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

Step

Navigate to Communications

In your Kantos dashboard, click "Communications" in the sidebar.

Step

Create New Template

Click "Create Template" and choose "Blank" or select a starter template.

Step

Design Your Email

Drag components from the left panel onto the canvas.

Step

Add Content

Click any component to edit text, images, and styling.

Step

Insert Variables

Use {{variable}} syntax to personalize content.

Step

Preview & Test

Preview on desktop/mobile and send a test email.

Step

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:

Step

Enable Localization

In template settings, click "Add Translation".

Step

Select Language

Choose the language for the translation.

Step

Translate Content

Update text blocks with translated content.

Step

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

    Email Templates - Communications | Kantos Docs