How can I create mail merge template folders?

Template folders are useful to manage the different mail merge templates that you have created.

To create a template folder:

  1. Click Setup > Templates > Mail Merge Templates.
  2. In the Mail Merge Templates page, click Create Folder.
  3. In the Create Mail Merge Template Folder page, do the following:
    1. Enter the Folder Name.
    2. In the Accessibility Details section, select who can view the mail merge template folder.
  4. Click Save.