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Organizing Conversion Goals

Article: 000050648
Updated: July 29, 2024

Learn how to create and delete folders, move, rename, download, and favorite files, as well as how to work with Zip files to keep your File Manager organized.

This article will go over how to create and edit folders to organize conversion goals in your account.


Article Contents

 
 
Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons  
Jr. Salespersons  

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Creating Folders

Once you have created conversion goals, folders are the main way of housing like goals together. These could be goals of a similar type or goals that deal with different parts of a campaign.

To create a folder, do the following:

  1. Click Campaigns > Conversion Goals in the left toolbar. 

    Click Campaigns > Conversion Goals
     
  2. Click Create Folder +.
  3. Enter a name for the folder in the text field, then either:
       •   Press the Enter key
       •   Click outside the text field

    Add a new folder title and click Enter
     


Renaming or Deleting Folders

Folders can be renamed or deleted as necessary. To rename or delete a folder, do the following:

  1. Click Campaigns > Conversion Goals in the left toolbar. 

    Click Campaigns > Conversion Goals
     
  2. Hover over a previously created folder to display the  12pencil.png  Edit and  12close.png Delete options. 
  • Click   12pencil.png  Edit to rename a folder. 
  • Click   12close.png  Delete to delete a folder. 

Hover over the folder to modify it
 
Note: Once a folder is deleted, the contents of the deleted folder will be moved to the Most Recent collection.


Moving Goals to Folders

You can move goals from one folder to another. This can help with your collection or archival purposes. To move goals between folders, do the following:

  1. Click Campaigns > Conversion Goals in the left toolbar.

    Click Campaigns > Conversion Goals
     
  2. Hover over a previously created conversion goal and click  12more.png  Options.
  3. Click Move to folder and select the desired folder you would like to place the goal in.


    Select the Options button then choose Move to folder

 

 


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