--- title: "Create Pro campaigns" slug: "create-pro-campaigns" updated: 2026-10-16T01:00:24Z published: 2026-10-16T01:00:24Z canonical: "help.servicetitan.com/create-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. # Create Pro campaigns ## Overview Use Marketing Pro to create campaigns to facilitate marketing communications with your customers, saving you time and effort. You can create Email Campaigns, Direct Mail Campaigns, SMS campaigns, and multi-step campaigns that include a combination of email, direct mail, and SMS messages. These can be one-time or automated campaigns. --- ### #### Who uses this feature 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=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%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%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) #### Feature configuration - 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. ## Things to know - If you select an *Acquisition* audience, you can only create a one-time campaign with direct mail content. Automated campaigns and email content are only available for Retention audiences. - You can view, clone, archive, and unarchive your campaigns. - To make sure your customers can receive your marketing content, see [Configure customer profiles for marketing campaigns](/roofing/docs/configure-customer-profiles-for-marketing-campaigns). ## Create a campaign 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-pgj27npm.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D)**. 2. In the side menu, go to **Campaigns > Campaign Manager**. 3. Click **Create Campaign > Pro Campaign**. ![Campaign Manager interface showing active campaigns and options to create new campaigns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-o5hhv65u.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 4. On the *Create Pro Campaign* pop-up that opens, enter a unique, brief, and descriptive **Campaign Name** for your campaign with a maximum of 60 characters. 5. (Optional) Enter a **Description** of the campaign. 6. Click **Start Building**. ![Form to create a campaign for reminding customers about recurring services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-j320oagi.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) This opens the draft campaign screen with all five steps: - [Step 1 - Set goal](/roofing/docs/create-pro-campaigns#step-1-set-goal)**:** Select the marketing goal for the campaign. - [Step 2 - Select a tracking number](/roofing/docs/create-pro-campaigns#step-2-select-a-tracking-number)**:** Set a tracking number for the campaign. - [Step 3 - Select an audience](/roofing/docs/create-pro-campaigns#step-3-select-an-audience)**:** Set which of your customers will receive marketing content from this campaign. - [Step 4 - Add content](/roofing/docs/create-pro-campaigns#step-4-add-content)**:** Add and create the content sent to customers as part of this campaign. - [Step 5 - Confirm contact details](/roofing/docs/create-pro-campaigns#step-5-confirm-contact-details)**:** Confirm the sender information for this campaign. ## Step 1: Set goal Select the marketing goal for this campaign: 1. In the *Goal* section, click **Edit**. ![Select the campaign goal that aligns with your marketing strategy for effective results.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-pe08xwn9.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 2. By default, the *Marketing* tab is selected. If you want to create a transactional marketing campaign, select the **Transactional** tab. For more, see [Understand transactional versus marketing messages](/roofing/docs/understand-transactional-versus-marketing-messages). 3. Select the goal for your campaign. ![Campaign options for reminding customers about their upcoming recurring services and benefits.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-fwg0p1jr.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 4. When finished, click **Save**. ## Step 2: Select a tracking number You can add tracking phone numbers in three ways. You can generate a new number, assign an existing number, or enter a manual number. > [!NOTE] > **Note:** If call tracking is not required for this campaign, click **Call tracking is not required for this campaign** and go to the next step. ### Generate new number 1. In the *Tracking Number* section, click **Edit**. ![Input field for tracking number in a campaign management interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-nmop7p33.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 2. Click **Add Tracking Number > Generate new number**. ![User interface for adding a tracking number in a campaign management tool.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-leosskzo.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 3. On the *Add New Number* pop-up that opens, select **Local Number** for a local campaign or **Toll-Free Number** for a regional or national campaign. 4. For *Local Number* only, enter the area code or ZIP Code you want the tracking number to correspond to. 5. (Optional) If you want your tracking number to include a particular set of digits, enter them in the **Contains** field. ![Form to add a new phone number with area code and zip code fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-dymwe6uu.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 6. Click **Search Numbers**. 7. 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/create-pro-campaigns-image-swmfxijo.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 8. 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. If you're using Phones Pro, you must add phone numbers in DialPad. 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**. ![Input field for tracking number in a campaign management interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-3jhnfx50.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 2. Click **Add Tracking Number** and then **Assign existing number**. ![Dropdown menu for adding a tracking number in a campaign management interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-r9cncteu.