--- title: "View examples of commonly used segments" slug: "view-examples-of-commonly-used-segments-2" updated: 2026-10-16T00:59:42Z published: 2026-10-16T00:59:42Z canonical: "help.servicetitan.com/view-examples-of-commonly-used-segments-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. # View examples of commonly used segments ## Overview View examples of commonly used Segments to find the similarities and differences between the segments you want to create for your trade. You can also review the examples below to identify how you can use the inclusion and exclusion filters to target specific customers. --- ### #### Make sure you're viewing the correct Marketing Pro content This article is for Marketing Pro v2. If you are using Marketing Pro, see [Marketing Pro](https://portal.document360.io/v1/docs/marketing-pro) 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=2026-11-01T19%3A51%3A01Z&se=2026-11-01T20%3A51%3A01Z&sr=c&sp=r&sig=vp7cV4kDYa%2BAaHVwl5BeZnXB%2BNHOBdiio4kCFr2%2Bo%2Fk%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=2026-11-01T19%3A51%3A01Z&se=2026-11-01T20%3A51%3A01Z&sr=c&sp=r&sig=vp7cV4kDYa%2BAaHVwl5BeZnXB%2BNHOBdiio4kCFr2%2Bo%2Fk%3D) #### Feature configuration - 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). ## Make sure you're viewing the correct Marketing Pro content This article is for Marketing Pro v2. If you are using Marketing Pro, see [Marketing Pro](/roofing/docs/marketing-pro-home) for content specific to your experience. [What if I don't know what version of Marketing Pro I'm using?](/roofing/docs/create-recurring-service-campaigns-using-sms#what-if-i-dont-know-what-version-of-marketing-pro-im-using) ## Examples of commonly used Segments View the following examples to identify customers for: - Upselling a service - Cross-selling a service - Open estimates - Expiring subscriptions - Expiring service agreements Also to identify: - Customers within a specific city - New customers - Win-back customers ## Upselling a service Identify customers who bought a specific service last year so you can target them to re-sell the same or a different service. Using *Inclusion* and *Exclusion* filters, identify customers who bought the service last year, but exclude customers who bought the service this year. For example, identify the customers who bought an electric service in the past year and exclude those who used the plumbing service. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-examples-of-commonly-used-segments-image-pytbfrq3.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A01Z&se=2026-11-01T20%3A51%3A01Z&sr=c&sp=r&sig=vp7cV4kDYa%2BAaHVwl5BeZnXB%2BNHOBdiio4kCFr2%2Bo%2Fk%3D) ## Cross-selling a service Identify customers who bought a specific service but who haven't purchased a different service so you can target them to sell the other services. Using *Inclusion* and *Exclusion* filters, identify customers who bought a service, but exclude customers who bought a different service. For example, identify the customers who bought an electric service and exclude those who used a plumbing service. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-examples-of-commonly-used-segments-image-anqaftja.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A01Z&se=2026-11-01T20%3A51%3A01Z&sr=c&sp=r&sig=vp7cV4kDYa%2BAaHVwl5BeZnXB%2BNHOBdiio4kCFr2%2Bo%2Fk%3D) ## Open estimates Identify customers based on estimates that have been provided but haven't been sold. You can send a drip campaign reminder to accept or approve the estimate and convert the estimate to a job and invoice. For example, select customers based on estimates that have been on hold. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-examples-of-commonly-used-segments-image-6yqlnip7.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A01Z&se=2026-11-01T20%3A51%3A01Z&sr=c&sp=r&sig=vp7cV4kDYa%2BAaHVwl5BeZnXB%2BNHOBdiio4kCFr2%2Bo%2Fk%3D) ## Expiring subscriptions Identify customers who have services expiring soon so you can reach out to renew them. For example, select customers who have services expiring in two months. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-examples-of-commonly-used-segments-image-q62r3bgg.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A01Z&se=2026-11-01T20%3A51%3A01Z&sr=c&sp=r&sig=vp7cV4kDYa%2BAaHVwl5BeZnXB%2BNHOBdiio4kCFr2%2Bo%2Fk%3D) ## Expiring service agreements Identify customers whose service agreements are due to expire so you can send renewal reminders before the agreement lapses. Filter on the service agreement attributes to build the segment, then attach it to a one-time or automated campaign. For example, include customers whose agreements expire in the next 90 days and exclude those with auto-renew already enabled. You can narrow the segment further by agreement template or business unit. Because segment reach recalculates daily, customers enter the segment automatically as their agreements approach expiration. You can also target agreement visits rather than agreements. For example, customers with unscheduled visits due in the coming quarter. > [!NOTE] > **Note:** Service agreements are available only if your account uses Service Agreements. ## Customers within a specific city Target customers within a specific location boundary, such as city or ZIP code, so you can personalize your campaign messages. For example, include in the Residential Segment the customers who have properties in Athens, a city in the USA. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-examples-of-commonly-used-segments-image-prxtz84t.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A01Z&se=2026-11-01T20%3A51%3A01Z&sr=c&sp=r&sig=vp7cV4kDYa%2BAaHVwl5BeZnXB%2BNHOBdiio4kCFr2%2Bo%2Fk%3D) ## New customers Identify new customers so you can reach out with a warm welcome and share the many services you have to offer. For example, include customers who joined your services in the last two weeks in the segment. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-examples-of-commonly-used-segments-image-0rpn41ku.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A01Z&se=2026-11-01T20%3A51%3A01Z&sr=c&sp=r&sig=vp7cV4kDYa%2BAaHVwl5BeZnXB%2BNHOBdiio4kCFr2%2Bo%2Fk%3D) ## Win-back customers Identify customers who have recently canceled their accounts so you can reach out and try to win back their business through discounts or other offerings. For example, include customers who were inactive during the last month in the segment. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-examples-of-commonly-used-segments-image-revunym4.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A01Z&se=2026-11-01T20%3A51%3A01Z&sr=c&sp=r&sig=vp7cV4kDYa%2BAaHVwl5BeZnXB%2BNHOBdiio4kCFr2%2Bo%2Fk%3D) ## Want to learn more? - See [Manage Marketing Pro Segments](/v1/docs/manage-marketing-pro-segments) - See Marketing Pro Segment 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)