📬 From the Inbox (bulk messaging)
Go to your Inbox.
Select one or more members using the checkboxes.
A top action bar appears — click Message.
A message window will open.
Click “Use a message template” and choose the template you want to insert. The message will be added to the input field.
✏️ You can edit the content before sending.
👉 If the template includes sensitive variables ({{job title}}, {{company}}, etc.), Kanbox will automatically fall back to the alternative message for recipients missing data.
💬 From a conversation (chat)
Click a member from the Inbox to open their chat window.
Use the Message template dropdown above the input field to insert a template.
As always, the message is editable before sending.
📦 📦 From a Pipeline column
Open the action menu on any Pipeline column.
Click Send message.
In the message window, click “Use a message template”.
✅ You can use message templates anywhere Kanbox lets you manually send a message — Inbox, chat, Pipelines.
⚙️ From an automated campaign
When building a campaign sequence and adding a “Send message” step:
You can either write a custom message,
or insert an existing message template.
Your template can contain variables ({{firstname}}, {{job title}}, etc.).
If it uses any sensitive variables (other than {{firstname}} and {{lastname}}), a fallback message block will automatically appear in the editor.
This fallback version ensures a clean message is always sent, even if profile data is incomplete.
💡 Message templates in campaigns follow the same rules as manual ones — full personalization, automatic fallback, and consistent delivery.