--- title: "Marketing Pro Campaign Manager overview" slug: "marketing-pro-campaign-manager-overview-2" updated: 2026-10-16T00:59:49Z published: 2026-10-16T00:59:49Z canonical: "help.servicetitan.com/marketing-pro-campaign-manager-overview-2" --- > ## 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. # Marketing Pro Campaign Manager overview ## Overview Use the *Campaign Manager* dashboard to view your marketing campaigns' types, statuses, and other details. You can also take actions to manage your campaign's efficiency. --- ### #### Make sure you’re viewing the correct Marketing Pro content This article is for Marketing Pro v2. If you are using Marketing Pro, see [Marketing Pro](https://portal.document360.io/v1/docs/marketing-pro) 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=2026-11-01T19%3A50%3A58Z&se=2026-11-01T20%3A50%3A58Z&sr=c&sp=r&sig=CdFOrs6HoECBtprc9N%2BEsjmHxPqmLexcuajLtAorsRo%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=2026-11-01T19%3A50%3A58Z&se=2026-11-01T20%3A50%3A58Z&sr=c&sp=r&sig=CdFOrs6HoECBtprc9N%2BEsjmHxPqmLexcuajLtAorsRo%3D) #### 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](https://www.servicetitan.com/features/pro), or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM). ## View the Campaign Manager dashboard 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-campaign-manager-overview-image-7ekcji29.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A58Z&se=2026-11-01T20%3A50%3A58Z&sr=c&sp=r&sig=CdFOrs6HoECBtprc9N%2BEsjmHxPqmLexcuajLtAorsRo%3D)**. 2. In the side menu, go to **Campaigns > Campaign Manager**. ![Campaign Manager interface displaying active campaigns and their statuses for tracking.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-campaign-manager-overview-image-bqxv069f.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A58Z&se=2026-11-01T20%3A50%3A58Z&sr=c&sp=r&sig=CdFOrs6HoECBtprc9N%2BEsjmHxPqmLexcuajLtAorsRo%3D) On the *Campaign Manager* dashboard, you can: - Use the *Pro Campaigns* and *Tracking Campaigns* tabs to switch between viewing your Pro campaigns and tracking campaigns. - Use the *Campaign Status* dropdown to filter between active and archived campaigns on the *Pro Campaigns* tab. - View the following information for each Pro campaign: - **Name:** Unique name of the campaign. - **Account:** The Corporate HQ or Offices account that created the campaign. - **Delivery Logic:** The campaign delivery method—Automated or One-Time—that was used when creating the campaign. - **Medium:** The channel through which the campaign launched. If more than one channel was used, this shows *Multiple*. - **Status:** The status of the campaign, based on its progress from the date it was created. For more, see [Understand campaign statuses](/v1/docs/marketing-pro-campaign-manager-overview#understand-campaign-statuses). - **Campaign Type:** The type of campaign selected when creating the campaign. - **Goal:** The goal selected when creating the campaign. - **Launch Date:** The date the campaign was launched. - **Last Modified:** The date the campaign was last updated. - View the following information for each tracking campaign: - **Name:** The unique name of the campaign. - **Category:** The categories selected when creating the tracking campaign. - **Business Unit:** The business Units (BUs) selected when creating the tracking campaign. If no BUs are selected, the campaign is associated with all BUs by default. - **Advertised Number:** The advertised numbers entered for the tracking campaign. - **Status:** The status of the campaign. ## Understand campaign statuses Pro Campaigns fall under one of five statuses: - **Draft:** Unfinished and not ready for launch. - **Scheduled:** Complete and ready for launch. Scheduled campaigns automatically begin on their launch date at 6:00 AM local time unless a different delivery time is entered. - **Live:** Actively sending marketing content to customers. - **Finished:** Sent all the associated marketing content. - **Stopped:** Manually stopped before sending all the associated marketing content. Tracking campaigns fall under one of two statuses: - **Active:** The tracking campaign is active and included in your dashboard. - **Inactive:** The tracking campaign is inactive and not included in your dashboard. ## Understand campaign types When creating a Pro campaign, you'll start by selecting the goal that aligns with your strategy. Your campaign goal can focus on marketing or transactional objectives. For more, see [Understand transactional versus marketing messages](/roofing/docs/understand-transactional-versus-marketing-messages). You can choose the following campaign types depending on your goal: - **Unsold Estimates:** Target customers with open estimates. - **Cross-sell Related Services:** Reach out to customers with services related to what they've bought from your company in the past and might be interested in later. - **Inactive Customers:** Follow up with customers who have no recent activity. - **Newsletter:** Reach out to customers with promotions, announcements, and updates in a monthly newsletter. - **Customer Welcome:** Reach out to new customers. - **Recurring Service:** Inform customers of their upcoming and due Recurring services. ## Campaign details actions When you click the name of an active campaign, an overview opens. Depending on the status of the campaign, you can click **More** to edit, clone, or archive the campaign. > [!NOTE] > **Note:** If you click a draft campaign, the campaign builder screen opens instead of the overview. ![Overview of unsold estimates with options to edit, clone, or archive.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-campaign-manager-overview-image-s2npjyuj.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A58Z&se=2026-11-01T20%3A50%3A58Z&sr=c&sp=r&sig=CdFOrs6HoECBtprc9N%2BEsjmHxPqmLexcuajLtAorsRo%3D) ## Campaign actions You can also make changes to the campaigns from the table on the *Campaign Manager* dashboard. For more, see: - [Manage Marketing Pro campaigns](/roofing/docs/manage-marketing-pro-campaigns) - [Manage Marketing Pro campaign content](/roofing/docs/manage-marketing-pro-campaign-content) - [Schedule, stop, and resume Marketing Pro campaigns](/roofing/docs/schedule-stop-and-resume-marketing-pro-campaigns) ## Want to learn more? - See [Create one-time and automated campaigns](/v1/docs/create-one-time-and-automated-campaigns) - See [Create email campaign content](/v1/docs/create-email-campaign-content) - See [Create direct mail campaign content](/roofing/docs/create-direct-mail-campaign-content-2) - See [Create SMS campaign content](/v1/docs/create-sms-campaign-content) - See [Manage Marketing Pro Email Templates](/v1/docs/manage-marketing-pro-email-templates) 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) The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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