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

Saving Assets to Folders

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

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

Moving Assets to Folders

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 Folder Contents

These assets can be cloned:

  1. Programs

  2. Campaigns

  3. Layout Templates

  4. Existing and Hosted Webforms

  5. Landing Pages

  6. Tracking URLs

  7. Email Campaigns

  8. Engagements (Personalizations and Dialogs)

  9. Trackable Content

  10. Social Posts

  11. Webhooks

  12. Handwritten Letters

  13. Target Lists (Segmentations)

  14. Automations:

    1. Property Based Automations

    2. Behavior Automations

    3. Date Automations

    4. Actions Only Automations

    5. Lead Scoring Automations

    6. Lead Grading Automations

    7. Lead Distribution Automations

  15. Folders with all contents (sub folders and supported assets)

These assets cannot be cloned:

  1. Fulfillment Actions

  2. Automatic Tracked Forms

  3. Videos

  4. Lists

  5. Post Cards 

  6. Call Campaign

  7. Online Event

How Cloning Works

Cloning Folders

Cloning Assets

  1. 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.

  2. Items to note when cloning assets linked to other assets.  For example when cloning a campaign, called “Campaign A” that is linked to a program, called “Program A”:
    1. 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.

    2. This process ensures cloning of a folder and its content will assign the assets to the new linked assets. 

    3. 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.

    4. Examples of linked assets:
      1. Campaigns linked to programs.

      2. Campaign items linked to campaigns where campaign items are assets like webforms, landing pages, automations, email campaigns, etc.

      3. Hosted forms linked to Layout Templates.

      4. Dialogs as a part of Personalizations.

  3. Automation and Personalization criteria and actions that use assets will not be complete when cloning to sub accounts. For example, suppose an Automation used the "Submits Webform" criteria and "Send Email" action. When cloning to the same account this criteria/action will be copied with the referenced asset; however, when cloning it to a sub account the referenced assets will not be filled in as the assets may not be cloned. 
  4. When cloning Automations and Personalizations always check your criteria to make sure it remains in tact. 
  5. Permission checks are applied to cloned assets. When cloning a folder and its content to another account or sub account individual permission checks are performed on each asset to make sure the receiving account has the required permissions for using the asset. For example, when cloning an email campaign, if the receiving account does not have email marketing permissions then the email will not get created.

Deleting Folders

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:

Editing Content in Folders

For easy editing without losing your place, open your content in a new tab using the shortcut option as shown below:

Folder Metadata

Content type, creator, and date the folder/content was created can be seen from the right panel, as shown below:

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. 

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.

Information Panel

Clicking on an asset in a folder reveals an information panel to the right. The panel displays key metadata on the asset. Different information might be displayed based on the asset. The info panel can display important information such as name, engagement, ownership, update dates, and more. 


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.