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Organize WhatsApp Templates with Folders

WhatsApp Template Folders let you organize WhatsApp message templates into custom folders and nested folders, move templates between folders, navigate folder paths with breadcrumbs, and review template delivery metrics from the Templates area.

What WhatsApp Template Folders Do

WhatsApp Template Folders replace a flat template list with a customizable folder structure. You can:

  • Create folders for different campaigns, departments, audiences, or use cases.

  • Create folders inside other folders.

  • Move existing templates into folders.

  • Move existing folders into other folders.

  • Use breadcrumb navigation to identify your current folder location.

  • Create additional folders as your template library changes.

Moving a template into a folder changes its organization only. It does not change the template's approval or delivery status.


Open WhatsApp Template Settings

To access WhatsApp Template Folders:

  1. In your Kyrios account, select Settings from the left navigation.

2. In Settings, select WhatsApp.

3. Select the Templates tab.

The Templates area displays your WhatsApp message templates and any folders that have already been created.


Create a Folder

To create a folder for WhatsApp templates:

  1. Open Settings > WhatsApp > Templates.

  2. Click Create Folder.

  3. Enter the folder name.

  4. Click Create.

The new folder appears in the current folder location.


Create a Folder Inside Another Folder

Folders can be nested to create multiple levels of organization. To create a folder inside an existing folder:

  1. Open Settings > WhatsApp > Templates.

  2. Click the folder that should contain the new folder.

  3. Click Create Folder.

  4. Enter the new folder name.

  5. Click Create.

You can create multiple levels of nested folders based on your organizational needs.


Navigate Between Folders

The breadcrumb trail above the template list shows your current location in the folder structure. For example, a breadcrumb can display:

Home / Summer Promotion / 20% Off

Select a folder in the breadcrumb trail to return to that level of the hierarchy.

The Home level represents the root of the WhatsApp template library.


Move a Template Into a Folder

To move an existing WhatsApp template:

  1. Open the folder or template list containing the template.

  2. Locate the template you want to move.

  3. Click the three-dot menu in the Actions column.

  4. Select Move to Folder.

  5. Select the destination folder.

  6. Click Move.

Moving a template changes where it appears in the folder structure without changing the template's approval or delivery status.


Move a Folder Into Another Folder

Existing folders can be moved into other folders to reorganize the template hierarchy.

To move a folder:

  1. Locate the folder you want to move.

  2. Click the folder's three-dot menu in the Actions column.

  3. Select Move Folder.

  4. Select the destination folder.

  5. Click Move.

The moved folder keeps its nested contents when it is placed inside the destination folder.


Find Templates and Folders

The Templates area includes a Search By Name field for locating WhatsApp templates. Folder organization can also reduce the number of templates shown at one time by separating templates into relevant groups. Use descriptive folder and template names so team members can identify the correct content quickly.


View Messages Delivered for a Template

The Messages Delivered column shows the delivered message count associated with a WhatsApp template. This lets you compare template activity directly from the Templates table without opening a separate report first.

The value is displayed next to the individual template in the template list.


View Detailed Template Reports

For templates with reporting available, click View Reports from the template row to open detailed analytics. Template reporting can include:

  • Messages Sent

  • Messages Delivered

  • Messages Read

  • Button Clicks

Reports can be filtered using a start date and end date. WhatsApp template analytics exclude messages sent to or from the EU, UK, and Japan.


View Weekly WhatsApp Delivery Metrics

The WhatsApp Business page displays account-level messaging metrics for the previous seven days. Available metrics include:

  • Total Messages sent (in last 7 days)

  • Total Messages delivered (in last 7 days)

A percentage indicator can show the relative change in delivery performance.

These metrics provide a quick view of recent WhatsApp messaging activity without requiring you to open an individual template report.


Create Folders While Reorganizing Templates

Folders can be created as your organizational structure changes. You do not need to design the complete folder hierarchy before organizing your templates. Additional folders can be added when new campaigns, departments, audiences, or template groups are introduced. This allows the WhatsApp template library to be reorganized as it grows.


Common Issues and Fixes

I cannot find a template in the current folder

The template may have been moved into another folder. Use the Search By Name field or navigate through the folder hierarchy to locate the template.

I moved a template and its status did not change

This is expected. Moving a template changes only its folder location. It does not change its WhatsApp template approval or delivery status.

I am inside a nested folder and need to return to a previous folder

Use the breadcrumb trail above the template list. Select Home to return to the root template list, or select another folder in the breadcrumb trail to return directly to that level.

I need another level of organization

Open the folder that should act as the parent folder and click Create Folder. Multiple levels of folders can be created to support more detailed organization.

FAQ

Can I create multiple levels of folders?

Yes. You can create folders inside existing folders to build multiple levels of organization for your WhatsApp templates.

Will moving a template change its approval or status?

No. Moving a template changes only where it is stored in the folder structure. Its approval and delivery status are not changed.

Can I search for WhatsApp templates?

Yes. The Templates area includes a Search By Name field for locating templates.

Can I rename or delete a folder?

Yes. Folder management options are available from the folder's three-dot action menu.

Can other team members see the folders?

Folder visibility follows the account's WhatsApp template access permissions. Team members who have access to the WhatsApp template area can access its folder structure.

What happens to templates if a folder is deleted?

Templates inside a deleted folder are moved to the parent folder so the templates are not deleted with the folder.

Can I move an existing folder into another folder?

Yes. Use the folder's three-dot menu, select Move Folder, choose the destination folder, and confirm the move.

Can I move an existing template into a folder?

Yes. Use the template's three-dot menu, select Move to Folder, choose the destination folder, and confirm the move.

Can I see delivery performance without opening a full report?

Yes. The Templates table displays a Messages Delivered count for individual templates, and the WhatsApp Business page displays messaging totals for the previous seven days.

Can I export templates from folders?

Template export functionality is unchanged by folder organization. Templates can continue to be exported individually where template export is available.

Kyrios includes WhatsApp among its supported communication channels.

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