Folders and tags help to organize your marketing materials. This helps users quickly locate content.
- Navigate to Manage Marketing > Folders and Tags.
- Click either the Add Folder button or the Add Tag button.
- This adds a new blank row in the corresponding section.
- Enter the name of the new folder or tag.
- Click the Save Tags & Folders button at the top of the page.
These can be assigned to print, email, and social media templates. Users can use a folder or tag as a filter on template list pages as long as the list is showing at least 1 template with that folder or tag assigned to it.
- You may have to change the All/Active/Inactive/Expired filter before any relevant templates are listed.
- For example, suppose you have a folder called "2021" and all templates in that folder are now inactive.
- If you navigate to Manage Marketing > Manage Templates, the Active filter is selected by default.
- If you then attempt to filter by folder, the 2021 folder does not appear in the Folders drop-down list.
- However, if you switch the Active filter to All or Inactive, then the "missing" templates appear in the list, and the 2021 folder now appears in the Folders drop-down list.
Click HERE to learn how to add folders and tags to marketing templates.