---
title: "Marketing Pro Onboarding Part 4: Create marketing campaigns"
slug: "marketing-pro-onboarding-part-4-create-marketing-campaigns"
updated: 2026-10-16T00:47:06Z
published: 2026-10-16T00:47:06Z
canonical: "help.servicetitan.com/marketing-pro-onboarding-part-4-create-marketing-campaigns"
---

> ## 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 Onboarding Part 4: Create marketing campaigns

## Overview

Now that you've configured your settings, created your email templates, and created your audiences, you're ready to create a marketing campaign. In Marketing Pro, you can create marketing campaigns to reach customers by email, direct mail, or text message (SMS). If you're not sure where to get started, Marketing Pro provides four example Email Campaigns and email campaign templates you can use.

> [!NOTE]
> **Note:** After creating your first campaign, you can use these same steps to create as many campaigns as your business needs.

---

### 

#### 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%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%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%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%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

- When you first start using Marketing Pro, your account will be in a warmup period. This warmup period helps establish the email reputation of your business and reduces the likelihood of your messages being labeled as spam. While your account is warming up, the number of marketing messages that you can send each day is limited. Each day, you can send more email messages than the day before. If you schedule a campaign that would send more messages than allowed by the daily limit, emails that exceed the limit will be sent the following day.
- Use automated campaigns if you want to run a campaign indefinitely based on the criteria you set and the email sequences you choose. One-time campaigns are good for when you want to launch a one-off campaign that's set to expire on a specific date and once it's over, it's done.
- You must activate the Chat feature before you can create an SMS Text Message - Transactional campaign. For more, see [Set up and enable chat](/roofing/docs/set-up-and-enable-chat).

## Step 1: Determine the goal of your campaign

Before creating your marketing campaign, determine what goal you're trying to achieve. This impacts which audiences and content you'll use. Some common reasons to build marketing campaigns include:

- Reach out to your new customers who have signed up recently to welcome them, and offer additional services
- Target customers that use specific services in their homes, encouraging them to sign up for additional services they could benefit from. Similarly, target customers who don't have specific services and try to upsell them to those services
- Follow up with customers who canceled recently or a specific time ago to win them back
- Find and target open estimates, leaving no opportunities behind
- Automatically reach out to customers with soon-to-expire memberships, plus see which memberships expire and when and remind them to renew

## Step 2: Use example email campaigns

> [!NOTE]
> **Note:** This step is optional. You can skip to the [next step](/roofing/docs/marketing-pro-onboarding-part-4-create-marketing-campaigns#step-7-monitor-your-campaigns) if you don't want to use the example email campaigns.

Marketing Pro includes four example email campaigns to help you get started. You can use the example campaigns to start marketing to your customers right away, or you can use them to see how best to set up your campaigns.

Go to **Marketing > Pro Campaigns** and search for the example campaign you want to use. In the *Pro Campaigns* section, you can view and edit the following four example campaigns:

- Example - Unsold Estimates Followup - Automation
- Example - Membership Renewal - Automation
- Example - Aging Equipment - Automation
- Example - Idle Accounts - Automation

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-egud3wg5.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

A set of corresponding example audiences that use example campaigns is also included in Marketing Pro.

## Step 3: Create Email campaigns using campaign templates

> [!NOTE]
> **Note:** This step is optional. You can skip to the [next step](/roofing/docs/marketing-pro-onboarding-part-4-create-marketing-campaigns#step-4-create-email-campaigns-from-scratch) if you don't want to create an email campaign using campaign templates.

If you're not sure where to get started, you can use campaign templates to quickly and easily create email campaigns. Campaign templates come pre-configured so you have almost everything you need to launch your campaign.

To create an email campaign using a campaign template:

1. Go to **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-xm001t8b.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D) > Pro Campaigns**.
2. Click **Create Campaign > Start with a template**.
3. In the *Campaign Templates* pop-up that opens, select a template for your campaign. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-ns0qbyib.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
4. Review the campaign template preview. If all looks good, click **Get Started**.
5. In the *Configure & Launch Campaign* pop-up that opens, review the setup steps that require your attention. Then click **Got It**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-fqqiq6d0.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

The email draft campaign screen opens with all four steps to set up the campaign. Most steps have already been completed for you and only need review. The steps you need to complete will have an action button outlined in blue, and the steps completed for you will have a green check mark.

