WhatsApp - Organize Templates Using Folders

Modified on: Wed, 9 Jul, 2025 at 2:18 PM

Managing WhatsApp templates in HighLevel 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.

TABLE OF CONTENTS

What is WhatsApp Template Folders?
Key Benefits of WhatsApp Template Folders
How to Organize WhatsApp Templates Using Folders
Delivered Message Count
Weekly Delivery Trends
Flexible Folder Creation
Frequently Asked Questions
Related Articles

What is WhatsApp Template Folders?

WhatsApp Template Folders is a new organizational tool within HighLevel 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:

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 are now visible directly on the templates table for instant insights.

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:

Step 1: Navigate to WhatsApp Template Settings

Go to Settings from your sub-account.
Click on the WhatsApp tab.
Navigate to the Templates tab.

Step 2: Create a New Folder

Click the Create Folder button.
Enter a folder name.
Click Create to save the folder.

Step 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.
Name the subfolder and click Create.

Note: You can create as many hierarchies 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

Step 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.

Step 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 Action column.
Choose Move Folder.
Select the destination folder where you want to nest it.
Click Move to confirm.

Step 7: View Template Performance Metrics

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.

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.

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

Q: Can I nest folders as deeply as I want?

Yes, you can create multiple levels of folders and subfolders to match your organizational needs.

Q: 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.

Q: Can I search for templates across all folders?

Yes, the search function allows you to find templates regardless of their folder location.

Q: 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.

Q: 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.

Q: What happens if I delete a folder with templates inside?

The templates will be moved to the parent folder, ensuring no data is lost.

Q: Can I export templates from a folder?

Template export functionality remains unchanged; you can export templates individually as needed.