Setup takes two parts: you create the custom field in ServiceTitan, then send us its ID so we can start posting links to it.
Step 1: Create the custom field in ServiceTitan
In ServiceTitan, go to Settings.
In the search bar, type Custom Fields and open it.
Click Add.
Name the field Airship Proposal URL.
Set the field to apply to the Job record.
Set the field type to Text.
Click Save.
For more detail on how ServiceTitan handles custom fields in Marketing Pro, see their guide: Marketing Pro Custom Fields settings
Step 2: Find the field's ID
Every custom field has its own ID number. It is not shown on the page, but it appears in your browser's address bar.
Find Airship Proposal URL in your list of custom fields.
Click Edit.
Look at the address bar at the top of your browser. The number at the very end of the web address is the field's ID.
For example, if the address ends in /12345, then 12345 is the ID you need.
Step 3: Send us the ID
Email the ID to [email protected]. It helps if you mention that it is for the Airship Proposal URL custom field.
We will configure it on our side. From that point on, Airship will post proposal URLs to that field on the matching job record.
Step 4: Use it as a merge tag in Marketing Pro
Once we confirm the setup is complete, the Airship Proposal URL field becomes available as a merge tag when you build a campaign in Marketing Pro. Insert it anywhere you want the customer to see a link to their proposal, like an email follow-up after an in-home visit.
Because the field lives on the job record, each customer automatically receives the link to their own proposal.
Questions?
Reach out to us at [email protected] and we will help you get this set up.
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