Intent of the article:
This article explains how to create folders for templates.
Why do you need folders?
Folders are a way to keep all your templates organized. ‘Shared templates’ is a default folder that you’ll notice in Salesgear. All the templates that you share with your team are grouped in this folder.
You can also create your folders manually to keep your templates' section organized. For example, you can create a folder just for follow-up templates. Check out the following part to know how to create folders.
Steps to create a folder:
Click on the ‘templates’ icon in the vertical side menu bar.
Click on the blue-colored ‘add new’ in the top right corner.
Choose ‘new folder’ from the drop-down menu.
You will notice a new folder created on the left side.
Give a name to your new folder and press enter.
Now you can create new templates in this folder. Check this article to see how to create new templates.
Note: As your company scales, you will come across different personas and use cases, leaving you to create various patterns of highly personalized email templates. Therefore, it is a great idea to use folders to keep things organized.