Managing WhatsApp templates in the CRM is now easier than ever, thanks to the new Template Folders feature. This update lets you group, organize, and track your WhatsApp templates with folders, subfolders, and improved reporting — making template management streamlined and scalable.

What is WhatsApp Template Folders?

WhatsApp Template Folders is a new organizational tool within the CRM that allows users to create custom folders and subfolders for WhatsApp templates. Instead of a single, flat list, you can now categorize templates by use case, campaign, or any structure that fits your workflow. This helps teams quickly locate, manage, and update templates, especially as your template library grows.

Key Benefits of WhatsApp Template Folders

Organizing your WhatsApp templates with folders brings several practical advantages:

How to Organize WhatsApp Templates Using Folders

Setting up WhatsApp Template Folders ensures your templates are organized from the start, saving time and reducing errors as your library grows. Here's how to get started:

1

Navigate to WhatsApp Template Settings

Go to Settings from your sub-account.

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Click on the WhatsApp tab, then navigate to the Templates tab.

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2

Create a New Folder

Click the Create Folder button, enter a folder name, and click Create to save.

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3

Create Subfolders

Click on an existing folder's name to open it, click Create Folder again to create a subfolder inside the parent folder, then name it and click Create.

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NOTE: You can create as many hierarchies as needed for your organization.

4

Use Breadcrumb Navigation

Use the breadcrumb trail to see where you are in the folder hierarchy, and navigate back to parent folders or the root Home folder quickly.

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5

Move a Template into a Folder

• Locate the template you want to move in the main template list or inside any folder.
• Click the three-dots under the template's Action column.
• Select Move to Folder.
• Choose the desired folder or subfolder you want to move the template to.
• Click Move to complete the action.

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6

Move Folders into Other Folders

• 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.

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7

View Template Performance Metrics

Next to each template, view the Messages Delivered count directly in the list view.

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Click View Report to access detailed analytics:

• Messages Sent
• Messages Delivered
• Messages Read
• Button Clicks

You can filter analytics by start and end date.

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NOTE: Analytics exclude messages sent to or from the EU, UK, and Japan.

Delivered Message Count

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.

Weekly Delivery Trends

Monitor weekly delivery trends with relative percentage comparisons. This feature 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.

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Flexible Folder Creation

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.

Frequently Asked Questions

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