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Structure your templates and modules with categories

Templates and modules help you save time in your content creation process by letting you reuse designs and elements instead of starting from scratch. As your library grows, keeping everything organized becomes essential. This is where categories come in. They make it easy to group, find, and manage your templates and modules. 

In this article

Why use categories?

Templates and modules help you save time and stay on-brand by letting you reuse approved designs and elements. Organizing them with categories from the start keeps your library clear and easy to navigate.


When you create a category, you can use it for your modules and all template types (Docs, pages, overlays, and blocks).

This becomes even more important if you have multiple workspaces. Admins or designers can share templates and modules across workspaces via the Brand Console. Categories then make it easy to organize and find templates and modules. 

Once your category is assigned, you can filter your templates or modules by category to narrow your results.

📖 Want to learn more about templates and modules first? Read our articles:

Assign Categories to Templates

You can assign one or more categories to your templates, giving you a better overview of your saved items. The same template can appear in multiple categories.

From the dashboard

You can add or edit a template's category from the Templates page. To do so, navigate to either the Brand Console or the workspace where your template is saved. Click Templates.

Find your template, click the quick actions menu (⋮) on the thumbnail, and select Settings. Select one or more categories from the dropdown or type to create a new category. Click Save.

Assign Category to Template

In the editor

When you save a template in the editor, you can assign it a category. In the example below, we saved a cover block template and placed it in the "Covers" and "Newsletter" categories.

Save as Template - Assign Category

Assign Categories to Modules

Similar to templates, you can assign one or more categories to your modules, making it easier to search and filter to find the right item.

From the dashboard

You can add or edit a module's category from the Modules page.

Navigate to either the Brand Console or the workspace where your template is saved.

Find your module, click the quick actions menu (⋮) on the thumbnail, and select Settings.
Select one or more categories from the dropdown or type to create a new category. Click Save.

Assign Category to Module

In the editor

When you save a module in the editor, you can assign it a category. In the example below, we saved a social proof module and assigned it the "Quotes" and "Visual read" categories.

Save as Module - Assign Category

How to manage your categories

You can add and manage categories from either the Brand Console or a specific workspace, depending on where you create your templates or modules.

  • Categories created in the Brand Console can only be assigned to templates or modules managed in your Brand Console.
  • Categories created from a Workspace can only be assigned to templates or modules in that specific workspace.

Whether you’re in the Brand Console or a workspace, the process for managing categories is the same.

On the Categories page, you'll see an overview of all the categories. You can quickly see how many templates or modules are using the category. Clicking here will give you an overview of all the assets in that category.

Categories - Use In Assets

To rename or delete a category, hover your mouse over the category to see the options:

  • Click the ⚙️ Settings icon to rename the category
  • Click the 🗑️ Trash icon to delete the category. You'll then be asked to confirm the deletion of the category.

Rename or Delete Category

💡 Any changes you make will apply to all modules and templates where that category is used.

⚠️ Deleting a category is permanent. It will be removed from every module and template to which it was assigned.

Suggested category structure

Below are our recommendations for setting up categories for both modules and templates. These suggestions are based on what our marketing team has tested and found effective for keeping assets organized and easy to find.

💡 In addition to these examples, consider creating categories such as [Department name] or [Doc alias] to filter based on your team structure or naming conventions.

Modules

We recommend categorizing your modules based on their purpose or the type of content they contain. Some examples include:

  • Plans & Pricing

  • Company Information

  • Social Proof (e.g., testimonials, case studies)

  • Team Members

  • Event Highlights

  • Product Features

  • Contact Information

Docs

We recommend organizing your Doc templates based on content type. Some examples:

  • Whitepaper

  • Landing page
  • Resource hub

  • Industry report

  • Onboarding manual

  • Pitch deck

  • Proposal
  • etc.

💡 Looking for inspiration? Check out our Content Compass to explore more use cases and discover which content type you can create next!

Pages

We recommend creating the following categories for your page templates:

  • Cover

  • Table of contents

  • Articles

  • Closing / Call to Action (CTA)

Overlays

We recommend creating the following categories for your overlay templates:

  • Video

  • Articles

Blocks

We recommend creating the following categories for your block templates:

  • Covers

  • Headers & Footers (you can also separate these)

  • Midcontent (text, video/images, text & media)

  • Cards

  • Closing / Call To Action (CTA)

  • Hotspots

  • Graphs and Data

  • Quotes