- **Step 1 Goal & Tracking**: Review the marketing goal and select a tracking phone number.
- **Step 2 Audience**: Review the customers that will receive this marketing content.
- **Step 3 Email Sequence**: Review the marketing content and email sequence.
- **Step 4 Sender Information**: Review the sender information.

Once all the steps are complete, you can schedule your campaign.

## Step 1: Goal & Tracking

The marketing goal has already been selected for you. To configure the tracking phone number:

1. In the *Goal & Tracking* section, click **Configure**.
2. Review the campaign type and update if needed.
3. Select **Call tracking is not required** for this campaign or add a tracking number for this campaign. To add a tracking number, you can generate a new number, assign an existing number, or enter a manual number.
4. When finished, click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-26o6e37r.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

### Generate new number

1. Click **Add Tracking Number > Generate new number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-vpqsitik.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. On the *Add New Number* screen that opens, select **Local Number** for a local campaign or **Toll-Free Number** for a regional or national campaign.
3. For *Local Number* only, enter the area code or ZIP Code you want the tracking number to correspond to.
4. (Optional) If you want your tracking number to include a particular set of digits, enter them in the Contains field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-dvhrd917.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
5. Click **Search Numbers**.
6. On the *Search Results* screen that opens, select a tracking number and click **Choose Number**.
7. On the *Set Forwarding Number* screen that opens, enter the phone number at which you want to receive incoming calls for this campaign or select to use a default number and then click **Add Number**.

> [!NOTE]
> **Note:** Adding new tracking number steps can differ depending on the phone integration you use. For more information, see [Add or edit tracking numbers](/roofing/docs/add-or-edit-tracking-numbers).

### Assign existing number

To use an existing number for your outbound tracking number:

1. Click **Add Tracking Number > Assign existing number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-owhcu47x.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. On the *Select Existing Number* screen that opens, select an existing number from the list then click **Assign Number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-f4tvrgzr.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

### Enter manual number

Manual phone numbers do not track revenue to the campaign but are available as a merge tag. To enter a manual number:

1. Click **Add Tracking Number > Enter manual number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-1n37lo1f.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. On the *Enter Manual Number* screen that opens, enter a number then click **Save**.

## Step 2: Audience

An audience has already been selected for your campaign. If all looks good, go to the next step. If you need to make changes:

1. In the *Audience* section, click **Edit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-8bfxk93h.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. Edit the audience as needed. For more, see [Create audiences](/roofing/docs/create-audiences). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-osawrkwq.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. When finished, click **Continue** in the bottom right corner of the screen.

## Step 3: Email Sequence

Review the marketing content and email sequence for the campaign. If all looks good, go to the next step. If you need to make changes:

1. In the *Email Sequence* section, click **Edit**.
2. Edit the content and email sequence as needed. For more, see [Create email templates](/v1/docs/create-email-templates-1). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-3h9iv94t.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. When finished, click **Save & Continue**.

## Step 4: Sender Information

Review the *Sender Name*, *Sender Email*, and *Reply To* email for the campaign. If all looks good, your campaign is ready to be scheduled. If you need to make changes:

1. In the Sender Information section, click **Edit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-du7vczem.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. Make changes as needed and click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-lqcqqk5e.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

## Schedule the campaign

1. Click **Schedule Campaign** to open the *Schedule Campaign* pop-up.

> [!NOTE]
> **Note:** If you're not ready to schedule the campaign, click **Finish Later** at the top right corner of the screen to save it and schedule it at a later time.
  - For *Automated campaigns*, select when you would like to launch this campaign and click **Launch** or **Schedule** based on your choice. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-6v31elk3.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
  - For *One-time campaigns*, review the information and click **Schedule**.
2. Your campaign is scheduled. Click **View Campaign** to view your new campaign. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-uajtq7er.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

## Step 4: Create Email campaigns from scratch

> [!NOTE]
> **Note:** This step is optional. You can skip to the [next step](/roofing/docs/marketing-pro-onboarding-part-4-create-marketing-campaigns#step-5-create-direct-mail-campaigns) if you don't want to create an email campaign from scratch.

Creating an email campaign from scratch takes four steps:

- **Step 1 Goal & Tacking**: Select the marketing goal and tracking number for this email campaign.
- **Step 2 Audience**: Set which of your customers will receive marketing content from this email campaign.
- **Step 3 Email Sequence**: Add and create the content sent to customers as part of this email campaign.
- **Step 4 Sender Information**: Review the sender information for this email campaign.

