How to Organize Templates into Folders

Learn how to create and manage folders in the Custom tab of the Templates modal to keep your saved templates organized.

Step 1: Open the Templates Modal

• Navigate to the Email Campaign builder.

• Click Choose Template.

• Switch to the Custom tab the Folders panel will appear on the left.
  

Step 2: Create a Folder

• In the Folders panel, type a folder name in the input field.

• Click the folder icon to save.

• A new folder will appear in the panel.

• Note: “All Templates” is always present and cannot be renamed or deleted.
  

Step 3: Copy Templates into a Folder

You can assign templates to folders in two ways:

Option A: From Template Card Menu

1. Click the ⋯ menu on any template card.

2. Select Copy to Folder.
   

3. The sidebar switches to radio button mode.
   

4. Select the destination folder.

5. Click Save → Template is moved to the folder.

Step 4: Manage Folders

• Rename Folder – Select a folder, click the rename option, and update the name. (Not allowed for “All Templates”).

• Delete Folder – Select a folder, click delete, and confirm.

  • Templates inside are moved back to All Templates.

  • Templates are not deleted unless you manually delete them from All Templates.

Step 5: View and Search Templates by Folder

• Clicking a folder filters the grid to show only templates inside it.

• Use the search bar to find templates by name within the Custom tab.

Step 6: Collapse or Expand the Folder Panel

• Use the toggle control to collapse or expand the folder panel.

• The panel is open by default, but your last state (collapsed/expanded) persists the next time you open the modal.

  
  
  
  This way you can categorize and organize your templates using folders