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How To Categorize Message Templates
How To Categorize Message Templates
Kristina Patten avatar
Written by Kristina Patten
Updated over a year ago

If you want to organize your message templates into different categories, this can be done by going to the hammer icon and clicking on Templates.

Next, find and click on Message Templates which will take you to your list of message templates.

Clicking on All Categories will allow you to add, filter, or manage your message 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.

To edit an existing category, click on the name of the category which allows you to change the name. Be sure to click on the Return/Enter key on your keyboard 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 reapply it to each of the message templates that fall under that category.

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

Now that you have your categories set, you can filter the message 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 the category you filtered by.

To see all of your message templates again, click the filtered category button and change it back to All.

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