--- title: "Manage Marketing Pro functions" slug: "manage-marketing-pro-functions" updated: 2026-10-16T00:48:05Z published: 2026-10-16T00:48:05Z canonical: "help.servicetitan.com/manage-marketing-pro-functions" --- > ## 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. # Manage Marketing Pro functions ## ## Overview Marketing Pro offers three core functions: campaigns, email templates, and audiences. Each component can be managed at any time. You can apply the actions that you can take in the campaigns function as a template for all the actions you can take in the email templates and audiences functions. --- ### #### Make sure you’re viewing the correct Marketing Pro content This article is for Marketing Pro. If you are using Marketing Pro v2, see [Marketing Pro v2](/roofing/docs/marketing-pro-v2-home) 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%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%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%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D) #### Who uses this feature - Marketing managers, business owners, and other marketers on your team - Primarily benefits Commercial Service & Replacement and Residential Service & 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). - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - You can't archive live or scheduled campaigns. - You can’t archive audiences if they are attached to a live campaign. ## Create contents You can create Marketing Pro functions from *Marketing Pro Analytics*, *Campaigns*, and *Audiences* sections. ## Create campaigns 1. Go to the navigation bar and click **Marketing > Pro Campaigns**. **Note:** *You can create campaigns from Marketing Overview, Email, Direct Mail, Dashboard, and Campaigns*. 2. Click **Create Campaign** to build your marketing campaign. For more, see [Marketing Pro](/roofing/docs/marketing-pro-home#marketing-campaigns). ![Analytics dashboard showing calls, booked jobs, sold jobs, and revenue statistics.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-functions-image-f222nu1w.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D) ## Create email templates 1. Go to the navigation bar and click **Marketing > Email Templates**. 2. Click **Create new** to add a new email template. For more, see [Create email templates](/v1/docs/create-email-templates-1). ![Screen showing email templates with a highlighted 'Create new' button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-functions-image-g0zcbryz.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D) ## Create audiences 1. Go to the navigation bar and click **Marketing > Audiences**. 2. Click **Create new** to add a new audience. For more, see [Create Audiences](/roofing/docs/create-audiences). ![A screen displaying audience data with a 'Create new' button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-functions-image-vsh7ubm4.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D) ## View content details 1. Go to the navigation bar and click **Marketing** ![](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%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D). 2. In the side menu *Analytics* is expanded by default, click *Email, Direct Mail, Campaigns,* or *Audiences* to view the items you want. ![Analytics dashboard displaying performance metrics for calls, jobs booked, and revenue.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-functions-image-23ijkgq1.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D) 3. If you selected *Campaigns*, hover over the scheduled campaign content you want to view, click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D) and then select **View**. > **Note:** *View is unavailable if the campaign is in draft mode. In this case, you can edit it. For more information, see* [*Edit a campaign*](/roofing/docs/manage-marketing-campaigns)*.* *![Campaign management interface showing various email campaign statuses and actions available.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-functions-image-weeka3w2.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D)*The details of the campaign opens. ![Overview of an automated email introduction campaign with performance metrics and audience details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-functions-image-eqrbyk5u.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D) > **Note:** *To stop a live campaign click* ***Stop****.* ## Clone contents If you have content that’s working well, you can clone it to use it in other places or use it as a template for future campaigns, audiences, and templates. > **Note:** *When you clone content, the options selected when creating the original content are saved.* To clone a campaign: 1. Go to the navigation bar and click **Marketing**. 2. In the side menu, select the Marketing Pro component you want to clone. 3. Hover over the campaign you want to clone, click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D), then select **Clone**. ![Campaign management interface showing options to clone, view, and manage email campaigns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-functions-image-km6lh2gq.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D) 4. Enter a name for the cloned content, and click **Continue**. Depending on the type of content cloned, you’ll need to complete building [email](/roofing/docs/create-email-campaigns) or [direct mail](/roofing/docs/create-direct-mail-campaigns) campaigns, [creating an email template](/v1/docs/create-email-templates-1), or [generating an audience](/roofing/docs/create-audiences). You can add or remove any of the options when you first create the content. ## Archive content You can archive content to hide it from the dashboard and prevent it from being used by you or anyone from your team: 1. In the side menu, select the type of Marketing Pro content you want to archive. 2. Hover over the content you want to archive, click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D), and then select **Archive**. A confirmation pop-up opens. 3. Click **Confirm**. ![Confirmation dialog for archiving a marketing campaign with options to confirm or cancel.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-functions-image-axpa834y.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D) ## Unarchive content Unarchive content that you previously archived to restore it to your dashboard and allow your team to use it: 1. Go to the navigation bar and click **Marketing** ![](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%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D). 2. In the side menu, select the type of Marketing Pro content you want to restore. 3. Click the title, and select **Archived**. 4. Hover over the content you want to restore, click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D) and then select **Unarchiv**e. ![A screen displaying archived email campaigns with an unarchive option highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-marketing-pro-functions-image-pa0s7lrw.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A12Z&se=2026-11-01T19%3A47%3A12Z&sr=c&sp=r&sig=wIAA4k%2B2YHI%2BZNLBRvbZyAHeh8Q9zOIgBfDg6zMz%2FCU%3D) 5. On the confirmation window that opens, click **Confirm**. ## Want to learn more? - See [Overview: Using ServiceTitan Marketing Pro](/roofing/docs/overview-using-servicetitan-marketing-pro) 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)