This article explains how to organize templates and campaigns created in the Brand Manager.

Ⓘ Available to HQ, Teams, and Corporate accounts

In this article Folders overview How to create a folder Folder navigation panel How to rename a folder How to delete a folder How to share a folder How to move templates or campaigns Additional template / campaign organization tips Additional resources

Folders overview

The folders tool allows the account Parent to use folders to organize and manage their templates and campaigns. The account Parent and Managers with permission to manage assets can use the feature to take the following actions:

• Create a folder
• See all existing folders in the left panel
• Rename a folder
• Delete a folder
• Move one or more templates / campaigns to a folder
• Move one or more templates / campaigns from one folder to another
• Remove one or more templates / campaigns from a folder

Ⓘ	Each template / campaign can only belong to one folder. Additionally, when using the search bar in the Templates tab or the Campaigns tab, only the current folder will return results. In order to return results from all folders, you'll need to be in the All templates or All campaigns section.

How to create a folder

To create a new folder, follow these steps:

1. Navigate to your Brand Manager tab.
2. Click on the Templates section or the Campaigns section.

3. Click on the Create new button and select Folder from the dropdown menu.

   

4. In the pop-up window that appears, enter a name for the folder.
5. Click on the Save button.

Ⓘ	Campaigns and templates cannot belong to the same folder. Folders for templates are only located in the Templates section, while folders for campaigns are only located in the Campaigns section.

Folder navigation panel

Once you have created at least one folder, all of your folders will be visible in the panel on the left. To open a certain folder, simply click on that folder's name.

When a folder is open, you will see a list of all templates or campaigns within that folder. You can use the search bar to look for specific templates or campaigns within the folder or the Create new button to create a new template or campaign in that folder. The Create new button also gives you the option to create a new folder, but it's important to note that the folder you create will be a regular folder, not a sub-folder within the current folder.

If you open a folder that has no templates or campaigns in it, you'll see a Back to templates button (or a Back to campaigns button) that will return you to the All templates / All campaigns section.

How to rename a folder

To rename a folder, follow these steps:

1. Navigate to your Brand Manager tab.
2. Click on the Templates section or the Campaigns section.

3. Click on the dropdown arrow next to the desired folder.

   

4. Select Rename from the dropdown menu.
5. In the pop-up window that appears, enter a new name for the folder.
6. Click on the Save button.

How to delete a folder

Ⓘ	When a folder is deleted, all of the templates or campaigns inside that folder will also be deleted.

 

To delete a folder, follow these steps:

1. Navigate to your Brand Manager tab.
2. Click on the Templates section or the Campaigns section.

3. Click on the dropdown arrow next to the desired folder.

   

4. Select Delete from the dropdown menu.
5. In the pop-up window that appears, click on the Delete button.

How to share a folder

Ⓘ	Campaign folders cannot be shared. Only template folders can be shared. Template folder sharing is only available to Teams and Corporate accounts.

 

To share a folder, follow these steps:

1. Navigate to your Brand Manager tab.
2. Click on the Templates section.

3. Click on the dropdown arrow next to the desired folder.

     

4. Select Share from the dropdown menu.
5. Check the box next to each subaccount that you'd like to share the folder with. You can also check the box at the top of the table to select all subaccounts or check the Share with all existing and future subaccounts box.
6. Click on the Save & share button.

When subaccount users create a new campaign, they can find shared template folders in their template gallery under the Shared with me heading. To view the templates in the folder, they just need to click on the folder name in the panel on the left.

Templates that are shared through folders are not stored in the destination subaccounts. As a result, if the account Parent or a Manager removes a template from a folder, then that template is effectively "unshared" from the subaccounts that could previously see it.

How to move templates or campaigns

To move one or more templates to a folder, follow these steps:

1. Navigate to your Brand Manager tab.
2. Click on the Templates section or the Campaigns section.
3. Check the box next to each template or campaign that you'd like to move or choose the option to select all.
4. Click on the Move to folder button.

5. In the pop-up window that appears, use the dropdown menu to select a folder.

   

6. Click on the Move button.

This process can be used to move templates / campaigns that are not in a folder to a folder or to move templates / campaigns from one folder to another. It can also be used to remove templates / campaigns from a folder by selecting the Remove from this folder option from the dropdown.

 

Additional template / campaign organization tips

Pagination

Templates and campaigns are now paginated! Previously, all templates / campaigns would be listed on a single page and users would have to scroll through them. Now, however, they are divided across multiple pages. If you don't have many templates or campaigns, you may not notice a difference, but if your account has a significant number of templates or campaigns, you should start seeing shorter load times.

Sorting

You can now click on the column headings in the Templates tab and Campaigns tab to sort your templates / campaigns.

Additional resources

• Tiered accounts: Brand manager overview
• Tiered accounts: Campaign creation and sharing
• Tiered accounts: Images and documents
• Tiered accounts: Saved rows
• Tiered accounts: Style guide basics
• Tiered accounts: Template Builder basics
• Tiered accounts: Template Builder locks and footer edits