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 for content specific to your experience.
You can check your version following these steps:
Go to the navigation bar and click Marketing
.If the side menu under Analytics includes One-Time Campaigns and Automated Campaigns, you're using Marketing Pro v2. If these options aren't visible, you're using Marketing Pro.
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, 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
Create or edit an email template.
While editing a text block, click where you want to include a link or merge tag.
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.
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. |
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.
|
Sms | A text message is sent to a number you provide.
|
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.
|
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. 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. 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: 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
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