Create and manage campaign folders

Create, arrange, rename, or delete folders to keep your campaigns organized in a way that makes sense to you

Keep your campaigns organized and easy-to-find by creating folders and sub-folders. Each top-level folder can have two additional levels of sub-folders, and you can create a maximum of 500 folders.

• Create a folder or sub-folder
• Add campaigns to folders
• Remove campaigns from a folder
• Rearrange folders
• Rename a folder
• Delete a folder

Create a folder or sub-folder

Folders can hold as many campaigns as you want, but to keep them from getting too full, you can create up to two additional levels of sub-folders in each top-level folder. For example, Holidays > Winter > New Year's Eve.

1. Click Marketing channels > All campaigns.
   
    
    
2. Click Folders > Manage folders.
   
   
    
3. Click New folder.
   
   
    
4. Enter a name for your new folder in the field.
5. Click Add.
   
   
    
6. (Optional) Click the drop-down menu next to a folder and click Add a folder to create a sub-folder.
   
   
    
7. Enter a name for your sub-folder in the field.
8. Click Add.
   
   
    
9. (Optional) Click the name of a top-level folder to view the sub-folders nested under it.
   
   
    
10. (Optional) Click the drop-down menu next to a sub-folder and click Add a folder to create a sub-folder within it.
    
    
     
11. Enter a name for your sub-folder in the field.
12. Click Add.
    
    
     
13. Repeat steps 3-12 for any additional folders and sub-folders you want to create. Once you’re finished, click Close.
    
    

Now that you've created your folder structure, it's time to fill your folders with campaigns.

Add campaigns to folders

After you've created a folder structure, you can start moving your emails, landing pages, surveys, events, ads, and social posts into it. Each campaign can only live in one folder.

1. Click Marketing channels > All campaigns.
   
    
    
2. Click Folders > Unfiled to view all of your campaigns that aren't already in a folder.
   
   
    
3. Use the checkboxes to select the campaigns you want to move into a folder.
   
   
    
4. Click Actions > Move to folder.
   
   
    
5. Select the folder you want to move the selected campaigns to.
6. Click Move.
   
   
    

The count next to "Unfiled" decreases, and the count next to the folder or sub-folder increases to reflect how many campaigns you added to it.


 

Remove campaigns from a folder

It's easy to move your campaigns from folder to folder as needed! If you need to delete a folder, but want to keep the campaigns that are in it, first move them to a new folder or into the "Unfiled" folder to deal with later before deleting the unwanted folder.

1. Click Marketing channels > All campaigns.
   
    
    
2. Click the Folders drop-down and select the folder with the campaign you want to remove.
   
   
    
3. Select the campaigns you want to move.
4. Click Actions > Move to Folder.
   
   
    
5. Choose where you want to move the selected campaigns and click Move.
   
   
    

The count next to the folder changes to reflect how many campaigns you removed from it.
 

Rearrange folders

After you've created folders, you have the flexibility to move them into other folders to create sub-folders, or turn a sub-folder into a top-level folder.

1. Click Marketing channels > All campaigns.
   
    
    
2. Click Folders > Manage folders. 
   
   
    
3. Click on the drop-down menu next to the folder you want to move and click Move folder.
   
   
    
4. Click Move to top to turn a sub-folder into a top-level folder, or select the new folder you want to add your folder to. Folder names that are grayed-out are not available options for your folder.
   
   
    
5. If you selected a folder to move to, click the Move to button.
   
   

Since there are only three levels of folders available, if you're moving a folder that has sub-folders under it, you're only able to move it to a folder in the same level or higher.
 

Rename a folder

Did you spell it wrong? Create it twice? Change your mind about your whole filing system? It's easy to change the name of any folder:

1. Click Marketing channels > All campaigns.
   
    
    
2. Click Folders > Manage folders.
   
   
    
3. Click the drop-down menu next to the folder you want to rename and select Rename.
   
   
    
4. Enter your new folder name in the field.
5. Click Confirm.
   
   
    

You can have two folders with the same name as long as they aren't in the same folder or sub-folder together.

Delete a folder

When you delete a folder, any campaigns that are inside it are moved to the "Deleted" folder. If your folder has sub-folders, the sub-folders are deleted and any campaigns within them are also moved to the "Deleted" folder. You can always restore them to the "Unfiled" folder later.

1. Click Marketing channels > All campaigns.
   
    
    
2. Click Folders > Manage folders.
   
   
    
3. Click the drop-down menu next to the folder you want to delete and select Delete.
   
   
    
4. Click Delete to confirm.
   
   
    

Questions?