Folders for Email Templates

  • Updated

Organize your email templates into folders to keep your workspace tidy and make it easier to locate designs for specific campaigns, brands, or teams. Folders help maintain a structured library and speed up your workflow in Act-On.

Quick Reference (Advanced Users) – Click to Expand
  • Access: Go to Content › Email Templates to manage your folders.
  • Create: Click + Add Folder in the Folders panel.
  • Rename or Move: Use folder options (⋮) to rename, delete, or rearrange folders.
  • Best for: Organizing templates by campaign type, brand, or department.
Try it like this: Create folders named Newsletters, Product Launches, and Events. Save related templates to each folder so your team can quickly find and reuse the right layouts.

Create an Email Template Folder

  1. Go to Content › Email Templates.
  2. In the Email Templates Manager, locate the Folders panel on the left.
  3. Click + Add Folder.

Creating a folder for Email Templates example

  1. Enter a name for your new folder (for example, “Quarterly Campaigns” or “Webinar Series”).
  2. Click Create to add it to your list of folders.

Manage Folders

You can rename, move, or delete folders from the Folders panel to keep your library organized. Each folder displays the number of templates stored inside.

  • Click the ⋮ icon (folder options menu) to rename or delete a folder.
  • Drag and drop templates between folders to reorganize.
  • Use folders to group templates by theme, audience, or marketing program.

Best Practices

  • Keep folder names short and meaningful (e.g., “Customer Onboarding,” not “Templates for Customer Onboarding Messages”).
  • Regularly archive or delete old templates to avoid clutter.
  • Use consistent naming conventions across your team for clarity.

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