> [!NOTE]
> **Note:** You can also create campaigns from Campaigns and Analytics in Marketing.

### Step 1: Goal & Tracking

1. Go to **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-yw84r3k6.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D) > Pro Campaigns**.
2. Click **Create Campaign > Email** then click **Next**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-165vd1cd.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. Select the campaign type you want to build then click **Next**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-w2tf9eb0.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
4. On the *Create Campaign* pop-up that opens, enter a unique and descriptive **Campaign Name** for your email campaign with a maximum of 60 characters. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-ool73blf.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
5. (Optional) Enter a description of the campaign.
6. To start building the email campaign, click **Start Building**. This opens the email draft campaign screen with all four steps in incomplete status.
7. In the *Goal & Tracking* section, click **Configure**.
8. Review the campaign type and update if needed.
9. Select **Call tracking is not required** for this campaign or add a tracking number for this campaign. To add a tracking number, you can generate a new number, assign an existing number, or enter a manual number.
10. When finished, click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-1c5mjozf.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

#### Generate new number

1. Click **Add Tracking Number > Generate new number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-mfnh1f9z.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. On the *Add New Number* screen that opens, select **Local Number** for a local campaign or **Toll-Free Number** for a regional or national campaign.
3. For *Local Number* only, enter the area code or ZIP Code you want the tracking number to correspond to.
4. (Optional) If you want your tracking number to include a particular set of digits, enter them in the Contains field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-kuamoy4b.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
5. Click **Search Numbers**.
6. On the *Search Results* screen that opens, select a tracking number and click **Choose Number**.
7. On the *Set Forwarding Number* screen that opens, enter the phone number at which you want to receive incoming calls for this campaign or select to use a default number and then click **Add Number**.

> [!NOTE]
> **Note:** Adding new tracking number steps can differ depending on the phone integration you use. For more information, see [Add or edit tracking numbers](/roofing/docs/add-or-edit-tracking-numbers).

#### Assign existing number

To use an existing number for your outbound tracking number:

1. Click **Add Tracking Number > Assign existing number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-j2l33xuq.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. On the *Select Existing Number* screen that opens, select an existing number from the list then click **Assign Number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-d3wio1za.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

#### Enter manual number

Manual phone numbers do not track revenue to the campaign but are available as a merge tag. To enter a manual number:

1. Click **Add Tracking Number > Enter manual number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-jdfhuspz.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. On the *Enter Manual Number* screen that opens, enter a number then click **Save**.

### Step 2: Audience

1. In the *Audience* section, click **Add Audience**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-plbe3u0j.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. From your audience list, select the audience you want to use for this campaign.

> [!TIP]
> **Tip:** Hover over the Mailing Address of the audience to see how many customers are included in each audience.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-g42w4hg5.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. (Optional) If you want to create a new audience for this mail campaign, click **New Audience**. For more, see [Create audiences](/roofing/docs/create-audiences).
4. When finished, click **Apply Audience**.

### Step 3: Email Sequence

1. In the *Email Sequence* section, click **Add Content**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-70jwump6.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. Choose if the campaign content should be delivered to recipients in the audience automatically or one-time.
3. For one-time campaigns, select the launch date for the campaign.
4. Enter a **Subject Line**.
5. (Optional) Drag and drop a **Merge Tag** to automatically populate information such as the customer's first name.
6. (Optional) Click **Score Subject Line** to evaluate your subject line, then click the **Badge** icon for improvement suggestions.
7. Enter the **Preview text** customers see before opening your email.
8. Select the **Send Time** for your marketing content. Depending on the size of your audience, marketing content may be sent later than the time selected. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-2gtqdix5.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
9. Click **Add Content** to select the email template for your campaign.
10. On the *Select Template* page that opens, select an email template or create an email template from scratch.
11. To add a second email campaign click **+ Add Email**.
12. In the **Wait until** field, enter the number of days you want to wait before sending the next email for the campaign. You can add a wait time of up to 60 days between emails. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-9827gnki.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

> [!TIP]
> **Tip:** To sort the email campaign order, hover over the selected email and click **Move down** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-down.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D) or **Move up** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-up.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D). To remove an email content click **Remove** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D).
13. When finished, click **Save & Continue**.

