Templates include email templates, text templates, series templates, social post templates, and social sequence templates. This same folder and sharing system also applies to content - meaning images, PDFs, spreadsheets, and other files uploaded to VipeCloud.
Using folders can help you to more easily organize and share your Templates.
How to Find Your Folders
By default, when you create a Template, it will exist in My Templates which is the root folder. You can create Folders to further organize your Templates. This can include Sub-Folders for further organization.
Templates can exist in multiple Folders. Admins can view the folders of other admins in the account.
On a wide screen, the Folders pane on the left of each Templates page shows My Templates and every folder inside it as a tree. Click a folder's name to open it, or click the arrow beside it to show or hide its subfolders. The folder you have open is highlighted. The Shared With Me tab has its own tree of the folders shared with you.
To hide the pane, click the double-arrow icon at the top of the pane. Click Show folders above the table to bring it back. VipeCloud remembers whether you hid it.
When you click into a Folder, you can see the folder hierarchy in a "breadcrumb" in the upper left. You can return to another folder by clicking on it:
Create A New Folder
Create a new Folder by clicking the + button in the folder you want it to live in:
The new folder is created inside the folder you have selected.
How to Move Templates or Folders to a Different Folder
The dropdown at the top of the Templates table has three folder options: Move to Folder, Add to Folders - Templates Only, and Remove from Folders - Templates Only. Use Move to Folder to move things. It takes your selection out of the folder it's in and puts it in the folder you pick, in one step.
Open the Templates table that holds the templates or folders.
Check the box to the left of each template or folder you want to move. The number you've checked shows at the top of the table, for example 3 selected.
Click the dropdown at the top of the table.
Select Move to Folder.
To find a folder by name, type in Search folders.
Click the folder you want to move them into.
Click the move button at the bottom of the panel, for example Move Templates.
The panel lists what you selected and shows its current folder under Currently in. After the move, the templates are no longer in their old folder. Nothing is deleted.
Move to Folder works on templates, folders, or a mix of both. A folder can't move into itself or into a folder inside it, so those folders can't be picked in the panel. A folder can have only one parent folder, and its subfolders move with it.
To move a single email or text template you own, click the dropdown button on the right of its row and select Move to Folder. The same panel opens for that template.
Move to Folder isn't available on the Shared With Me tab, because you can only move templates and folders you own.
How to Keep a Template in More Than One Folder
A template can be in several folders at once. Add to Folders and Remove from Folders change which folders a template is in, so use them only when you want a template in more than one place. To move a template from one folder to another, use Move to Folder instead.
Both options work on templates only. They're greyed out while any folder is checked.
Add templates to more folders
Check the box to the left of each template.
Click the dropdown at the top of the table.
Select Add to Folders - Templates Only.
Check each folder you want the templates in.
To keep the templates in their current folder as well, uncheck the remove option at the bottom of the panel.
Click Ok.
The remove option is checked by default. If you leave it checked, Add to Folders takes the templates out of their current folder, the same as Move to Folder. Its wording depends on where you are:
In My Templates - Remove selected templates from My Templates.
Inside a folder - Move: remove the selected items from the current folder.
Remove templates from folders
Check the box to the left of each template.
Click the dropdown at the top of the table.
Select Remove from Folders - Templates Only.
Check each folder you want to take the templates out of.
Click Ok.
The templates stay in any folder you leave unchecked. Removing a template from a folder doesn't delete the template.
From HTML Template
Click "Edit Template Details", then click "Edit Folders & Sharing" to open sharing and folder settings.
In the modal that opens, you can add/remove Teams that the Template is shared with. Click "Select Folders" to change the Folders that the Template is in.
From Rich Text Template
Click "Edit Folders & Sharing"
In the modal that opens, you can add/remove Teams that the Template is shared with. Click "Select Folders" to change the Folders that the Template is in.
Sharing Your Folders With Teams
When creating a Folder, you can share it with teams. You can also hover over an existing folder, click the blue button on the right of the row to edit the folder to bring up the same popup, which is how you can remove sharing of that folder with Teams:
You can see which Teams a Folder is shared with from the Templates table:
You can see which Teams a Folder is shared with on the Folder's page:
When you share a Folder, that sharing will apply to all Sub-Folders. Sub-Folders cannot have different sharing settings than their parent Folder.