How to create a email template folder and manage it

In this article, we give a quick tutorial on how to create an email template folder and how to edit its name or delete it

In your Customerly account, you can create email template folders to organize your templates by their topic.

How do I create a folder and how do I manage it?

  • Go to the Emails section under "Messages" in the Outbound".

  • Click on "Create email".

  • If you want to create a new template and organize it in a folder so you can use it later in other campaigns, click on "Create folder".

  • Or you can simply create a folder and come back later to create the template,

  • And give your folder a name. Then click on "Create folder".

  • Then click on the newly created folder.

  • Then click on "Create from scratch" to proceed to the template editor.

  • If you want to edit the name of the folder click on "Edit folder name".

  • If you want to delete it, click on the trash icon.

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