--- title: "Create email templates" slug: "create-email-templates" tags: ["Area - Marketing Pro (v2)", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-16T00:58:23Z published: 2026-10-16T00:58:23Z canonical: "help.servicetitan.com/create-email-templates" --- > ## 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. # Create email templates ## Overview Use the Marketing Pro Template Builder to create your own email templates, allowing you to start marketing campaigns quickly. Customize your email templates to include your company logo and a customized *Unsubscribe* link to send unique emails identifying your brand. --- ### #### Make sure you’re viewing the correct Marketing Pro content This article is for Marketing Pro v2. If you are using Marketing Pro, see [Create email templates](/v1/docs/create-email-templates-1) for content specific to your experience. #### Who uses this feature - Marketing managers, business owners, and other marketers on your team - Primarily benefits Residential Service and Replacement business types and Commercial 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 (PAM). ## Things to know - Email templates can be archived, unarchived, and cloned. - You can't edit email templates created by ServiceTitan, but you can edit a cloned ServiceTitan email template. For more, see Manage Marketing Pro Email Templates. - Email templates created and shared with you in the last 30 days have a *New* tag. ## Best practices - Add merge tags to your content to personalize the email experience for your customers. For more, see Add special links and merge tags to your marketing content. ## Create an email template 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-email-templates-image-b54mbc0e.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A22Z&se=2026-11-09T12%3A28%3A22Z&sr=c&sp=r&sig=e4Nvdep8PcFRD%2FYntVTZO%2Bf3QGDeQmmARTMuqiTiF6k%3D)**. 2. In the side menu, click **Email Templates**. 3. On the *Email Templates* screen that opens, click **Create New**. ![User interface displaying email templates with a 'Create new' button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-email-templates-image-sfv8zeec.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A22Z&se=2026-11-09T12%3A28%3A22Z&sr=c&sp=r&sig=e4Nvdep8PcFRD%2FYntVTZO%2Bf3QGDeQmmARTMuqiTiF6k%3D) 4. On the *Create new Email Template* pop-up that opens, enter a **Name** for the new email template. 5. Select a **Campaign Type** and then click **Continue**. ![Creating a new email template named HVAC Template for Unsold Estimates campaign.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-email-templates-image-hkcwbzqv.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A22Z&se=2026-11-09T12%3A28%3A22Z&sr=c&sp=r&sig=e4Nvdep8PcFRD%2FYntVTZO%2Bf3QGDeQmmARTMuqiTiF6k%3D) 6. Enter the **Subject Line** for the email template. This is the first thing recipients see and should explain the email's purpose. 7. Enter the **Preview Text** for the email template. This snippet shows after the subject line. > [!NOTE] > **Note:** If you don't add preview text, content from the email template is used instead. 8. On the *Configure Email Template* screen that opens, add your email content: > [!TIP] > **Tip:** On the *Configure Email Template* screen, there are different link types and merge tags that you can insert into your email to further customize it. ![GIF showing a merge tag being added to an email template.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-email-templates-image-fm5c6im2.gif?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A22Z&se=2026-11-09T12%3A28%3A22Z&sr=c&sp=r&sig=e4Nvdep8PcFRD%2FYntVTZO%2Bf3QGDeQmmARTMuqiTiF6k%3D) - Use the **Content**, **Rows**, and **Settings** tabs to drag and drop the content to the white space. - Organize the elements as you go. 9. To preview your template, click the **Actions** dropdown and then select **Preview.** The *Preview mode* screen opens. > [!NOTE] > **Note:** You can select between the **Desktop** or **Mobile** view. ![A cursor clicks on the 'DESKTOP' option in a user interface menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-email-templates-image-rxgzp6fx.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A22Z&se=2026-11-09T12%3A28%3A22Z&sr=c&sp=r&sig=e4Nvdep8PcFRD%2FYntVTZO%2Bf3QGDeQmmARTMuqiTiF6k%3D) 10. When finished, click **Save**. ## Preview an email template 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-email-templates-image-wvc55brk.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A22Z&se=2026-11-09T12%3A28%3A22Z&sr=c&sp=r&sig=e4Nvdep8PcFRD%2FYntVTZO%2Bf3QGDeQmmARTMuqiTiF6k%3D)**. 2. In the side menu, click **Email Templates**. 3. On the *Email Templates* screen that opens, hover over the email template and click **Preview**. 4. Click **Desktop** or **Mobile** to switch between the desktop and mobile views. ![Holiday greeting card promoting stress-free cleaning services for the festive season.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-email-templates-image-5e6gkmo4.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A22Z&se=2026-11-09T12%3A28%3A22Z&sr=c&sp=r&sig=e4Nvdep8PcFRD%2FYntVTZO%2Bf3QGDeQmmARTMuqiTiF6k%3D) ## Test an email template Send a test email to see how your email template will look to customers. This option is available only for cloned ServiceTitan templates or templates created by your company. 1. Go to the navigation bar and click **Marketing ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-email-templates-image-4vovubay.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A22Z&se=2026-11-09T12%3A28%3A22Z&sr=c&sp=r&sig=e4Nvdep8PcFRD%2FYntVTZO%2Bf3QGDeQmmARTMuqiTiF6k%3D)**. 2. In the side menu, click **Email Templates**. 3. Hover over the email template and click **Edit**. 4. Click the **Actions** dropdown and select **Send Test**. 5. In the *Send Test Email* pop-up that opens, enter the **Email** address you want to send the test to, the **Subject** of the email, and the **Brand** to send the email from. 6. When finished, click **Send**. ![Form to send a test email with fields for email, subject, and brand selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-email-templates-image-62llk7ns.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A22Z&se=2026-11-09T12%3A28%3A22Z&sr=c&sp=r&sig=e4Nvdep8PcFRD%2FYntVTZO%2Bf3QGDeQmmARTMuqiTiF6k%3D) ## Want to learn more? - See [Manage Marketing Pro email templates](/v1/docs/manage-marketing-pro-email-templates) - See [Add special links and merge tags to your marketing content](/v1/docs/add-special-links-and-merge-tags-to-your-marketing-content) - See [Create Pro Campaigns](/commercial/docs/create-pro-campaigns) 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)