Create email templates

Overview

Use Marketing Pro template builder to help you build your own email templates to quickly start marketing campaigns. You can also customize your email templates to include your company logo, a customized unsubscribe link, and to send unique emails identifying your brand.

Things to know

   
• Email templates created by ServiceTitan automatically include your default brand logo, saving you time and ensuring a consistent professional look. If you choose a brand other than your default brand for a campaign, that brand's logo template is included in the email template instead.
   
• Add merge tags to your content to personalize the email experience for your customers. For more, see Add merge tags to your email content.
   
• Email templates can be archived, unarchived, and cloned. For more, see Manage Marketing Pro Email Templates.
   
• Email templates created and shared with you in the last 30 days have a New tag.

Overview of the Email Templates Dashboard

Go to Marketing Pro > Email Templates.

On the Email Templates screen, you can:

   
• Filter templates: You can filter by:
   
• Template type: Shows templates created by:
   
• You, whether you are an Office or Corporate HQ employee.
   
• ServiceTitan, Corporate HQ, or the content publisher team.
   
• Offices. You only see this filter if you logged in as a Corporate HQ.
   
• Featured: Shows templates you've marked as a favorite, are new, or have been used in recent campaigns.
   
• Tags: Shows templates organized by a specific tag.
   
• Campaign type: Shows templates by the type of campaign. Campaign types include unsold estimates, idle accounts, expiring memberships, and others. For more on campaign types, see Create email campaign content.
   
• Trades: Shows templates for one or more trades.
   
• Search templates: By name, who created it, campaign type, or trade.
   
• Sort templates: By most recent, alphabetical, or most used template.

Create new email templates

When you create email templates in the Office or the Corporate HQ, the templates will belong to the individual office or corporate that created them. To create a new email template:

   
1. Go to Marketing Pro > Email Template.
   
2. Click Create new.        

              

   Tip: Use filters to find templates created by others, clone that template and use it.

          

      
   
3. Add a Name for the new email template.
   
4. Select a Campaign Type then click Continue.
   
5. On the Configure Email Template screen that opens, complete one of the following actions:
          
              
   1. Manually type the Subject Line and Preview Text.
              
   2. Select a pre-built email subject and preview text from the Subject Line & Preview Text library.
                     
                         
      1. Select the campaign type from the Campaign Type dropdown.
                         
      2. Select the desired subject line and click Use.
                     
                 
          
      
   
6. Add your email content:
          
              
   1. Use the Content, Rows, and Settings tabs to drag and drop content to the white space.
              
   2. Organize the elements as you go.
          
      
   
7.        

              

   Tip: On the Configure Email Template screen, there are a number of different link types and merge tags that you can insert into your email to further customize it.

          

              
   
8. When finished, click Save.

Want to learn more?

   
• See Marketing Pro Campaign Manager overview
   
• See Manage Marketing Pro Email Templates
   
• See Create email campaign content