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Tiered accounts: Template organization

Ⓘ Available to HQ, Teams, and Corporate accounts

Template folders overview

With the new folders for templates tool, the account Parent can now use folders to organize and manage their templates. This feature allows the account Parent and Managers with permission to manage assets to take the following actions:

  • Create a folder
  • See all existing folders in the left panel
  • Rename a folder
  • Delete a folder
  • Move one or more templates to a folder
  • Move one or more templates from one folder to another
  • Remove a template from a folder

Each template can only belong to one folder. Additionally, when using the search bar in the Templates tab, only the current folder will return results. In order to return results from all folders, you’ll need to be in the All templates section.

How to create a folder

To create a new folder, follow these steps:

  1. Navigate to your Brand Manager tab.
  2. Click on the Templates section.
  3. Click on the Create new button and select Folder from the dropdown menu.
  4. In the pop-up window that appears, enter a name for the folder.
  5. Click on the Save button.

Folder navigation panel

Once you have created at least one folder, all of your folders will be visible in the panel on the left. To open a certain folder, simply click on that folder’s name.

When a folder is open, you will see a list of all templates within that folder. You can use the search bar to look for specific templates within the folder or the Create new button to create a new template in that folder. The Create new button also gives you the option to create a new folder, but it’s important to note that the folder you create will be a regular folder, not a sub-folder within the current folder.

If you open a folder that has no templates in it, you’ll see a Back to templates button that will return you to the All templates section.

How to rename a folder

To rename a folder, follow these steps:

  1. Navigate to your Brand Manager tab.
  2. Click on the Templates section.
  3. Click on the dropdown arrow next to the desired folder.
  4. Select Rename from the dropdown menu.
  5. In the pop-up window that appears, enter a new name for the folder.
  6. Click on the Save button.

How to delete a folder

To delete a folder, follow these steps:

  1. Navigate to your Brand Manager tab.
  2. Click on the Templates section.
  3. Click on the dropdown arrow next to the desired folder.
  4. Select Delete from the dropdown menu.
  5. In the pop-up window that appears, click on the Delete button.

When a folder is deleted, all of the templates inside that folder will also be deleted.

How to share a folder

To share a folder, follow these steps:

  1. Navigate to your Brand Manager tab.
  2. Click on the Templates section.
  3. Click on the dropdown arrow next to the desired folder.
  4. Select Share from the dropdown menu.
  5. Check the box next to each subaccount that you’d like to share the folder with. You can also check the box at the top of the table to select all subaccounts or check the Share with all existing and future subaccounts box.
  6. Click on the Save & share button.

When subaccount users create a new campaign, they can find shared template folders in their template gallery under the Shared with me heading. To view the templates in the folder, they just need to click on the folder name in the panel on the left.

Templates that are shared through folders are not stored in the destination subaccounts. As a result, if the account Parent or a Manager removes a template from a folder, then that template is effectively “unshared” from the subaccounts that could previously see it.

Template folder sharing is only available to Teams and Corporate accounts.

How to move templates to a folder

To move one or more templates to a folder, follow these steps:

  1. Navigate to your Brand Manager tab.
  2. Click on the Templates section.
  3. Check the box next to each template that you’d like to move or choose the option to select all.
  4. Click on the Move to folder button.
  5. In the pop-up window that appears, use the dropdown menu to select a folder.
  6. Click on the Move button.

This process can be used to move templates that are not in a folder to a folder or to move templates from one folder to another.

How to remove a template from a folder

Templates can be removed from a folder and returned to the All templates screen, by following the steps below.

  1. Navigate to your Brand Manager tab.
  2. Click on the Templates section.
  3. Locate the template that you’d like to move.
  4. Click on the dropdown arrow that corresponds to the desired template.
  5. Select Remove from folder from the list.

Templates can only be removed from a folder one-by-one.

Additional template organization tips

Pagination

Templates are now paginated! Previously, all templates would be listed on a single page and users would have to scroll through them. Now, however, they are divided across multiple pages. If you don’t have many templates, you may not notice a difference, but if your account has a significant number of templates, you should start seeing shorter load times.

Sorting

You can now click on the column headings in the Templates tab to sort your templates.

Additional resources