Launch campaigns from the Autopilot Library

Overview

The Autopilot Library gives you access to a collection of prebuilt campaigns designed specifically for your business. Launch these informed and insightful campaigns quickly, in just a few clicks, after making any necessary edits. Use the library to save time and effort while delivering premium-quality marketing content to your customers.

Things to know

• The Autopilot Library includes ready-to-launch email and SMS campaigns. Each campaign is pre-targeted to a specific audience, so you don't have to worry about it.

• Each ready-to-launch campaign is customized to your business. For email campaigns your logo is prominently placed at the top and the footer is customized with your company and address information. For SMS campaigns, we also include your company name.

• Autopilot automatically generates a new, unique phone number for tracking. Typically, this number is local. If a local number isn't available, Autopilot uses a toll-free number. To ensure accurate tracking, make sure your area code and postal code in Marketing Settings are up to date before you use this feature.        

  Note: If you use Phones Pro, you must manually assign a tracking phone number to the campaign before launch.

• Launching an Autopilot Campaign creates a new Pro Campaign that is visible and can be edited in the Campaign Manager section.        

  Note: For Marketing Pro, Campaigns are visible in the Pro Campaigns section instead of Campaign Manager.

• You can track campaign performance in the Marketing Pro analytics.

• If your account is part of a Marketing Pro Enterprise network, Atlas may recommend branded campaigns that your Enterprise Marketer has linked to specific recommendation strategies. These branded campaigns appear instead of ServiceTitan default campaigns for those recommendation categories. You can still access all campaigns using the Source filter.

Best practices

• Set up the Foundational Campaigns available in the Autopilot Library first. These prebuilt campaigns help you get the most out of Marketing Pro using your existing customer information. You can review and customize the content. However, we recommend you leave these campaigns as-is for the best results.

• Engage your audience by deploying campaigns on both SMS and email channels.

• New ready-to-launch campaigns will continue to become available for holidays and seasonal promotions. We recommend checking the Autopilot Library regularly to discover and launch any campaigns that may benefit your business.

• Use Atlas to create personalized campaigns or get recommendations based on your business data. For more, see Use Atlas for Marketing Pro.

Enable SMS campaigns

To launch a transactional SMS campaign, you must first set up and enable chat. You'll also need to register your business for SMS and MMS delivery.

Before you can launch marketing SMS campaigns, you must also complete the following steps.

• For Marketing Pro:

  • Submit your marketing registration

  • Configure your SMS opt-in settings

  • Generate opt-in requests for your marketing text messages

  • Learn SMS opt-in and opt-out workflows for Marketing Pro

• For Marketing Pro v2:

  • Manage Marketing SMS settings

  • Generate opt-in requests for your marketing text messages

  • Learn SMS opt-in and opt-out workflows for Marketing Pro

Access the Autopilot Library

1. Go to the navigation bar and click Marketing.

2. In the side menu, go to Campaigns > Autopilot Campaigns.
   

Navigate the Autopilot Library

The Autopilot Library includes three sections:

• Recommended Campaigns: At the top of the library, Atlas provides personalized campaign recommendations and a text field where you can describe the campaign you want to create. Type a request, such as I want to re-engage inactive customers, or click a quickstart prompt to get started. You can also click Open Atlas to start a full conversation. For more, see Use Marketing Pro with Atlas.
  

• Foundational Campaigns: Start quickly with high-performing, proven campaigns.
  

• All Marketing Campaigns: View the complete collection of prebuilt campaigns for your business.

Search and filter campaigns

To find specific campaigns, enter your search terms in the Search Campaigns bar.

You can also filter the campaigns to see only what you need:

• Campaign Category: Select a campaign type, such as Billing & Payments or Job Follow-ups.

• Marketing Channel: Choose to show Email or SMS campaigns.

• Customer Type: Filter for Commercial or Residential customers.

• Source:  Filter for network-approved campaigns, ServiceTitan campaigns, or both. By default, the Autopilot Library shows only network-approved campaigns (if available) to ensure you use the correct branding for your network. If your Enterprise Marketer has linked campaigns to Atlas Recommendation Strategies, Atlas recommends your network's branded campaigns instead of ServiceTitan defaults for those opportunities.      

  Note: The Source filter is only available for Marketing Pro Enterprise customers. For more, see Use Marketing Pro Enterprise in Enterprise Hub.