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 3. On the *Select Existing Number* window 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/create-pro-campaigns-image-4qy5opia.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) ### Enter manual number Manual phone numbers do not track revenue to the campaign but are available as a merge tag. To enter a manual number: 1. In the *Tracking Number* section, click **Edit**. ![Input field for tracking number in a campaign management interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-0p7ulzz7.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 2. Click **Add Tracking Number** and then **Enter manual number**. ![User interface for adding a tracking number in a campaign management tool.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-5jsqdm5l.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 3. On the *Enter Manual Number* pop-up that opens, enter a number then click **Save**. ![Popup window for entering a manual phone number for a campaign.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-egckjq8l.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) ## Step 3: Select an audience You can add audiences that will receive your marketing content in two ways: 1. Select an existing retention or acquisition segment in the **Select Audience** dropdown. ![Audience selection options for marketing campaigns, highlighting retention and acquisition strategies.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1780610897636.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 2. If you select a retention audience, choose the **Role** to receive campaign content. Options include: ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(83).png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) - **Account Primary Contact:** The main point of contact for the entire account. - **Location Primary Contact:** The main contact for a specific service location. For commercial accounts, this is often a facility manager responsible for a particular site. - **All Account Contacts:** All eligible contacts assigned to the account.Use this option to reach every stakeholder associated with the account. - **All Location Contacts:** All eligible contacts assigned to a specific location. This is useful for commercial accounts with multiple contacts at one address, such as a property manager and a maintenance supervisor. - **Other roles:** Includes contacts responsible for specific tasks or communications within the account. 3. To create or update an audience segment, click **Manage Audiences** then **Acquisition Segments** or **Retention Segments**. You can then click **Create Segment** to create a new segment or **Edit** to edit an existing segment. For more, see [Create Marketing Pro Segments](/roofing/docs/create-marketing-pro-segments). ![Roles for campaign management including primary contacts and audience management options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1780611088777.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) ## Step 4: Add content 1. In the *Content* section, click **Add Content**. ![User interface showing content addition with an arrow pointing to 'Add Content' button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-wxreerfl.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 2. On the *Content* screen that opens, select the *Starting Trigger* for the campaign: - For one-time campaigns, select **Set Date** then select a **Launch Date** for the campaign. All marketing content for this campaign is sent on this date. - For automated campaigns, select the **Retention Audience**, **Roles**, and a **Send Sequence Until** trigger. Triggers include: - **No Trigger:** The campaign will continue sending each message in the campaign sequence until the customer no longer qualifies for the audience or unsubscribes. - **Specific Date:** The campaign will continue sending each message in the campaign sequence until a specific date. 3. Click **Save**. 4. Click the **Plus** icon to add **Email, Direct Mail,** or **SMS** content. ![A user selects 'Email' from a dropdown menu for a starting trigger.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-x1c8a30m.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 5. Add the content. For more, see: - [Create email campaign content](/v1/docs/create-email-campaign-content) - [Create direct mail campaign content](/roofing/docs/create-direct-mail-campaign-content-2) - [Create SMS campaign content](/v1/docs/create-sms-campaign-content) 6. When finished, click **Save & Continue**. ## Step 5: Confirm contact details The *Contact Details* section includes information generated automatically from the information you provided for the selected brand. In *Contact Details*, you can see the following information: - **Brand:** Information is generated automatically from your Brand Details but you can update it. - **Medium:** Includes the following contact details: - **Email tab:** The *Sender Information* section includes the email campaign sender details such as sender name, email, and more. We recommend creating and using an email address specifically to manage communication for this email campaign. - **Direct Mail tab:** The *Return Address* section includes the address you want undeliverable mail sent to. The *Shipping Method* is generated automatically. To update the information: 1. In the *Contact Details* section, click **Edit**. 2. Use the **Brand** dropdown to update the brand. 3. Click the **Email** tab to update the sender information. 4. Click the **Direct Mail** tab to update the return address and shipping method. 5. When finished, click **Save**. ![Contact details form showing brand selection, sender information, and email fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-uiqivr5a.