--- title: "Create Recurring Service Campaigns using SMS" slug: "create-recurring-service-campaigns-using-sms" updated: 2026-10-16T00:49:35Z published: 2026-10-16T00:49:35Z canonical: "help.servicetitan.com/create-recurring-service-campaigns-using-sms" --- > ## 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. # Create Recurring Service Campaigns using SMS ## Overview With ServiceTitan, you can build campaigns to automatically target and reach out to Recurring services customers. This includes automating your booking reminders, follow-ups, and thank you messages. With this feature, your customers can get SMS reminders to book their upcoming Recurring service events. --- ### #### Make sure you're viewing the correct Marketing Pro content This article is for free Marketing and Marketing Pro. If you are using Marketing Pro v2, see [Create Pro campaigns](/v1/docs/create-pro-campaigns) for content specific to your experience. To check which version of Marketing Pro you're using: 1. Go to the navigation bar and click **Marketing** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-marketing-active.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D). 2. If the side menu under *Analytics* includes *One-Time Campaigns* and *Automated Campaigns*, you're using Marketing Pro v2. If these options aren't visible, you're using Marketing Pro. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/marketing-pro-one-time-campaigns.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) #### Who uses this feature - Marketing managers, business owners, CSRs, and other marketers on your team #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - The Chat feature is required to create recurring service reminder campaigns that use SMS text messages. Please contact your CSM to learn more about Chat if you do not currently have the feature. - Recurring service reminder SMS campaigns are launched the next day at the earliest. This allows ServiceTitan to process and queue up your text messages ahead of time, which ensures proper delivery. - Recurring service reminder SMS campaigns can only be created as automated campaigns, not one-time campaigns. Automated campaigns stay live indefinitely until you manually stop them. While the campaign is live, customers can enter the audience in the future and receive the campaign text if they meet the dynamic date criteria. Automated campaigns do not send the same content repeatedly to the same audience indefinitely. - Campaigns can be archived, unarchived, and cloned. For more, see [Manage Marketing Pro functions](/v1/docs/manage-marketing-pro-functions). - SMS recurring service reminder text messages are sent to the oldest mobile contact number on the Customer Record that has both the *Marketing updates* and *Job Notifications* toggles enabled. If the text message fails to send to this number, ServiceTitan then attempts to send to any additional non-landline phone number on the customer record that has both *Marketing Updates* and *Job Notifications* enabled. For more, see [Set notification preferences for customers](/v1/docs/set-notification-preferences-for-customers). - Use the *Analytics* dashboard to track how campaigns perform throughout their life cycle. For more, see [Use marketing analytics](/v1/docs/use-marketing-analytics-1). - Marketing SMS recurring service campaigns do not count as a follow-up for recurring service events. To learn how to log a follow-up, see [Manage recurring service events](/v1/docs/manage-recurring-service-events). - To make sure your customers can receive your transactional SMS text messages, see [Configure customer profiles for marketing campaigns](/v1/docs/configure-customer-profiles-for-marketing-campaigns). ## Create a Recurring Service SMS campaign You can create SMS campaigns for recurring services from the *Marketing Overview*, *SMS*, *Email*, *Direct Mail*, *Dashboard*, and *Campaigns* screens in Marketing Pro. 1. Go to the navigation bar and click **Marketing** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-marketing-active.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D). 2. Click **Create Campaign**. 3. Select **SMS Text Message - Transactional Campaigns** as the campaign category then click **Next**. ![Options for creating different types of marketing campaigns including SMS, email, and direct mail.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-qvu2sefx.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) > [!NOTE] > **Note:** The *Activate Chat to Continue* pop-up opens if you don't have the Chat feature activated and asks you to navigate to Settings. For more, see [Set up and enable Chat](/v1/docs/set-up-and-enable-chat). 4. 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. 5. (Optional) Enter a description of the campaign. 6. Click **Start Building**. This opens the *SMS draft campaign* screen with all four steps: - [Step 1 - Goal](/v1/docs/create-recurring-service-campaigns-using-sms#step-1-goal)**:** Choose the campaign type that best matches your strategy. > [!NOTE] > **Note:** If you don't have Marketing Pro, Recurring Service is the only option available to select. - [Step 2 - Outbound Tracking Number](/v1/docs/create-recurring-service-campaigns-using-sms#step-2-outbound-tracking-number)**:** Assign a unique outbound phone number to properly track revenue for your campaign. You can generate a new one or select an existing number from the numbers you already own. - [Step 3 - Audience](/v1/docs/create-recurring-service-campaigns-using-sms#step-3-audience)**:** Set which of your customers you want to receive the SMS reminder messages. - [Step 4 - Automated Text Message Content](/v1/docs/create-recurring-service-campaigns-using-sms#step-4-automated-text-message-content)**:** Create a sequence of automated text messages that will be sent to customers as part of this campaign. You can include up to four text messages. ### Step 1: Goal The *Goal* step is where you designate the campaign strategy. > [!NOTE] > **Note:** If you don't have Marketing Pro, Recurring Service is the only option available to select. 