Marketing Update
MAXIMIZING YOUR MARKETING ROI WITH SERVICETITAN
Before you begin • Obtain a list of marketing campaigns that are running • Determine approximate daily costs of running campaign
OPERATIONS
Business Units
Campaigns
- Example: YP.com $500 per month x 12 months + 365 days = $16.43/day.
Call Reasons
Job Types
Step 1 - Get to Campaign Set Up • Select ‘settings’ under your user name • Select ‘campaigns’ Step 2 - Add Campaign • Select ‘add campaign’ or use edit pencil to make changes to existing campaign • Enter information for new campaign - Name of campaign - Category (yp.com, dirct mail, etc.) - Leave ‘business unit’ blank - If you have a unique tracking number for this campaign, wnter it here - Insert your daily cost of the campaign and save Step 3 - Attaching a Campaign to a Job • From the top of the ServiceTitan screen, click ‘calls’ button; this will begin a new call • Find the customer and fill in the appropriate new fields • Be sure to select correct campaign in ‘marketing campaign’ field • Finish booking process by xelexting ‘book job’ • Once an invoice is completed, you will then be able to investigate your marketing via ServiceTitan reports • Most ServiceTitan reports are based on the date that the job was completed; or job invoice date Step 4 - Running Marketing Reports • From the top of the ServiceTitan screen, select ‘reports’ then choose ‘marketing’ on left navigation • All reports can be exported to Excel • Report detailed documentation can be found under Help>Learn & Find answers Add a Campaign Category BusinessUnit AdvertisedNumber BusinessUnit AdvertisedNumber Cost Job Details JobType NoHeat/Cool6-8YearsOld Book Job ShowCalendar MarketingCampaign YellowPage (NAtlanta) Tags Summary
Cancel and Hold Reasons
Zones Tag Types
Upload
Name YellowPage (NAtlanta)
YellowPages
Selectabusinessunit...
16.43
Cancel
Save
BusinessUnit
Date
Time
Service
9/2/2016
8:00AM
Priority
Technician
Normal
DemoTech2
PIPELINE® | EDITION 1 2017 17
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