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) ## Schedule the campaign Review the campaign. If all looks good, your campaign is ready to be scheduled. > [!NOTE] > **Note:** If you're not ready to schedule the campaign, click **Finish Later** to save the campaign and schedule it at a later time. For automated campaigns: 1. Click **Schedule Campaign**. 2. Click **Launch Now** or **Schedule for Later**. ![User interface for scheduling a recurring services reminder campaign with options available.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-kovrcrc7.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 3. If you select *Schedule for Later*, enter the **Launch Date** then click **Confirm** in the *Schedule Campaign* pop-up. ![Popup window for scheduling a campaign with a selected launch date and confirmation button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-yv2rbgit.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) For one-time campaigns: 1. Click **Schedule Campaign**. 2. In the *Schedule Campaign* pop-up that opens, click **Confirm**. ![Confirmation dialog for scheduling the 'Recurring Services Reminder' campaign on December 28, 2024.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-pro-campaigns-image-b3or804g.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A46Z&se=2026-11-01T20%3A49%3A46Z&sr=c&sp=r&sig=KhV%2BkRngrUhUxCJ0yzTJ0leYqYOx0S4ZoLkqUD1lRAI%3D) 3. Your campaign is scheduled. Click **View Campaign** to view your new campaign. ## FAQ --- ### #### How can I send marketing mail, email, or SMS text messages? To send marketing content, you need to create marketing campaigns. Marketing campaigns allow you to send targeted content to your customers by direct mail, email, and SMS text message. For more, see [Create Pro campaigns](/roofing/docs/create-pro-campaigns). #### How can I create or edit a marketing campaign in ServiceTitan? To create a campaign: 1. Go to the navigation bar and click **Marketing**. 2. In the side menu, go to **Campaigns > Campaign Manager**. 3. Click **Create Campaign** and select the type of campaign you want to create: 1. **Pro Campaign:** Send targeted emails, direct mail, or SMS text messages to your customers. You can create one-time or ongoing campaigns that automatically send as new contacts qualify for the audience. For more, see: 1. [Create one-time and automated campaigns](/v1/docs/create-one-time-and-automated-campaigns) 2. [Create Pro campaigns](/roofing/docs/create-pro-campaigns) 2. **Tracking Campaign:** Create tracking campaigns to track and monitor campaigns created outside ServiceTitan. For more, see [Create tracking campaigns](/roofing/docs/create-tracking-campaigns). 3. **Autopilot Campaign:** Launch prebuilt campaigns tailored to your business. You can edit your campaigns in the *Campaign Manager* in Marketing Pro: 1. Go to the navigation bar and click **Marketing**. 2. In the side menu, go to **Campaigns > Campaign Manager**. 3. Find the campaign you want to edit in the list and click **More > Edit**. 4. Make and save your changes. For more, see [Manage Marketing Pro campaigns](/roofing/docs/manage-marketing-pro-campaigns#edit-campaigns). #### Do automated campaigns send the same content to the same customers repeatedly? No. Automated campaigns do not send the same marketing content to the same customers repeatedly. The campaign sends the content to the initial group of customers in the audience, then sends it to any new customers who qualify for the audience in the future. For more, see [Create one-time and automated campaigns](/v1/docs/create-one-time-and-automated-campaigns). #### Why wasn’t my scheduled SMS or email campaign sent? Scheduled campaigns may not send due to several reasons, including: - The campaign was placed back in *Draft* status, paused, or archived. - The audience size was zero at the time of sending. - For SMS campaigns, customers may not have opted in. #### Can I send a mass email to all customers? Yes, you can send a mass email to all customers by creating an audience that includes all Customer Records. However, best practices suggest using more specific segmentation for better results and to avoid being flagged as spam. For more, see [Create Pro campaigns](/roofing/docs/create-pro-campaigns). #### Is there a way to retrieve marketing email content from the campaigns I created in Marketing Pro after canceling the service? After canceling Marketing Pro, access to campaign details is lost. The campaign names may still be visible, but the content is no longer accessible. You can check the campaigns in [Next](/roofing/docs/use-servicetitan-next) however, remember that *Next* and *Go environments* are synced once a week on Fridays. #### How can I set up one-time vs. automated campaigns? **One-Time (Scheduled) Campaign:** When adding content to the campaign, select a **Launch Date** to set a date for a trigger start. The *Set Date* option is selected by default. **Note:** *You can launch the campaign immediately, later the same day, or at a later date and time.* **Automated (Recurring/Drip) Campaign:** When adding content to the campaign: 1. Click **Condition** to set the trigger start for the automated campaign. **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:** *Click Manage Retention Audience to create or update retention segments as needed.* 3. Choose the roles to receive campaign content. Options include: 1. **Account Primary Contact:** The main point of contact for the entire account. 2. **Location Primary Contact:** The main point of contact for a specific location. 3. **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: 1. **No Trigger:** The campaign will continue until a customer no longer qualifies for the segment or unsubscribes. 