Add special links and merge tags to your marketing contentLast updated on 09/23/2022
Add links and merge tags to automatically populate your marketing templates. Include links that allow a customer to call or email with a single click, or insert a merge tag to automatically include details specific to each customer. For example, when you add the {{customer_name}} tag to a template, the name of the customer you are sending the email to is auto-populated.
Things to know
If there’s no corresponding customer information for a certain merge tag, ServiceTitan will automatically remove the tag from the sent email for that customer.
If there is an issue with a merge tag, you will not be able to send your campaign. An error message will appear with instructions on how to fix the error.
Merge tags in Send Test emails won’t display anything. Merge tags only show in emails sent by a launched campaign.
Certain merge tags pull information from customer records, and other merge tags pull information from the details you entered in the Marketing Pro page in Settings.
At this time, you cannot create your own merge tags. If there is a merge tag you'd like to see in the product, please let your Customer Success Manager know.
Add merge tags or special links to marketing templates
While editing a text block, click where you want to include a link or merge tag.
In the formatting bar, click the link icon, Special Link or Merge Tags, and choose the content you want to insert into your template.
Finish editing your template, and click Save.
Special links
Links that you place in your template, when clicked, will perform a specific action.
Customer merge tags
Customer merge tags pull information from customer records. Use them to personalize your marketing content by including things like the customer's name and city, or use them to remind customers how long it's been since their last job.
Company merge tags
Company merge tags pull information from the information you entered in Marketing Pro Settings. Use them to add information about your company to your marketing content, like where your company is located, your tagline or slogan, or your license number.
Note: The {{campaign_phone_number}} merge uses the unique tracking number you created when building a campaign.
Want to learn more?
Visit ServiceTitan Academy to enroll in Getting Started with ServiceTitan Marketing Pro
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.