--- title: "Create email templates" slug: "create-email-templates-1" tags: ["Area - Marketing Pro (v1)", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-16T00:47:32Z published: 2026-10-16T00:47:32Z canonical: "help.servicetitan.com/create-email-templates-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Create email templates ## Overview 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 and a customized unsubscribe link to send unique emails identifying your brand. --- ### #### Make sure you’re viewing the correct Marketing Pro content This article is for Marketing Pro. If you are using Marketing Pro v2, see [Create email templates](/v1/docs/create-email-templates) for content specific to your experience. You can check your version following these steps: 1. Go to the navigation bar and click **Marketing** ![A speaker icon representing Marketing in ServiceTitan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-marketing.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A37Z&se=2026-11-09T12%3A17%3A37Z&sr=c&sp=r&sig=37sdmkmIcCVAZiZMWV1xQ6%2BNtRupN6aH9A4teFqjvPU%3D). 2. If the side menu under Analytics includes One-Time Campaigns and Automated Campaigns, you're using [Marketing Pro v2](/v1/docs/marketing-pro-v2). If these options aren't visible, you're using [Marketing Pro](/v1/docs/marketing-pro). ![Analytics section highlighted in the Marketing side menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-marketing-analytics.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A37Z&se=2026-11-09T12%3A17%3A37Z&sr=c&sp=r&sig=37sdmkmIcCVAZiZMWV1xQ6%2BNtRupN6aH9A4teFqjvPU%3D) #### Who uses this feature - Marketing managers, business owners, and other marketers on your team - Primarily benefits Residential Service & Replacement and Commercial Service & Replacement business types - Applies to all trades #### Feature configuration - To get started with Marketing Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro), or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM). ## 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](/residential-s-r/docs/add-special-links-and-merge-tags-to-your-marketing-content-3). - Email templates can be archived, unarchived, and cloned. For more, see [Manage Marketing Pro functions](/v1/docs/manage-marketing-pro-functions). - You can’t edit the email templates made by ServiceTitan, but you can edit a cloned ServiceTitan email template. For more, see [Manage Marketing Pro Email Templates](/residential-s-r/docs/manage-marketing-pro-email-templates). - Email templates created and shared with you in the last 30 days have a New tag. ## Create an email template 1. Go to the navigation bar and click **Marketing** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-marketing.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A37Z&se=2026-11-09T12%3A17%3A37Z&sr=c&sp=r&sig=37sdmkmIcCVAZiZMWV1xQ6%2BNtRupN6aH9A4teFqjvPU%3D) . 2. On the Marketing screen, click **Email Templates**. 3. On the Email Templates screen, click **Create New**. ![User interface displaying email templates with a 'Create new' button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(65).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A37Z&se=2026-11-09T12%3A17%3A37Z&sr=c&sp=r&sig=37sdmkmIcCVAZiZMWV1xQ6%2BNtRupN6aH9A4teFqjvPU%3D) 4. Add a **Name** for the new email template. 5. Select a **Campaign Type** and click **Continue**. ![Creating a new email template named HVAC Template with campaign type Unsold Estimates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(66).png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A37Z&se=2026-11-09T12%3A17%3A37Z&sr=c&sp=r&sig=37sdmkmIcCVAZiZMWV1xQ6%2BNtRupN6aH9A4teFqjvPU%3D) 6. On the Configure Email Template screen that opens, add your email content: Test > [!TIP] > **Tip:** *On the* Configure Email Template *screen, there are different* [*link types and merge tags*](/residential-s-r/docs/add-special-links-and-merge-tags-to-your-marketing-content-3) *that you can insert into your email to further customize it.* ![Configure Email Template screen and how to add links and tags.](https://images.ctfassets.net/mb2ty0185mk8/3s0SUxRBKCNb7bn6lSRupD/6225663eb5319f508d20bf82510e5d99/merge_tags_2.gif) - Use the Content, Rows, and Settings tabs to drag and drop the content to the white space. - Organize the elements as you go. 1. To preview your template, click the **Actions** dropdown and select **Preview**. The Preview mode screen opens. > **Note:** *You can select between the* ***Desktop*** *or* ***Mobile*** *view.* ![Cursor selects the Desktop view.](https://images.ctfassets.net/mb2ty0185mk8/6FBdvuixQjvujjRYa6DSv1/27747077a5a3f4bd23169a9bbc16b315/Preview_mode.png) 2. When finished, click **Save**. ## Preview an email template 1. Go to the navigation bar and click **Marketing** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-marketing.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A37Z&se=2026-11-09T12%3A17%3A37Z&sr=c&sp=r&sig=37sdmkmIcCVAZiZMWV1xQ6%2BNtRupN6aH9A4teFqjvPU%3D). 2. In the side menu, click **Email Templates**. 3. On the *Email Templates* screen that opens, hover over the email template and click **Preview**. 4. Click **Desktop** or **Mobile** to switch between the desktop and mobile views.![Cursor hovers over the Desktop icon on the preview for the Cleaning Happy Holidays - Other email template.](https://images.ctfassets.net/mb2ty0185mk8/61KkUGwkuQRPjaDRoTYvPT/f9151f5836522e2323040577e7332ee9/email-template-preview.png) ## Test an email template 1. Send a test email to see how your email template will look to customers. This option is available only for cloned ServiceTitan templates or those created by your company. 2. Go to the navigation bar and click **Marketing** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-marketing.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A17%3A37Z&se=2026-11-09T12%3A17%3A37Z&sr=c&sp=r&sig=37sdmkmIcCVAZiZMWV1xQ6%2BNtRupN6aH9A4teFqjvPU%3D). 3. In the side menu, click **Email Templates**. 4. Hover over the email template and click **Edit**. 5. Click the **Actions** dropdown and select **Send Test**. 6. In the *Send Test Email* pop-up that opens, enter the **Email** address you want to send the test to and the **Subject** of the email. 7. When finished, click **Send**.![Cursor hovers over the Send button on the Send Test Email pop-up.](https://images.ctfassets.net/mb2ty0185mk8/3ukmML7PqJkI8JOYdw12c5/b250fed18558f4cd052beaa8c0824907/email-template-send-test-email.png) ## Want to learn more? - Visit ServiceTitan Academy to enroll in [Getting Started with Marketing Pro](https://servicetitan.docebosaas.com/academy/learn/courses/403/Getting-Started-with-ServiceTitan-Marketing-Pro) - See [Overview: Using ServiceTitan Marketing Pro](/v1/docs/overview-using-servicetitan-marketing-pro) ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)