a trigger to stop sending this sequence in the **Send Sequence Until** dropdown. Options include: - **No Trigger:** The campaign will continue until a customer no longer qualifies for the segment or unsubscribes. - **Specific Date:** The campaign will continue until the stop date. 5. When finished, click **Save**. ![Starting trigger settings for email campaign with audience and role options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-one-time-and-automated-campaigns-image-28hg1a4d.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A56%3A33Z&se=2026-11-01T21%3A56%3A33Z&sr=c&sp=r&sig=pbexki4XR241yG4RVMxeTwFMSLAf68dw7sG5SFRmQoQ%3D) ## Want to learn more? - See [Create Pro campaigns](/roofing/docs/create-pro-campaigns) - See [Create email campaign content](/v1/docs/create-email-campaign-content) - See [Create direct mail campaign content](/roofing/docs/create-direct-mail-campaign-content-2) - See [Create SMS campaign content](/v1/docs/create-sms-campaign-content) - See [Manage Marketing Pro Email Templates](/v1/docs/manage-marketing-pro-email-templates) 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