--- title: "Add special links and merge tags to your marketing content" slug: "add-special-links-and-merge-tags-to-your-marketing-content" tags: ["Area - Marketing Pro (v2)", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-16T00:58:33Z published: 2026-10-16T00:58:33Z canonical: "help.servicetitan.com/add-special-links-and-merge-tags-to-your-marketing-content" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Add special links and merge tags to your marketing content ## Overview Add links and merge tags to automatically populate your marketing templates. These include links that allow a customer to call or email with a single click. You can also insert merge tags to automatically include details specific to each customer. --- ### #### Make sure you're viewing the correct Marketing Pro content This article is for Marketing Pro v2. If you are using Marketing Pro, see [Add special links and merge tags to your marketing content](/commercial/docs/add-special-links-and-merge-tags-to-your-marketing-content-3) for content specific to your experience. You can check your version following these steps: 1. Go to the navigation bar and click **Marketing** ![A speaker icon representing Marketing in ServiceTitan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-marketing.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A45Z&se=2026-11-09T12%3A31%3A45Z&sr=c&sp=r&sig=Q6XwFFJge8OCgrw%2BFJ%2BwUAZIfYaM37YZaxyoms63zJU%3D). 2. If the side menu under Analytics includes One-Time Campaigns and Automated Campaigns, you're using [Marketing Pro v2](/v1/docs/marketing-pro-v2). If these options aren't visible, you're using [Marketing Pro](/v1/docs/marketing-pro). ![Analytics section highlighted in the Marketing side menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-marketing-analytics.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A45Z&se=2026-11-09T12%3A31%3A45Z&sr=c&sp=r&sig=Q6XwFFJge8OCgrw%2BFJ%2BwUAZIfYaM37YZaxyoms63zJU%3D) #### Who uses this feature - Marketing managers, business owners, and other marketers on your team. - Primarily benefits Commercial Service and Replacement business types and Residential Service and Replacement business types - Applies to all trades #### Feature configuration - To get started with Marketing Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro), or reach out to your Customer Success Manager (CSM) or Pro Account Manager. ## Things to know - If there's no corresponding customer information for a certain merge tag, ServiceTitan automatically removes the tag from the sent email for that customer. - If there's an issue with a merge tag, you won't be able to send your campaign. An error message appears with instructions on how to fix the error. - Merge tags in *Send Test* emails don't display any real customer profile data. Real customer data is only generated by merge tags in emails sent by a launched campaign. Test emails using the phone number merge tags always display a fake placeholder number instead of the real ServiceTitan tracking number, if there is one associated with the campaign. - Certain merge tags pull information from Customer Records, and other merge tags pull information from the details you entered for your brand in *Settings*. - At this time, you can't create your own merge tags. If there is a merge tag you'd like to see in ServiceTitan, please reach out to your Customer Success Manager (CSM). ## Add merge tags or special links to marketing templates 1. [Create or edit](/v1/docs/create-email-templates) an email template. 2. While editing a text block, click where you want to include a link or merge tag. 3. In the formatting bar, click the **Link** icon, **Special Links,** or **Merge Tags,** and choose the content you want to insert into your template. For example, when you add the *{{customer_name}*} tag to a template, the name of the customer you are sending the email to is auto-populated. ![GIF showing a merge tag being added to an email template.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-special-links-and-merge-tags-to-your-marketing-content-image-a4affszo.gif?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A45Z&se=2026-11-09T12%3A31%3A45Z&sr=c&sp=r&sig=Q6XwFFJge8OCgrw%2BFJ%2BwUAZIfYaM37YZaxyoms63zJU%3D) 4. Finish editing your template and click **Save**. ## Insert links You can insert and edit the following links in your templates: | **Link type** | **Action** | | --- | --- | | URL | Customers are taken to any website you choose. | | EMAIL | An email opens addressed to the email address you choose. | | File Manager | An image file (either .PNG, .JPEG, or .GIF) that does not exceed 1 MB, opens in a new window or inside the email. | | Tel | A call is placed to a number you provide. > [!NOTE] > **Note:** Not all email clients support Tel links. For example, Gmail and Yahoo mobile clients do not support this link type, but the desktop versions of Gmail and Yahoo in browsers do. Apple Mail also supports this link type. | | Sms | A text message is sent to a number you provide. > [!NOTE] > **Note:** Not all email clients