MASS EMAIL

cbohn
New Contributor

We do not have marketing pro.. we are an irrigation company I would like to send 2 emails a year to all residential customers , one time to open, one time to close.. is there a way to do this in ST without Marketing Pro ? 

 

1 ACCEPTED SOLUTION

IndyAlex
New Contributor II

I don't think there is a way to send emails in ST without Marketing Pro. The best solution I have come up with is to use Mail Merge in Word. This is how we send bulk emails and it is super simple! You will just need to export your customer list from ST into Excel, use Word to create your email template, then add your Excel list via Mail Merge. Hope this helps! 

<https://support.microsoft.com/en-us/office/use-mail-merge-to-send-bulk-email-messages-0f123521-20ce-...>

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2 REPLIES 2

IndyAlex
New Contributor II

I don't think there is a way to send emails in ST without Marketing Pro. The best solution I have come up with is to use Mail Merge in Word. This is how we send bulk emails and it is super simple! You will just need to export your customer list from ST into Excel, use Word to create your email template, then add your Excel list via Mail Merge. Hope this helps! 

<https://support.microsoft.com/en-us/office/use-mail-merge-to-send-bulk-email-messages-0f123521-20ce-...>

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I don't know of a way directly through ST, we used MailChimp before we got Marketing Pro. 

Randi Thompson
Bill Joplin's Air Conditioning & Heating