1. Click **Select Goal**. ![User is selecting a campaign goal from the options provided on the interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-1q3viiyz.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) 2. Select **Recurring Service** then click **Save**. ![Select campaign type for strategy: Unsold Estimates or Recurring Service options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-sg5i3z8r.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) ### Step 2: Outbound Tracking Number Add a unique tracking phone number. ServiceTitan uses this number to attribute revenue generated by jobs booked from this number to your recurring service reminder campaign. You can either generate a new number or assign an existing number. #### Generate a new number > [!NOTE] > **Note:** Adding new tracking number steps can differ depending on the phone integration you use. For more, see [Add or edit tracking numbers](/v1/docs/add-or-edit-tracking-numbers). 1. Click **Add Number**. ![User interface showing outbound tracking number input with an add number button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-65l6qna4.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) 2. Click **Add Tracking Number** and then **Generate new number**. ![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/create-recurring-service-campaigns-using-sms-image-p9zsm2vq.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) 3. 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. 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. 6. Click **Search Numbers**. ![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/create-recurring-service-campaigns-using-sms-image-0v3xmiun.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) 7. On the *Search Results* screen that opens, select a tracking number and click **Choose Number**. 8. 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**. 9. Click **Save**. #### Assign existing number 1. Click **Add Number**. ![User interface showing outbound tracking number input with an add number button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-16ezozk3.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) 2. Click **Add Tracking Number** and then **Assign existing number**. ![Interface for adding an outbound tracking number with options to generate or assign numbers.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-amkfapuo.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) 3. On the *Select Existing Number* screen that opens, select an existing number from the list then click **Assign Number** to add the selected number to your campaign. ![Select an existing phone number for campaign tracking and assign it accordingly.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-ljv8rv69.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) 4. Click **Save**. ### Step 3: Audience Add the audience who will receive your recurring service campaign SMS messages. Make sure to select an audience with dynamic dates so your audience can grow over time. Static dates limit the ability of your SMS campaign to send texts on an ongoing basis. > [!NOTE] > **Note:** Audiences created for SMS recurring service event reminder campaigns are limited to the *Recurring Services* and *Location* filter sets only. All SMS recurring service reminder audiences require a recurring service filter to be applied to each inclusion group. 1. Click **Add Audience**. 2. Add the audience who will receive your recurring service SMS messages: - From your audience list, select one of your existing audiences to use for this campaign. > [!TIP] > **Tip:** Hover over the phone number of the audience to see how many customers are included in each audience. ![Overview of audience contacts with mobile phone numbers for a transactional campaign.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-3z5s19ls.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) - To create a new audience, click **Create new**, enter the **Audience Name**, and then click **Begin**. ![Creating an audience named 'Unsold Estimate Opportunities' with a begin button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-vmimyj0v.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) 3. Click **Apply Audience**. ### Step 4: Automated Text Message Content 1. Click **Add Content**. ![User interface for creating automated text message content with an 'Add Content' button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-3dc5mdyc.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) 2. Confirm the *Terms of Use* and then click **Continue**. ![Terms of use agreement for SMS transactional campaigns with a checkbox to confirm understanding.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-sbip7fjx.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%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. ![Text message template for scheduling maintenance appointments with customer details included.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-b93uhjer.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%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: - **Customer First Name:** First name of the customer. - **Company Name:** Your company's name entered in the **Company Name** field in **Settings > Marketing Pro > Marketing**. - **Tracking Phone Number:** The unique tracking number you selected when building the campaign. - **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. - **Schedule Appointment CP Link:** A link that allows recipients to schedule an appointment and attributes the incoming booking requests to the Customer Portal instead of the web scheduler. - **Unsold Estimates Link:** A unique link that allows recipients to see their most recent open estimate, including their estimate options. 5. Click **Send Time**, select the time of day to send your message, and then click **Set**. > [!NOTE] > **Note:** ServiceTitan sends campaign SMS messages in batches over a period of time to prevent overloading or throttling our sending provider. ![Time selection interface showing options to set hours and minutes for scheduling.