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WhatsApp

How to organize WhatsApp templates in folders

In Settings › WhatsApp › Templates, click Create Folder, name it and create subfolders inside if needed. To file a template, open the three dots in the actions column, choose Move to Folder and pick the destination. Moving doesn't change the template's approval.

Updated on

Before you start

  • You need access to Settings › WhatsApp and permission to manage WhatsApp templates.
  • Think about the structure before you start: by campaign, by department, by message type (reminders, promotions, support)…
  • Anyone with access to WhatsApp templates sees all folders; there are no private per-user folders.
Where to find it

Settings › WhatsApp › Templates › Create Folder

Step by step

Create folders and subfolders

  1. In the left menu, open Settings and click WhatsApp.
  2. Open the Templates tab.
  3. Click Create Folder, enter the name (for example, "Appointment reminders") and click Create.
  4. To create a subfolder, click the folder's name to open it and repeat Create Folder inside. You can create as many levels as you need.
  5. Use the breadcrumb trail at the top to go back to the parent folder or the Home folder.

Move a template into a folder

  1. Find the template in the main list or inside any folder.
  2. In the actions column, click the template's three dots.
  3. Choose Move to Folder.
  4. Select the destination folder or subfolder (you can create a new one right there) and click Move.

Move a folder into another folder

  1. Find the folder and click its three dots.
  2. Choose Move Folder.
  3. Select the destination folder and click Move.

Rename or delete a folder

  1. Click the folder's three dots (or right-click it).
  2. Choose Rename or Delete.
  3. When you delete a folder that holds templates, they move to the parent folder; nothing is lost.

Tips

  • The list shows, next to each template, the number of messages delivered and the weekly trend: handy for seeing at a glance which templates are in use.
  • Click View Report on a template to see sent, delivered, read and button clicks by period.
  • Search finds templates in any folder, so you don't need to remember where you filed them.

Common problems

  • I can't find a template that used to be in the list → It was moved into a folder. Use the search at the top of the template list.
  • I'm worried moving will lose the approval → Moving only changes organization; the template's approval and delivery status stay the same.
  • I deleted a folder by mistake → The templates inside moved to the parent folder. Recreate the folder and move them back.
  • Another user can't see my folders → Make sure they have access to WhatsApp templates; folders follow the account's permissions.

Frequently asked questions

How many folder levels can I create?

As many as you need; you can nest folders inside folders.

Can I export all templates in a folder at once?

Export is still done one template at a time.

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