Better, clearer organization of email templates
We'd like to improve the current workflow of creating and using email templates. In this thread we've collected all the comments we've found about email templates and merged related threads. Feel free to add more ideas.
Here are the most common wishes:
1. Sort templates into folders,
2. Full display of long filenames,
3. Sorting and search
4. Save without quiting

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Nancy Seley commented
When is this going to be addressed!? I have to scroll through 5 years of templates. The only way I have to keep things organized is by year/month/topic and its getting full!
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Admin ProbusToronto commented
We need a way of recovering an email template if it gets accidentally deleted, such as a 'trash' folder. If you do accidentally delete a template now and it is a long one, there's much work involved in recreating it.
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Corrie Geurts commented
Yes!
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Mary commented
Yes, please! Looks like this was shared in 2017, any update on a timeline for this?
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Corrie Geurts commented
This would be amazing
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Ali O'Neill commented
I would love to be able to order templates into a folder.
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Nancy Seley commented
I would love to put older templates into a folder so all I have to sort through is current year's templates and be able to search older templates that have been saved by years. I currently name my templates with the year first, but having so many, some of which I used again, would be wonderful! I've been waiting 5 years for this to occur. It seems like a simple programming ability, so please, please, update this ability soon!!!!
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Sandy Runyon commented
Need the ability to file email templates in folders for work efficiency. Different templates are used for different requests and it is frustrating having to search for templates when needed. Although the system can list them alphabetically this means you have to remember template names, having them in folders would allow for organization to know where to get the respective template.
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Joan Lockhart commented
It would be really helpful if we could create folders for templates, by subject, year, etc. Please consider this! Thanks. Joan Lockhart, Nauset Newcomers. And please get rid of that question that asks if you want to work on the last saved or archived version. With several people woking on a newsletter, it wreaks havoc and has caused us to inadvertently lose the work the other person dis!
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Dan Clements commented
Please add a simple #5 item to the common wishes list:
5. Quit without saving
Maybe just change 'Save and Exit' to Exit and then ask 'Exit without saving'? -
Alex Sirota commented
We use email templates as the actual start for one particular email. So there’s a real template and then then copy of the template as an instance for a particular month. We do this to create a web version of the email. Then the email is created from this monthly template. It would be really useful to be able to even sort the templates by date created. Folders are already possible by moving them into a folder in the files manager so there’s a workaround for that. Of course once they are in the sub folder in the email templates folder they aren’t usable as email templates anymore. That’s just for archiving.
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North Dakota EMS Association commented
I would love this
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Jake Haralson commented
Please, yes, add a feature that allows better organization for email templates. Our organization is doing monthly webinars. We use the same template for each month and need to save them monthly. It's going to get crowded....quickly.
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Carol Hasenberg commented
Sort or file by source of (manual) emails.
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Carol Hasenberg commented
It would be really helpful if email templates could be searched or filed by specific creators. We have several divisions in our club and each division admin needs to find his/her emails!
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retreat@dzogchen.org commented
This is a request for the ability to add the option of sorting emails into folders. It would be very helpful to be able to have more control over how templates are sorted, it would make finding a specific template a faster process.
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Jim McGee commented
Make EASIER to change the template thumbnail!!! Please.
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Anonymous commented
Yes! This is a huge design flaw. Please update
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Elisabeth Callahan commented
As our list of templates for various ad campaigns grows, it is harder and harder to find the template we are looking for. Plus the fact that Wild Apricot displays only 26 characters of the template/file name makes it even more frustrating to search for a particular template.
We strongly request Personify/WA to display a longer template name (when the cursor hovers over the filename) and to give us the option of organizing our templates into folders for the sake of better organization and faster searches. Thank you very much
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Dena Culpepper commented
Please consider adding a search function to the email template page. In addition, it would be amazing if we could organize them into folders.