--- title: "Create tracking campaigns" slug: "create-tracking-campaigns" updated: 2026-10-16T01:01:01Z published: 2026-10-16T01:01:01Z canonical: "help.servicetitan.com/create-tracking-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 tracking campaigns ## Overview Add tracking campaigns in ServiceTitan to track incoming leads, monitor customer service representative (CSR) performance, run marketing reports, and view marketing data in real time. --- ### #### 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=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%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%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%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 - A phone integration is required to automatically track the source of incoming leads. After the phone integration is set up, you can edit a tracking number to attach it to each of your marketing campaigns. For more information, see [Set up phone integration](/roofing/docs/set-up-phone-integration-1) and [Add or edit tracking numbers](/roofing/docs/add-or-edit-tracking-numbers). - CSRs can manually attach a marketing campaign to any call. This attaches the campaign to the job. You can see the *Campaign* field on the *Call Booking* screen under the *Job Details* section. ## Types of campaigns you can set up in ServiceTitan ServiceTitan makes it simple to track and manage your marketing efforts. You can create campaigns for: - **Advertising campaigns:** Monitor performance for radio, online, television, billboard, and bench ads. - **Marketing efforts:** Track efforts like door drops, flyers, magnets, and mailers. - **Customer referrals:** Track referrals to reward and encourage word-of-mouth business. - **Repeat business or returning customers:** Track business from repeat customers. > [!NOTE] > **Note:** The campaigns you set up determine your marketing data in marketing reports. ## Add a tracking campaign 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-tracking-campaigns-image-ja7x6yjp.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%3D)**. 2. In the side menu, go to **Campaigns > Campaign Manager**. 3. Click **Create Campaign** **> Tracking Campaign**. ![Campaign Manager interface showing options for creating and managing tracking campaigns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-tracking-campaigns-image-8dapje4c.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%3D) 4. In the *Create Tracking Campaign* form that opens, provide the following details: - Enter a unique, brief, and descriptive **Name**. - Select a **Category** for the campaign. > [!NOTE] > **Note:** If the category you want to add isn't available, go to **Settings > Operations > Campaign Categories** and create a new category. For more, see [Add and use campaign categories](/v1/docs/add-and-use-campaign-categories). - Select the **Business Units** to which the campaign applies. > [!NOTE] > **Note:** If you don't select a business unit, the campaign is associated with all business units by default. - Enter the **Advertised Number** for the campaign. This can be a phone number used for advertising this campaign or a tracking number assigned in ServiceTitan to track the revenue of the campaign. If the campaign uses multiple phone numbers, click **Add Number** to add them. > [!TIP] > **Tip:** To get accurate data for the return on investment (ROI) of a campaign, attach a unique tracking number to each of your campaigns. - Select the **Source** of the platform from where the calls and bookings are received. - Select the **Medium** by which you receive the calls and bookings. For example, this can be through social media, organic, email, or other channels. > [!NOTE] > **Note:** You can't customize the *Source* and *Medium* options unless you use Marketing Pro Ads. For more, see [Get started with Marketing Pro Ads](/roofing/docs/get-started-with-marketing-pro-ads). ![Form for creating a tracking campaign with fields for name, number, and source.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-tracking-campaigns-image-gbhgepwm.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%3D) 5. When finished, click **Create**. ## Edit cost for a tracking campaign 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-tracking-campaigns-image-fchpq9x0.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%3D)**. 2. In the side menu, go to **Campaigns > Campaign Manager**. 3. Select the **Tracking Campaigns** tab. 4. Click **More > Edit Cost** next to the campaign you want to edit the cost for. 5. In the *Edit Campaign Cost* form that opens, enter either the **Avg Daily Cost** or **Monthly Cost** for each month the campaign ran. > [!NOTE] > **Note:** If you enter an *Avg Daily Cost*, the *Monthly Cost* is calculated automatically. 6. When finished, click **Save**. ![Overview of campaign costs for each month in 2024 with average daily costs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-tracking-campaigns-image-pjxhonv5.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%3D) ## Edit a tracking campaign 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-tracking-campaigns-image-gowav0ww.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%3D)**. 2. In the side menu, go to **Campaigns > Campaign Manager**. 3. Select the **Tracking Campaigns** tab. 4. Click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-tracking-campaigns-image-sl7e44mc.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%3D)** next to the tracking campaign you want to edit. ![Campaign Manager interface showing active tracking campaigns and contact details for Flyer Campaign.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-tracking-campaigns-image-63p7wi9h.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%3D) 5. In the *Edit Tracking Campaign* form that opens, make your changes then click **Save**. ## Deactivate a tracking campaign You can deactivate campaigns created outside Marketing Pro if you no longer need to track them. Once deactivated, their metrics will no longer appear on your dashboard. > [!NOTE] > **Note:** You can reactivate campaigns as needed. 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-tracking-campaigns-image-3gnbz0qw.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%3D)**. 2. In the side menu, go to **Campaigns > Campaign Manager**. 3. Click the **Tracking Campaigns** tab. 4. Click **More > Deactivate** next to the tracking campaign you want to deactivate. ![Campaign Manager interface showing active tracking campaigns and options to edit or deactivate.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-tracking-campaigns-image-k2tj1wgd.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%3D) 5. In the *Deactivate Campaign?* pop-up that opens, click **Deactivate**. ## Reactivate a tracking campaign You can reactivate tracking campaigns. Once reactivated, their metrics will appear in your dashboard again. 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-tracking-campaigns-image-smrqsp5z.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%3D)**. 2. In the side menu, go to **Campaigns > Campaign Manager**. 3. Click the **Tracking Campaigns** tab. 4. Click **More > Activate** next to the tracking campaign you want to activate. ![Campaign Manager interface showing tracking campaigns with options to activate and edit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-tracking-campaigns-image-jzo0m1px.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A44Z&se=2026-11-01T20%3A49%3A44Z&sr=c&sp=r&sig=IKpqWwDf2raGOYUOpGKzB5aCLW2hCw1VrvDGnxLIRLA%3D) 5. In the *Activate Campaign?* pop-up that opens, click **Activate**. ## Want to learn more? - See [Add and use campaign categories](/v1/docs/add-and-use-campaign-categories) - See [Create Pro campaigns](/roofing/docs/create-pro-campaigns) 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)