Merge pull request #5809 from segmentio/Template-folders

Template folders

Author: rchinn1

src/_includes/content/engage-folders.md

@@ -0,0 +1,29 @@
+## Organize with folders
+
+Use folders to organize your Email, SMS/MMS, Push, and Whatsapp content templates. Group related content together to better help you manage and find your marketing resources.
+ 
+From the Templates overview page you can create, update, view, and delete template folders.
+
+
+<div class="premonition warning"><div class="fa fa-exclamation-circle"></div><div class="content"><p markdown=1>You must have both read and write workspace permissions to create or make changes to folders.</p></div></div>
+
+To create a folder:
+
+1. Navigate to **Engage > Content**.
+2. Select the tab for the template type (Email, SMS, WhatsApp, or Push) you'd like to create the folder for. 
+3. Click **Create**, then select **Folder**.
+4. Add a folder name, then click **Create**. 
+
+You can also rename, add templates, or disband your folder from the Templates overview page. Disbanding a folder returns all templates from the folder to the main template list, without deleting any of the templates.
+
+<div class="premonition info"><div class="fa fa-info-circle"></div><div class="content"><p markdown=1>You can only organize templates in your folders according to template type. For example, you can't group email and SMS templates in the same folder.</p></div></div>
+
+### Move templates to your folders
+
+From the Templates overview page, you can select individual template(s) to move to your folders. 
+
+After you select the templates you'd like to move:
+1. Click **Actions**, and select **Move Templates**.
+2. Select the destination folder, then click **Move templates to folder**.
+
+Use the **Actions** button in your folder to remove templates or move them to a different location. When you remove a template, Engage returns the template to the Templates overview page, without deleting it.  

src/engage/content/email/template.md

@@ -106,9 +106,11 @@ To clone a template, navigate to the Templates page (**Engage > Content**). You
 2. Select **Clone**.
 3. Enter a template name.
 4. Click **Clone** to save the template.
-
+ 
 After you clone a template, you can edit it from the Templates page.
 
+{% include content/engage-folders.md %}
+
 ## Next steps
 
 - View some [email deliverability tips and tricks](https://docs.sendgrid.com/ui/sending-email/deliverability){:target="blank"} from SendGrid.

src/engage/content/mobile-push.md

@@ -92,6 +92,8 @@ Engage inserts the selected traits inside merge tags based on cursor placement i
 > info ""
 > To learn more about profile traits, visit Segment's [Computed Traits](/docs/unify/traits/computed-traits/) and [SQL Traits](/docs/unify/traits/sql-traits/) documentation.
 
+{% include content/engage-folders.md %}
+
 ## Next steps
 
 Now that you've built a mobile push template, you're ready to begin [sending mobile push campaigns](/docs/engage/campaigns/mobile-push/push-campaigns/). 

src/engage/content/sms/template.md

@@ -113,6 +113,8 @@ To delete an SMS template:
 2. Select the **...** icon next to template you want to delete. Click **Delete**.
 2. From the **Confirm Template Deletion** popup, click **Delete Template**.
 
+{% include content/engage-folders.md %}
+
 ## SMS best practices and limitations
 
 ### Include an SMS opt-out message

src/engage/content/whatsapp.md

@@ -70,6 +70,8 @@ Meta must first review and approve your WhatsApp template before you can use it
 
 For more on the template approval process, view [recommendations and best practices for creating WhatsApp Message Templates](https://support.twilio.com/hc/en-us/articles/360039737753-Recommendations-and-best-practices-for-creating-WhatsApp-Message-Templates){:target="_blank"}.
 
+{% include content/engage-folders.md %}
+
 ## Next steps
 
 Once your template has been approved, you can [create a Journey to send a WhatsApp campaign](/docs/engage/campaigns/whatsapp-campaigns).