Service Titan Knowledge Base

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

  1. Create or edit a template.

  2. 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.

  3. Finish editing your template, and click Save.


Special links

Links that you place in your template, when clicked, will perform a specific action.

Link
Action

URL

Customers are taken to any website you choose.

EMAIL

An email opens addressed to the email address you choose.

File Manager

A file, such as an image or PDF, opens in a new window or inside the email.

Tel

A call is placed to a number you provide.

Sms

A text is sent to a number you provide.


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.

Merge tag name
Merge tag
What the customer sees

Customer full name

{{customer_name}}

Full name of the customer

Customer first name

{{customer_first_name}}

First name of the customer

Customer last name

{{customer_last_name}}

Last name of the customer

Customer address

{{customer_address}}

Complete address of the customer

Customer city

{{customer_city}}

The city name of the customer

Customer state

{{customer_state}}

The state of the customer

Customer ZIP code

{{customer_zip}}

ZIP code of the customer

No calls since

{{no_calls_since}}

The date of the last time the customer called you

No jobs since

{{no_jobs_since}}

The date of the last time you completed a job for the customer


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.

Merge tag name
Merge tag
What the customer sees

Company name

{{company_name}}

Your company’s name

Tagline / Slogan

{{company_tagline}}

Your company’s tagline or slogan

Company address

{{company_address}}

Your company’s street address

Year established

{{company_year_established}}

The year your company was established

LIC #

{{license_number}}

Your business license number

Copyright text

{{copyright_info}}

Copyright information for your marketing content

Legal copy

{{legal_copy}}

Legal information for your business

Phone Number

{{campaign_phone_number}}

The unique tracking phone number associated with your campaign

Customer Portal Link

{{customer_portal_link}}

A link to the Customer Portal, where customers can review jobs and make payments on outstanding invoices.

Online Estimate Link

{{online_opportunity_link}}

A link to the Customer Portal, where customers can review estimates.

Unsubscribe URL

{{unsubscribe_url}}

A link that unsubscribes the reader from future emails. This link is available for custom unsubscribe links. Should you not design your own, one will be placed for you.


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.