Organize WhatsApp Templates in GoHighLevel
If you manage multiple workspaces in tools like ClickUp and campaigns in GoHighLevel, keeping your WhatsApp templates organized is essential. This guide shows you how to structure, create, edit, and delete WhatsApp template folders inside GoHighLevel so your team can find the right message in seconds.
The steps below are based on the official documentation and walk you through every area where folders appear, including the Conversations module and bulk actions.
Understanding WhatsApp Folders in GoHighLevel
WhatsApp template folders in GoHighLevel let you group related messages, such as promotions, reminders, onboarding, and support. Instead of scrolling through a long list of templates, you can navigate by folder and quickly send the correct message.
Folders appear in WhatsApp template pickers across the system, helping you maintain a clean structure even when you have dozens of approved templates.
Where WhatsApp Folders Appear in GoHighLevel
You will see WhatsApp folders in several places where templates can be selected inside GoHighLevel. The exact interfaces and naming may vary slightly depending on your account configuration, but the core locations are:
- Conversations module – when sending a WhatsApp message directly to a contact.
- Bulk actions – when sending WhatsApp campaigns to multiple contacts.
- Other WhatsApp template selectors – anywhere the system asks you to pick a WhatsApp template.
In each of these areas, the folder sidebar or dropdown helps you filter templates so you only see what’s relevant to the task at hand.
How to Use the WhatsApp Folder Sidebar in GoHighLevel
In many WhatsApp template pickers, GoHighLevel displays a folder sidebar on the left. This sidebar allows you to manage your template structure without leaving the current screen.
From the sidebar you can:
- View all existing folders and how many templates are inside them.
- Create new folders for specific campaigns or teams.
- Rename folders as your strategy evolves.
- Delete folders you no longer need.
The folder view updates immediately after you make changes, so your structure stays synchronized across the account.
Create WhatsApp Template Folders in GoHighLevel
Use folders in GoHighLevel to separate transactional, marketing, and support messages. This helps different departments find their own templates quickly.
Step-by-step: Create a New Folder
- Open any WhatsApp template picker in GoHighLevel (for example, in the Conversations module or bulk actions).
- Locate the folders sidebar on the left side of the template window.
- Click the New Folder or similar create option (the button is shown in the sidebar area).
- Enter a folder name that clearly describes the group of templates, such as Promotions, Follow-ups, or Reminders.
- Confirm to save the new folder.
After the folder is created, you can move existing templates into it or create new templates directly inside that folder.
Tips for Naming Folders in GoHighLevel
- Use clear, descriptive names that reflect use cases, like Onboarding, Abandoned Cart, or Post-Sale Support.
- Align names with your internal workflow so your team intuitively knows where to find each WhatsApp template in GoHighLevel.
- Avoid overly long names; keep them short but specific.
Organize Existing WhatsApp Templates into Folders
Once folders exist in GoHighLevel, you can move templates into them for better organization. While the exact drag-and-drop or move controls are not described in detail in the source documentation, the general approach is:
- Open the WhatsApp template selection interface where folders are visible.
- Locate the template you want to organize.
- Use the available option (such as a move or edit control) to assign the template to a specific folder.
- Repeat for each template until your structure reflects how you work in GoHighLevel.
Organizing templates this way makes bulk messaging and live conversations faster, since you can quickly select the right template from the right folder.
Edit WhatsApp Folders in GoHighLevel
Over time, your campaigns change. GoHighLevel lets you rename folders directly from the WhatsApp folder sidebar so your structure always matches your current strategy.
Step-by-step: Rename a Folder
- Open any WhatsApp template picker that shows the folder sidebar in GoHighLevel.
- In the sidebar, find the folder you want to rename.
- Click the edit or pencil icon next to that folder name.
- Type the new folder name that better describes its contents.
- Save your changes to update the folder label.
All WhatsApp templates inside the folder remain intact; only the folder name changes. This keeps your templates organized without needing to reassign them.
Delete WhatsApp Folders in GoHighLevel
If a campaign ends or you consolidate your structure, you may want to delete some folders in GoHighLevel. Deleting folders helps keep the WhatsApp picker clean for users.
Step-by-step: Delete a Folder
- Open the WhatsApp folder sidebar in GoHighLevel.
- Select the folder you want to delete.
- Click the delete or trash icon associated with that folder.
- Confirm the deletion when prompted.
Refer to the official documentation for details on how templates are handled after deletion, as behavior may depend on configuration and future updates.
Best Practices for WhatsApp Organization in GoHighLevel
To get the most out of WhatsApp folders in GoHighLevel, apply the following best practices:
- Plan your structure first – Decide on high-level categories (like marketing, transactional, support) before creating folders.
- Keep folder depth simple – Use a flat but clear structure so that users do not have to navigate too many levels.
- Review folders regularly – At least once per quarter, review and clean up outdated folders to keep WhatsApp templates fresh.
- Align with your CRM workflows – Make sure folder names match how you segment and communicate with contacts in GoHighLevel.
More GoHighLevel Resources
For the exact interface and latest updates on WhatsApp folder management in GoHighLevel, consult the official guide here: Official GoHighLevel WhatsApp folder documentation.
If you need broader CRM and marketing automation guidance around GoHighLevel, you can also explore expert resources at Consultevo for strategy, implementation, and optimization support.
By setting up a clear WhatsApp folder structure in GoHighLevel and maintaining it over time, your team will spend less time searching for templates and more time engaging customers with timely, relevant messages.
Need Help With ClickUp?
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