WhatsApp - Organize Templates Using Folders
Group, filter, sort, and organize WhatsApp templates with nested folders, direct navigation, and the redesigned Highrise interface.Managing WhatsApp templates is easier with the redesigned Templates and Folders experience in Chat To Clients CRM. The Highrise interface adds filtering, sorting, folder visibility, and direct navigation into nested directories. You can organize templates by campaign, department, or use case while moving folders and templates between levels. This guide covers the updated management features alongside existing folder and reporting tools.
TABLE OF CONTENTS
- What Are WhatsApp Template Folders?
- Key Benefits of WhatsApp Template Management
- Prerequisites and Limitations
- How to Organize WhatsApp Templates Using Folders
- Navigate Templates and Folders Within a Directory
- Filter WhatsApp Templates
- Sort WhatsApp Templates
- Find a Template's Folder
- Delivered Message Count
- Weekly Delivery Trends
- Flexible Folder Creation
- Frequently Asked Questions
- Related Articles
What Are WhatsApp Template Folders?
WhatsApp Template Folders let you create custom folders and subfolders for organizing WhatsApp message templates in your Sub-Account. You can group templates by use case, campaign, department, or another structure that fits your workflow.
The updated Highrise (Design System V2) interface improves the Templates and Folders screens. You can open folders directly, view their templates or subfolders, filter and sort template lists, and see where templates are stored. Templates and folders can also be moved between different directory levels.
Key Benefits of WhatsApp Template Management
Folder management and the redesigned template list help teams organize, locate, and review WhatsApp templates more efficiently.
- Improved Organization: Group templates by campaign, department, or use case for quick access.
- Custom Hierarchies: Nest folders inside folders to organize templates across multiple levels.
- Faster Template Management: Add, move, or locate templates without scrolling through long lists.
- On-the-Fly Folder Creation: Create folders while organizing templates or moving items between folders.
- Breadcrumb Navigation: See your current folder path and return to parent folders.
- Template Reporting: Open individual template reports to review delivery and engagement information.
- New Filters: Narrow the template list by category, language, status, and date.
- New Sorting Options: Sort templates by name, language, category, status, or last edited.
- Clear Folder Visibility: Identify a template's directory using the Folder column.
- Folder-Scoped Views: Browse templates and subfolders within the selected directory.
Prerequisites and Limitations
Access WhatsApp template management from the Sub-Account containing your WhatsApp templates. Your available actions depend on the WhatsApp features and permissions assigned to your user.
- The Sub-Account must have access to its WhatsApp Templates area.
- Your user must have the applicable WhatsApp management permissions.
- Folder organization does not change a template's message content or Meta approval status.
- Filters and sorting change how templates are displayed, not their content or status.
- Inside a selected folder, the Templates and Folders tabs show items belonging to that directory.
How to Organize WhatsApp Templates Using Folders
Start from the WhatsApp Templates area in your Chat To Clients CRM Sub-Account. You can create folders, navigate directory levels, filter or sort templates, and move items as your template library grows.
1. Navigate to WhatsApp Template Settings
Open the applicable Chat To Clients CRM Sub-Account and go to Settings.
Click WhatsApp, then open the top-level Templates tab.
Use the inner Templates and Folders tabs to switch between the template list and folder directory.
2. Create a New Folder
From Settings → WhatsApp → Templates, select the inner Folders tab. Click Create folder, enter a folder name, and click Create to save.
3. Create Subfolders
Go to Settings → WhatsApp → Templates → Folders. Click the name of an existing folder to open it. Click Create folder, enter a subfolder name, and select Create.
Note: You can create multiple levels of folders and subfolders to organize your templates.
4. Use Breadcrumb Navigation
From Settings → WhatsApp → Templates → Folders, open the folder you want to browse. Use the breadcrumb trail above the folder contents to return to a parent directory or the home level.
Navigate Templates and Folders Within a Directory
The Highrise update introduces folder-scoped navigation. When you open a directory, the Templates and Folders tabs display the content belonging to that selected folder.
- From the Sub-Account, go to Settings → WhatsApp → Templates.
- Select the inner Folders tab.
- Click the folder name to enter that directory.
- Choose Folders to view the subfolders inside it.
- Choose Templates to view templates inside the selected folder.
- Use the breadcrumbs to return to a parent folder or the home directory.
Folders tab: Shows the subfolders belonging to the selected directory.
Tip: If the selected folder has no templates or subfolders, the corresponding tab displays an empty state. Return to a parent folder to continue browsing.
Filter WhatsApp Templates
Filtering helps you narrow the template list using selected attributes. This is useful when managing templates in different languages, categories, or approval states.
- Open the relevant Chat To Clients CRM Sub-Account.
- Go to Settings → WhatsApp → Templates.
- Select the inner Templates tab.
- Click + Add filter.
- Select the filter field you want to use.
- Choose the available criteria for that field to narrow the displayed list.
The filter menu contains:
- Category: Find templates by message category.
