Overview

Folders are used to keep marketing assets organized and easily accessible. Most marketing campaigns require creating landing pages, web forms, automations, emails, postcards, and more. More sophisticated campaigns can use lots of assets. Without a central repository to keep all assets, things can be confusing. Folders can be moved, deleted, renamed and more. While assets can be added, removed, or edited from folders. 

Accessing Folders

Click the folder icon on the top right to open the Folder Management console. 

Tips & Tricks

• Single click a folder or asset to open it. Double click on a folder to rename it. 

• Double click a folder on the right-hand panel to rename it on the fly. 

Saving Assets to Folders

• Use the Save To option when creating new assets to save it into a folder. Click the Choose button to open the folder tree to the right. 

• Once you've selected your folder from the right side (indicated in orange) click the Select button at the bottom of the folder tree. 

• The new folder path will be shown in the Save To field as shown below:

The following items can be saved to, or move to, a folder:

• Automation
• Campaign
• Dialog
• Email
• Engagement
• Event
• Fulfillment Actions
• Landing Page
• Layout Template
• Letter (Handwritten)
• Lists
• Program
• Segmentation
• Social Post
• Survey
• Trackable Content
• Tracking URL
• Video
• Web Form
• Webhook

The following items cannot be saved to, or moved to, a folder:

• Prospects
• Users
• Visitors

Moving Assets to Folders

• Use the Move To option next to the asset you want to move. 

• Click the Choose button to open the folder tree to the right. 

Moving Assets in Bulk

To move assets in bulk go to the folder console. Click each asset while holding down Control on your keyboard. Then, drag and drop your assets into the new folder on the left hand folder navigation tree. 

Managing Folders

Favoriting Folders

To make a folder a Favorite Folder, click the gear to the right and select Favorite. Favorited folders appear in the All Folders > Favorites folder. 

Renaming Folders

There are multiple ways to rename a folder:

1) click the gear to the right of the folder you want to rename and select Rename

2) Double click the name of the folder with your mouse

3) while moving an asset or saving it to a folder double click the name of the folder in the right hand pane

Cloning Folders and its Contents

A folder and its entire contents can be cloned within your account. For marketing agencies and companies managing sub-accounts, they'll have an option to clone to all sub-accounts or select sub-accounts. 

Deleting Folders

To delete a folder:

• click the gear on the right hand side next to the folder you want to delete
• select delete

Bulk Folder Operations

Moving Folders in Bulk

To move folders in bulk hold down Control on your keyboard while selecting each folder. Then, drag and drop your folders into the new folder on the left hand folder navigation tree. 

Deleting Folders in Bulk

To delete one or more folders click the bulk actions checkbox then select Delete from the Actions dropdown as shown below. 

Searching

To search for folders or assets in the folder management console click the search icon as shown below. Filter by type of asset and/or sort from ascending/descending or name (A to Z and Z to A) using the dropdowns below the search field.