Manage Marketing Pro campaigns

Overview

Use Marketing Pro's campaign manager to create, edit, clone, stop, resume, remove, or archive your marketing campaigns.

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 Campaigns for content specific to your experience.

You can check your version following these steps:

Go to the navigation bar and click Marketing .
If the side menu under Analytics includes One-Time Campaigns and Automated Campaigns, you're using Marketing Pro v2. If these options aren't visible, you're using Marketing Pro.

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 can't archive live or scheduled campaigns.

Create campaigns

Go to the navigation bar and click Marketing .
Click Create Campaign > Pro Campaign or Tracking Campaign. For more, see Create Pro campaigns and Create tracking campaigns.

Edit campaigns

Go to the navigation bar and click Marketing .
In the side menu, click Campaigns > Campaign Manager.
Click the Tracking Campaigns tab if you want to edit a tracking campaign. Otherwise, skip to the next step.
Click More > Edit next to the campaign you want to edit. You cannot edit a campaign if:
- The campaign is finished or stopped. In this case, you can clone and then edit it. For more, see Clone campaigns.
- The campaign is scheduled. In this case, you should revert the campaign to draft and then make the updates.
Make your updates to the campaign.
When finished, save your changes:
- For Pro campaigns, click Finish Later or Schedule Campaign.
- For tracking campaigns, click Save.

Edit campaign content

You can update the content for campaigns you created. To edit the different steps of your campaign content:

Go to the navigation bar and click Marketing .
In the side menu, go to Campaigns > Campaign Manager.
Click More > Edit next to the campaign you want to edit.
In the Content section, click Edit.
Update the content.
When finished, click Save & Continue.

Clone campaigns

If a campaign is working well, you can clone it to use in other places or as a template for future campaigns. Only Pro campaigns can be cloned. Tracking campaigns can't be cloned.

Note: When you clone a campaign, the options selected when creating the original content are saved.

To clone a campaign:

Go to the navigation bar and click Marketing .
In the side menu, go to Campaigns > Campaign Manager.
Click More > Clone next to the campaign you want to clone.
On the Clone campaign screen that opens, enter a Name for the cloned campaign, then click Continue.