Creating Marketing Templates

Only Available With Pro and Enterprise Subscriptions.

Why Marketing Templates?

If you are running an Email or Letter Marketing Campaign and want ServiceMonster to send out emails or create letters for you, you will need to use a Marketing Template.

Marketing Templates are created with Marketing purposes in mind, and are categorized differently then the Email Templates.

To learn how to make SMS (Text) Templates Click Here

To learn how to make Email Templates, Click Here

Click on one of these links to hop to a specific section on this page:

Where To Find Your Templates

How To Create A New Template (By Scratch, With Microsoft Word, Making A Copy)

Tools To Use When Creating Templates (Merge fields, Insert Images, Hyperlinks)

Where To Find Your Templates?

You can find your Marketing Templates, or create a new one, by going onto the Marketing page and clicking on the "Templates" button.

Here you will find a tab for Email, Marketing, and SMS Templates, as well as for Social Media merge fields and making Custom Email Tags

How To Create a New Template?

There are three ways you can go about making a new template, by scratch, with Microsoft Word, or by making a copy or a previous template.

Some common template types include newsletters, promos, thank you letters, and monthly reminders, but allow yourself to be creative and think outside the box!

By Scratch

If you want to create a brand new blank template, go to the Marketing Templates page and click on the "New Document" button.

This will give you a completely blank template you can edit however you see fit. Give it a name and description, then get into editing.

When you are happy with your template, make sure to click "Save".

To see how this will look to your clients when they receive it, simply click on the "Preview" button and the preview window will open, or click the "Send Test Email" button to send out a test email to yourself.

With Microsoft Word

If you want to and have or use Microsoft Word, you can create your Marketing Template as a word document for letter campaigns. That being said, you can not add in Hyperlinks you will have to use specific Merge Fields if you are using a Microsoft Word document, so keep that in mind. The Microsoft Word document option can be helpful if you want to create a generic mailing that will be sent out that requires no customization.

To create the Marketing document, simply create your document in Microsoft Word and save it as a Word 97-2003 document.

Then, in ServiceMonster, go into your Marketing Templates and click the "New Word Document" button.

Here you can give the document a name and description, and find and upload the document file by clicking on the "Choose File" button.

Then click "Save" to save the document.

Making A Copy

Your last option is to make a Copy of a preexisting template to use as a base for the new template.If you want to make a copy of a template you can edit, simply open up the Marketing Template page, and click on the name of the template you would like to copy.

From this page, click on the "Copy" button near the top of the page.

Edit it's document name and description, then click "Save", and you have a copy of that previous template you can now edit.

Now edit away! You can preview how a template looks by clicking "Save" then on the "Preview" button at the top of the editor, or you can send yourself a test email by clicking on the "Send Test Email" button.

Tools To Use When Creating and Editing Templates

Personalize your templates to represent yourself and your business. Tools like the Merge Fields, hyperlinks, and adding in images help to create a unique experience for your customer.

Merge Fields

If you see words contained between brackets in a Template, that's a Merge Field.

Merge Fields take all of your data that is within ServiceMonster, and pull information out and insert them into the templates for you, personalizing it for each client it’s sent to. You can insert Merge Fields into your templates by clicking on the "Advanced Options" button (Looks like a price tag)

Scroll through the drop-down menu until you find the information you want to add in, then click on it to insert it into the Marketing Template.

Click "Save" and then on the "Preview" button to see a preview of what the template will look like with the Merge Fields filled in. We also offer merge fields that can easily insert links to your social media into a template. To learn more about how to set these up click here.

Insert Images

Images are a great way to customize your templates and make them truly unique to your business. They give you an opportunity to let your clients get to know you and your business. Consider adding in a team photo, an adorable pet, or before and after photos of the work you've done. Images can be added in by clicking where in the template you want the picture to go, then clicking on the "Image Manager" button on the toolbar.

Here you will be able to choose from a previously uploaded image or can upload a new photo by clicking on the "Upload Images" button.

You can either drag and drop in an image file or use the "Select Images" button to find the image on your computer.

Once your image is uploaded, simply click on it, then click the "Insert" button.

You can resize the photo by clicking on it, then clicking out the outer blue squares and dragging them out to make the photo larger, or in to make the photo smaller.


Hyperlinks work in Email Campaigns, and they are a great tool to utilize to get more traffic to your business's website or social media pages by giving your clients a simple link to click on. To add in a hyperlink to text, simply click and drag over what text you want to be a link, then click on the "Insert Link" button (Looks like a chain link)

Then paste in the URL and click "Insert"

You can add a hyperlink to an image by clicking on the image then clicking on the "Insert Link" button

Then paste in the URL and click "Insert".

Remember to be creative with your templates. You clients could be receiving weekly emails from other businesses, how will you make yours stand out? Use images, hyperlinks, and merge fields to your advantage to make a personalized and interesting email or letter for your client to receive. Make sure to include the best way for them to contact you in case they do decide it's time to get some work done!