Organize Legacy Templates With Template Categories

Tags: Legacy

Legacy Notice: This article refers to a feature that used with legacy broadcast emails which are created in Marketing > Templates

As you build your automated follow-up processes in Infusionsoft, the number of templates you create is going to grow. Use template categories to organize templates and to filter the template list.

  1. Go to Marketing > Settings in the main navigation menu

  2. Click on Template Defaults in the settings menu.

  3. Infusionsoft has a set of default template categories. You can use these categories or create new categories.

    • Delete the categories you won't use by highlighting the text, and pressing delete on your keyboard. Remove the blank space on the list as well.
    • Add company-specific categories to the list. Type in one per line.
  4. Click Save to apply any changes.

  5. To assign a template to a category, go to Marketing > Templates

  6. Click on a template name to open it.

  7. Click on the Category & Follow-Up Sequence tab.

  8. Select one or more category. Hold down the CTRL key on your keyboard to select more than one.

  9. Click Save to update the template.

  10. To filter the Template Library List by Category...

    1. Go to Marketing > Templates
    2. Select a category from the category drop-down.
  11. The list of templates will update dynamically to show the templates that are assigned to the category you selected.

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