### Select an email template

To select an email template for your campaign, after you click **Add Content:**

1. On the *Select Template* screen that opens, go to the **Campaign Type** filter and select your email campaign type. A list of campaign templates appears. For more, see [Manage Marketing Pro email templates](/roofing/docs/manage-marketing-pro-email-templates). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-zpgua1og.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. Hover over a template thumbnail and click **Select Template**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-dmbq9zor.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. To use the template as-is, click **Save**. To customize the template, proceed with the following steps.

> [!NOTE]
> **Note:** If you edit an email template as you build a campaign, the original email template is not edited. The version that's being used for the campaign is edited, and the original template is preserved.
4. Go to the side menu and click the **Content** tab.
5. Drag and drop the content elements into the template's body.
6. Click the other tabs to add elements, such as rows and settings, as needed. For more, see [Create email templates](/v1/docs/create-email-templates-1). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-n0mdgtgs.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
7. (Optional) If you want to save your configured template as a template for future use, click **Actions** at the top and select **Save as Template**. This saves it to the *Email Templates* list so you can use it again in future campaigns.

> [!NOTE]
> **Note:** You can also preview and send a test email from the email template.
8. When finished, click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-twjedv5r.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
9. To preview, edit, or remove the selected template, hover over the selected template. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-jwvxmw8x.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

### Create an email template from scratch

To create an email template from scratch for your campaign, after you click **Add Content**:

1. On the *Select Template* screen that opens, click **Start from Scratch** to add a new email template. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-v90tf7rr.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. Create your email template. For more, see [Create email templates](/v1/docs/create-email-templates-1).

### Step 4: Sender Information

Review the *Sender Name*, *Sender Email*, and *Reply To* email for the campaign. If all looks good, your campaign is ready to be scheduled. If you need to make changes:

1. In the Sender Information section, click **Edit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-6cz8j8qa.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. Make changes as needed and click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-ujq3mg6z.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

### Schedule the campaign

1. Click **Schedule Campaign** to open the *Schedule Campaign* pop-up.

> [!NOTE]
> **Note:** If you're not ready to schedule the campaign, click **Finish Later** at the top right corner of the screen to save it and schedule it at a later time.
  - For *Automated campaigns*, select when you would like to launch this campaign and click **Launch** or **Schedule** based on your choice. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-vy7k0e4h.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
  - For *One-time campaigns*, review the information and click **Schedule**.
2. Your campaign is scheduled. Click **View Campaign** to view your new campaign. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-amx0rlod.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

## Step 5: Create Direct Mail campaigns

> [!NOTE]
> **Note:** This step is optional. You can skip to the [next step](/roofing/docs/marketing-pro-onboarding-part-4-create-marketing-campaigns#step-6-create-sms-text-message-transactional-campaigns) if you don't need to create a direct mail campaign.

Use Direct Mail Campaigns to send postcards through the mail. You target specific areas to acquire new customers or reach out to existing customers. The recipients of your postcards depend on the audience you select when building your campaign. For more, see [Create audiences](/roofing/docs/create-audiences).

After you launch your campaign, your postcards are automatically printed, addressed, and shipped within 48 hours, excluding holidays and weekends.

> [!NOTE]
> **Note:** Campaign cost is calculated by the number of postcards sent. This helps you see how much you've spent so you can make informed decisions about your marketing.

Creating a Direct Mail campaign takes four steps:

- **Step 1 Overview**: Configure the basic settings for your direct mail campaign, such as the direct mail type, campaign type, name, delivery logic, return address, and unique tracking number.
- **Step 2 Select Audience**: Set which of your customers will receive marketing content from this direct mail campaign.
- **Step 3 Build Mail Sequence**: Add and create the content sent to customers as part of this mail campaign.
- **Step 4 Review and Submit**: Finalize the direct mail campaign.

> [!NOTE]
> **Note:** You can create campaigns from Campaigns and Analytics in Marketing.

