ServiceFlow Pro Docs
Marketing & Website

Marketing Portal

Email campaigns and contact management in a dedicated app.
4 min read

Marketing Portal

Overview

The Marketing Portal is a separate ServiceFlow app for email campaigns, contact lists, and marketing automation at scale. The main CRM links to it via SSO—configure lists in the portal, operational leads still live in ServiceFlow Leads.

How to access

  • From ServiceFlow — Settings → Integrations → Marketing Portal or Settings → Marketing Campaigns (open portal button when provisioned)
  • Direct URL — your deployed marketing portal origin (e.g. configured via VITE_MARKETING_PORTAL_URL in production)
Local development default: http://localhost:5178

What you can do today

  • Provision a marketing workspace for your business (admin action in Integrations).
  • Open portal with one-click SSO (/auth/marketing-portal-token handoff).
  • Build email campaigns and manage marketing contacts in the dedicated UI.
  • Complement in-app Marketing Automation for operational lead nurture.

Prerequisites

  • Admin enables marketing integration and provisions workspace.
  • Marketing API and portal deployed for your environment (production URLs set in deploy config).
  • MARKETING_SERVICE_API_KEY and related secrets configured on API (hosting team).

Step-by-step

Provision workspace (admin)

  1. Settings → Integrations → Marketing Portal.
  2. Click Provision workspace (or equivalent).
  3. Wait for success confirmation.

Open the portal

  1. From Integrations or Marketing Campaigns, click Open Marketing Portal.
  2. New tab opens with SSO login token.
  3. Create lists, campaigns, and templates in the portal app.

Align with CRM leads

  1. Capture leads in ServiceFlow via widgets, intake, or integrations.
  2. Sync or export segments per portal capabilities—confirm with your admin which direction is enabled.

Current limitations

  • External app — not embedded fully in main ServiceFlow UI (iframe/embed may exist on some settings pages but primary UX is separate tab).
  • Contact model may differ from ServiceFlow customers—dedupe rules are manual unless sync jobs are configured.
  • Advanced automation graphs live in portal, not in main Leads → Nurture View.
  • Requires separate deployment and monitoring from core web/API.

Roadmap

  • Bi-directional contact sync with ServiceFlow customers.
  • Campaign attribution on estimate win reports.
  • Single sign-on profile picker for multi-brand agencies.

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