How To Assign Collections to Outreach Content

Purpose: 

The purpose of this article is to provide direction to Outreach Users in assigning collections to templates, snippets, and sequences in Outreach. 

Intended Audience: 

• Outreach Users

Notes: 

• Admin permissions are required to add content. 
• This process discusses assigning a collection to a template. The process is the same for snippets and sequences. 
• A collection must be created prior to assigning to content. For more information regarding collection creation, refer to the How To Create Collections article. 

How To Assign Collections to Outreach Content: 

1. Access the applicable content in the navigation sidebar.
   Example: Access the Templates List View. 
2. Click to select the applicable templates.
   Note: Sort and filter to display a specific group of templates.
3. Click the folder icon and select Add to Collections from the dropdown menu.
   Note: Click Remove from Collections to remove or update existing content for a collection.
4. Select the applicable collection and click Add.
   
   The templates are added to the collection as configured. Content added to a template is identified by the collections assigned color and name appearing as a tag for the content.

Repeat the above process for snippets and sequences by accessing the corresponding feature content as applicable. 

Additional Resources: 

Collections Overview

How To Create Collections