support Sms links. For example, Gmail and Yahoo mobile clients do not support this link type, but the desktop versions of Gmail and Yahoo in browsers do. Apple Mail also supports this link type. | ## Insert special links Insert special links in your templates that when clicked, will perform a specific action such as **Unsubscribe**. ### Brand special links | **Link type** | **Merge tag** | **Action** | | --- | --- | --- | | Company Logo URL | {{logo_url}} | Your company's logo URL. | | Company Website URL | {{company_website_url}} | This includes a link that recipients can use to visit your company's website. | | Company Facebook URL | {{company_facebook_url}} | This includes a link that recipients can use to visit your company's Facebook page. | | Company Instagram URL | {{company_instagram_url}} | This includes a link that recipients can use to visit your company's Instagram page. | | Company Twitter URL | {{company_twitter_url}} | This includes a link that recipients can use to visit your company's X account. > [!NOTE] > **Note:** X was formerly known as Twitter. | | Company YouTube URL | {{company_youtube_url}} | This includes a link that recipients can use to visit your company's YouTube channel. | ### Subscription special links | **Link type** | **Merge tag** | **Action** | | --- | --- | --- | | Unsubscribe URL | {{unsubscribe_url}} | This includes the unsubscribe link that the recipient can use to unsubscribe from your email campaigns. If you don't add your own, one will be placed for you. | | Preferences Update URL | {{preferences_url}} | This includes the preferences update link that the recipient can use to update their communication preferences. | ## Insert customer merge tags Customer merge tags pull information from [customer records](/commercial/docs/customer-and-location-records-overview). Use them to personalize your marketing content by including things like the customer's name and city. | **Merge tag name** | **Merge tag** | **What the customer sees** | | --- | --- | --- | | Customer Name | {{customer_name}} | Full name of the customer | | Customer First Name | {{customer_first_name}} | First name of the customer | | Customer Last Name | {{customer_last_name}} | Last name of the customer | | Customer Street Address | {{customer_address}} | Complete address of the customer | | Customer City | {{customer_city}} | The city name of the customer | | Customer State/Region | {{customer_state}} | The state or region of the customer | | Customer Zip | {{customer_zip}} | ZIP code of the customer | ## Insert company merge tags Company merge tags pull information from the details you entered in the [Marketing Pro Brand settings](/commercial/docs/manage-marketing-pro-brand-settings). Use company merge tags to add information about your company to your marketing content. For example, where your company is located, your tagline or slogan, or your license number. > [!NOTE] > **Note:** The {{campaign_phone_number}} merge tag uses the unique tracking number you created when you built your campaign. | **Merge tag name** | **Merge tag** | **What the customer sees** | | --- | --- | --- | | Company Name | {{company_name}} | Your company's name | | Tagline / Slogan | {{company_tagline}} | Your company's tagline or slogan | | Company Street Address | {{company_street_address}} | Your company's street address | | Company City | {{company_city}} | The city of the company | | Company State / Region | {{company_state}} | The state or region of the company | | Company Zip | {{company_zip}} | ZIP code of the company | | Company Logo URL | {{logo_url}} | The URL for your logo | | Company Year Established | {{company_year_established}} | The year your company was established | | Company LIC # | {{license_number}} | Your business license number | | Company Copyright text | {{copyright_info}} | Copyright information for your marketing content | | Company Legal Copy | {{legal_copy}} | Legal information for your business | | Unsubscribe URL | {{unsubscribe_url}} | This includes the unsubscribe link that the recipient can use to unsubscribe from your content. | | Preferences Update URL | {{preferences_url}} | This includes the **Preferences Update Link** that the recipient can use to update their communication preferences. | | Company Website URL | {{company_website_url}} | Your company's website URL | | Company Phone Number | {{company_phone_number}} | Your company's phone number | | Company Email Address | {{company_email_address}} | Your company's email address | | Company Facebook URL | {{company_facebook_url}} | Your company's Facebook account URL | | Company Instagram URL | {{company_instagram_url}} | Your company's Instagram account URL | | Company Twitter URL | {{company_twitter_url}} | Your company's X account URL > [!NOTE] > **Note:** X was formerly known as Twitter. | ## Want to learn more? - See [Create email templates](/v1/docs/create-email-templates) - See [Manage Marketing Pro email templates](/v1/docs/manage-marketing-pro-email-templates) ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)