## Step 1: Overview

1. Go to **Marketing > Pro Campaigns**.
2. Click **Create Campaign > Direct Mail** then click **Next**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-g49edg75.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. Select the campaign type you want to build then click **Next**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-bdayr8fy.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
4. On the *Create Campaign* pop-up that opens, enter a unique and descriptive **Campaign Name** for your direct mail campaign with a maximum of 60 characters. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-sompwzrz.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
5. (Optional) Enter a description of the campaign.
6. To start building the direct mail campaign, click **Start Building**. This opens the direct mail draft campaign screen with all four steps in incomplete status.
7. To edit the mail campaign type, click **Edit** and make the changes. You can also change the **Campaign Name** or the description of your direct mail campaign from the previous step. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-64esq19s.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
8. In the *Delivery* section, select the **Delivery logic** for this campaign. Options include:
  - **Automated**: Select this option to send postcards out on a regular schedule.
  - **One-Time**: Select this option to send the postcards only this time. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-xu9fh6qb.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
9. Click the **Calendar** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-epx65hby.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D) to select your postcards' print date, or manually enter a print date.
10. In the **Send mails until** dropdown, select a delivery condition to stop sending mail to a specific customer once that customer has met the selected criteria. For example, if you want delivery to stop once a customer has called, select **Call Created**. Options include:
  - **Call Created**: A customer calls a phone number associated with the mail campaign.
  - **Job booked**: A customer books a job as a result of this mail campaign
  - **No trigger**: The campaign will continue sending each mailpiece in the campaign sequence until the customer no longer qualifies for the audience or unsubscribes. For more on audience inclusion criteria, see [Create audiences](/roofing/docs/create-audiences).
11. Select **Stop sending mail when a customer leaves the audience** if the system should stop sending customers marketing content when they leave the audience chosen for this campaign. This option is enabled by default.
12. In the *Return Address* section, enter the address that you want undeliverable mail sent to.
13. Add a unique tracking phone number. ServiceTitan uses this number to attribute revenue generated from this number to your direct mail campaign. It's important to not use the same Tracking Phone Number across multiple campaigns. Doing this leads to inaccurate reporting metrics. For more, see Add tracking number or Enter number manually below.
14. When finished, click **Next**. The *Select Audience* step opens.

### Add tracking number

1. Click **Add Tracking Number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-77ujsbt5.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. On the *Add New Number* screen that opens, select **Local Number** for a local campaign or **Toll-Free Number** for a regional or national campaign.
3. For *Local Number* only, enter the area code or ZIP Code you want the tracking number to correspond to.
4. (Optional) If you want your tracking number to include a particular set of digits, enter them in the Contains field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-p93bmjt0.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
5. Click **Search Numbers**.
6. On the *Search Results* screen that opens, select a tracking number and click **Choose Number**.
7. On the screen that opens, enter the phone number at which you want to receive incoming calls for this campaign or select to use a default number. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-lp86i9ip.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
8. For **Allow Incoming SMS?**, select **Yes** if the tracking number can receive text messages, and select **No** if not.
9. Click **Add Number**.

> [!NOTE]
> **Note:** Adding new tracking number steps can differ depending on the phone integration you use. For more information, see [Add or edit tracking numbers](/roofing/docs/add-or-edit-tracking-numbers).

### Enter number manually

Manual phone numbers do not track revenue to the campaign but are available as a merge tag. To enter a manual number:

1. Click **Enter Number Manually**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-e3qnms8p.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. In the *Warning* pop-up that opens, confirm you want to enter a manual number.
3. In the *Manual Number* field, enter the phone number you want to use for this campaign. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-l0a82q09.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

## Step 2: Select Audience

1. From your audience list, select the audience that best fits your campaign goals. Hover over the Mailing Address of the audience to see how many customers are included in each audience.
  1. If you want to acquire new customers, select an acquisition audience.
  2. If you want to retain existing customers, select a retention audience. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-cy38687t.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. (Optional) If you want to create a new audience for this mail campaign, click **Create new**. For more, see [Create audiences](/roofing/docs/create-audiences).
3. When finished, click **Next**. The *Build Mail Sequence* step opens.

## Step 3: Build Mail Sequence

1. In *Mail 1*, click **Add Content**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-7wanrixe.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. Select the postcard size you want to use in your campaign. You can choose between two sizes: 4x6 inch or 6x9 inch postcards.

