Use Marketing Pro Enterprise in Enterprise Hub

Overview

The Marketing Pro Enterprise module in Enterprise Hub allows you to create email marketing campaigns in a template tenant and then deploy those campaigns to tenants in your network. This saves you time by eliminating the need to recreate campaigns in each tenant's account.

Things to know

• You’ll use the template tenant to create your marketing campaigns. You can then deploy those marketing campaigns to the tenants in your network. This prevents you from having to create marketing campaigns for each tenant.

  Important: Your template tenant should be a sandbox account, not a live shop. If you already use Marketing Pro and have campaigns set up, contact your CSM to clone your current account. You can then use the clone as your template tenant to protect your active campaigns and live environment.

• You can create tenant groups to organize tenants in your network. This allows you to deploy targeted marketing content for each group. For example, if your network includes 20 tenants, with 10 belonging to Brand 1 and 10 to Brand 2, you can create a Brand 1 tenant group and a Brand 2 tenant group. This prevents marketing content for Brand 1 from being sent to Brand 2 tenants and vice versa.

• You can only create and deploy email and SMS campaigns in Marketing Pro Enterprise. You cannot create and deploy Direct Mail campaigns yet.

• You can stop campaigns deployed to tenants directly in Marketing Pro Enterprise. This saves you time from having to stop deployed campaigns for each tenant.

• When you push a campaign as a template, you can optionally link it to an Atlas Recommendation Strategy. When a strategy is assigned, Atlas recommends your branded campaigns to franchisees for that opportunity instead of ServiceTitan default campaigns. If you don't select a strategy, the campaign is pushed as a standard template without Atlas recommendations.

Benefits of using this feature

• Centralized Campaign Creation: Build email campaigns in a single template tenant, eliminating the need to create separate campaigns for each individual tenant.

• Targeted Tenant Groups: Create and manage tenant groups, allowing you to deliver tailored marketing content to specific audiences.

• Streamlined Campaign Management: Deploy and manage email campaigns for multiple tenants from one centralized location.

• Automatic Customization: Automatically generate unique company logos and tracking numbers for each tenant when launching a campaign.

• Effortless Campaign Control: Stop deployed campaigns across all tenants without needing to access them individually.

• Comprehensive Reporting: Use Rollup Reporting to track network-wide or individual tenant performance.

• Atlas-Powered Branded Recommendations: Link pushed campaign templates to Atlas Recommendation Strategies so Atlas recommends your branded campaigns to franchisees, replacing ServiceTitan default campaigns for those opportunities.

Set up Marketing Pro Enterprise

To set up Marketing Pro Enterprise for a role:

1. In Enterprise Hub, click User Management.
   

2. Select Roles.
   

3. Either create a new user role or edit an existing user role.

4. In the EnterpriseHub permissions tab, enable the View permission for Marketing.
   

5. Click Save Changes. Users assigned this role can now see the Marketing module in EnterpriseHub.

Access Marketing Pro Enterprise

1. Enter the Enterprise Hub URL into a web browser.

2. Enter your username and password.
   

3. Click Sign in.

4. Click Marketing to open Marketing Pro Enterprise.
   

The Tenants Group page opens.

Create tenant groups

1. On the Tenants Group page, click Create Group.
   

2. In the Create Tenant Group pop-up that opens, enter the Group Name and select a Template Tenant.

   Note: Template tenants can be associated with multiple tenant groups.

   

3. Click Confirm to create the group.

4. To add tenants to the group, click Manage Tenants, select the tenants you want to add, and click Apply to save your changes.

   Note: Tenants can be added to multiple tenant groups.

Create marketing campaigns in template tenants

Create your email marketing campaigns in the template tenant. Then, you can deploy those campaigns to tenants in Marketing Pro Enterprise. 

To create a marketing campaign:

1. On the Tenants Group screen, click More> Sign In for the tenant group you want to create a marketing campaign for. This signs you in to the template tenant for that group.

2. In the template tenant, go to Marketing > Pro Campaigns.

3. Click Create Campaign.

4. Create your email campaign. For more, see:

   1. Create email campaigns

   2. Launch prebuilt email campaigns

   Tip: When creating an email campaign for multiple tenants, use the Company Logo URL and Company Website merge tags. These tags let you include each tenant's brand without creating specialized content for each one.

5. When finished, click Finish Later to save the campaign as a draft. You don't need to launch or schedule the campaign in the template tenant.
   The campaign is now available to deploy in Marketing Pro Enterprise from the Manage Campaigns screen.

Deploy campaigns to tenants

After you create an email campaign in a template tenant, you can deploy that campaign to tenants.

To deploy a campaign:

1. In the side menu, click Manage Campaigns.

2. Find the campaign you want to deploy in the list.

3. Click More > Deploy to open the Launch Campaign form.

   Note: You can see a preview of the campaign’s email sequence on this form.

4. Select how you want to launch this campaign. You can:

   1. Launch the campaign for all tenants associated with the template tenant used to create this campaign. 

   2. Launch the campaign for specific groups.

   3. Launch the campaign for specific tenants.

5. If you’re launching the campaign for specific groups or tenants, select the groups or tenants you want to launch the campaign for.

6. Click the Calendar  to select the Launch Date for the campaign or enter the date manually.

7. Select Generate phone numbers to automatically generate a unique tracking phone number for each tenant.

   Note: If you don’t select this option, you might have difficulty tracking which customer responses belong to which tenant.

