Service Titan Knowledge Base

Create email templatesLast updated on 09/26/2022

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, a customized unsubscribe link, and to send unique emails identifying your brand.

Things to know

  • 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 functions.

  • You cannot edit the email templates made by ServiceTitan, but you can edit a cloned ServiceTitan email template. For more, see Manage Marketing Pro Email Templates.

  • Email templates created or sent to you in the last 30 days have a New tag.

Create an email template

  1. Go to the navigation bar and click Marketing > Email Templates.

  2. In the Email Templates page, click Create New.

  3. Add a Name for the new email template.

  4. Select a Campaign Type and click Continue. The Configure Email Template page opens.

  5. 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

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

  6. To preview your template, click the Actions dropdown and select Preview. The Preview mode page opens. Note: You can toggle between Desktop or Mobile view.

  7. When you're done designing your template, click Save.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.