> [!NOTE]
> **Note:** If you are looking for ideas, click **browse our template gallery** or **view marketing pro resources** links to see postcard templates you can use.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-63rvz0gw.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. Upload an image for the front of your card. You can use a PNG, JPG, or JPEG file. The image size must be at least 1875 x 1275 pixels for 4x6 inch postcards and 2775 x 1875 pixels for 6x9 inch postcards.
4. For 6x9 inch postcards, upload an image for the back of your card. You can use a PNG, JPG, or JPEG file. The image size must be at least 1388 x 1875 pixels.
5. For 4x6 postcards, provide the following information for the back of your postcard:
  1. **Heading**: Large text that appears on the back of the postcard of the text. We recommend entering something attention-grabbing here as it's the first thing customers see on the back of your postcard.
  2. **Body**: Normal-sized text that appears underneath the heading. Enter details to explain your current promotion.
  3. **Logo**: If you already uploaded your company logo in *Marketing Pro Settings*, you can see it here. If not, click **Upload Image**, and select your logo to upload it from your computer.
6. If you want to create follow-up postcards to be mailed in intervals of 7 - 60 days, click **Add ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-vlrr8dw5.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)** for each additional card you want to create.
7. Enter how long after the previous mailing you want to wait before sending your next postcard between the words *Wait* and *Days*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-29rtyo0o.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
8. When finished, click **Next**. The *Review & Submit* step opens.

## Step 4: Review & Submit

Review your Direct Mail campaign details, including the cost of your campaign. Be sure to make any edits before you schedule the campaign, as you can't make changes after the campaign is scheduled.

1. To update a step in the mail campaign, go to the campaign section in the *Review Submit* step.
2. Click **Edit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-zpqzse1i.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. When finished, click **Schedule Campaign**.

> [!NOTE]
> **Note:** If you're not ready to schedule the campaign, click **Save as Draft** to save it and schedule it at a later time.
4. The *Schedule Campaign* confirmation pop-up opens. It provides details about when your postcards will be printed, and the total cost of the campaign. If all looks good, click **Schedule**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-owtm0oo0.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
5. Your campaign is scheduled. Click **View All Campaigns** to see a list of all your campaigns. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-g76mvjfg.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

## Step 6: Create SMS Text Message - Transactional campaigns

> [!NOTE]
> **Note:** This step is optional. You can skip to the [next step](/roofing/docs/marketing-pro-onboarding-part-4-create-marketing-campaigns#step-7-monitor-your-campaigns) if you don't need to create an SMS Text Message - Transactional campaign.

Create SMS Text Message campaigns to automatically target and reach out to customers with Recurring services or unsold estimates. This includes automating your booking reminders, follow-ups, and thank-you messages. With this feature, your customers can book jobs or accept their estimates by text message.

> [!NOTE]
> **Note:** You must activate the Chat feature before you can create a text message campaign. For more, see [Set up and enable chat](/roofing/docs/set-up-and-enable-chat).

Creating an SMS Text Message - Transactional campaign takes four steps:

- **Step 1 Set Goal**: Select the marketing goal for this SMS campaign.
- **Step 2 Add Outbound Tracking Number**: Add a unique outbound phone number to properly track revenue for this SMS campaign.
- **Step 3 Add Audience**: Set which of your customers will receive marketing content from this SMS campaign.
- **Step 4 Create Automated Text Message Content**: Add and create the content sent to customers as part of this SMS campaign.

## Step 1: Set Goal

1. Go to **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-z7qzgwdx.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D) > Pro Campaigns**.
2. Click **Create Campaign > SMS Text Message - Transactional Campaigns** then click **Next**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-zmnmi60p.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. On the *Create Campaign: SMS* pop-up that opens, enter a unique, brief, and descriptive **Campaign Name** for your SMS campaign with a maximum of 60 characters.
4. (Optional) Enter a description of the campaign.
5. To start building the SMS campaign, click **Start Building**.
6. Click **Select Goal**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-imzfyzha.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
7. Select **Unsold Estimates** or **Recurring Service** as the marketing goal for your campaign. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-rnvv4pl3.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
8. Click **Save**.

## Step 2: Add Outbound Tracking Number

You can add tracking phone numbers in two ways. You can either generate a new number or assign an existing number.

### Generate new number

1. Click **Add Number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-5k3zyix6.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. Click **Add Tracking Number** and then **Generate new number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-ncsvxo2z.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. On the *Add New Number* window that opens, select **Local Number** for a local campaign or **Toll-Free Number** for a regional or national campaign.
4. For *Local Number* only, enter the area code or ZIP Code you want the tracking number to correspond to.
5. (Optional) If you want your tracking number to include a particular set of digits, enter them in the **Contains** field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-bfpzacu8.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
6. Click **Search Numbers**.
7. On the *Search Results* window that opens, select a tracking number and click **Choose Number**.
8. On the *Set Forwarding Number* window that opens, enter the phone number at which you want to receive incoming calls for this campaign, or select to use a default number and click **Add Number**.

