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Email Template Folders | Better Impact Help Center

Email Template Folders

About this feature: Email Template Folders enable administrators to organize their email templates.

Add New Email Template Folder

  1. Go to: Communications >> Email Templates

  2. Select [Add New Folder]

  3. Enter the name

  4. Select [Save]

Go to: Communications >> Email Templates

Select [Add New Folder]

Enter the name

Select [Save]

Edit Email Template Folder

  1. Go to: Communications >> Email Templates

  2. Using the options icon next to the folder, select “Edit”

  3. Make the desired changes

  4. Select [Save]

Go to: Communications >> Email Templates

Using the options icon next to the folder, select “Edit”

Make the desired changes

Select [Save]

Delete Email Template Folder

  1. Go to: Communications >> Email Templates

  2. Using the options icon next to the folder, select “Delete”

  3. Confirm your selection by clicking [Delete]

Go to: Communications >> Email Templates

Using the options icon next to the folder, select “Delete”

Confirm your selection by clicking [Delete]

Note: Any email templates in that folder will be moved to “not in a folder”

Add Email Template to Folder

  1. Go to: Communications >> Email Templates

  2. Using the option icon next to the email template, select “Edit”

  3. Choose the folder for this email template

  4. Select [Save]

Go to: Communications >> Email Templates

Using the option icon next to the email template, select “Edit”

Choose the folder for this email template

Select [Save]

View Email Template Folder

  1. Go to: Communications >> Email Templates

  2. Use the ‘+’ icon next to the folder name to expand the folder and view the templates

  3. OR use the options icon next to the folder name to select [View].

Go to: Communications >> Email Templates

Use the ‘+’ icon next to the folder name to expand the folder and view the templates

OR use the options icon next to the folder name to select [View].

Bulk Management of Email Templates

  1. Go to: Communications >> Email Templates

  2. Select the desired email templates

  3. Click the "Change Selected" drop down at the bottom of the page

  4. Select

    1. Move to Folder or

    2. Remove from Folder

  5. Confirm your selection

Go to: Communications >> Email Templates

Select the desired email templates

Click the "Change Selected" drop down at the bottom of the page

Select

  1. Move to Folder or

    2. Move to Folder or

  2. Remove from Folder

    3. Remove from Folder

    Confirm your selection