--- title: "Marketing Pro Custom Fields settings" slug: "marketing-pro-custom-fields-settings" updated: 2026-10-16T00:47:12Z published: 2026-10-16T00:47:12Z canonical: "help.servicetitan.com/marketing-pro-custom-fields-settings" --- > ## 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 Custom Fields settings ## Overview Enable Custom Fields in ServiceTitan to use them as merge tags and filters when you create campaigns and Audiences in Marketing Pro. --- ### #### Make sure you’re viewing the correct Marketing Pro content This article is for Marketing Pro. If you are using Marketing Pro v2, see [Launch campaigns from the Autopilot Library](/roofing/docs/launch-campaigns-from-the-autopilot-library) 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%3A46%3A49Z&se=2026-11-01T19%3A46%3A49Z&sr=c&sp=r&sig=HeCRClOtoT%2F5Z%2BhKetsBoge23BTDuPIcE3KJnvnA9LI%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%3A46%3A49Z&se=2026-11-01T19%3A46%3A49Z&sr=c&sp=r&sig=HeCRClOtoT%2F5Z%2BhKetsBoge23BTDuPIcE3KJnvnA9LI%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 enable Custom Fields to be added as merge tags in Marketing Pro after you add them in **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A49Z&se=2026-11-01T19%3A46%3A49Z&sr=c&sp=r&sig=HeCRClOtoT%2F5Z%2BhKetsBoge23BTDuPIcE3KJnvnA9LI%3D) **> Operations > Custom Fields**. For more, see [Use custom fields](/roofing/docs/use-custom-fields). - You can only use the *Text* and *Dropdown* type Custom Fields as merge tags. - You can only search for Custom Fields by their names. - You can sort Custom Fields alphabetically. - You can filter the Custom Fields table by **Name**, **Where it** **appears** in ServiceTitan, **Type**, and status. ## Enable Custom Fields to be used as merge tags Custom Fields are specific information you gathered about customers that you can use to better target your marketing campaigns. After you [add the Custom Fields](/roofing/docs/use-custom-fields) in **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A49Z&se=2026-11-01T19%3A46%3A49Z&sr=c&sp=r&sig=HeCRClOtoT%2F5Z%2BhKetsBoge23BTDuPIcE3KJnvnA9LI%3D) **> Operations > Custom Fields**: 1. Go to **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A49Z&se=2026-11-01T19%3A46%3A49Z&sr=c&sp=r&sig=HeCRClOtoT%2F5Z%2BhKetsBoge23BTDuPIcE3KJnvnA9LI%3D) **> Marketing Pro > Custom Fields**. You can see all text and dropdown type Custom Fields. 2. Turn on the **Use as Merge Tag** toggle to enable using the Custom Fields as merge tags in Marketing Pro campaigns. ![A user interface displaying custom fields for various locations and their active status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-custom-fields-settings-image-xs2eke4j.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A49Z&se=2026-11-01T19%3A46%3A49Z&sr=c&sp=r&sig=HeCRClOtoT%2F5Z%2BhKetsBoge23BTDuPIcE3KJnvnA9LI%3D) This allows you to see these Custom Fields as merge tags in the email templates. For more, see [Create email templates](/v1/docs/create-email-templates-1). ## Enable Custom Fields to be used as filters in Audiences Use Custom Fields as filters when creating your Audiences to better target your customers. After you [add the custom fields](/roofing/docs/use-custom-fields) in **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A49Z&se=2026-11-01T19%3A46%3A49Z&sr=c&sp=r&sig=HeCRClOtoT%2F5Z%2BhKetsBoge23BTDuPIcE3KJnvnA9LI%3D) **> Operations > Custom Fields**: 1. Go to **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A49Z&se=2026-11-01T19%3A46%3A49Z&sr=c&sp=r&sig=HeCRClOtoT%2F5Z%2BhKetsBoge23BTDuPIcE3KJnvnA9LI%3D) **> Marketing Pro > Custom Fields**. You can see all text and dropdown type Custom Fields. 2. Turn on the **Use as Filter in Audience** toggle to enable using the Custom Fields as filters when creating Marketing Pro Audiences. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-custom-fields-settings-image-0qnqaum7.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A46%3A49Z&se=2026-11-01T19%3A46%3A49Z&sr=c&sp=r&sig=HeCRClOtoT%2F5Z%2BhKetsBoge23BTDuPIcE3KJnvnA9LI%3D) This allows you to see these Custom Fields as filters in the Audiences builder. For more, see [Create audiences](/roofing/docs/create-audiences). ## Want to learn more? - See [Use custom fields](/roofing/docs/use-custom-fields) - See [Create audiences](/roofing/docs/create-audiences) 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) A library of ready-made campaign templates (Unsold Estimates, Memberships Expiring, etc.) that can be launched in minutes. **What it does:** Gives businesses a proven quick-start campaign set targeting common revenue opportunities, reducing time-to-launch. **Also called:** Starter campaign templates **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Foundational Campaigns