Tag Triggering

New Contributor


I'd like the ability for there to be a trigger for our tags. The same way that there are triggers for forms. For example, if Service Titan recognizes that we're visiting a new customer, it will apply a "new customer" tag to their job. If Service Titan were to recognize that a customer has cancelled their Membership with us in the past, it applies a "Previous Member" tag to the customer. I manage our Marketing Pro and its a lot easier to create an audience using tags. If I could stop relying on CSR's to apply each tag needed to each job/customer for my Marketing Pro benefits, that'd be great.

I did post this as an idea! ( COMMUNITY-I-1659 ) Please go vote for it, I think this will make things much easier for the Marketing teams involved with Service Titan. 


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

ohhhhh I like this a lot! and I agree, using tags to create Marketing Pro audiences is the bomb.

Renee Lenox - Service Specialties Inc. | LadyTitans Board Member

Former Titan

I see a lot of value in this idea and I have voted! Here is a link to the Ideas page. 


Engagement Manager
ServiceTitan Community Team