Organize templates into folders

Group your email and text message templates into folders. On the Templates page, select New, then New folder. Email and SMS share the same folders.

Folders that nest

Folders sit at the top of the list in both grid and table views. Open one to see its contents, and use the breadcrumb to step back out. Create a folder inside another to build as many levels as you need. New, on the Templates page, adds a template or folder to the folder you’re in.

Move, rename, and tidy up

Rename a template or folder in place from its menu, or use Duplicate and name the copy straight away. Choose Move to on a template to file it in any folder, listed by its full path. In the table view, tick several templates to move or delete them together.

Deleting a folder keeps what’s inside: its templates and folders move up a level. Moves and deletes can be undone from the message that appears afterwards.

Search across every folder. Search and filters look through all your folders and show where each matching template lives.

Form field names in merge tags. In the email editors, form field merge tags now show the form and field name rather than a code. Hover over one to see the tag itself. Your emails send exactly as before.