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.
Click the folder icon on the top right to open the Folder Management console.
The following items can be saved to, or move to, a folder:
The following items cannot be saved to, or moved to, a folder:
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.
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.
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
These assets can be cloned:
Programs
Campaigns
Layout Templates
Existing and Hosted Webforms
Landing Pages
Tracking URLs
Email Campaigns
Engagements (Personalizations and Dialogs)
Trackable Content
Social Posts
Webhooks
Handwritten Letters
Target Lists (Segmentations)
Automations:
Property Based Automations
Behavior Automations
Date Automations
Actions Only Automations
Lead Scoring Automations
Lead Grading Automations
Lead Distribution Automations
These assets cannot be cloned:
Fulfillment Actions
Automatic Tracked Forms
Videos
Lists
Post Cards
Call Campaign
New folders are created on the root folder level.
If there is no folder with the same name then the new folder name will be the same as the cloned folder.
If there is another folder with the same name then the new folder name will use the name format as mentioned above.
All sub folders will be cloned with their original name.
When cloning a folder all assets inside the folder and all sub folders and assets will be cloned.
When cloning an asset a new asset with the same name, appended with the clone token, will be created. For example, if a parent user tries to clone a program with the name “Program A” to a sub account, then the new program will be “Program A-clone-2016-08-22-134300”, where the clone token contains the timestamp the asset was cloned.
The new campaign will be “Campaign A-clone-2016-08-22-134300”. The system will check if there is a program with the name “Program A-clone-2016-08-22-134300”. If found, then the campaign will be assigned to this program. If not found, then the system will search for a program with the same name “Program A”. If found the campaign will be assigned to it; otherwise, a new program with the name “Program A-clone-2016-08-22-134300” will get created and assigned to the campaign.
This process ensures cloning of a folder and its content will assign the assets to the new linked assets.
As a best practice, organize all your linked assets within the same folder so that when cloning a folder to your account (or another account), the new assets will have the same structure.
Campaigns linked to programs.
Campaign items linked to campaigns where campaign items are assets like webforms, landing pages, automations, email campaigns, etc.
Hosted forms linked to Layout Templates.
Dialogs as a part of Personalizations.
Only folders can be deleted, assets cannot be deleted from the folder management console. If an asset resides in a folder that's being deleted, then the asset will automatically move to the Uncategorized folder. |
To delete a folder:
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.
To delete one or more folders click the bulk actions checkbox then select Delete from the Actions dropdown as shown below.
Only folders can be deleted, assets cannot be deleted from the folder management console. If an asset resides in a folder that's being deleted, then the asset will automatically move to the Uncategorized folder. |
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.