Overview
Marketing Pro integrates your marketing efforts with your existing FieldRoutes database, making it easy to create hyper-targeted audiences, automate and track campaigns, and send emails, direct mail, or SMS messages triggered by events in FieldRoutes.
Release Notes
Latest
Setup
What you need to get started
To get started with Marketing Pro for FieldRoutes, contact a ServiceTitan sales representative or request a demo.
Required permissions
The Full Access to Marketing Pro permission in FieldRoutes is required to set up and use Marketing Pro. To have this permission enabled, please contact the account administrator on your team. For more, see Marketing Pro Overview.
Quick start guide
After you purchase Marketing Pro and it's configured for your account, sign in to Marketing Pro to get started.
Step 1: Configure your marketing brand's settings
To access Marketing Pro from FieldRoutes, click the Marketing Pro tile in the Discover section of the Application Launcher.
Click Get Started.
On the Marketing Pro Settings screen that opens, click Begin setup to set up your default brand.
On the Add Default brand screen that opens, enter the details for your default brand and select each trade that applies to your business.
Click Next to add your default brand.
On the confirmation window that opens, click Configure Email then complete the email settings for your default brand.
When finished, click Finish.
You're ready to start creating marketing campaigns.
Step 2: Launch Autopilot Campaigns
Each autopilot campaign includes a unique audience, features your logo on the content, and is assigned a unique tracking number.
On the Campaign Manager screen, click Create Campaign > Autopilot Campaign.
Review the Autopilot campaigns selected for your business and make sure your logo appears correctly on the preview cards.
(Optional) The campaigns provided are ready to launch as-is. If needed, click View/Edit to view more details about the campaign and make changes.
Deselect any campaigns you don't want to launch yet.
When finished, click Launch Campaigns to launch your selected campaigns.
Your first marketing campaigns have launched.
Settings
Add and set your brand's details, including the logo, marketing contact address, email footer, and more. Then manage the email and SMS settings for each brand.
Key workflows
Industry best practices
Use the FieldRoutes Marketing Pro Starter Guide to learn tips and proven workflows to get the most out of Marketing Pro for your business.
Corporate HQ and Offices
Explore the basics of Marketing Pro and how to switch between your Corporate HQ and Offices.
Email templates
Email templates let you quickly add content to your email campaigns. You can use the professionally designed templates provided for you or create your own.
Audiences
Contacts
Organize and maintain your contact list to ensure accurate and effective communication with your customers.
Segments
Group your contacts into audience segments to tailor your marketing campaigns and reach the right customers. You can create segments to retain existing customers or acquire new ones.
Marketing campaigns
Marketing registration and opt-in requests
To create SMS campaigns, your marketing registration must be submitted and approved. For marketing SMS messages, you must also get explicit opt-ins from customers.
One-time and automated campaigns
Send targeted emails, direct mail, or SMS messages to your customers through campaigns. Choose between one-time or ongoing campaigns that automatically send content as new contacts qualify for the audience.
Campaign content
Learn how to create content for your campaigns. You can create email, direct mail, or SMS content to send to your contacts.
Manage campaigns
Manage your marketing campaigns and use the built-in analytics to understand, assess, and improve your campaigns.