How To Categorize Email Templates | Open to Close

If you want to organize your email templates into different categories, this can be done by going to the hammer icon and clicking on Templates. You will automatically land on the Email Templates page.

Image shows the hammer icon in the navigation menu on the left side. It's directly above the gear icon which is the last icon in the list. Templates is the first choice in the hammer icon.

Clicking on All Categories will allow you to add, filter, or manage your email template categories. If you want to add a new category, you can enter the name into the text box and click on Add. The new category will appear below the text box.

You can also click on Manage Categories to edit or delete your current categories.

Image shows All Categories button with a text box in it and Add to the right of the text box, directly below Email Templates > All Categories header. Below the text box is a list of all categories created and Manage Categories is in the lower right corner of the All Categories pop-out.

To edit an existing category, click on the name of the category which will allow you to change the name. Be sure to click on the Return/Enter key on your keyboard for it to save the changes.

If you need to delete the category instead, click on the trash icon. This will automatically remove the category, so be sure you are deleting the correct one. If you delete the wrong one, you will need to recreate the category and add it to each of your email templates that fall under that category.

Image shows the Buyer category with a cursor at the end of the word and a purple background. To the right of it is a trash icon and Close is below the trash icons.

Once you have your categories in place, go to the actual email template on the right side, and click on the drop down arrow next to Category. You can select the category you want your email template to belong to, or you have the option to manage your categories from this drop down as well.

Image shows the title of the email template on the card with Edit | Delete below it. Below that is Category with a drop down triangle next to it to select the category.

If you need to change the category for a group of email templates, you can do so by clicking on the box next to Clone & Modify Options for each of the templates you need to change.

This will open some choices at the bottom of your page where you can click on Category to change the selected templates to the category you need.

Image shows the Clone & Modify Options in the lower right of the email template card with a check box to the left of it. A row of options is at the bottom of the screen with Category being the second one from the left.

Click on the drop down to choose the category you want the email templates assigned to. After that, click the Set Category button to update the templates.

Image shows pop-up with a drop down in the middle to select the category. The Set Category button is to the left and below that and close is to the right of Set Category.

Now that you have your categories set, you can filter the email templates by any of the categories you have. Simply go back to the All Categories button, and select the category you want to see. It will change the All Categories button to what you filtered it by.