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How to create & manage collections

Updated over 6 months ago

Collections Guide: Creating and Managing Content

Creating a New Collection

Method 1: Direct Creation

1. Navigate to "My Collections"

2. Click "Create New Collection"

3. Enter collection name (e.g., "Customer Support Demo")

4. Add metadata/description (optional)

5. Click "Create"

Adding Content to Collections

Adding Templates

1. Navigate to the Templates section

2. Find desired template

3. Click save/add to collection

4. Select your collection

5. Choose or create a board (optional)

Adding Different Content Types

You can add various content types to the same collection:

- Email templates

- Inspiration items

- Landing pages

- Ad templates

Creating Boards Within Collections

1. Click "Create New Board" during save process

2. Enter board name

3. Confirm creation

4. Select board when saving items

Managing Your Collection

Viewing Collection Content

Collections show different content types with distinctive tags:

- Templates (tagged as "template")

- Inspiration items (untagged)

- Landing pages

- Email templates

Filtering Options

- Filter by content type

- View templates only

- Sort by different categories

Content Management

For each item in your collection, you can:

- Request content (for non-template items)

- Modify associated information

- Delete items

- Change metadata

- Move between boards

Best Practices

Organization Tips

- Use descriptive collection names

- Add relevant metadata

- Create boards for specific categories

- Maintain consistent naming conventions

Content Management

- Regularly review and update collections

- Use appropriate tags

- Keep related content together

- Delete outdated items

Important Notes

- Collections can contain multiple content types

- Items can be added to multiple boards

- Request functions are available for non-template items

- Content can be organized and reorganized as needed

Tips for Efficient Collection Management

- Plan your collection structure before creating

- Use boards for logical content grouping

- Add descriptive metadata for easy searching

- Regularly maintain and update collections

- Use filters to quickly find specific content types

Remember: Collections are flexible tools that can be adapted to your specific workflow and organizational needs.

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