> [!NOTE]
> **Note:** Adding new tracking number steps can differ depending on the phone integration you use. For more information, see [Add or edit tracking numbers](/roofing/docs/add-or-edit-tracking-numbers).

### Assign existing number

1. Click **Add Number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-xirg87jr.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. Click **Add Tracking Number** and then **Assign existing number**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-wtacld0u.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. On the *Select Existing Number* window that opens, select an existing number from the list then click **Assign Number** to add the selected number to your campaign. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-oz91yyob.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

## Step 3: Add audience

You can add audiences that will receive your SMS text messages in two ways:

1. From your audience list, select one of your audiences to use for this campaign.

> [!NOTE]
> **Note:** Hover over the phone number of the audience to see how many customers are included in each audience.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-a80mx3v4.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. To create a new audience, click **Create new**, enter the **Audience Name**, and click **Begin**.
  1. For Unsold Estimates campaign audiences, you are limited to the *Estimates*, *Customer*, and *Location* filter sets. Each inclusion group also requires at least one applied estimates filter.
  2. For Recurring Services campaign audiences, you are limited to the *Recurring Services* and *Location* filter sets only. Each inclusion group also requires at least one applied recurring services filter.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-5lduzllh.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

## Step 4: Create Automated Text Message Content

1. Click **Add Content**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-fmrrse1z.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
2. Confirm the *Terms of Use* and click **Continue**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-o7mbxvl6.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. In *Text Message 1*, enter the SMS text message you want your customers to read.

> [!TIP]
> **Tip:** If you don't want to create a custom message, you can use the default message provided.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-q5m3h3uj.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
4. Click **Add Merge Tag** to add merge tags to your message. Merge tags automatically populate information like the customer's first name. Options include:
  1. **Customer First Name**: First name of the customer.
  2. **Company Name**: Your company's name.
  3. **Tracking Phone Number**: The unique tracking number you selected when building the campaign.
  4. **Schedule Appointment Link:** A link that allows recipients to schedule an appointment through the legacy web scheduler. The legacy web scheduler is only compatible with open capacity planning, not Adjustable Capacity Planning (ACP).

> [!NOTE]
> **Note:** If you don't want to use the legacy web scheduler, you can add your preferred scheduler to the message instead of using this merge tag.
  5. **Unsold Estimates Link:** A unique link that allows recipients to see their most recent open estimate, including their estimate options.

> [!NOTE]
> **Note:** This merge tag is only available for Unsold Estimates campaigns.
5. Click **Send Time**, select the time of day to send your message, and click **Set**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-6bp4z9kt.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
6. To add another SMS text message to the campaign, click **+ Add Text Message** then repeat the steps above. You can include up to four SMS text messages.
7. Click **Send texts until** and select a condition to stop sending SMS text messages to a specific customer once that customer has met the selected criteria. Options include:
  1. **Call Created**: A customer calls a phone number associated with this campaign
  2. **Job Booked**: A customer books a job as a result of this campaign
  3. **No Trigger**: The campaign will continue sending each SMS text message in the campaign sequence until the customer no longer qualifies for the audience or unsubscribes. For more information on audience inclusion criteria, see [Create audiences](/roofing/docs/create-audiences). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-6i3p4myt.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
8. (Optional) Select **Stop sending texts when a recipient leaves the audience** if the system should stop sending customers marketing content when they leave the audience chosen for this campaign. This option is enabled by default.
9. Click **Save & Continue** to save your content and return to the SMS draft campaign screen.

## Schedule the campaign

You can review your campaign, send a test SMS text message, and schedule a launch date if all looks good.

> [!WARNING]
> **Caution:** After the campaign is scheduled to launch, you can't make changes to it.

1. Review each setup step of the campaign. If anything needs to be changed, go to that setup step and click **Edit** to make your changes.
2. Go to the *Automated Text Message Content* section and click **Send Test**. Then enter the phone number to send the SMS text message for the test. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-xz4nt9b7.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
3. If all looks good, click **Schedule Campaign**.

