Overview
Use Marketing Pro Service Locations to view the Location's contacts, performance, and marketing history.
Who uses this feature
Marketing managers, business owners, and other marketers on your team
Primarily for Commercial Service & Replacement and Residential Service & Replacement business types
Things to know
Marketing Pro Service Location designates a primary contact.
Performance Data indicating the email performance metrics is aggregated across all contacts within the Location by default.
Location Detail Overview
To get a granular look at a specific Location's performance and associated contacts:
Go to Marketing Pro > Contacts.
On the Contacts screen that opens, select the Customer you want to view.
On the Customer Detail screen that opens, go to the All Service Locations section, then select a Service Location.
Note: You can also go to the Service Location Detail screen from the Contact Detail screen.
On the Service Location Detail screen that opens, you can:
View Location information
View Location primary Contact information
View Service Location Contact details
View Marketing Performance
View historic marketing events
Export Service Location Contact details data
View Location information
The header of the Service Location Detail screen contains:
Location Name and Address: Name of the location and address where the Marketing Pro service is provided.
Last Updated Date: The last date when the Service Location information was updated.
Tags: Identifying labels for the Service Location.
Office: The Office this Service Location belongs to.
View Location primary Contact information
On the side of the Service Location Detail screen, you can view the Location Primary Contact information.
View Service Location Contact details
On the Service Location Detail screen, go to the Service Location Contact Details table to view all the Location contact information.
The Service Location Contact Details table contains the following information about the contact:
Name
Role
Email
Phone
Mailing Address
Communication (preferences)
Channels
Click a contact's name to go to the Contact Detail screen and view more information about that contact.
View Marketing Performance
On the Service Location Detail screen, go to the Marketing Performance section to view performance data for the entire Location.
In the Marketing Performance table, you can see the following Email Performance metrics:
Emails Sent
Unique Open Rate
Clicks
Click Rate
View historic marketing events
On the Service Location Detail screen, go to the All Marketing Activity section.
In the All Marketing Activity section, you can:
View the contact marketing event across all channels and Locations
View more events, by clicking View More
Go to the campaign's detail screen by clicking a campaign name
View marketing email sent by clicking View email
Export Service Location Contact details data
On the Service Location Detail screen, go to the Service Location Contact Details table.
Click Export.
A CSV file downloads to your computer containing all of the data from the table.