Manage Marketing Pro Brand settings

Overview

A brand represents part of your company. For example, you might operate multiple brands offering the same service but with unique branding. You can create a brand, upload its logo, and assign distinct email addresses and locations to each one.

Make sure you’re viewing the correct Marketing Pro content

This article is for Marketing Pro v2. If you are using Marketing Pro, see Manage Marketing Pro Settings for content specific to your experience.

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, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).

Things to know

You must have at least one brand set up to create marketing campaigns.
You can use the information in the Company Details section as merge tags to automatically populate your marketing content.
You can build a brand from scratch or use the information from your default brand.

Add new brand using default brand information

Go to the navigation bar and click Settings .
In the side panel, go to Marketing Pro > Brands.
Click Add New > Add New with Default Brand Information.
On the Add brand screen that opens, update the default brand information with the details for the newly created brand.
When finished, click Finish.
On the Brand Added pop-up that opens, click Configure Email.
Tip: Click Complete Later if you want to save the newly created brand and complete the email configuration later.
Click Configure Email to configure the brand's email settings. For more, see Manage Marketing Pro Email Settings.

Add new brand from scratch

Go to the navigation bar and click Settings .
In the side panel, go to Marketing Pro > Brands.
Click Add New then Start from Scratch.
On the Add Brand screen that opens, provide the following Brand Details:
- Brand Name: The brand name that you want to appear on campaigns.
- Tagline/Slogan: The brand tagline or slogan that you want to appear on campaigns.
- Brand Email: The brand email address that you want to appear on campaigns.
- Website URL: The company website that you want to appear on campaigns.
- Street Address, Suite, City, State, and Zip Code: The brand address.
  Note: Address field names may differ depending on your county. For example, those in the United States see the Zip Code and State fields and those in Canada see the Postal Code and Province fields.
- Year Established: The year the brand was established.
- Phone Number: The brand phone number that you want to appear on campaigns.
- (Optional) Facebook URL: The URL for the brand's Facebook account.
- (Optional) X URL: The URL for the brand's X account.
- (Optional) Youtube URL: The URL for the brand's YouTube account.
- (Optional) Instagram URL: The URL for the brand's Instagram account.
- Logo: Upload your logo. Acceptable 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 180 x 180 pixels.
  Note: You can download, delete, or replace the logo.
In the Select Your Trades section, select each trade that applies to the brand. This determines which ServiceTitan email templates are available for your company to use. New email templates are periodically added to Marketing Pro for each trade.
Tip: If none of the trades match your business or you'd like access to all available templates, we recommend selecting all trades.
When finished, click Finish.
On the Brand Added pop-up that opens, click Configure Email.
Tip: Click Complete Later if you want to save the newly created brand and complete the email configuration later.
Configure the brand's email settings. For more, see Manage Marketing Email Settings.

Set default brand

Go to the navigation bar and click Settings .
In the side menu, go to Marketing Pro > Brands.
Click Actions > Set as Default for the brand you want to set as the default.

Archive brands

Go to the navigation bar and click Settings .
In the side menu, go to Marketing Pro > Brands.
Click Actions > Edit for the brand you want to archive.
On the Edit Brand screen that opens, click Archive.
On the Active brand? pop-up that opens, confirm you want to delete this brand then click Archive.