Organizing Your Templates

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To add structure to your marketing content, you can organize templates into folders and duplicate them within your Segment space.

Organize with folders

Use folders to organize your Email, SMS/MMS, Push, and WhatsApp content templates. Group related content together to better help you manage and find your marketing resources.

From the Templates overview page you can create, update, view, and delete template folders.

You must have both read and write workspace permissions to create or make changes to folders.

To create a folder:

  1. Navigate to Engage > Content.
  2. Select the tab for the template type (Email, SMS, WhatsApp, or Push) you’d like to create the folder for.
  3. Click Create, then select Folder.
  4. Add a folder name, then click Create.

You can also rename, add templates, or disband your folder from the Templates overview page. Disbanding a folder returns all templates from the folder to the main template list, without deleting any of the templates.

You can only organize templates in your folders according to template type. For example, you can’t group email and SMS templates in the same folder.

Move templates to your folders

From the Templates overview page, you can select individual template(s) to move to your folders.

After you select the templates you’d like to move:

  1. Click Actions, and select Move Templates.
  2. Select the destination folder, then click Move templates to folder.

Use the Actions button in your folder to remove templates or move them to a different location. When you remove a template, Engage returns the template to the Templates overview page, without deleting it.

Duplicate an Engage template

You can clone existing Engage templates to edit and use in your message campaigns.

Duplicate email, SMS, and push templates

To duplicate an email, SMS, or push template:

  1. Navigate to Engage > Content.
  2. Select the tab for the template type (Email, SMS, or Push) you’d like to clone.
  3. Select the icon next to your template, then click Duplicate.
  4. Configure your duplicate template:
    • For SMS and push, edit your template, and save the duplicate once you’re finished.
    • For email, add a template name on the Duplicate Template popup screen, then click Duplicate. You can then edit your email template from the Templates page.

Learn more about configuring email, SMS, and push templates.

Duplicate WhatsApp templates

To duplicate WhatsApp templates:

  1. Navigate to Engage > Content > WhatsApp.
  2. Select the template you want to duplicate.
  3. Click Duplicate.
  4. Add a template name and language, then click Duplicate.
  5. Configure and save your WhatsApp template.

Learn more about configuring WhatsApp templates.

This page was last modified: 11 Jan 2024

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