How to Create an Outbound Campaign in Broccoli

Learn how to export a recurring service report from ServiceTitan, format the data in Google Sheets, and set up an automated outbound campaign in Broccoli.

August 11, 2026 By Malek Service

This guide walks you through exporting recurring service data from ServiceTitan and using it to launch an automated outbound campaign in Broccoli. Completing this process allows you to efficiently re-engage customers and schedule recurring service appointments at scale.

This workflow is designed for dispatchers, marketing managers, and sales teams. It is typically used on a weekly or monthly basis to trigger automated outreach for customers due for recurring maintenance.

Exporting Data from ServiceTitan

Step #1: Click the Recurring Service Type dropdown to filter your report by location or zone. — Click the **Recurring Service Type** dropdown to filter your report by location or zone.

Step #2: Click the Recurring Service Event Status dropdown to select the target statuses, such as Not Attempted, Unreachable, or Contacted. — Click the **Recurring Service Event Status** dropdown to select the target statuses, such as Not Attempted, Unreachable, or Contacted.

Step #3: Click Export located above the data table. — Click **Export** located above the data table.

Step #4: Choose your preferred file format (e.g., XLSX) and click Export to download the report. — Choose your preferred file format (e.g., XLSX) and click **Export** to download the report.

Formatting the Data in Google Sheets

Step #5: In a new Google Sheet, click File. — In a new Google Sheet, click **File**.

Step #6: Select Import from the dropdown menu. — Select **Import** from the dropdown menu.

Step #7: Navigate to the Upload tab in the import window. — Navigate to the **Upload** tab in the import window.

Step #8: Click Browse. — Click **Browse**.

Step #9: Select the ServiceTitan file you downloaded and click Open. — Select the ServiceTitan file you downloaded and click **Open**.

Step #10: Click Import data to populate the spreadsheet. — Click **Import data** to populate the spreadsheet.

Ensure your spreadsheet contains at least the Customer ID, Phone Number, and Name. Take a moment to clean the data by deleting rows for jobs that have already been completed.

Step #11: Double-click the Untitled spreadsheet title field. — Double-click the **Untitled spreadsheet** title field.

Type a recognizable name for the file, including the campaign type and date.

Step #14: Navigate to Download and select Comma Separated Values (.csv). — Navigate to **Download** and select **Comma Separated Values (.csv)**.

Creating a Target Audience in Broccoli

Step #15: Log in to Broccoli and navigate to the Audience dashboard. — Log in to Broccoli and navigate to the **Audience** dashboard.

Step #16: Click Create Audience in the top right corner. — Click **Create Audience** in the top right corner.

Step #17: Click the Enter audience name field. — Click the **Enter audience name** field.

Type a descriptive name for your new audience.

Step #19: Under the Upload Customer File section, click to browse or select the CSV file. — Under the Upload Customer File section, click to browse or select the CSV file.

Step #20: Drag and drop your cleaned CSV file into the upload zone. — Drag and drop your cleaned CSV file into the upload zone.

Broccoli automatically detects and removes duplicate entries, as well as records missing required fields like phone numbers or customer IDs.

Step #21: Review the upload summary and click Next. — Review the upload summary and click **Next**.

Step #22: Click Create Audience to save. — Click **Create Audience** to save.

Configuring and Launching the Campaign

Step #23: Navigate to Campaigns in the sidebar menu. — Navigate to **Campaigns** in the sidebar menu.

Step #24: Locate a previous campaign you want to copy and click its action menu. — Locate a previous campaign you want to copy and click its action menu.

Step #25: Select Duplicate. — Select **Duplicate**.

Step #26: Open the action menu for the newly duplicated campaign and select Edit. — Open the action menu for the newly duplicated campaign and select **Edit**.

Step #27: Click into the Campaign name field. — Click into the **Campaign name** field.

Type an updated name to match your new audience and date.

Step #29: Click the Campaign start date field and set it to today's date. — Click the **Campaign start date** field and set it to today's date.

Step #30: Select an AI Agent from the dropdown menu. — Select an **AI Agent** from the dropdown menu.

When using an uploaded file, you must assign a sales agent that actively supports outbound capabilities.

Step #31: Check the box to confirm telemarketing compliance and Do Not Call regulations. — Check the box to confirm telemarketing compliance and Do Not Call regulations.

Step #32: Click Continue. — Click **Continue**.

Step #33: Open the audience dropdown menu. — Open the audience dropdown menu.

Step #34: Select the audience you just created. — Select the audience you just created.

Step #35: In the Drip Outreach section, click into the batch size field. — In the **Drip Outreach** section, click into the batch size field.

Enter the number of customers to contact per batch.

Step #37: Toggle on Contact Cooldown. — Toggle on **Contact Cooldown**.

Step #38: Select the cooldown duration from the dropdown to exclude recently contacted customers. — Select the cooldown duration from the dropdown to exclude recently contacted customers.

Cooldown Period	Description
7 Days	Prevents contacting customers who have been reached in the last week.
14 Days	Extends the waiting period to two weeks before re-engaging.
21 Days	Ensures a three-week gap between campaign outreaches.

Step #39: Set the initial outreach time. Make sure it is scheduled on the hour (e.g., 2:00 PM). — Set the initial outreach time. Make sure it is scheduled on the hour (e.g., 2:00 PM).

Step #40: Select a sequence from the Add Follow-up Outreach dropdown. — Select a sequence from the **Add Follow-up Outreach** dropdown.

Step #41: Click Update to save your campaign settings. — Click **Update** to save your campaign settings.

Step #42: Click the action menu for your updated campaign. — Click the action menu for your updated campaign.

Step #43: Select Resume to activate the campaign. — Select **Resume** to activate the campaign.

Q: What happens if the imported CSV has duplicate records or missing phone numbers?

A: Broccoli automatically detects and removes duplicates, as well as any entries missing required fields like phone numbers or customer IDs, when you upload the file.

Q: Which AI agent should I select for campaigns built from an uploaded file?

A: You must select a specific sales agent that supports outbound capabilities, as not all AI agents are configured for file-based outbound campaigns.

Q: When does the automated campaign pause for a customer?

A: The campaign automatically pauses for a customer as soon as they interact with the outreach, such as picking up a phone call or replying to a text message. They will not receive any further follow-ups.

Q: Does the follow-up sequence continue to run over the weekend?

A: Yes, follow-up calls and texts will run on the weekend depending on the multi-day sequence schedule you configure.

Term	Definition
ServiceTitan	A field service management platform used to track jobs, customers, and recurring service memberships.
Broccoli	An automated marketing and communication platform used to execute outbound AI campaigns.
CSV	Comma-Separated Values, a spreadsheet file format used to import and export data between systems.
Drip Outreach	A campaign setting that paces messaging by sending them out in limited batches over specific time intervals.
Contact Cooldown	A setting that prevents contacting a customer if they have already been reached out to within a certain number of days.
AI Agent	An automated assistant configured in Broccoli to handle outbound calls, texts, and initial customer interactions.