There are lots of actions we offer when it comes to email templates. In this article, we will cover them all by sections:
template-related actions
folder-related actions
Template-related actions
Once on the templates tab, you can start creating and managing your first templates. Some of the basic actions are:
Move to folder - if you move the template to the Personal folder, it will only be visible to you; if you move it to the Team folder, it will be visible to the whole team.
Copy template - it is possible to copy the email text and paste it right into the sequence.
Remove - you can completely delete the templates if needed.
Search template by title - if you remember the template's name, you can use the search field to find it.
Edit and preview template text - text Editor lets you correct the text while the Preview tab shows the finalized template version.
💡 Important: Templates can be shared in both Team Edition Private and Public modes. The removed template will be visible on the stats page until the sequence is removed or archived.
Folder-related actions
Same as with the templates, you can manage the folders in this tab. Here is what you can do:
Create a new folder - you can create a personal or a team folder by clicking the "+" icon.
Edit personal/team folder - if you need to edit the folder's title, choose the Edit option.
Share a folder - you can share a personal folder with the team and make it visible to everyone.
Delete a folder - if needed, you can permanently remove the folder.
If you have any questions left, our Support team will gladly help you further.