Overview
Reviewing your Direct Mail campaigns gives you insight into the effectiveness of your campaign, as it allows you to measure the performance, revenue and more metrics to help you build a better Direct Mail campaign that suits your business and goals.
Make sure you’re viewing the correct Marketing Pro content
This article is for Marketing Pro. If you are using Marketing Pro v2, see Use marketing analytics for content specific to your experience.
You can check your version following these steps:
Go to the navigation bar and click Marketing
.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.
Who uses this feature
Marketing managers, business owners, and other marketers on your team
Primarily benefits Commercial Service & Replacement and Residential Service & Replacement business types
Applies to all trades
Feature configuration
To get started with Marketing Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
You can review the live Direct Mail campaigns only.
Review Direct Mail Campaign Results
After you launch a Direct Mail campaign, access the campaign details page to track its performance, review campaign details, and make changes to boost calls, bookings, and revenue:
Go to the navigation bar and click Marketing.
In the side menu, click Pro Campaigns.
Click the name of the Direct Mail campaign you want to view. Campaign Details opens.
In the campaign details page you can: View the Direct Mail basic details including the Direct Mail name, status, category, print date, and more.
Review the Direct Mail campaign metrics in the Performance and Revenue charts for the selected date range and business units.
View the campaign's Key Performance Indicators (KPIs). These include:
Performance Totals:
Calls—Calls generated by this campaign from the associated tracking number
Leads—Calls generated as leads as a result of this campaign
Booked—Booked jobs as a result of this campaign
Manual Calls—Jobs booked by CSRs manually generated by this campaign
New Customers—New customers created from this campaign
Revenue Total:
Revenue—Revenue generated as a result of this campaign
Sold Jobs—Jobs that resulted in a sale as a result of this campaign
Total Cost—Cost of marketing for this campaign
Cost Per Lead—Cost of each lead generated by this campaign
ROI—Return on investment (ROI) as a percentage generated by this campaign. It is calculated by (Revenue - Cost) / Cost) × 100)
Direct Mail Metric Total:
Ordered—Number of postcards placed + number of postcards printed + number of postcards shipped by this campaign
Placed—Postcards that were placed for order for this campaign
Printing—Postcards printed for this campaign
Shipped—Postcards shipped for this campaign
Failed—Postcards that failed to print for this campaign
Canceled—Postcards that were canceled
Attributed Totals:
Attributed Revenue—Attributed revenue created by this campaign within the selected date range
Attributed Calls—Attributed calls created by this campaign within the selected date range
Attributed Jobs—Attributed jobs created by this campaign within the selected date range
Review the shipping details of the Direct Mail campaign and track the number of the postcards ordered for the campaign.
View the calls generated from this campaign and the jobs booked as a result of this campaign.
FAQ
Can I send a sample postcard or test to myself?
Yes. You can send a test Direct Mail to yourself if you have a customer profile in ServiceTitan:
Create a Customer Record in your ServiceTitan account that includes your desired shipping address.
Add a unique tag to your Customer Record, and then create a Marketing Pro audience using that same unique tag. Make sure no other customer records have that tag applied except for yours.
Create a new Direct Mail campaign by going to Marketing Pro > Campaigns > Create Campaign > Create a blank campaign.
Select the campaign category Direct Mail and then click Next.
Enter information in Step 1: Overview.
In Step 2: Select an audience, select the audience that only your Customer Record is in.
Continue creating the Direct Mail campaign.
Schedule the campaign.
Can I cancel a mailing after it has been sent?
You can cancel a scheduled Direct Mail campaign but not a live campaign. After the campaign goes live, it has already been sent to the printer for processing.
How long does it take to deliver Direct Mail?
ServiceTitan exclusively provides First Class Mail for the distribution of 4x6- and 6x9-inch postcards. The complete process of receiving, rendering, printing, cutting, and shipping the postcards via First Class Mail usually takes at least 48 business hours, with an additional 5-7 days required for delivery by USPS.
Do I get charged for mail that has been returned to me?
Yes, you will be charged for any pieces that were shipped, including any returned mail. You won’t be charged for any failed pieces.
What is the expected return rate for direct mail campaigns?
The expected return rate for direct mail campaigns can vary. For campaigns focused on acquiring new customers, you can expect a return rate of up to 10%. Campaigns designed to retain existing customers will likely have a lower return rate.
With ServiceTitan's first-class mailing, any returned mail will be sent back to you. To help lower your return rate, consider personalizing your mailers and including a strong call to action.