Create email campaign content

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Overview

After specifying the goal and audience of your email campaign, writing personalized content should be your main priority. Email campaigns are among the most effective tools for marketing communication, serving as a powerful way to capture and maintain your customers' attention.


Make sure you're viewing the correct Marketing Pro content

This article is for Marketing Pro v2. If you are using Marketing Pro, see Marketing Pro 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..

  2. 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.
    Analytics section highlighted in the Marketing side menu.

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 (PAM).

Things to know

  • If a customer clicks the unsubscribe link in one of your marketing messages, they see a page where they can manage all of their marketing preferences.

  • You can view, clone, archive, and unarchive your campaigns. For more, see Marketing Pro Campaign Manager overview.

Create a campaign

  1. Go to the navigation bar and click Marketing .

  2. In the side menu, go to Campaigns > Campaign Manager.

  3. On the Campaign Manager screen that opens, click Create Campaign > Pro Campaign.

  4. After you create the campaign, add the campaign goal, select the segment that will receive this campaign, and proceed to the Content section.

  5. Click Add Content.

You're ready to add email content to your campaign.

Create email campaign content

  1. On the Content screen, click the Plus icon and select EmailUser selects 'Email' option from the dropdown menu for starting trigger logic.

  2. On the Email # popup that opens, click Add ContentUser interface for composing an email with subject line and preview text options.

  3. In the Template Catalog that opens, you can:        

Use a pre-built template

If you prefer using a pre-built template, select and edit one while building your campaign. Keep in mind that you'll be editing a duplicate of the template, so the original stays unchanged.

  1. On the Select Template screen, find the template you want to use.        

    Note: You can use the Filters, Search, and Sort By to find a template. For more, see Manage Marketing Pro email templates.

  2. Hover the template thumbnail and click Select TemplateTemplate catalog displaying various marketing templates with a highlighted selection option.

  3. (Optional) Update the email's Subject Line and Preview Text.

  4. To add content to your email, select the Content tab in the side menu.        

    • From the Content tab, drag and drop the content elements you want to use into the template's body. 

    • Click the other tabs to add elements, such as rows and settings, as needed. For more on building marketing email templates, see Manage Marketing Pro email templates.

  5. When finished, click Save and return to the Content screen. The Subject Line and Preview Text are generated automatically.  Email template configuration showing subject line and preview text for lawn care tips.

  6. Set the Time of Day you want to send the email.        

    Note: Depending on the audience size, emails may be sent later than the set time.

  7. To preview, edit, or remove the selected template, hover over the selected template and select an action. Email preview showing tips for lawn care during drought conditions.

  8. When finished, click Save.

If you want to add other content or a delay, click the Plus icon and add an item. Or, click Save & Continue to return to the campaign builder.

Send an additional email

Campaigns can be a single email template sent repeatedly, or different marketing content sent sequentially on a delay. To add another email to the campaign sequence:

  1. Click the Plus icon and select DelayEmail interface showing options to delay sending an email with highlighted selection.

  2. Enter the number of Days, Hours, or Minutes you want to wait before sending the next email for the campaign.        

    Note: You can add a wait time of up to 1000 days between emails.

  3. Click SaveSettings for a delay automation with days, hours, and minutes input fields.

  4. Click the Plus icon and select Email.

  5. Add the email content for the second email.

Want to learn more?