Sending email from Kepler

With a Google or Microsoft account connected, you can send and reply to email without leaving Kepler — from the Communications page or straight from a record. Messages send from your address and thread normally in recipients' inboxes.

Composing

1. Click Compose on the Communications page (or reply inside any thread).
2. Pick the sending account if you have more than one connected.
3. Add recipients, a subject and your message — the editor supports rich text formatting.
4. Attach files if needed (up to 25 MB in total per message) and send. The paperclip also offers Attach from Kepler, for files already stored in Kepler, such as a candidate's CV.

Sent messages sync back like any other thread and attach to the matching records.

What the composer supports

Cc and Bcc, Insert template, Write with AI, Insert booking link (see Booking pages) and scheduled sending. A scheduled message is marked Scheduled on its thread until its send time; choose Cancel scheduled send to keep it as a draft instead.

Emailing several people

1. Select people in a candidate, contact or pipeline table, then choose Email from the selection toolbar. You need a connected sending account. You can select up to 200 people at once.
2. Choose your sending account and write the subject and message. Each person receives a separate email, with replies in their own thread.
3. Review the recipient list. People may be skipped because they have no usable address, are marked Do not contact or unsubscribed, or share a duplicate address. The dialog shows the reason; Remove skipped clears those people from this send.
4. Use the arrows in Preview to check how the message and merge fields read for different recipients, including any blank fields.
5. Send now or schedule the batch. Follow its sending progress; queued emails may be spread over time.

Templates

Save the messages you send repeatedly — interview invites, CV submissions, rejections — as email templates under Settings → Templates, on the Email tab. Choose New template and fill in:

• Template name, an optional Subject and the Message.
• Client: leave it empty for a team-wide template, or pick a client to make it that client's own.
• Purpose: Interview invite, CV submission, Rejection, Offer, Follow-up or General. An interview invite can also name a Round, such as First round or Final round.
• Who can use it: Only me, or everyone in the workspace. Client templates are always shared, so every consultant on the account sends the same thing; admins and the author can edit them.

Type {{ in the subject or message to insert a merge field, such as the candidate's first name, the job title or the interview date. A field with nothing behind it is left blank, and the composer tells you which ones came out empty.

In the composer, Insert template lists your templates; one made for the stage you're writing about is marked Matches stage. A client's templates are also listed on its company page, on the Templates tab, with what each purpose falls back to when the client has none of its own.

Admins can also turn on Draft an interview invite when an interview is scheduled at the top of the Email tab. Kepler then drafts the invite from the client's Interview invite template for that round; the draft waits in Drafts until someone sends it.

Your signature

Set your email signature under Settings → Email & signature. It's added to every email and reply you send from Kepler. Use Signature for to give each connected inbox its own signature, or leave an inbox on Default (all inboxes); when you change the From address in the composer, the signature changes with it.

After you connect a mailbox, Settings → Connected accounts may offer Use your Gmail signature in Kepler? (or your Outlook one). Choose Use this, Edit first, or Not now, which keeps it waiting under Email & signature in case you change your mind. A signature is a good place for your booking link.