- Language: Find templates using a selected language.
- Status: Narrow the list by template status.
- Date: Access date-based filtering options.
Note: The current menu labels its date filter Date. The template table also provides a separate Last edited column.
Sort WhatsApp Templates
Sorting changes the order in which templates appear in the list. You can organize the view by template name, language, category, status, or last edited date.
- Open the relevant Chat To Clients CRM Sub-Account.
- Go to Settings → WhatsApp → Templates.
- Open the inner Templates tab.
- Click Sort above the template list.
- Select the field you want to sort by.
- Review the selected sort direction shown in the menu.
The available sorting fields include:
- Template name
- Language
- Category
- Status
- Last edited
Folder sorting: The inner Folders tab provides its own folder-name sort control. The current interface displays Sort: Folder name (A → Z).
Find a Template's Folder
The redesigned Templates list includes a Folder column. This helps you identify which directory contains a template without opening each folder individually.
- Open the applicable Chat To Clients CRM Sub-Account.
- Go to Settings → WhatsApp → Templates.
- Open the inner Templates tab at the main level.
- Locate the template in the list.
- Check the Folder column to see its directory placement.
When a template is associated with a folder, its folder name appears in the column. A dash is shown when no folder placement is displayed.
5. Move a Template into a Folder
Move templates between directories as your campaigns and organizational needs change.
- From the Sub-Account, go to Settings → WhatsApp → Templates.
- Open the inner Templates tab.
- Locate the template in the main list or inside its current folder.
- Click the template's three-dot menu under Actions.
- Select Move to Folder.
- Choose the destination folder or subfolder.
- Click Move to complete the action.
6. Move Folders into Other Folders or Parent Levels
The redesigned folder-management experience supports moving folders into other folders and back toward parent levels.
- From the Sub-Account, go to Settings → WhatsApp → Templates.
- Open the inner Folders tab.
- Locate the folder you want to move.
- Click the three-dot menu under Actions.
- Choose Move Folder.
- In the Move to Folder dialog, select the intended destination.
- Click Move to confirm the change.
Select an available destination in the folder picker. You can also use its New folder option when you need to create another directory.
7. View Template Performance Metrics
From the Sub-Account, go to Settings → WhatsApp → Templates. Locate the template you want to review, then click View reports under Actions.
The redesigned Templates table provides direct access to reports. The earlier table layout shown in the existing reporting image may look different from the current Highrise interface.
The available template reports can include:
- Messages Sent
- Messages Delivered
- Messages Read
- Button Clicks
Use the available report date controls to review activity over a selected period.
Note: Template analytics have availability and regional limitations. Review the dedicated WhatsApp Template-Level Analytics guide for current reporting requirements.
Delivered Message Count
Delivered-message information helps you understand how frequently an individual WhatsApp template reaches its recipients. In the redesigned management interface, open the template's report using View reports.
- Review the number of messages delivered for a selected template.
- Compare delivery information with sent and read counts where available.
- Use supported reporting date controls to review a specific period.
Weekly Delivery Trends
Reviewing delivery activity across different periods helps you identify changes in template usage. Open the template report and use the available date controls to examine delivery trends.
- Review message activity for the selected reporting period.
- Compare delivery and engagement metrics over time.
- Use available information to assess template performance.
Reporting layouts may differ from the earlier template-table example. Use View reports in the current Templates screen to access the applicable metrics.
Flexible Folder Creation
Folders can be created as your needs change, including during template or folder reorganization. The updated destination picker includes a New folder option, helping you organize templates without returning to the main folder list.
- Create new directories as your template collection grows.
- Move templates into different folders or subfolders.
- Move folders into other directories or back toward parent levels.
- Use the destination picker to select an appropriate folder when reorganizing items.
Frequently Asked Questions
Q: Can I nest folders inside other folders?
Yes. You can create multiple levels of folders and subfolders to match your organizational needs.
Q: Will moving a template to another folder affect its approval or status?
No. Moving templates between folders changes their organization, not their approval or delivery status.
Q: Can I search for a template by name?
Yes. The Templates list provides a Search by name field. When you enter a directory, the Templates tab displays templates belonging to that folder.
Q: What happens when I switch between Templates and Folders inside a directory?
The Templates tab shows templates in the selected folder. The Folders tab shows subfolders inside that same directory.
Q: Can I rename or delete folders after creating them?
Yes. Open the three-dot menu under Actions for the folder and choose the applicable management option.
Q: Can I move a folder back to a parent level?
Yes. The updated folder-management experience supports moving folders into another folder or back toward parent levels.
Q: What happens if I delete a folder that contains templates?
Templates inside the deleted folder are moved to its parent folder. The templates themselves are not deleted with the folder.
Q: Can I export templates from a folder?
Template export functionality remains unchanged. You can export individual templates using the available template actions.
Q: Where can I view template delivery and engagement information?
Locate the relevant template in the Templates list and select View reports. The report displays the available delivery and engagement information for that template.