--- title: "Get started with Marketing Pro Autopilot" slug: "get-started-with-marketing-pro-autopilot" updated: 2026-10-16T00:48:30Z published: 2026-10-16T00:48:30Z canonical: "help.servicetitan.com/get-started-with-marketing-pro-autopilot" --- > ## 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. # Get started with Marketing Pro Autopilot ## Overview Marketing Pro Autopilot guides you through getting started with Marketing Pro in just two steps. First, confirm the business information that is automatically populated based on your settings. Then, launch the prebuilt campaigns tailored to your business to start marketing to your customers immediately. --- ### #### Make sure you’re viewing the correct Marketing Pro content This article is for Marketing Pro. If you are using Marketing Pro v2, see [Launch campaigns from the Autopilot Library](/roofing/docs/launch-campaigns-from-the-autopilot-library) 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=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%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=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) #### Who uses this feature - Marketing managers, business owners, and other marketers on your team - Primarily benefits Residential Service and Replacement business types and Commercial 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 - Autopilot is enhanced by **Atlas**, ServiceTitan's AI marketing assistant (powered by Titan Intelligence). Atlas analyzes your business data to recommend ready-to-launch campaigns, and lets you generate, refine, and launch them using plain language—adjusting audiences, editing or translating copy, and analyzing performance without building filters manually. For more, see [Use Marketing Pro with Atlas](/v1/docs/use-atlas-for-marketing-pro-campaigns). - Marketing Pro Autopilot automatically populates email templates based on your company and brand information in Marketing Pro settings. Update your logo in Brand Settings and your logo and info will be automatically placed into the campaigns. Each ready-to-launch campaign includes a unique audience and features your logo on the content, ensuring your customers see the familiar branding they trust. - A unique tracking number is automatically assigned to each Autopilot campaign. Typically, this number is a local one. If a local number is unavailable, a toll-free number is used instead. - After you launch your campaigns, you can track their performance using the built-in marketing analytics. You can also make changes to the campaign after launching in Campaign Manager. For more, see [Use marketing analytics](/roofing/docs/use-marketing-analytics). - The Autopilot Library currently includes both email and SMS campaigns. ## Step 1: Confirm company information 1. Go to the navigation bar and click **Marketing**. 2. On the *Welcome to Marketing Pro* screen that opens, click **Confirm Information**. ![Welcome screen for Marketing Pro, prompting confirmation of company information to proceed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/get-started-with-marketing-pro-autopilot-image-c3a7i7aw.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) 3. Review and confirm your company’s general details as you want them to appear in your marketing campaigns. The general details include: > **Note:** *Marketing Pro fills in the general details based on your current settings. Any missing information will be highlighted in red, so you can see what information you need to provide.* - **Company Name:** The company name that you want to appear on your campaigns. - **Company Website:** The company website that you want to appear on your campaigns. - **Company Email:** The company email address that you want to appear on your campaigns. - **Address, City, State, and ZIP Code:** The company address. **Note:** *Address fields may differ depending on your location. For example, customers in the United States will see the* ***ZIP Code*** *and* ***State*** *fields whereas Canadian customers will see the* ***Postal Code*** *and* ***Province*** *fields.* - **Tagline/Slogan:** The company tagline or slogan that you want to appear on your campaigns. - **Year Established:** The year the company was established in. - **Logo:** Upload your logo. File types include PNG, JPG, SVG, and JPEG. Logos can be any size, but you’ll get the best results if your logo is at least 180x180 px. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/get-started-with-marketing-pro-autopilot-image-pnigazxr.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) 4. When ready, click **Next**. 5. Review the trades automatically selected for your company and select any additional trades that apply. ![Select trades for your business, including HVAC, Electrical, and Plumbing options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/get-started-with-marketing-pro-autopilot-image-j2l405jw.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) 6. When ready, click **Next**. 7. Enter the sender information for your outgoing marketing content. This information includes: - **Sender Name:** Enter your sender name. For example, Marketing at Your Company. - **Sender Domain:** Enter your business’s web domain. The marketing emails you send to your customers will appear as coming from the domain you enter in this field plus *.servicetitanmail.io.* For example, *yourcompany.servicetitanmail.io*. - **Sender Email:** Enter the email address you want marketing content to originate from. After you enter the sender email address, the sender domain is added automatically. For example, *marketing@yourcompany.servicetitanmail.io*. - **Reply-to Email Address:** Enter the email address where you want to receive the replies to your marketing content. ![Sender name and email configuration settings for Marketing Pro application interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/get-started-with-marketing-pro-autopilot-image-d68me2n2.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) 8. When finished, click **Save and Continue** to return to the *Welcome to Marketing Pro* screen. Now that you’ve confirmed your business information, you’re ready to launch your first marketing campaigns. ## Step 2: Launch campaigns Each Autopilot campaign includes a unique audience and features your logo on the content. A unique tracking number is also automatically assigned to each campaign. Typically, this number is local. If a local number isn't available, a toll-free number is used instead. > [!NOTE] > **Note:** Ensure your logo appears correctly in the campaign previews before launching any campaigns. > [!TIP] > **Tip:** You can also use Atlas to create personalized campaigns or get recommendations based on your business data. For more, see [Use Marketing Pro for Atlas](/v1/docs/use-atlas-for-marketing-pro-campaigns). 1. On the *Welcome to Marketing Pro* screen, click **Launch** to open the Autopilot Library. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1784643879698.