Organise your mailings

Projects, Mailings, Folders and Versions

In Taxi we group together emails by projects and mailings. A project might be "weekly newsletter" and a mailing might be "week 3". You can make multiple versions of a mailing, for example Male or Female, English or French.

For complex campaign structures, you can now organize mailings into nested folders up to 5 levels deep. Create folder hierarchies that match your workflow — organize by year, region, campaign type, or any structure that works for your team.

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Nested Folder Hierarchies

Organize your mailings with up to 5 levels of nested folders for flexible content organization that scales with your team's workflow.

Multi-Level Organization

Create folders within folders to build organizational structures like:

  • 2024 → Q1 → January → Promotional
  • EMEA → UK → Customer Newsletters
  • Brand A → Product Launch → Phase 1

Each folder displays counts of child folders and mailings for at-a-glance visibility.

Breadcrumb Navigation

Navigate through nested folder structures with clear breadcrumb trails showing your current location. Click any breadcrumb element to jump directly to that level in the hierarchy.

Cascading Operations

When you delete a folder, all nested child folders and their mailings are deleted.

Team permissions also cascade — teams assigned to a parent folder automatically have access to all child folders and their mailings.

Bulk Delete Mailings and Versions

Clean Up Content Efficiently

Need to remove multiple mailings or versions at once? Taxi now supports bulk delete functionality, allowing you to select and delete multiple items in a single action.

Each mailing and version card includes a checkbox for selection. Use the "Select All" checkbox to quickly select all visible items, or individually select specific items you want to remove. Once selected, click the "Delete" button to remove all selected items at once.

A confirmation dialog ensures you don't accidentally delete content, and the interface provides real-time feedback during the delete operation.

How to Bulk Delete

  1. Navigate to a project or mailing to view the list of mailings or versions
  2. Click the checkbox on each item you want to delete, or use "Select All" for all visible items
  3. Click the "Delete" button that appears when items are selected
  4. Confirm the deletion in the dialog
  5. The page refreshes to show your updated content list

Note: Selection resets when navigating between pages or changing sort order to prevent accidental cross-page deletions.

Bulk Move Mailings Between Projects

Reorganize Content Across Projects

Select multiple mailings and move them to a different project in one operation. Bulk Move saves significant time when reorganizing content, compared to moving mailings one at a time.

Available from both project pages and folder pages. The destination project must use the same Email Design System, and permissions and mailing limits are validated before the move completes.

How to Bulk Move

  1. Select mailings using the checkboxes on the mailing grid
  2. Click the Actions dropdown and choose Move to Another Project
  3. Choose the destination project from the dropdown
  4. Confirm the move

Note: Requires the Bulk Actions feature to be enabled for your organisation. Contact your account manager or support to get started.

Mailing Tags

Organize with Colour-Coded Labels

Tag your mailings and versions with colour-coded labels for easy categorization. Tags appear as badges on your mailing and version grids, and are fully searchable across your projects.

Create up to 100 tags per organisation. Manage tags from the mailing grid dropdown on both project and folder pages. Contact your account manager or support if you need a higher tag limit.

How to Tag Mailings

  1. Navigate to a project or folder page
  2. Click the kebab menu on any mailing
  3. Select Manage Tags
  4. Toggle tags on or off for that mailing

Tags can also be assigned to individual versions independently of mailing-level tags.

Note: Org admins can enable Mailing Tags under Organisation Settings.

One version to rule them all

You can make multiple versions of an email campaign with one click. And as additional versions always inherit content from the master version, you can still update content once and have it apply to all versions.

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Create Layouts from existing versions

Turn any version into a reusable Layout

If you've built an email version that would make a great starting point for future campaigns, you can promote it directly into a Layout within your Email Design System — without leaving your workflow.

Once created, the Layout appears alongside your other Layouts in the EDS, ready for your team to use as a foundation for new mailings. The original version is left unchanged.

Note: This feature may not be available on all plans. Contact your account manager to find out more.

How to create a Layout from a version

  1. Navigate to a mailing and find the parent version you want to promote
  2. Click the ⋮ menu on the version row, or open the version in the editor and use the Actions dropdown
  3. Select Create Layout
  4. A confirmation banner will appear with a link to go directly to your new Layout
Create Layout option in the editor Actions menu

Control user access and permissions

Sometimes you don't need to let everyone access everything. In Taxi you can restrict access to given Projects, Mailings or Versions, as you need.

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