--- title: "Marketing Pro Contact detail overview" slug: "marketing-pro-contact-detail-overview-2" updated: 2026-10-16T00:59:03Z published: 2026-10-16T00:59:03Z canonical: "help.servicetitan.com/marketing-pro-contact-detail-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 Contact detail overview ## Overview Drill into your contacts' details to view their associated locations, performance metrics, and marketing history. Use these insights to better plan and target contacts and leads for your 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 Pro Audiences](/roofing/docs/manage-marketing-pro-audiences) 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=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%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=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D) #### Who uses this feature - Marketing managers, business owners, and other marketers on your team - Primarily for Commercial Service & Replacement and Residential Service & Replacement business types #### 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). ## Things to know - You can associate a contact with multiple locations. - The Marketing Performance data combines results from all service locations associated with the contact. ## Contact Detail overview To get a more granular look at a specific contact's performance and associated locations: 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-contact-detail-overview-image-vnc5iyiy.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D)**. 2. In the side menu, go to **Audiences > Contacts**. > [!NOTE] > **Note:** The *Residential* or *Commercial* tab opens, depending on which tab includes the larger number of contact records. The same concept applies to the *Single Location* and *Multi-Location* tabs. ![User interface displaying contacts with commercial and residential options for marketing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-contact-detail-overview-image-1qrbjahs.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D) 3. Click the contact or lead you want to view details for. ![Customer contact list showing valid email statuses and options for editing columns.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-contact-detail-overview-image-7ktqly3f.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D) 4. On the *Customer Detail* screen that opens, go to the *All Contacts* section and select a contact record. ![Contact details for Jaqueline, including communication preferences and priority status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-contact-detail-overview-image-m8rh8v9k.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D) 5. On the *Contact Detail* screen that opens, you can: - [View Contact information](/v1/docs/marketing-pro-contact-detail-overview#view-contact-information) - [View Preferred Contact information](/v1/docs/marketing-pro-contact-detail-overview#view-preferred-contact-information) - [View All Contacts](/v1/docs/marketing-pro-contact-detail-overview#view-all-contacts) - [View Associated Service Locations](/v1/docs/marketing-pro-contact-detail-overview#view-associated-service-locations) - [View Marketing Performance](/v1/docs/marketing-pro-contact-detail-overview#view-marketing-performance) - [View historic marketing events](/v1/docs/marketing-pro-contact-detail-overview#view-historic-marketing-events) - [Export Contact and Associated Service Location data](/v1/docs/marketing-pro-contact-detail-overview#export-contact-and-associated-service-location-data) ## View Contact information The header of the *Contact Detail* screen includes the following information: - **Contact Name:** The name of the contact person. - **Last Updated Date:** The date when the contact information was last updated. - **Tags:** The identifying labels for the contact. ![Contact details for user Josue, last updated on 08/10/2023 at 2:20 AM.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-contact-detail-overview-image-15gjlujj.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D) ## View Preferred Contact information On the side of the *Contact Detail* screen, you can see their *Preferred Contact* information. ![Contact information for John Doe, including address, phone, and email details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-contact-detail-overview-image-4cvkakk4.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D) ## View All Contacts View the contact methods and mailing addresses for the contact in the *All Contacts* section, including: - All available contact channels. - The contact's email address, email status, phone number, and mailing address. - A list of communications sent to the contact. - The contact's preferred methods for email, phone calls, and direct mail. ![Contact information table displaying email, status, and preferred contact details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-contact-detail-overview-image-x1mfk0td.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D) ## View Associated Service Locations View the service locations associated with the contact in the *Associated Service Location* section. ![Service location details including email, phone, and communication options for contact.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-contact-detail-overview-image-bv6bwjmv.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D) For each service location, you can see the following information: - **Service Location:** The address where services are provided to the contact. - **Email:** The email address for the service location. - **Phone Number:** The phone number for the service location. - **Communication:** The type of communications the service location is signed up to receive. - **Channel:** The available contact methods for the service location, such as *Email* if an email address is provided. ## View Marketing Performance View detailed performance metrics in the *Marketing Performance* section, including: - *Email Performance* metrics: - **Emails Sent:** The total number of emails sent to the contact. - **Unique Open Rate:** The percentage of emails the contact opened at least once. - **Click:** The total number of times the contact clicked links in your emails. - **Click Rate:** The percentage of emails that resulted in a link being clicked. ![Email performance metrics showing emails sent, open rate, clicks, and click rate.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-contact-detail-overview-image-xv60s49h.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D) - *Direct Mail Performance* metrics: - **Ordered:** The number of postcards ordered for the contact. - **Printing:** The number of postcards printed for the contact. - **Shipping:** The number of postcards shipped to the contact. - **Failed:** The number of postcards that failed to be printed. ![Direct mail performance metrics showing ordered, printing, shipping, and failed counts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-contact-detail-overview-image-348wx9ag.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D) ## View historic marketing events View the historical marketing events associated with the contact in the *All Marketing Activity*. In this section, you can: - View the contact marketing events for all channels and locations. - Click **View More** to view more events. - Go to a campaign's detail screen by clicking the campaign name. - Click **View email** to view a marketing email. ![Overview of marketing activity showing email interactions from a specific campaign.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-contact-detail-overview-image-jv4sd1uc.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D) ## Export Contact and Associated Service Location data Export a list of all contacts or associated service locations as a CSV file: 1. On the *Contact Detail* screen, go to the *All Contacts* or *Associated Service Location* section. 2. Click **Export**. ![Contact list showing email statuses and an export option highlighted for user action.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-contact-detail-overview-image-yby4sgqm.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A01Z&se=2026-11-01T23%3A00%3A01Z&sr=c&sp=r&sig=tpASIzcDX4HH9Bv7yS8odJV7rlfoq%2Bv47iP5g2kZJy8%3D) A CSV file downloads to your computer with the data from the table. ## Want to learn more? - See [Manage Marketing Pro Contacts](/v1/docs/manage-marketing-pro-contacts) - See [Marketing Pro Customer detail overview](/v1/docs/marketing-pro-customer-detail-overview) - See [Marketing Pro Location detail overview](/v1/docs/marketing-pro-location-detail-overview) 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)