Organize your campaigns and templates with folders

Avoid spending too much time searching and scrolling to find one of your campaigns or templates by easily creating folders to organize them. You can group your campaigns and templates based on themes, dates, target audience, promotional events, or any other criteria that align with your business.

Good to know

  • Folders are available for email campaigns, and email and WhatsApp templates. Your email and WhatsApp templates can be stored in the same folder. 
  • You can create up to 500 folders including subfolders, and store a maximum of 3 000 campaigns or templates in one single folder. 
  • You can add your campaign or template to only one folder. 

📁 Create, access, and edit a folder 

Create a folder

  1. Go to Campaigns > Email or Campaigns > Templates > Email or WhatsApp
  2. Click Create a folder
    Email campaigns Email and WhatsApp templates
    campaigns_create-folder_EN-US.png
  3. In the Folder name field, enter a name for your folder, here Black Friday 2023. We recommend choosing a short name that will help you find it easily in the list of your folders. 
  4. Click Create.
    campaigns_name-folder_EN-uS.png

Congratulations! 🎉 You created a folder for your campaigns or templates.

Access and edit a folder

To access your folders, click Folders at the top of your Campaigns > Emails or Campaigns > Templates > Email or WhatsApp page and click a folder name to open it.

Once opened you can:

Email campaigns Email and WhatsApp templates

campaigns_access-edit-folder_EN-US.gif

  1. Rename, Move to a folder, or Delete your folder by clicking the three-dot icon more-action-icon.png next to your folder name, or
    💡 Good to know
    All the campaigns or templates inside your folder will remain available from your campaigns or templates main list. Only the folder will be deleted. 
  2. Create a sub-folder by clicking Create a folder. Sub-folders behave in the same way as parent folders. You can only create one level of sub-folders. 

📨 Add, move, or remove an email from a folder 

Add or move to a folder 

To add or move an email to a specific folder: 

Email campaigns  Email and WhatsApp templates 

campaigns_add-move-to-folder_EN-US.gif

  1. From your campaigns or templates main list or your folder list, select the campaigns or templates you want to move to a folder. 
  2. Click Add to folder or Move to new folder.
  3. Select a folder in the drop-down list to which you want to move the campaigns or templates you selected.
  4. Click Add or Move.

Once added to a specific folder, your campaign or template will be assigned a tag with the name of the folder in which it is located:

campaigns_folder-tag_En-US.png

Remove from a folder

  1. From your folder list, select the campaign or template you want to remove from your folder. 
  2. Click Remove
    Email campaigns Email and WhatsApp templates
    campaigns_remove-from-folder_EN-US.png
  3. Click Remove in the dialog box.
💡 Good to know
The campaign or template you removed from your folder is not deleted and will remain available from your campaigns or templates main list. 

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

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