Overview
To send marketing text messages to customers, you must first submit your Marketing Registration to The Campaign Registry (TCR). After your registration is approved, you can begin building your opt-in list for marketing messages.
Make sure you're viewing the correct Marketing Pro content
This article is for Marketing Pro. If you are using Marketing Pro v2, see Manage Marketing SMS settings 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, CSRs, and other marketers on your team
Primarily benefits 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.
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
You must register for texting with The Campaign Registry (TCR) before you can submit your Marketing Registration. For more, see Register your business for SMS and MMS delivery.
Your marketing registration can take up to two weeks to be approved. During this time, a Registration in Progress displays on this screen. After your registration is approved, the tag updates to Registered.
Best practices to ensure your Marketing Registration is approved
To ensure your marketing registration is approved, we recommend following these best practices:
Ensure you have an active website with company details, contact information, and descriptions of your services or products. If you don't have a website, a well-established Facebook or Instagram page may be enough.
Include a valid privacy policy on your website. This policy should clearly state that personal information will not be shared or sold to third parties for marketing purposes. Not having a compliant privacy policy on your website greatly increases your chances of being declined and having to resubmit your registration.
Submit Marketing Registration
When ready, you can submit your marketing registration to TCR.
Go to the top toolbar and click Settings
.In the side panel, go to Your Account > Marketing Registration.
On the Marketing Registration screen that opens, your business, brand, and marketing contact details populate automatically with the information you submitted when registering for texting. If you need to update this information, contact Technical Support for assistance.
In the Messaging Using Details section, enter your SMS Objective. Clearly explain how you plan to use marketing SMS messages, detailing your purpose and the type of messages you intend to send. Ensure the description is appropriate and realistic for your brand.
Provide two unique sample messages that reflect the type of messages you plan to send. When providing your sample messages, keep the following in mind.
Remember to include opt-out language at the end of the messages. By default, ServiceTitan appends 'Text STOP to opt-out.' to the end of every message. You should include this in your sample messages.
If you regularly include links or phone numbers in your messages, include the most common link and phone number in a sample message. Be sure to use real URLs and phone numbers and not placeholders.
Note: Sample messages added during SMS registration are not sent automatically. The registration process may create a marketing campaign instead.
When finished, click Next.
In the Terms & Conditions section that opens, confirm you agree to the terms and that the information provided is accurate and click Submit.
On the Submit for Registration pop-up that opens, confirm you want to submit your marketing registration.
Your marketing registration can take up to two weeks to be approved. During this time, a Registration in Progress tag displays on this screen. After your registration is approved, the tag updates to Registered.
