---
title: "Assign tracking phone numbers to Marketing Pro campaigns"
slug: "assign-tracking-phone-numbers-to-campaigns"
tags: ["Area - Marketing Pro (v1)", "Role - Admin", "Focus - Service Replacement", "Type - Residential", "Type - Commercial"]
updated: 2026-10-16T00:48:52Z
published: 2026-10-16T00:48:52Z
canonical: "help.servicetitan.com/assign-tracking-phone-numbers-to-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.

# Assign tracking phone numbers to Marketing Pro campaigns

## Overview

It’s important that you assign a unique ServiceTitan phone number for every campaign that you run. This ensures that the revenue is correctly attributed to each campaign you create. You can assign unused tracking numbers created in *Phone Numbers* in *Settings*, or you can add and assign a new number in the *Overview* step of the Marketing Pro Campaign Builder.

---

### 

#### Make sure you’re viewing the correct Marketing Pro content

This article is for Marketing Pro. If you are using Marketing Pro v2, see [Assign tracking phone numbers to Marketing Pro campaigns](/v1/docs/assign-tracking-phone-numbers-to-marketing-pro-campaigns) 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=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%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=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)

#### Who uses this feature

- Administrators, marketing managers, business owners, and other marketers on your team
- Primarily benefits Residential Service and Replacement business types and Commercial 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.
- Account configuration is required to use this feature. Please contact [Technical Support](/v1/docs/contact-servicetitan-technical-support) for details.

## 

## Things to Know

- You can generate and attach a new tracking number while editing an existing Marketing Pro campaign.

## Assign new phone number to a campaign

You can set up a new tracking phone number in ServiceTitan Marketing Pro in three ways:

- [Set up a new tracking number from the Overview step in Campaigns Builder](/v1/docs/assign-tracking-phone-numbers-to-campaigns#set-up-a-new-tracking-phone-number-in-campaigns-builder)
- [Set up a new tracking phone number from Phone Numbers in Settings](/v1/docs/assign-tracking-phone-numbers-to-campaigns#set-up-a-new-tracking-phone-number-from-phone-numbers-in-settings)
- [Set up an existing unused tracking phone number from Phone Numbers in Settings](/v1/docs/assign-tracking-phone-numbers-to-campaigns#set-up-an-existing-unused-tracking-phone-number-from-phone-numbers-in-settings)

> [!TIP]
> **Tips:** *The best way is to create the new number in the Overview step of the Campaigns Builder.*

## Set up a new tracking phone number in Campaigns Builder

1. Go to the navigation bar and click **Marketing > ProCampaigns**.
2. Either create a new campaign from scratch or edit an existing campaign draft.
  1. To create a new campaign from scratch, click **Create Campaign**, for more information, see [Create Email Campaigns](/v1/docs/create-email-campaigns), [Create Direct Mail Campaigns](/v1/docs/create-direct-mail-campaigns), and [Create Recurring Service Campaigns using SMS](/v1/docs/create-recurring-service-campaigns-using-sms).
  2. To edit an existing campaign draft:
    1. Find the existing campaign draft on either the *Automated* or *One-time* tabs.
    2. Click the three dots next to the desired campaign draft and click **Edit**.
3. On the page find the *Tracking Phone Number* and click **Add**.
4. Select to add a unique tracking phone number. The system uses this number to attribute revenue generated from this number to your email campaign. It’s important to not use the same *Tracking Phone Numbers* across multiple campaigns. Doing this leads to inaccurate reporting metrics. For more on how to add Tracking Phone Numbers, see the section later in this topic.
5. When you’re done, click **Save**.

### Add tracking phone numbers

You can add tracking phone numbers in three ways:

1. Generate a new number
  1. **Local Number** or **Toll-Free Number**—Select **Local Number** for a local campaign and **Toll-Free Number** for a regional or national campaign.
  2. **Area Code** and/or **ZIP**—(In *Local Number* only.) Enter the area code or ZIP Code you want the tracking number to correspond to. We recommend searching by area code first.
  3. **Contains** (optional)—If you want your tracking number to include a particular set of digits, enter them here. ![Form to add a new phone number with area code and zip code fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-2vjrt6d9.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)
  4. Click **Search Numbers**. The *Search Results* window opens.

> [!TIP]
> **Tip**: *Make note of the number you select to use as a call to action button in an* [email template](/v1/docs/create-email-templates)*.*
  5. Select a tracking number. Click **Choose Number**. The *Add phone number* page opens.
    1. For legacy phones, enter the forwarding number the new tracking number should forward calls to, or select the **Use Default Number** toggle to use the default forwarding number from the Phone Settings.
    2. For Phone Pro integration:
      1. Select **Lead** for the **Default Call Type** field, to categorize incoming calls as a lead. Use this for prospecting campaigns to customers who are not already in your database that you do not have an existing business relationship with. If your campaign is for existing customers, then opt for the “Not Lead” selection. ![Form to add a forwarding number with SMS options and action buttons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-yssvl5xl.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)
      2. For **Select Number Type**, make sure you opt for **Tracking** number. **Direct Dial** phone numbers will not track campaign events such as inbound calls correctly and will cause you to lose your performance data. ![Form to add a phone number with options for SMS and call type settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-qxmouav9.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)

> [!TIP]
> **Tips:** *Copy the new tracking number you just created to use it in the Build Email Sequence step of the Campaign Builder*.
  6. When you’re done, click **Add Number**. A window opens confirming the phone number is added successfully and asking to assign this new number in Dialpad to start receiving calls on. **Note:** *Adding new tracking number steps can differ depending on your phone integration you use. For more information, see* [Add or edit tracking numbers](/v1/docs/add-or-edit-tracking-numbers).
2. **Assign existing number**—Select a tracking number for your campaign and click **Assign Number**. ![Select an existing phone number for campaign assignment from the list provided.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-qy97ofkn.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)
3. **Enter manual number**—Select to enter a manual number for your campaign.

