Organize templates with folders

You will learn

Use folders in Klaviyo's template library to organize your saved email templates into a structure that matches how your team works — by brand, campaign type, season, or any other grouping. Organized templates are faster to find and reuse, which saves time every time you build a new email.

Before you begin

• Folders are available on the My Templates tab of the template library only. The Themed Templates tab does not support folders.
• You must have a Content Creator, Campaign Coordinator, Manager, Administrator, or Owner role to create, rename, move, or delete folders. Users with the Analyst role can view and navigate folders but cannot modify them.
• Folders can be nested up to 10 levels deep.
• Folder names have a maximum length of 255 characters.
• Estimated time: under 1 minute to create a folder and move templates into it.

Overview

Folders let you group your saved templates however makes sense for your team. You can:

• create new folders and nest them inside one another,
• move templates into folders using drag-and-drop or the action menu,
• move entire folders inside other folders,
• rename or delete folders you no longer need, and
• select multiple templates and folders at once to move or delete them in bulk.

At the root level of My Templates, only templates that haven't been placed in a folder are shown — so your workspace stays uncluttered as you organize. Searching always looks across all folders, regardless of where you currently are.

Set it up

Create a folder

1. Navigate to Content > Templates and open the My Templates tab.
2. Click Create folder (or the folder icon if present in the toolbar).
3. In the Create folder modal, type a name for your folder.
4. Click Create. The new folder appears as a card in the template grid.

Tip: To create a subfolder, first navigate into an existing folder by clicking it, then repeat the steps above. You can nest folders up to 10 levels deep.

Warning: If you are already at the maximum folder depth (10 levels), the Create folder option will be unavailable. Move up to a shallower level before creating a new folder.

Move a template into a folder

Using drag-and-drop:

1. Click and hold a template card.
2. Drag it onto any folder card. The folder card highlights when you're positioned over it.
3. Release to drop the template into the folder. The template disappears from the current view and is now inside the folder.

Using the action menu:

1. Click the ··· (more) menu on a template card.
2. Select Move.
3. In the Move modal, browse or search for the destination folder. Use the Recent tab for folders you've used lately, or All to see the full hierarchy.
4. Click the destination folder, then click Move.

Tip: You can also click Create new folder directly inside the Move modal if the right folder doesn't exist yet.

Move a folder into another folder

1. Click the ··· (more) menu on a folder card.
2. Select Move.
3. Choose the destination folder in the Move modal, then click Move.
4. To move a folder back to the root level, select No folder (root) in the modal.

Select and move multiple items at once

1. Click any template or folder card to select it. A checkmark appears on the card.
2. Click additional cards to add them to your selection. Use Shift+click to select a range, or Cmd/Ctrl+click to toggle individual items.
3. A bulk action bar appears at the bottom of the screen showing how many items are selected.
4. Click Move in the bulk action bar, choose a destination folder, and click Move.

Tip: Press Escape to clear your selection at any time.

Rename a folder

1. Click the ··· (more) menu on a folder card.
2. Select Rename.
3. Update the folder name in the modal and click Save.

Delete a folder

1. Click the ··· (more) menu on a folder card.
2. Select Delete.
3. Confirm the deletion in the modal.

Warning: You cannot delete a folder that still contains templates or subfolders. Move or delete all items inside the folder first, then try again.

Navigate between folders

• Click any folder card to open it. The URL updates to reflect the current folder (e.g., /templates/list/folder/{folder-id}).
• A breadcrumb trail appears at the top of the template grid when you're inside a folder. Click any breadcrumb to jump back to that level.
• Click My Templates in the breadcrumb to return to the root view.