--- title: "Marketing Pro Customer Detail overview" slug: "marketing-pro-customer-detail-overview-2" updated: 2026-10-16T00:59:11Z published: 2026-10-16T00:59:11Z canonical: "help.servicetitan.com/marketing-pro-customer-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 Customer Detail overview ## Overview Drill into customer details to view a customer's contacts, associated locations, performance, 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=2026-11-01T21%3A59%3A44Z&se=2026-11-01T22%3A59%3A44Z&sr=c&sp=r&sig=Uftr323YxdBrKtUr5vuCaxyuHqsOXi6g7cWPDQ3hFlE%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=2026-11-01T21%3A59%3A44Z&se=2026-11-01T22%3A59%3A44Z&sr=c&sp=r&sig=Uftr323YxdBrKtUr5vuCaxyuHqsOXi6g7cWPDQ3hFlE%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). ## Things to know - Marketing Pro customer accounts consist of locations and contacts. - Each account has a primary contact. If a primary contact isn't specified, the first created contact is set as the customer's primary contact. - The Marketing Performance data that indicates email and direct mail performance combines results from all contacts and locations associated with the customer's account. ## Customer Detail overview 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-customer-detail-overview-image-122kub3h.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A59%3A44Z&se=2026-11-01T22%3A59%3A44Z&sr=c&sp=r&sig=Uftr323YxdBrKtUr5vuCaxyuHqsOXi6g7cWPDQ3hFlE%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. 3. In the *Customers* or *Leads* table, click the contact you want to view details for. ![Customer contact list showing details for three individuals with highlighted selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-customer-detail-overview-image-b608gi69.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A59%3A44Z&se=2026-11-01T22%3A59%3A44Z&sr=c&sp=r&sig=Uftr323YxdBrKtUr5vuCaxyuHqsOXi6g7cWPDQ3hFlE%3D) On the *Customer Detail* screen that opens, you can: - [View Customer information](/v1/docs/marketing-pro-customer-detail-overview#view-customer-information) - [View Customer Primary Contact information](/v1/docs/marketing-pro-customer-detail-overview#view-customer-primary-contact-information) - [View All Contacts](/v1/docs/marketing-pro-customer-detail-overview#view-all-contacts) - [View All Service Locations](/v1/docs/marketing-pro-customer-detail-overview#view-all-service-locations) - [View Marketing Performance](/v1/docs/marketing-pro-customer-detail-overview#view-marketing-performance) - [View historic marketing events](/v1/docs/marketing-pro-customer-detail-overview#view-historic-marketing-events) - [Export Contact and Location data](/v1/docs/marketing-pro-customer-detail-overview#export-contact-and-location-data) ## View Customer information The *Customer Detail* screen header displays the following information: - **Customer Name:** The customer's name. - **Last Updated Date:** The most recent date the customer's information was updated. - **Account Stage:** The status of the marketing customer, such as *Residential*, *Commercial*, or others. - **Tags:** Labels that help identify and categorize the customer. ![Customer detail page displaying John Doe's information and last updated timestamp.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-customer-detail-overview-image-01mgh1ts.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A59%3A44Z&se=2026-11-01T22%3A59%3A44Z&sr=c&sp=r&sig=Uftr323YxdBrKtUr5vuCaxyuHqsOXi6g7cWPDQ3hFlE%3D) ## View Customer Primary Contact information The *Customer Detail* screen includes information about the primary contact associated with the customer account. > [!NOTE] > **Note:** If a primary contact isn't specified by the customer, the first created contact is set as the customer's primary contact. ![Customer details for Wilson Sant, including contact information and address.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-customer-detail-overview-image-ltauxkno.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A59%3A44Z&se=2026-11-01T22%3A59%3A44Z&sr=c&sp=r&sig=Uftr323YxdBrKtUr5vuCaxyuHqsOXi6g7cWPDQ3hFlE%3D) ## View All Contacts View a list of contacts for a customer in the *All Contacts* section of the *Customer Detail* screen. ![Contact list displaying names, emails, and phone numbers for communication purposes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-customer-detail-overview-image-vmj6gdnj.