Marketing Pro integration

Marketing Pro integration

Note: The ServiceTitan Marketing Pro integration is an add-on service for an additional fee. For more information, contact your account manager.

ServiceTitan Marketing Pro is an all-in-one marketing automation solution. Leverage customer data and supercharge your business with more calls, booked jobs, and higher customer spending. Marketing Pro integrates marketing efforts with your existing Aspire database, allowing you to create hyper-targeted audiences, automate and track campaigns, and build emails and direct mail based on events inside your Aspire database.

With Marketing Pro, you can:

• Hyper-target audiences: target the right customer with the right message at the right time.
• Provide exceptional client experiences: deliver a fantastic experience across the entire customer lifecycle.
• Enhance your brand image: use professionally created and industry-specific templates.
• Drive significantly more revenue: automate marketing efforts with drip campaigns to drive revenue growth.

Configuration

To get started with Marketing Pro, you must allow permission for the Marketing Pro user role.

1. From the Aspire app, select Settings > Administration.
2. From the Administration page, click User Management > User Roles.
3. In the Role drop-down, select System Admin.
4. Click Admin, then select the Marketing Pro check box.

The Marketing Pro logo is available from the main Aspire menu. Click Marketing Pro to launch the feature and kickstart your marketing efforts!

Working with segments in Marketing Pro

This section explains how to use transactional and marketing segments in Marketing Pro to target specific groups of contacts for your campaigns.

Segments are groups of contacts built from your Aspire data. Marketing Pro uses these segments to determine which contacts receive your messages. You define a segment by applying criteria: pieces of data about a contact, job, or property that filter who is included in the group. For example, a segment can be based on a job's status, a customer's division, or an opportunity's tags. Segments fall into two categories: transactional and marketing.

Transactional segments

Transactional segments are used for follow-up communications tied to specific jobs or proposals. For example, you can automatically send a message to customers who have an open estimate, asking them to review it. Or, you can send a thank you message to customers after a job is completed, with a link to leave a review.

A segment is considered transactional if it meets one of the following criteria from your Aspire data:

• Open Estimates
  • Estimate status includes Delivered
  • Last Modified Date X days in the past
• Jobs Completed
  • Estimate status includes Won
  • Job status includes Completed

These are the minimum requirements for a segment to be transactional. You can add more criteria to a transactional segment to refine it further, such as filtering by Division or Opportunity Tags. Adding these attributes lets you target your communications more precisely.

Marketing segments

Marketing segments include all other criteria and are typically used for promotions, upselling, or general marketing campaigns. For example, you can create a marketing segment to promote seasonal specials or upsell a maintenance plan.

Marketing segments provide the flexibility to promote services, increase customer spend, and reach prospects who do not have an immediate job in progress. Using these segments helps you maximize customer spend and drive new revenue opportunities for your business.

For more detail on creating and managing segments, go to Key Workflows > Audiences > Segments in the Marketing Pro Knowledge Base.

Marketing Pro Knowledge Base

Marketing Pro is part of the ServiceTitan suite of solutions. To learn more about Marketing Pro Campaign Manager, Analytics, Marketing Pro settings, and more, check out the Marketing Pro Knowledge Base.