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-we31ruuo.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%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. If you add more than one message, click **Send texts until** and select a condition to stop sending SMS text messages to a specific customer after that customer has met the selected criteria. Options include: - **Call Created:** A customer calls a phone number associated with this campaign. - **Job Booked:** A customer books a job where the SMS campaign is assigned as the job campaign. - **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 audience.](/v1/docs/create-audiences) ![Instructions for creating a text message sequence with specific conditions and triggers.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-be7lmvmt.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) 8. (Optional) Select **Stop sending texts when a recipient leaves the audience** if ServiceTitan 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. ## Review and schedule the campaign You can review your campaign, send a test SMS text message, and schedule a launch date if all looks good: 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. ![Automated text message content with a reminder to schedule maintenance appointments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-xkalvldh.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) 3. If all looks good, click **Schedule Campaign**. > [!NOTE] > **Note:** If you're not ready to schedule the campaign, click **Finish Later** 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/create-recurring-service-campaigns-using-sms-image-26gjv1e7.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%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. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-13tkdk91.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) 5. Click **Schedule**. Your campaign is scheduled. Click **View All Campaigns** to see a list of all your campaigns. > [!NOTE] > **Note:** SMS campaigns can't be edited after they go live. If you need to make changes to your SMS campaign, you can only do so when the campaign is in either *Draft* or *Scheduled* status. If you need to revert your SMS campaign from *Scheduled* back to *Draft* status, go to **Marketing > Campaigns** and select your campaign. Then click **Revert to Draft** and click **Continue**. After making your edits, make sure to schedule the campaign again. ## Recurring Service SMS campaigns on the Job Booking screen To help you prioritize the chats you receive from your recurring service SMS campaigns, the *Recurring Services Booking* tag is applied to a customer's chat thread on the *Chat* tab of the *Job Booking* screen if they received a campaign text message. > [!NOTE] > **Note:** The *Recurring Services Booking* tag disappears after your customer books a recurring service appointment within 30 days of receiving the text message. If your customer doesn't book a recurring service appointment within 30 days, the *Follow Up* tag appears. ![Reminder message for scheduling a prepaid maintenance visit with HVAC services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-recurring-service-campaigns-using-sms-image-om6s73ps.png?sv=2026-02-06&spr=https&st=2026-10-30T06%3A55%3A58Z&se=2026-10-30T07%3A55%3A58Z&sr=c&sp=r&sig=GMuvYezNbM%2BBgkboAQYeAO7Y9Hu4tbMOaFfMzHnxMXc%3D) ## Opt-out SMS message To stop receiving SMS campaigns, customers can send an SMS 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, opted-out customers can't receive any messages sent to them through 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 with the same tracking phone numbers. ## Opt-in SMS message To start receiving SMS campaigns again, a customer can send an SMS 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 - Your company's default Outbound SMS number This allows them to opt in again and receive future SMS campaigns from you. ## FAQ --- ### #### Why is the yearly tag not available for SMS audiences? Customer tags may not be available for SMS audiences in transactional campaigns because SMS Text Message - Transactional campaigns are limited to specific filter sets. - For Recurring Services campaign audiences, you can only use the Recurring Services and Location filter sets, with each inclusion group requiring at least one applied recurring services filter. - For Unsold Estimates campaign audiences, you're limited to the Estimates, Customer, and Location filter sets, with each inclusion group requiring at least one applied estimates filter. #### Why does the Follow Up Status show Not Attempted after a Marketing SMS recurring service campaign is sent to a customer? Marketing SMS recurring service campaigns do not directly update the Follow Up status of customers. This is because these SMS campaigns are separate from the actual recurring service events. #### Can I create a recurring service event reminder campaign without Marketing Pro? Yes, but account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Want to learn more? - See [Manage recurring service events](/v1/docs/manage-recurring-service-events) - See [Overview: Using ServiceTitan Marketing Pro](/v1/docs/overview-using-servicetitan-marketing-pro) - See [Why can't I see the job notifications option for contacts?](/v1/docs/why-cant-i-see-the-job-notifications-option-for-contacts) 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) 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 Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-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) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [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 A self-service web portal where customers can view job history, request service, make payments, and communicate with the business. **What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records. **Also called:** Customer self-service, Online portal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)