Documentation Index

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Create and use email templates

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What you’ll need:

  • Any Kommo plan (Base, Advanced, Pro, Enterprise, or 14-day trial)

Keep in mind:

  • Only Admins can connect shared email accounts, create email templates, and add signatures

  • Kommo syncs only two folders from your email service: Inbox and Sent.

  • Kommo supports IMAP/SMTP email services like Gmail, Outlook, and Yahoo

Email templates in Kommo let you write messages once and reuse them anytime — whether it's a follow-up, a special offer, or an order confirmation.

Send them manually one by one, or set up a pipeline trigger or Salesbot to send them automatically — for example, when a lead moves to a new stage or at a scheduled time.

Add placeholders to automatically fill in client details — such as a name, lead number, or responsible user's email — without typing them in each time.

This article explains how to create and manage email templates in Kommo.

Create an email template

  1. Go to Automations → Templates → Email templates

  2. Click + Add a template

  3. Enter the template name, add the subject, and type your message. 

  4. Optionally, attach a file.

  5. Optionally, enable Send email with HTML markup.

    Tip: If you’re familiar with HTML markup, select Send email with HTML markup to create custom-formatted emails with colors, fonts, layouts, hosted images, buttons, links, tables, and a custom signature.

  6. Click Save.

Tip: Add placeholders to automatically fill in client details — such as a contact's name or lead ID — without typing them in each time. Learn more in this article.

Use an email template

You can use email templates when composing a new email, replying to an existing one, or as part of an automated email workflow.

To write an email using a template:

  1. Go to Communication → Email inbox, open your folder, and click Compose.

  2. Add a recipient.

  3. Click Template and choose a template from the list. The subject and message will be filled in automatically. 

  4. Optionally, edit the text using the formatting toolbar or attach a file.

  5. Click Send.

Tip: You can also automate email sending in Kommo using Salesbot triggers. For example, emails can be sent automatically when a lead moves to a different pipeline stage, or scheduled to be sent at a specific time.

Learn how to manage emails in this article.

Edit an email template

  1. Go to Automations → Templates → Email Templates.

  2. Hover over a template and click the pencil icon.

  3. Make the changes and click Save.

Delete an email template

  1. Go to Automations → Templates → Email Templates.

  2. Hover over a template and click the pencil icon.

  3. Click Delete template and confirm deletion.

    Learn how to automate emails with digital pipeline triggers or Salesbot.