> [!NOTE]
> **Note:** If you're not ready to schedule the campaign, click **Finish Later** at the top right corner of the screen to save it and schedule it at a later time.
4. In the *Schedule Campaign* pop-up that opens, click **Calendar** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-gmg57oeq.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D) to select a campaign launch date, or manually enter a launch date. SMS text messages will start sending on this date.

> [!NOTE]
> **Note:** You can launch the transactional campaign with tomorrow's date at the earliest.
5. Click **Schedule**.

Your campaign is scheduled. Click **View All Campaigns** to see a list of all your campaigns.

## Opt-out SMS text message

To stop receiving SMS campaigns, customers can send an SMS text message with the word 'Stop' to the tracking phone number. After a customer opts out, they can no longer receive any SMS campaigns from you, regardless of whether the phone number used in the original SMS campaign is used again or a new phone number is used. Additionally, customers can't receive any messages sent to them by chat.

> [!NOTE]
> **Note:** The Stop request applies to all tracking phone numbers associated with your SMS campaigns, meaning they will subsequently stop receiving messages from any other campaigns.

> [!TIP]
> **Tip:** If your customer turned off the job notifications they can still receive chat SMS from you.

## Opt-in SMS text message

To start receiving SMS campaigns again, a customer can send an SMS text message with the word 'Start' to one of the following three options:

- The same tracking number they opted out from
- Another tracking number from another campaign
- The default SMS number

This allows them to opt in again and receive SMS campaigns from you.

## Step 7: Monitor your campaigns

Now that you've successfully created a marketing campaign, you can monitor the campaign using the built-in analytics suite. These analytics can help you understand, assess, and improve your marketing campaigns. For more, see [Use marketing analytics](/roofing/docs/use-marketing-analytics).

From *Analytics*, you can see the performance of all your Marketing Pro campaigns in one place.

1. To see Marketing Analytics, go to the navigation bar and click **Marketing**.
2. In the side menu, *Analytics* is expanded by default to display *Marketing Overview.*

In *Analytics*, you can:

- Use the date filter to select a date or date range.

> [!TIP]
> **Tip:** Use the Year to Date filter to efficiently track your campaign marketing performance from the beginning of the year to the current year.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-y2m28kzj.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
- Use the *Business Unit (BU)* filter to track marketing reporting data by invoice BUs they cover. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-l4iwqw5d.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
- See the total number of calls, booked jobs, Sold jobs, and revenue generated for the chosen date range, or click **Create Campaign** to create email, direct mail, and SMS text message campaigns. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-l7iuucdh.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)
- Review details about your top-performing categories and campaigns. Click the **Revenue**, **Booked Jobs**, **Sold Jobs**, and **Calls** tabs to see which of your categories or campaigns are performing best across different metrics. You can also click the **Top** and **Bottom** buttons to toggle between the top-performing and worst-performing marketing categories. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-onboarding-part-4-create-marketing-campaigns-image-et7e3jtx.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A59Z&se=2026-11-01T19%3A47%3A59Z&sr=c&sp=r&sig=LvzWcEj%2BP0QwfnhIv9OO2rYBBdbTVI3Q7sX52QI1tsU%3D)

> [!TIP]
> **Tip:** You can also click on each campaign or category to explore it in more detail.

## Want to learn more?

- See [Overview: Using ServiceTitan Marketing Pro](/roofing/docs/overview-using-servicetitan-marketing-pro)
- See [Use marketing analytics](/roofing/docs/use-marketing-analytics)
- See [Marketing Pro Playbook](/roofing/docs/marketing-pro-playbook)

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)

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

Bulk or automated email campaigns sent to customer segments from within Marketing Pro.

**What it does:** Drives repeat business and membership renewals by staying in front of customers with targeted, personalized messaging.

**Also called:** Email marketing, Drip campaigns

**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

Physical mailer campaigns triggered and tracked through Marketing Pro to target specific customer segments.

**What it does:** Reaches customers in markets where digital response rates are lower, with revenue attribution tracked back in ServiceTitan.

**Also called:** Postcard campaigns, Direct mailers

**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)

The legacy daily-cap booking tool that Adaptive Capacity replaces. Sunsetting.

**What it does:** Allowed businesses to set manual daily booking limits per Business Unit. Now replaced by Adaptive Capacity.

**Also called:** Legacy daily-booking-limit tool

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** ACP

See Converted job.

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)