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:

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

TIP: Before managing your folders, make sure that the Folder column displays in the list. If it doesn't, click the columns count below the list and then select Folder. The Folder column displays which messages/templates are in which folders.

On the Messages and Templates list pages, there are two options for managing folders:

The All folders dropdown, to the right of the page title, is a quick way to access your list of folders and to then filter the list to one folder's contents.
The folder icon, in the upper right, opens the Manage Folders overlay dialog which has more management options.

All folders dropdown

This dropdown is the more convenient way to filter the list to the contents (messages or templates) of just one folder. This filtering simplifies managing the folder contents.

Click the dropdown label (the default is All folders) to open the dropdown.

Type a folder name in the search field to quickly find that folder.

TIP: Try a text string, such as "ann", to filter the dropdown list to, for example, Annual Conference, Shareholders Annual Review, and Annuity Reports. The field is not case-sensitive.

Click a folder name to filter the list to just that folder's contents.
Click Create Folder to open the create dialog. When you click Create on the dialog, the folder is immediately created and the list is filtered on it.

These tasks, and others, can also be performed via the folder icon, as described in the sections that follow.

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:

Click the folder icon.
Click New Folder and specify a name in the field.

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:

Click the folder icon.

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

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 display a listing of 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 as a group.

To view a folder's contents:

Click the folder icon.