Open navigation

How to Add Folders and Tags to Marketing Templates

Click HERE to learn how to create new folders and tags. 


  1. Navigate to Manage Marketing > Manage Templates
  2. Locate the template you want to update and select Actions > Media Settings.
  3. In the Media Settings section, scroll down to locate the Folders and Tags fields.
  4. Click in each of these fields and select 1 or more options from the drop-down list. Selections are added to the field.
    1. You can remove a selection by clicking the x next to the name.
    2. You can create a new tag by typing in the Tags field and pressing Enter.
  5. When you are satisfied with the selections, click the Save Media button at the top of the page.


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.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.