Launch Autopilot Campaigns

1. In the Autopilot Library, select the campaign you want to launch.
   

2. Review the campaign details on the screen that opens. These details include:        

   • 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.

   Note: Some campaigns include multiple messages across email and SMS channels, sent on a schedule to maximize engagement. Review the full message sequence before launching.

   

3. (Optional) The campaigns provided are ready to launch as-is. If needed, you can make the following changes:        

   • 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.

   • Update the Launch Date. By default, the launch date is set to today.

   • Edit the campaign text. To do this:                

     • Click Edit on the text block you want to change.

     • Update the text as needed. You can also add merge tags and hyperlinks.

     • Click the checkmark to keep the change or X to cancel.

   • Replace the images. To do this:                

     • Hover your cursor over the image and click Replace .        

     • Select an image file from your computer and confirm it appears correctly in the preview.

     • Click the checkmark to keep the change or X to cancel.

   Tip: Click Revert to Original to restore the original campaign settings at any time.

   Caution: If you use Phones Pro, you must assign a tracking number before launching. See Assign a tracking phone number below.

4. 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 below.

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.

Edit an Autopilot Campaign in Advanced Builder

If you need full control over a campaign's template, audience segment, or tracking settings, you can create an editable draft copy.

1. On the Autopilot campaign screen, scroll to Advanced Customization and click Edit in Advanced Builder.
    

2. On the Create an Editable Version? pop-up, click Create Draft and Edit.

3. Edit the campaign as needed. You can update the goal, tracking number, audience, and email or SMS template.        

   Note: If you use Phones Pro, make sure a tracking phone number is assigned before launching.

4. When ready, launch the campaign from Campaign Manager.        

   Note: For Marketing Pro, launch the campaign from Marketing > Pro Campaigns.

Assign a tracking phone number

Autopilot automatically creates and assigns a tracking phone number to each campaign. However, in some cases you may need to assign one manually.

Phones Pro accounts

If you use Phones Pro, Autopilot cannot automatically assign a tracking number. You must create a draft campaign and assign one manually before launching.

1. On the Autopilot campaign screen, scroll to Advanced Customization and click Edit in Advanced Builder.

2. On the Create an Editable Version? pop-up, click Create Draft and Edit.

3. In the draft copy of the campaign, click Edit next to Tracking Number.

   Note: For Marketing Pro, click Configure in the Goal & Tracking section.

4. Click Add Tracking Number and select one of the following:        

   • Generate new number: Create a new tracking number.

   • Assign existing number: Use an existing tracking number.

   • Enter manual number: Enter a number manually. Manual numbers do not track campaign activity.

   Note: You can also check Call tracking is not required for this campaign if tracking is not needed.

5. Click Save.

6. When ready, launch the campaign.

For more, see Assign tracking phone numbers to Marketing Pro campaigns.

Tracking number unavailable

If Autopilot couldn't automatically create a local phone number, this typically means your account is missing location details or there is a temporary shortage of available numbers in your area code.

To resolve this, create a draft in Campaign Manager using Edit in Advanced Builder, click Edit next to Tracking Number, and manually assign one. For more, see Assign tracking phone numbers to Marketing Pro campaigns.

Default forwarding number missing

If the Default Forwarding Phone setting is missing, the campaign cannot launch. This is typically a one-time setup. Go to Settings > Phone Numbers and set your default forwarding number. Once configured, tracking phone numbers will automatically connect to it.

If the issue persists, you can create a draft in Campaign Manager using Edit in Advanced Builder and add a default forwarding number before launching. For more, see Assign tracking phone numbers to Marketing Pro campaigns.

Understand campaign statuses

To give you a quick, clear view of a template's activity, ServiceTitan automatically displays its status. We use a priority system to determine which status to show you.

A campaign's status combines its Campaign Status (such as Live or Finished) and its Delivery Logic (such as Ongoing or One-time).

Here is the priority order for the template statuses:

• Live: If any campaign from the template is active and running, the template shows Live. This is always the top priority.

• Scheduled: If no campaign is live, but one is set to run later, the template shows Scheduled.

• Sent: This is the default status if all campaigns have finished and there are no Live or Scheduled campaigns.

Want to learn more?

• See Use Marketing Pro with Atlas

• See Set up and enable chat

• See Register your business for SMS and MMS delivery

• See Manage Marketing SMS settings

• See Generate opt-in requests for your marketing text messages