You can put your messages and your templates into folders in order to group those that are similar or somehow related. Organizing your messages and templates into folders enables you to isolate like items as a group in order to more easily access and manage them -- especially because the Messages list and Templates list pages display all of your messages and templates by default.

TIP: Create folders and organize your messages and templates from the beginning; otherwise, it will be a more time consuming and difficult task after dozens of messages and templates have been created. Then, when creating a message or a template, you can select which folder to store it in.

Folders notes

The folders functionality is available on two pages: Messages > List and Messages > Templates.

IMPORTANT: Folders are specific to either messages or templates; you cannot put messages in a templates-based folder and vice versa. You can, however, create folders with the same name (e.g., Newsletter) for messages and templates.

• The Messages list page has five status-based lists: In-Progress (default), Review, Sent, Triggered, and Scheduled. Any messages-based folders you create are available to all five statuses.
  • Any messages you put into a folder stay in that folder, even if a message's status changes.
• If you filter on a folder on one list page and then switch to a different list page (e.g., from Sent to In Progress), that filtering will be honored and applied on the new page; it will remain effective on subsequent list pages until it is removed or the admin logs out
• Folder names can contain letters, numerals, and special characters.
• Folder names that start with a special character will be listed first, followed by those that start with a numeral, and then an alphabetized list.

Access your folders

To access your folders:

1. Access the Admin interface.
2. Navigate to Messages > List (or Messages > Templates).

TIP: Below the list, click the columns count and then select Folder. The Folder column displays in the list so you can easily see which messages/templates are in which folders.

3. Click the folder icon.

The Folders overlay dialog opens on the page and lists all messages/templates folders.

TIP: The list of folders that displays depends on whether you're on the Messages List or Templates List.

Create a folder

The folder-creation process is identical for messages- and templates-based folders.

NOTE: The folder's designation depends on which List page you're on when you create it.

You cannot create a messages-based folder while on the Templates List and vice versa.

To create a folder:

1. Click New Folder and specify a name in the field.

2. Press Enter to add the folder.

The folder will now be selectable when creating a message (or template).

Manage your folders

NOTE: Messages has a default folder, Main; you cannot rename or delete this folder.

To manage your folders:

1. Click the folder icon to open Folders overlay dialog.

NOTE: If you have a lot of folders, only a portion of them will display; scroll down to see and manage more folders.

2. Click a folder's ellipsis icon and then select:

• Rename - to rename the folder in the text field.
• Delete - to delete this folder; click Delete at the confirmation prompt.

View a folder's contents

You can select a folder to see which messages/templates are stored in it.

TIP: This is, effectively, a convenient filtering mechanism because, by selecting a folder, the list refreshes and displays only the messages/templates in that folder. Now you can manage those messages/templates individually or easily as a group.

To view a folder's contents:

1. Click the folder icon to open Folders overlay dialog.

NOTE: If you have a lot of folders, only a portion of them will display; scroll down to access more folders.

2. Click a folder and then scroll to the bottom of the dialog and click Apply.

The dialog closes and the page refreshes to display the folder's messages/templates.

• The folder icon displays as solid orange.
• The name of the folder displays to the right of the page title.

3. Manage the folder's messages/templates and be sure to save any changes that you make.
4. Click the folder icon to re-open Folders overlay dialog. Now you can:

• click a different folder name, followed by Apply to manage that folder's messages/templates, or
• click the View All button, followed by Apply to restore the full list of messages/templates.