Create email templates

  • Updated on Mar 27, 2026
  • Published on Mar 3, 2026
  • 2 minute(s) read
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Overview

Using Marketing Pro template builder helps you build your own email templates to quickly start marketing campaigns. You can also 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. If you are using Marketing Pro v2, see Create email templates 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 Residential Service & Replacement and Commercial Service & 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

Create an email template

  1. Go to the navigation bar and click Marketing . 

  2. On the Marketing screen, click Email Templates.

  3. On the Email Templates screen, click Create New.
    User interface displaying email templates with a 'Create new' button highlighted.

  4. Add a Name for the new email template.

  5. Select a Campaign Type and click Continue.
    Creating a new email template named HVAC Template with campaign type Unsold Estimates.

  6. On the Configure Email Template screen that opens, add your email content:
    Test

    • Use the Content, Rows, and Settings tabs to drag and drop the content to the white space.

    • Organize the elements as you go.

    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.

    Configure Email Template screen and how to add links and tags.

  1. To preview your template, click the Actions dropdown and select Preview. The Preview mode screen opens.

    Note: You can select between the Desktop or Mobile view.

    Cursor selects the Desktop view.

  2. When finished, click Save.

Preview an email template

  1. Go to the navigation bar and click Marketing . 

  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.Cursor hovers over the Desktop icon on the preview for the Cleaning Happy Holidays - Other email template.

Test an email template

  1. Send a test email to see how your email template will look to customers. This option is available only for cloned ServiceTitan templates or those created by your company.

  2. Go to the navigation bar and click Marketing . 

  3. In the side menu, click Email Templates.

  4. Hover over the email template and click Edit.

  5. Click the Actions dropdown and select Send Test.

  6. In the Send Test Email pop-up that opens, enter the Email address you want to send the test to and the Subject of the email.

  7. When finished, click Send.Cursor hovers over the Send button on the Send Test Email pop-up.

Want to learn more?

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