As your practice builds out its WhatsApp messaging, your template library grows quickly. Template Folders let you group, organize, and track your WhatsApp templates using folders and subfolders instead of one long, flat list. You can categorize templates by campaign, service line, or any structure that fits how your team works, then find and update them in seconds.
Organizing your WhatsApp templates with folders brings several practical advantages:
Improved organization: Group templates by campaign, department, or use case for quick access.
Custom hierarchies: Nest folders inside folders to mirror your team's structure or marketing flows.
Faster template management: Add, move, or locate templates without scrolling through long lists.
On-the-fly folder creation: Create folders while moving templates or folders, making organization flexible and intuitive.
Breadcrumb navigation: Always see your current folder path, making it easy to navigate complex folder structures.
Enhanced reporting: Delivered Message Count and Weekly Delivery Trends appear directly on the templates table for instant insights.
Setting up Template Folders keeps your templates organized from the start, saving time and reducing errors as your library grows. Here is how to get started.
Go to Settings from your account.
Click on the WhatsApp tab.
Navigate to the Templates tab.
Click the Create Folder button.
Enter a folder name.
Click Create to save the folder.
Click on an existing folder's name to open it.
Click Create Folder again to create a subfolder inside the parent folder.
Name the subfolder and click Create.
Note: You can create as many hierarchy levels as needed for your organization.
Use the breadcrumb trail to see where you are in the folder hierarchy.
Navigate back to parent folders or the root Home folder quickly.
Locate the template you want to move in the main template list or inside any folder.
Click the three-dot menu under the template's Action column.
Select Move to Folder.
Choose the folder or subfolder you want to move the template to.
Click Move to complete the action.
Locate the folder you want to move in the main list or inside any folder.
Click the three-dot menu of the folder under the Action column.
Choose Move Folder.
Select the destination folder where you want to nest it.
Click Move to confirm.
Next to each template, view the Messages Delivered count directly in the list view.
Click View Report to access detailed analytics:
Messages Sent
Messages Delivered
Messages Read
Button Clicks
You can filter analytics by start and end date.
Note: Analytics exclude messages sent to or from the EU, UK, and Japan.
See how many messages each template has delivered right from the templates table. This helps you track template performance without running separate reports.
Instantly compare template usage.
Identify high-performing templates at a glance.
Monitor weekly delivery trends with relative percentage comparisons. This lets you quickly spot increases or decreases in template usage from week to week.
Visualize delivery trends directly in the templates table.
Make informed decisions about template optimization.
Folders can be created at any time, including while moving templates or folders. This flexibility means you never have to interrupt your workflow to organize your templates.
Create new folders as your needs evolve.
Easily restructure your template library.
Can I nest folders as deeply as I want?
Yes. You can create multiple levels of folders and subfolders to match your organizational needs.
Will moving a template to a folder affect its approval or status?
No. Moving templates between folders only changes their organization, not their approval or delivery status.
Can I search for templates across all folders?
Yes. The search function lets you find templates regardless of their folder location.
Can I rename or delete folders after creating them?
Yes. Right-click or use the three-dot menu on any folder to rename or delete it.
Can I share folders between users or teams?
Folders follow account-level access permissions. If a team member has access to WhatsApp templates, they can view all folders.
What happens if I delete a folder with templates inside?
The templates are moved to the parent folder, ensuring no data is lost.
Can I export templates from a folder?
Template export functionality is unchanged. You can export templates individually as needed.
