Template folders
The Templates screen supports folders, the same way campaigns do. Create folders from the Templates view and file templates into them.
Suggested structure
- By persona — AEs, Founders, Marketing leads.
- By campaign purpose — First touch, Follow-ups, Reactivation, Event invite.
- By stage — Drafts, Approved, Retired.
Library hygiene
- Name templates descriptively: "AE - first touch - hiring signal" beats "Template 12".
- Retire underperformers deliberately — check Reporting for reply rates before archiving.
- One owner per template family so edits are reviewed, not silent.
Templates attach to campaign steps at campaign build time; the library itself stays the single source of truth. See Attaching templates to campaign steps.