Organizing Email Templates with Categories

Keeping your email templates organized in VanillaSoft is made easier with the use of categories. By creating different categories, you can not only keep your templates organized but also control access on a team-by-team basis. This guide will walk you through the steps to add or edit a category and apply it to your email templates.

Add or Edit a Category

  1. Log in as an Admin: Access VanillaSoft as an Administrator.
  2. Select Project: Choose the project for which you want to manage email templates.
  3. Navigate to Templates: Go to the Email, SMS & Docs tab at the top, then select the Email Templates section.
  4. Add/Edit Categories: Click on the Add/Edit Categories button.
  5. Name the Category: Enter the desired name in the Category Name field.
  6. Assign to Team(s): Use the Assign to Team(s) drop-down to select the team that will have access to this category.
  7. Confirm Settings: If satisfied with your settings, click the green plus symbol to add the category.
  8. Save: Click Save to finalize the changes.

Apply Category to Email Template

  1. Access Email Templates: While in the Email, SMS & Docs section, click back on the Email Templates section.
  2. Choose Template: Open an existing email template or begin creating a new one. (Refer to the How To Create an Email Template article for steps in creating an email template.)
  3. Select Category: Open the Category drop-down and choose the desired category.
  4. Complete Template: Finish editing or creating your email template.
  5. Save: Once done, click Save to apply the changes.

By following these steps, you can effectively organize your email templates into categories and manage access based on team assignments. This will help streamline your communication efforts and ensure that the right templates are accessible to the appropriate teams.

If you have any questions or need further assistance, feel free to reach out to our support team for help. Your success with VanillaSoft is our top priority, and we're here to ensure you have all the tools you need for effective communication.

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