Merge pull request #5871 from segmentio/update-folders-content

Update folders content

Author: rchinn1

src/_data/sidenav/main.yml

@@ -441,6 +441,8 @@ sections:
       title: WhatsApp Template
     - path: '/engage/content/mobile-push'
       title: Mobile Push Template
+    - path: '/engage/content/organization'
+      title: Organizing Your Templates
   - section_title: Campaigns
     description: "Create multi-channel campaigns to get the right message to your users."
     section:

src/engage/content/email/template.md

@@ -96,23 +96,9 @@ The manage preference link lets your customers opt in and out of email groups on
 
 For more information, see [subscription groups](/docs/engage/user-subscriptions/subscription-groups/).
 
-## Clone an Email template
-
-You can clone existing Email templates to edit and use in your message campaigns.
-
-To clone a template, navigate to the Templates page (**Engage > Content**). You can also clone from the Overview page of an individual template.
-
-1. Click the **...** icon.
-2. Select **Clone**.
-3. Enter a template name.
-4. Click **Clone** to save the template.
- 
-After you clone a template, you can edit it from the Templates page.
-
-{% include content/engage-folders.md %}
-
 ## Next steps
 
 - View some [email deliverability tips and tricks](https://docs.sendgrid.com/ui/sending-email/deliverability){:target="blank"} from SendGrid.
 
 - You can also use the Templates screen in Engage to [build SMS templates](/docs/engage/content/sms/template/).
+ 

src/engage/content/mobile-push.md

@@ -91,8 +91,7 @@ Engage inserts the selected traits inside merge tags based on cursor placement i
 
 > info ""
 > To learn more about profile traits, visit Segment's [Computed Traits](/docs/unify/traits/computed-traits/) and [SQL Traits](/docs/unify/traits/sql-traits/) documentation.
-
-{% include content/engage-folders.md %}
+ 
 
 ## Next steps
 

src/engage/content/organization.md

@@ -0,0 +1,68 @@
+---
+title: Organizing Your Templates
+plan: engage-premier
+
+---
+
+To add structure to your marketing content, you can organize templates into folders and duplicate them within your Segment space.
+
+## Organize with folders
+
+Use folders to organize your Email, SMS/MMS, Push, and WhatsApp content templates. Group related content together to better help you manage and find your marketing resources.
+ 
+From the Templates overview page you can create, update, view, and delete template folders.
+
+> warning ""
+> You must have both read and write workspace permissions to create or make changes to folders.
+ 
+
+To create a folder:
+
+1. Navigate to **Engage > Content**.
+2. Select the tab for the template type (Email, SMS, WhatsApp, or Push) you'd like to create the folder for. 
+3. Click **Create**, then select **Folder**.
+4. Add a folder name, then click **Create**. 
+ 
+You can also rename, add templates, or disband your folder from the Templates overview page. Disbanding a folder returns all templates from the folder to the main template list, without deleting any of the templates.
+
+> success ""
+> You can only organize templates in your folders according to template type. For example, you can't group email and SMS templates in the same folder.
+
+### Move templates to your folders
+
+From the Templates overview page, you can select individual template(s) to move to your folders. 
+
+After you select the templates you'd like to move:
+1. Click **Actions**, and select **Move Templates**.
+2. Select the destination folder, then click **Move templates to folder**.
+
+Use the **Actions** button in your folder to remove templates or move them to a different location. When you remove a template, Engage returns the template to the Templates overview page, without deleting it.  
+
+## Duplicate an Engage template
+
+You can clone existing Engage templates to edit and use in your message campaigns.
+
+### Duplicate email, SMS, and push templates
+
+To duplicate an email, SMS, or push template: 
+
+1. Navigate to **Engage > Content**.
+2. Select the tab for the template type (Email, SMS, or Push) you'd like to clone.
+3. Select the **...** icon next to your template, then click **Duplicate**.
+4. Configure your duplicate template:
+- For SMS and push, edit your template, and save the duplicate once you're finished.
+- For email, add a template name on the **Duplicate Template** popup screen, then click **Duplicate**. You can then edit your email template from the Templates page.
+
+Learn more about configuring [email](/docs/engage/content/email/template/), [SMS](/docs/engage/content/sms/template/), and [push](/docs/engage/content/mobile-push/) templates.
+
+### Duplicate WhatsApp templates
+
+To duplicate WhatsApp templates:
+
+1. Navigate to **Engage > Content > WhatsApp**. 
+2. Select the template you want to duplicate.
+3. Click **Duplicate**.
+4. Add a template name and language, then click **Duplicate**. 
+5. Configure and save your WhatsApp template.
+
+Learn more about [configuring WhatsApp templates](/docs/engage/content/whatsapp/).

src/engage/content/sms/template.md

@@ -113,16 +113,14 @@ To delete an SMS template:
 2. Select the **...** icon next to template you want to delete. Click **Delete**.
 2. From the **Confirm Template Deletion** popup, click **Delete Template**.
 
-{% include content/engage-folders.md %}
-
 ## SMS best practices and limitations
 
 ### Include an SMS opt-out message
 
 When you build an SMS, include an opt-out message in the body of your text that informs recipients they can unsubscribe from a message channel.
 
 When an SMS recipient replies "Stop" to an SMS, they'll receive an opt-out confirmation, and Engage updates their phone number subscription status. Visit the [User Subscription States](/docs/engage/user-subscriptions/subscription-states/) documentation to learn more about user subscriptions in Engage.
-
+ 
 ### SMS character limit
 
 Note that there's a 1,600 character count limit for SMS messages.

src/engage/content/whatsapp.md

@@ -62,15 +62,14 @@ If a merge tag doesn't apply to a subscriber, Engage will use the content you en
 
 > info ""
 > To learn more about profile traits, visit Segment's [Computed Traits](/docs/engage/audiences/computed-traits/) and [SQL Traits](/docs/engage/audiences/sql-traits/) documentation.
-
+ 
 
 ## Template approvals
 
 Meta must first review and approve your WhatsApp template before you can use it in a campaign. Meta approves most templates in under an hour, but some approvals can take up to 48 hours. Keep this time frame in mind if you plan to send time-sensitive campaigns. 
 
 For more on the template approval process, view [recommendations and best practices for creating WhatsApp Message Templates](https://support.twilio.com/hc/en-us/articles/360039737753-Recommendations-and-best-practices-for-creating-WhatsApp-Message-Templates){:target="_blank"}.
 
-{% include content/engage-folders.md %}
 
 ## Next steps