2. **Specific Date:** The campaign will continue until the stop date. 5. When finished, click **Save**. #### How do I schedule an email campaign for a specific date? You can create a one-time email campaign and select the date you want it to launch. If your campaign has more than one email, you can specify the number of days between each email. For more, see [Create Pro campaigns](/roofing/docs/create-pro-campaigns). #### Can customers email me back? Yes, customers can reply to marketing emails. Their reply will be directed to the email address you entered in the *Reply To* field of the campaign’s *Sender Information*. #### Can I send marketing content to multiple email addresses that belong to the same customer? No, email campaigns can only be sent to one email address per customer record, so make sure to turn on the toggle for *Marketing Updates* next to the email address you want to prioritize in receiving your marketing content. #### What happens if you set a campaign to keep sending until "X" happens, but also set the days for subsequent emails in a sequence? The campaign will stop sending when the stop condition is met by the customer, even if there are additional remaining emails within the drip series of the campaign. #### Can customers renew or purchase a membership through Marketing Pro email campaigns? Currently, there’s no direct integration between Memberships and Marketing Pro campaigns that allow customers to automatically purchase or renew a membership in ServiceTitan. While the Marketing Pro can send membership reminder campaigns, customers can’t complete the purchase or renewal directly from the campaign. However, you can include a link in your email template that directs customers to your company’s Customer Portal or to their online opportunity—if you’ve created a membership renewal estimate for them on a job. For more, see [Add special links and merge tags to your marketing content](/roofing/docs/add-special-links-and-merge-tags-to-your-marketing-content). #### Can I mass email customers? Yes, with ServiceTitan’s Marketing Pro feature, you can send mass emails to customers by creating an email marketing campaign in ServiceTitan. Simply choose or create an audience that includes all the customers you want to reach when building the campaign. After your campaign is set up and launched, those customers will receive your email content. However, we recommend sending targeted emails when possible, as they tend to deliver better engagement and results. #### Can I schedule automated emails? Yes, we support automated campaigns that automatically go out to your customers after they qualify for the campaign audience. While you can schedule the date the automated campaign launches and first starts sending emails, you can't schedule when future customers that enter the campaign audience at a later date will start receiving the emails. Adding a dynamic date filter to your audience will help determine when future customers can qualify for a live automated campaign. For more, see [Create Marketing Pro Segments](/roofing/docs/create-marketing-pro-segments). #### Can I create triggered drip campaigns? Yes, you can. For more, see [Create Pro campaigns](/roofing/docs/create-pro-campaigns). #### Can I include an SMS opt-in form in an email campaign? You can include an SMS opt-in form in an email campaign, but the recommended and most effective approach is to use the dedicated opt-in link feature instead of trying to embed a form. Using the opt-in link is the better option because it works reliably across different email providers. You can implement this link in your email in two ways: - Add the opt-in link directly to your email template. - Use the *Opt-in Link* merge tag. While you could place the form on a separate website and link to it from the email, using the opt-in link feature is faster and more secure for customers. #### Why is Direct Revenue for my email campaign $0? Direct Revenue pulls from the job campaign, not the call campaign. You can verify if jobs are being assigned to the email campaign and then check those jobs’ invoice subtotals: - Run a report from the *Calls* dataset. - Include the Number Dialed, Job Number, Job Campaign, Call Campaign, and Invoice Subtotal KPIs. If you filter the **Number Dialed** column to see calls made to the campaign’s assigned tracking number, you can also see if any jobs are associated with those calls. Then, check if the **Job Campaign** column matches the call campaign. If the job campaign equals the call campaign, check that the Invoice Subtotal for those jobs is greater than $0. If the Invoice Subtotal for those jobs is not greater than $0, no revenue will show for that campaign. ## Want to learn more? - See [Create one-time and automated campaigns](/v1/docs/create-one-time-and-automated-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) 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) Bulk or automated email campaigns sent to customer segments from within Marketing Pro. **What it does:** Drives repeat business and membership renewals by staying in front of customers with targeted, personalized messaging. **Also called:** Email marketing, Drip campaigns **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Physical mailer campaigns triggered and tracked through Marketing Pro to target specific customer segments. **What it does:** Reaches customers in markets where digital response rates are lower, with revenue attribution tracked back in ServiceTitan. **Also called:** Postcard campaigns, Direct mailers **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 ServiceTitan's integrated phone system that routes calls, records conversations, and connects call data to job and customer records. **What it does:** Gives businesses a CSR productivity platform with call tracking, recording, and booking analytics built into the same system as their jobs. **Also called:** ST Phones, Integrated phone system **Tags:** Phones Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A self-service web portal where customers can view job history, request service, make payments, and communicate with the business. **What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records. **Also called:** Customer self-service, Online portal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)