8. When finished, click Confirm to launch the campaign.
   

The campaign is now scheduled to launch. Each email will be sent at the time you selected when setting up the campaign, adjusted for each tenant's local time zone.

For example, if you set the Send Time to 6:00 PM, tenants in the Eastern time zone will get the email at 6:00 PM ET, and tenants in the Pacific time zone will get it at 6:00 PM PT.

Push campaigns as templates

You can push campaigns as templates to your tenants, giving them the flexibility to launch the campaigns whenever they’re ready. Once pushed, the templates appear in each tenant’s account and can be launched using the Autopilot campaign feature. For more, see Launch prebuilt email campaigns.

1. In the side menu, click Manage Campaigns.

2. Find the campaign you want to push as a template in the list.

3. Click More > Push as Template to open the Push as template form.

   Note: You can only push campaigns in Pending status.

   

4. Select how you want to push the template. You can:

   • Push the template to all tenants associated with the template tenant used to create this campaign. 

   • Push the template to specific groups.

5. If you’re pushing the template to specific groups, select the groups you want to push the template to.

6. (Optional) From the Atlas Recommendation Strategy dropdown, select the recommendation opportunity this campaign should fulfill. For example, an unsold estimate follow-up or a seasonal promotion. When a strategy is assigned, Atlas recommends only your branded campaigns for that opportunity and stops surfacing ServiceTitan default campaigns to franchisees. If you don't select a strategy, the campaign is pushed as a standard template and Atlas will not recommend it.

7. (Optional) Enter a Deploy Date. This is the date the template becomes available in the tenant accounts.

8. Enter a Campaign Template Description briefly describing the template’s purpose. This description is visible to the tenants the template is pushed to.

9. Enter an Audience Description briefly describing the target audience. This description is visible to the tenants the template is pushed to.

10. (Optional) Enter a Display Name for the template.

11. When finished, click Confirm to push the template.
    

The campaign is now available in the Autopilot Library as a template for the selected tenants. Once pushed, it appears on the Templates tab in Campaign Manager. If you need to update the template's settings, including the Atlas Recommendation Strategy, click More > Edit. You can update or remove the linked strategy at any time, and changes take effect immediately for future recommendations.

Stop deployed campaigns

You can stop deployed campaigns for all tenants or individual tenants.

Stop a deployed campaign for all tenants

1. In the side menu, click Manage Campaigns.

2. Find the campaign you want to stop in the list.

3. Click More > Stop for all tenants.
   

Stop a deployed campaign for specific tenants

1. In the side menu, click Manage Campaigns.

2. Click the name of the campaign you want to stop for specific tenants in the list.

3. Select the tenants to stop the campaign for.

4. Click Stop Campaign(s).
   

Manage campaigns

You can view and manage all your marketing campaigns created in template tenants in one place. To view your campaigns, click Manage Campaigns in the side menu.

On the Manage Campaigns screen that opens, you can:

• Use the search box to find campaigns by name.

• Use the tabs to view all campaigns, those deployed to tenants, or campaigns pushed as templates.

• Use the filters to filter the list by Delivery Method, Channel, Campaign Type, and Date Created.

• View the following information for each campaign:

  • Campaign: The unique name of the campaign.

  • Status: Whether the campaign is currently Pending or Deployed.

  • Delivery Method: Whether the campaign is automated or one-time.

  • Channel: The channel through which the campaign launched.

  • Campaign Type: The type of campaign selected when creating the campaign.

  • Date Created: The date the campaign was created.

You can click the name of any campaign on the Manage Campaigns screen to see more details.

On the Details screen, you can:

• See a list of tenants associated with the campaign.

• Use the search box to find tenants by name.

• View the tenant’s current campaign status, which can be:

  • Draft

  • Not Deployed

  • Scheduled

  • Live

  • Finished

  • Stopped

• Click View Campaign to view the campaign in a tenant.

  Note: This option is only available for tenants to which the campaign is deployed.

• Select multiple tenants to launch or stop the campaign for all of them at once.

• Click More next to a tenant to launch or stop the campaign for that specific tenant.

Manage tenant groups

You can add and remove tenants from an existing tenant group.

1. On the Tenants Group page, click More and then View Tenants for the tenant group you want to manage.
   

2. On the page that opens, you can view all the tenants included in the group as well as the template tenant for the group.

   Note: You can click the template tenant link to go directly to the campaigns in the template tenant.

3. To add tenants to the group, click Manage Tenants, select the tenants you want to add, and click Apply to save your changes.

   Note: The template tenant for the group includes a Template tag in the name.

   

4. To remove a tenant from the group, click Moreand then Detatch Tenant for the tenant you want to remove.

   Note: You cannot remove the template tenant from the group.

   

Track campaign performance

After deploying campaigns to tenants, you can monitor their performance in Enterprise Hub using Rollup Reporting or directly in the individual tenants.

In Enterprise Hub, you can use Rollup Reporting to track campaign performance for multiple tenants in one place. To do this, create a report using the Campaign Summary report template. For more, see Rollup Reporting.

Using this template, you can track the campaign:

• Sales performance

• Call volume details

• Booking rates

• Revenue metrics

• and more

In the individual tenants, use the Campaign Summary report template to create reports that track campaign performance for that specific tenant. You can also use the built-in analytics suite in Marketing Pro to help better understand, assess, and improve that tenant’s marketing campaigns. For more, see Campaign Summary report template and Use marketing analytics.

Want to learn more?

• See Manage user roles in Enterprise Hub

• See Create email campaigns

• See Rollup Reporting

• See SMS Campaigns in Marketing Pro Enterprise