Posts

Resolved! Feature Idea: Manual Manipulation of Email Campaigns

I was trying to put together an email campaign to target commercial customers to inform them of their R22 system changes. I need to manually change ServiceTitan's auto-generated list by SPECIFICALLY picking out a few customers and excluding them.We r...

Seeing All Marketing Campaign Results?

Hello!I have a lot of marketing campaigns going on right now. I'm curious on if there's a way to see a pie chart of all of my campaigns, and what percentage of each comprises the leads we've got in any given time. I'm also curious on if there's a mor...

Reputation Alerts

Currently in reputation I have an email alert set up to let me know any time a review comes in. I would like to also send emails based on 4 and 5 star reviews and 1, 2 and 3 star reviews to different groups within the company. Is it possible to allow...

j_fritze by New Contributor II
  • 2757 Views
  • 4 replies
  • 1 kudos

Marketing Pro - Customer Naming Convention

Marketing Pro does not recognize names formatted Last Name, First Name. When I send out communication using the {First Name} tag, it pins their last name to the message instead of their first name. Other parts of service titan recognize the fact that...

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erasmuss by New Contributor II
  • 4660 Views
  • 7 replies
  • 1 kudos

Reputation Manager - Automated Review Reminder Parameters

Reputation Manager Question -Is there a way to set parameters so it would not do a resend during a certain day/time? For example, if we don't want it to resend a review request to customers on Sunday evening.We love the automated re-send options but ...

gkartes by New Contributor
  • 2062 Views
  • 2 replies
  • 0 kudos

Marketing Dashboard KPI Locations

I wondered where the KPI metrics on the marketing dashboard are linked to. Particularly these items:Booked Jobs - A lead that was booked.Ran Jobs - The tooltip says a Ran job has marketing attribution attached to them.It feels like these would pick u...

cbarker by New Contributor II
  • 3029 Views
  • 3 replies
  • 1 kudos

Making small edits after a Marketing Campaign is live

Is there a way to make small edits to a campaign once it is already live and launched? I think right now we can only make changes to it if it is a draft. I know we can clone it as well but why can we not make changes to a launched campaign?Maybe ther...

wch_alex by ServiceTitan Certified Administrator
  • 1377 Views
  • 1 replies
  • 0 kudos

Engage with customers by responding to reviews

When it comes to tracking reviews in Service Titan we struggle with classifying which jobs go to which reviews, although we can see usernames of the customers and other bits of information sometimes there is no way of knowing which reviews are for wh...

wch_alex by ServiceTitan Certified Administrator
  • 2144 Views
  • 2 replies
  • 0 kudos