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.
Who uses this feature
Marketing managers, business owners, and other marketers on your team
Primarily for Commercial Service & Replacement and Residential Service & Replacement business types.
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:
Go to Marketing Pro > Email Template.
Click Create new.
Tip: Use filters to find templates created by others, clone that template and use it.
Add a Name for the new email template.
Select a Campaign Type then click Continue.
On the Configure Email Template screen that opens, complete one of the following actions:
Manually type the Subject Line and Preview Text.
Select a pre-built email subject and preview text from the Subject Line & Preview Text library.
Select the campaign type from the Campaign Type dropdown.
Select the desired subject line and click Use.
Add your email content:
Use the Content, Rows, and Settings tabs to drag and drop content to the white space.
Organize the elements as you go.
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.
When finished, click Save.
FAQ
Can I add animated logos or images in emails?
Yes, you can add GIFs to email templates. To do this, add an image content block to your email template, and then enter the URL for the GIF.
Why isn’t my HTML code saving in email templates?
When creating email templates, you should use the built-in drag-and-drop content elements instead of trying to paste custom HTML code directly. To add HTML, you need to use an HTML content block when creating your template, then enter your code in the content properties section.
Why is the customer’s name missing in test emails?
Test emails do not pull data from a live customer record. The personalization placeholders, such as customer name, will appear as placeholder text in test emails. This is an expected behavior and does not indicate an issue. When you send the email to a real customer, their name will automatically populate.
Why are fonts and buttons not rendering consistently?
The appearance of emails can vary across different devices and email providers. This is because certain email applications on phones or tablets may not support specific fonts, colors, and text sizes.
Why isn’t my schedule link merge tag directing to SchedulePro?
The Schedule Appointment merge tag works only with the legacy scheduler. It does not support Scheduling Pro or Schedule Engine. To use Scheduling Pro, remove the Schedule Appointment merge tag from the text message and paste your actual scheduler link URL into the message instead.
Can I upload HTML code to Marketing Pro?
Yes, you can use HTML to customize email templates in Marketing Pro. To use HTML, add an HTML content block when creating your template. You can then enter your code in the content properties. For more on email templates, see Create email templates.
Note: Due to differences in HTML editors, some components may not display as expected. Also, some email platforms may not be 100% compatible with HTML and may not render your email template as expected.
How can I send an email template I created in Marketing Pro to one-off customer who booked a job only once?
Go to the top toolbar and click Settings
> Operations > Tag Types.Click Add and create a unique tag for the one-off customer.
Go to the top toolbar and click Search
.From the dropdown field, select Customer.
Use the filters to refine your search. For more information, see Use search in ServiceTitan.
Find the one-off customer and click the customer Name.
Click the Edit
at the top of the customer profile. The Edit Customer form opens.Assign the unique tag you created in the Tags field and click Save.
Go to Marketing > Audiences.
Build an audience that filters specifically for that tag using the Customer Tag filter option.
Attach the audience to a campaign with your desired email template and schedule the campaign.
What are the acceptable file formats and size limitations to include animations into an email template?
Animated GIFs can be included in email templates, but they must be in GIF format and 1 MB or smaller.
Why do the fonts and colors in my email campaign look different on phones?
Emails can look different depending on the device and email provider you use. Some fonts aren’t supported on phone or tablet email apps. Colors and text sizes can also change. To help with this:
Using an external image editing app, make an image of your text with the font you want.
In ServiceTitan, add a mobile section in the email editor.
Make sure to hide the section for desktops in the mobile section properties, and hide the section for mobile within the desktop section properties.
Put the image in the mobile section.
Send a test email to different phones to check how it looks.
Can I upload my own created postcard? Or can I edit Direct Mail templates?
Yes, you can now upload and use your own creations for 4x6-inch and 6x9-inch postcards for the Direct Mail campaigns in Marketing Pro. If you want to edit one of the pre-designed templates from the postcard gallery our Content Team created, you can access them by clicking the browse our template gallery link on the Edit Postcard step of the Direct Mail campaign builder. You can also add up to two images for the 6x9 size.