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  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.