How To Organize Email Templates

In order to keep your email templates organized, within VanillaSoft, you're able to create and use different categories. You have the ability to allow or deny access to a category on a team-by-team basis. Once the Category has been added, you will be able to categorize your email templates accordingly. 

Note: For information on how to build email templates, view our How To Create an Email Template article.


Step 1 - Add or Edit a Category

  1. Log in to VanillaSoft as an Admin.
  2. Select the desired Project.
  3. From the menu at the top, select the Email, SMS & Docs tab, then the Email Templates section.
  4. Click on the Add/Edit Categories button (shown below).
  5. Type the desired name in the Category Name field.
  6. Open the Assign to Team(s) drop-down and select the desired Team that will have access.
  7. If you're happy with your settings, click the green plus mceclip1.png symbol.
  8. Once done, click Save.



Step 2 - Select a Category

  1. While in the Email, SMS & Docs section, click back on the Email Templates section.
  2. Either open an existing email template or begin creating a new one. 
  3. Open the Category drop-down (shown below) and select the desired category.
  4. Finish editing or creating your email template.
  5. Once done, click Save.


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