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) 2. In the *Autopilot Library*, select the campaign you want to launch. > [!TIP] > **Tip:** You can also Ask Atlas to help you select and customize the Autopilot campaigns. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/base64-converted-image-1784643879700.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) 3. Review the campaign details on the screen that opens. These details include: ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/launch-campaigns-from-the-autopilot-library-image-d4ojwqt3.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) - **General Details:** Tags showing the marketing channel (such as Email or SMS), whether the campaign is automated or one-time, and the campaign's current status. - **Campaign Type:** The kind of campaign. - **Campaign Description:** The purpose of the campaign. - **Audience Details:** Details about who the campaign is targeting. - **Potential Reach:** The forecasted number of customers the campaign may reach. - **Launch Date:** The scheduled launch date. You can adjust this as needed. - **Stop Trigger:** The event that stops the campaign from sending content to customers in the audience. For example, a customer books a job. - **Campaign Colors**: The background, primary, and secondary colors detected from the email template. You can adjust these to match your brand. 4. (Optional) The campaigns provided are ready to launch as-is. If needed, you can make the following changes: To change a color: > [!NOTE] > **Note:** Color customization is currently available for email campaigns in Marketing Pro Autopilot. > [!TIP] > **Tip:** Click **Revert to Original** to restore the original campaign settings at any time. > [!WARNING] > **Caution:** If you use Phones Pro, you must assign a tracking number in the Advanced Editor before launching. See *Assign a tracking phone number* in the [Launch campaigns from the Autopilot Library](/roofing/docs/launch-campaigns-from-the-autopilot-library) article for steps. - - Click **Edit with Atlas** to open the Atlas chat panel and refine the campaign's audience, messaging, or targeting using natural language. For more, see [Use Marketing Pro with Atlas](/v1/docs/use-atlas-for-marketing-pro-campaigns). - Update the **Launch Date**. By default, the launch date is set to today. - Customize **Campaign Colors** When you open a ready-to-launch email campaign, Autopilot automatically detects its colors and displays them in the new **Campaign colors** section. From here, you can review and adjust each color to match your brand before you launch. The **Campaign colors** section includes three color types: - **Primary color**—replaces the primary hex color used in text headings, buttons and cell backgrounds. - **Secondary color**—adjust secondary color if the template contains one. - **Background color**—change the background hex color of the email.. 1. In the **Campaign colors** section, click the color you want to update. 2. Use the color picker to select a new color, or enter a hex value directly. 3. Click **Apply**. The email preview updates in real time, so you can see your changes as you adjust the colors.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/launch-campaigns-from-the-autopilot-library-image-4dvcrwe4.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) - Edit the campaign text. To do this: - Click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/launch-campaigns-from-the-autopilot-library-image-dgwsxdf3.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D)** on the text block you want to change. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/launch-campaigns-from-the-autopilot-library-image-b6je1wpn.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) - Update the text as needed. You can also add merge tags and hyperlinks. - Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/launch-campaigns-from-the-autopilot-library-image-01ci82o8.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) to keep the change or ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/launch-campaigns-from-the-autopilot-library-image-nkq378qt.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) to cancel. - Replace the images. To do this: - Hover your cursor over the image and click **Replace ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/launch-campaigns-from-the-autopilot-library-image-m9rb0fqm.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D)**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/launch-campaigns-from-the-autopilot-library-image-z6qv5pys.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) - Select an image file from your computer and confirm it appears correctly in the preview. - Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/launch-campaigns-from-the-autopilot-library-image-bfmivx50.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) to keep the change or ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/launch-campaigns-from-the-autopilot-library-image-4d48iobn.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A15Z&se=2026-11-01T19%3A47%3A15Z&sr=c&sp=r&sig=3VRoVfjo9ldao2ICHjlMkWnRGGgoxovi7vCdVt7X0cc%3D) to cancel. 5. If all looks good, click **Launch Campaign**. For more advanced changes, click **Edit in Advanced Builder** to create an editable copy. For more, see [Edit an Autopilot Campaign in Advanced Builder](/roofing/docs/launch-campaigns-from-the-autopilot-library#edit-an-autopilot-campaign-in-advanced-builder) in the Launch campaigns from the Autopilot Library article. Your campaign is scheduled. Autopilot automatically creates and assigns a tracking number so you can capture and track customer calls. To view your campaign, click **View Campaign**. For a complete guide to browsing, filtering, and launching Autopilot campaigns, see [Launch campaigns from the Autopilot Library](/roofing/docs/launch-campaigns-from-the-autopilot-library). ## Want to learn more? - See [Overview: Using ServiceTitan Marketing Pro](/roofing/docs/overview-using-servicetitan-marketing-pro) - See [Use marketing analytics](/roofing/docs/use-marketing-analytics) - See [Launch campaigns from the Autopilot Library](/roofing/docs/launch-campaigns-from-the-autopilot-library) - See [Use Marketing Pro with Atlas](/v1/docs/use-atlas-for-marketing-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) A library of ready-made campaign templates (Unsold Estimates, Memberships Expiring, etc.) that can be launched in minutes. **What it does:** Gives businesses a proven quick-start campaign set targeting common revenue opportunities, reducing time-to-launch. **Also called:** Starter campaign templates **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Foundational Campaigns 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 In-app button that lets technicians or managers ask AI a question about a job, recording, or troubleshooting topic. **What it does:** Gives techs instant AI answers in the field without leaving the app, improving first-visit resolution. **Tags:** AI-Powered [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Ask Field Pro 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)