Email

Email templates

Design the reusable emails that Workflows and invitations send on your behalf.

Email templates are the reusable designs Kudoso sends from. A workflow's "send email" step picks a template; you write the template once and reuse it everywhere.

Why templates#

Keeping email content in named templates means:

  • You edit copy once and every workflow that uses it updates.
  • Your emails stay on-brand and consistent, instead of being retyped each time.
  • A workflow stays readable: a step says "send the Thank you template", not a wall of inline text.

Creating a template#

1

Open Email Templates

Find Email Templates in the dashboard navigation.

2

Create a new template

Start a new template and give it a clear name, for example "Testimonial thank you" or "Referral ask".

3

Write the email

Set the subject and the body. Keep it short, warm, and human. A testimonial thank-you does not need to be long.

4

Save

The template is now available to any workflow's send-email step.

Writing emails customers actually read#

  • One job per email. A thank-you thanks. A referral ask asks. Do not combine them.
  • Short subject, plain language. "Thanks for the kind words" beats anything clever.
  • Sound like a person. These emails go out after a customer did you a favor. Match that tone.

Tip

Start with two templates: a thank-you and a referral ask. That pair, wired into one workflow, covers the most valuable automation most teams will ever run.

Sending#

Templates are the content. Actually delivering email needs a configured sender. Set that up in Email settings.

Next steps#