Create template groups

Organise templates into groups so your team can find the right message quickly.

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Groups keep a long list of templates easy to scan, such as "Follow-ups" or "Injectables".

Go to Setup, Templates.
Click New group, enter a name and save.
When creating or editing a template, choose the group. No group leaves it unfiled.

Groups shows each group with its Number of templates. Deleting a group removes the group only after you confirm in Delete Template Group.

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