Overview
Use the email template editor in Marketing Pro to design and customize professional-looking email templates. This gives you the tools to create engaging content that resonates with customers, helping you to increase customer engagement and generate leads.
Who uses this feature
Marketing managers, business owners, and other marketers on your team
Primarily for Residential Service & Replacement and Commercial Service & Replacement business types
Feature configuration
To get started with Marketing Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
The Can access ServiceTitan Marketing Pro module permission is required to use this feature. Please contact the account administrator on your team.
Best practices
Before you start creating an email template in Marketing Pro, try creating the email template in a word editor. This can help you plan out the layout and different sections of your email, making it easier to build in Marketing Pro.
The ideal width for an email template is 600 pixels. This has been shown to work best across all email clients and is the safest option since email providers display emails differently.
Place your logo at the top of the email template so customers can immediately identify who sent the email.
Access the email template editor
You can access the email template editor when configuring an email template. To configure an email template, you can:
Create a new email template
Clone a ServiceTitan email template
Edit an email template created by you or your team
For more, see Create email templates and Manage Marketing Pro email templates.
Explore the email template editor
The email template builder includes three main tabs:
Settings: Configure general settings for the email template.
Content: Add content to your email template and manage the content settings. The available settings depend on the type of content you add.
Rows: Add new rows to your email template. You can choose from a variety of options with different numbers of columns and column widths.
Add content
When creating an email template, you can add various content blocks, each with customizable properties. For more, see Configure content block properties in email templates.
Image: Add an image to the template. You can also add effects and link the image to an action. Effects include opening a web page, sending an email, making a call, or sending an SMS message.
Button: Add a button that links to an action. Actions include opening a webpage, sending an email, making a call, or sending an SMS message. You can also customize the button's appearance.
Divider: Add a line to visually separate content. You can create a transparent divider to add space or add a visible divider.
Social: Add a block with social media icons. Choose from a preset collection of icons, add the URL for each social media site, and adjust the icons' alignment and spacing.
HTML: Add HTML code to the template. Make sure to use correct, responsive HTML to ensure it displays properly on all devices.
Video: Add a video using a YouTube or Vimeo URL. A preview image will automatically generate and link to the video. You can also customize the title and the style, color, and size of the play icon.
Icons: Add an icon to the template. For each icon, you can upload an image, apply effects, and configure an action link.
Text: Add text to the template. You can customize the text, link colors, and adjust the spacing between lines and letters.
Add rows
Add rows to your email template to organize your content.
You can have up to six columns in a single row.
The different row options have various numbers of columns and widths. For example, you can choose a row with three evenly distributed columns or a three-column layout with one column larger than the other two.
Adjust settings
Use these settings to customize the overall look of your email template:
Content area width: Set the width of the main content area in pixels.
Content area alignment: Position the content area to the Left or Center.
Background color: Set the background color for the entire email template.
Content area background color: Set the background color for the content area.
Default font: Select the default font for the entire template.
Link color: Select a default color for all links in the template.