> **Note:** *Manual numbers don't track revenue for your campaign.*

*![Interface for adding a tracking phone number with options to add or enter manually.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-u0ov6rt8.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)*

## Set up the new tracking phone number in the Email Templates

1. In Step 3: *Build Email Sequence* of campaign creation, click **Add Content** to configure the email content. The Template Catalog loads. ![User interface for building an email sequence with content addition option highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-2q8alquo.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)
2. Select a template to add to the campaign:
  - Choose an existing template and click **Select Template** to add a pre-existing template to the campaign.
  - Click **Start From Scratch** to [create a new email template](/v1/docs/create-email-templates-1) directly in the campaign builder. The Email Editor loads. ![Template selection screen with highlighted options for creating a new design.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-a8j6vlzg.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)
3. To create a call-to-action button, go to the **Content** tab, click and hold the **Button** option, and drag and drop it into your email template wherever you’d like the button to appear. ![Email content configuration interface showcasing a nature-themed template with buttons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-046yslfm.jpg?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)
4. Click the **Action** Button, go to the **Action** section in the **Content** tab, and select the link type you want your customers to use to contact you:
  - **Make call**—Calls to action prompting the recipient to make a call
  - **Send SMS**—Calls to action prompting the recipient to text

> **Note:** *For texting, make sure you have the texting feature enabled. For more information, see* [Use Chat](/v1/docs/use-chat)*.*

Many email applications do not support click-to-text functionality. The Marketing Pro template builder allows companies to insert action buttons into their email templates, but it’s up to the email provider if they support click-to-text or call functionality in their applications. ServiceTitan doesn’t have any control over the support of the user’s email application to use click-to-text or call. ![Email content configuration interface showcasing a landscape image and action options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-ws562rml.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)
5. Paste the tracking number you created and copied in the *Overview* step in the **Tel** field under **Link type**. ![Content properties section showing a telephone link type and a phone number.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-vrhc6wz8.jpg?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)

> [!TIP]
> **Tip:** *We recommend you have both call and SMS options available in every email you send to offer your customers several ways to communicate with you.*
6. Click **Save Email** to save the email template changes, and finish building the campaign.

## Set up a new tracking phone number from Phone Numbers in Settings

For adding a new tracking phone number in ServiceTitan for the Marketing campaigns without tracking phone numbers, see [Add or edit tracking numbers](/v1/docs/add-or-edit-tracking-numbers) and [Set up a new tracking phone number in Campaigns Builder](/v1/docs/assign-tracking-phone-numbers-to-campaigns#set-up-a-new-tracking-phone-number-in-campaigns-builder).

## Set up an existing unused tracking phone number from Phone Numbers in Settings

For Marketing campaigns, you can assign an unused tracking phone number in ServiceTitan from Phone Numbers in *Settings*.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D) **> Phones > Phone Numbers**.
2. Find the existing tracking number you’d like to use. You can use the **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D) icon in the column header to search.
3. Click the **Pencil** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D) icon next to the number you want to add to the marketing campaign. The *Edit Number* page opens. ![Phone numbers management interface showing forwarding numbers and their statuses.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-wr20c0p6.png?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)
4. In the **Set Campaign** drop-down, choose the campaign name you want to add the tracking number to. For more information, see [Add marketing campaigns in ServiceTitan](/v1/docs/add-marketing-campaigns-in-servicetitan). ![Editing contact details including forwarding number and campaign settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/assign-tracking-phone-numbers-to-marketing-pro-campaigns-image-mm8z2jli.jpg?sv=2026-02-06&spr=https&st=2026-11-13T08%3A39%3A43Z&se=2026-11-13T09%3A39%3A43Z&sr=c&sp=r&sig=PPFoQGXIAWoLa9bvveSbjZGY0XoZnZnGmGZ%2F%2F3oNLIM%3D)
5. When you’re finished, click **Save**.
6. Go to Step 3: *Build Email Sequence* of Campaign Builder, and add the tracking phone number to the Email Template.

## FAQ

---

### 

#### How can I manage campaign tracking phone numbers in ServiceTitan for pre-existing marketing campaigns that used only one tracking phone number?

ServiceTitan recommends using a unique phone tracking number for each campaign. This allows you to accurately track individual campaign performance to help you optimize your marketing.

For your marketing campaigns created before the ServiceTitan integration that used only one tracking phone number, we recommend creating one campaign that's more generic such as "branding phone number". This allows you to track all incoming calls to that specific number if you want to keep those campaign metrics. For any pre-existing campaigns, make sure to add them in **Settings > Operations > Campaigns** instead of the *Marketing Pro* module.

## Want to learn more?

- See [Set up your default forwarding number](/v1/docs/set-up-your-default-forwarding-number)
- See [Create email campaigns](/v1/docs/create-email-campaigns)
- See [Block numbers in ServiceTitan](/v1/docs/block-numbers-in-servicetitan)

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)

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)

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)

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