Communications
Email Templates
Design emails, manage templates, and engage customers.
Email templates let you create reusable email designs. Use them in automations, manual sends, and sequences to maintain consistency across your communications.
Creating a Template
Navigate to Communications
In your Kantos dashboard, click "Communications" in the sidebar.
Create New Template
Click "Create Template" and choose "Blank" or select a starter template.
Design Your Email
Drag components from the left panel onto the canvas.
Add Content
Click any component to edit text, images, and styling.
Insert Variables
Use {{variable}} syntax to personalize content.
Preview & Test
Preview on desktop/mobile and send a test email.
Save Template
Name your template and save it for use in automations.
Starter Templates
Get started quickly with pre-designed templates:
- Welcome Email — Greet new contacts and introduce your business
- Follow-Up — Check in after initial contact
- Newsletter — Share news and updates
- Promotional — Announce offers and promotions
- Event Invitation — Invite contacts to events
- Thank You — Express gratitude after purchase or meeting
- Re-engagement — Win back inactive contacts
Localization
Create templates in multiple languages:
Enable Localization
In template settings, click "Add Translation".
Select Language
Choose the language for the translation.
Translate Content
Update text blocks with translated content.
Set Auto-Detect
Enable automatic language selection based on record's locale field.
{
"template": {
"default_locale": "en",
"translations": {
"en": { "subject": "Welcome to Kantos!", "body": "..." },
"es": { "subject": "¡Bienvenido a Kantos!", "body": "..." },
"fr": { "subject": "Bienvenue chez Kantos!", "body": "..." }
}
}
}Attachments
Include files with your emails:
- Static attachments — Upload files to include with every send
- Dynamic attachments — Attach files from the record's media fields
- Maximum size — 10MB total per email
{
"type": "send_email",
"config": {
"template_id": "tmpl_proposal",
"attachments": [
{"type": "static", "file_id": "file_price_list"},
{"type": "dynamic", "field": "record.proposal_pdf"}
]
}
}Best Practices
- Personalize with recipient's name and relevant data
- Keep paragraphs short (2-3 sentences)
- Use bullet points for scannable content
- Write in a conversational tone
- Proofread before sending
Next Steps
- Variables — Personalize templates with dynamic data
- Email Builder — Design with the visual builder
- Automation Actions — Use templates in automations