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A59%3A44Z&se=2026-11-01T22%3A59%3A44Z&sr=c&sp=r&sig=Uftr323YxdBrKtUr5vuCaxyuHqsOXi6g7cWPDQ3hFlE%3D) In this section, you can: - View the following information for each contact: - **Name:** The contact's name. - **Role:** The role selected for the contact in your customer relationship management (CRM) solution. For example, the contact could be a location contact or billing contact. - **Email:** The email address for the contact. - **Phone:** The phone number for the contact. - **Mailing Address:** The mailing address for the contact. - **Communication:** The type of communications the contact is signed up to receive. - **Channel:** The available contact methods, such as *Email* if an email address is provided. - Click a contact to go to the *Contact Detail* screen for more information. ## View All Service Locations View the service locations associated with the customer in the *All Service Locations* section of the *Customer Detail* screen. ![Table displaying service locations with contact information for Wilson Sant.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-customer-detail-overview-image-5s6gz4yv.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A59%3A44Z&se=2026-11-01T22%3A59%3A44Z&sr=c&sp=r&sig=Uftr323YxdBrKtUr5vuCaxyuHqsOXi6g7cWPDQ3hFlE%3D) In this section, you can: - View the following information for each service location: - **Service Location:** The location where services are provided. - **Service Type:** The type of service provided. - **Contact Info:** The customer's contact information. - Click a service location to go to the *Service Location Detail* screen for more information. ## View Marketing Performance View performance data for the customer in the *Marketing Performance* section of the *Customer Detail* screen. ![Marketing performance metrics showing email and direct mail statistics and success rates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-customer-detail-overview-image-0anfxacb.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A59%3A44Z&se=2026-11-01T22%3A59%3A44Z&sr=c&sp=r&sig=Uftr323YxdBrKtUr5vuCaxyuHqsOXi6g7cWPDQ3hFlE%3D) In this section, you can: - View *Email Performance* metrics including the number of emails sent, unique open rate, number of clicks, and click rate. - View *Direct Mail Performance* metrics, including the number of postcards ordered, printed, shipped, and failed to print. ## View historic marketing events View historical marketing events associated with any location or contact tied to the customer in the *All Marketing Activity* section of the *Customer Detail* screen. In this section, you can: - View every employee or system-generated marketing event across all channels, all locations, and all contacts. - View more events by clicking **View More**. - Go to a campaign's detail screen by clicking the campaign name. - View a marketing email sent by clicking **View email**. ![Email performance metrics showing sent emails, open rate, clicks, and click rate statistics.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-customer-detail-overview-image-iqar1cz8.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A59%3A44Z&se=2026-11-01T22%3A59%3A44Z&sr=c&sp=r&sig=Uftr323YxdBrKtUr5vuCaxyuHqsOXi6g7cWPDQ3hFlE%3D) ## Export Contact and Location data 1. On the *Customer Detail* screen: 1. Go to the *All Service Locations* section to export location information. 2. Go to the *All Contacts* section to export contact information. 2. Click **Export**. ![Table displaying service locations, types, and an export option for data management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-customer-detail-overview-image-branbe0b.png?sv=2026-02-06&spr=https&st=2026-11-01T21%3A59%3A44Z&se=2026-11-01T22%3A59%3A44Z&sr=c&sp=r&sig=Uftr323YxdBrKtUr5vuCaxyuHqsOXi6g7cWPDQ3hFlE%3D) A CSV file downloads to your computer containing the data from the table. ## Want to learn more? - See [Manage Marketing Pro Contacts](/v1/docs/manage-marketing-pro-contacts) - See [Marketing Pro Contact detail overview](/v1/docs/marketing-pro-contact-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)