How to create Folders

You can store and organize your data tables (Lists, Audiences, Goals, Lead Scores, Landing Pages, Site Messages, Automations, Automation Messages, Email Campaigns, Email Templates and Reports) by grouping them into a folder.n

Creating a folder

nFrom the top right, you can click on the gear icon and choose Create FoldernnnnType the desired name for the folder and press Submit. Folders are shared across different features on the platform but only display the content of the data table you are on.nnNote: The created folder will not be displayed in the Folders View until it contains at least one asset.nnn

Renaming a folder

nTo rename your folder, click on Manage Folder from the gear icon and click on Rename.nnn

Deleting a folder

nTo delete a folder, you can click on Manage Folders from the gear icon. Note that deleting a folder with assets will move those assets to the feature’ default data table.nnnnAfter you confirm deletion all the assets inside the folder will be extracted to its features root.nnn

Folder settings

nTo access your folder settings, you can click on Manage Folders from the gear icon and then click on the gear icon in the next window. The Folder settings provide you with the option to show folder with no assets.nnnnYou need to enable the option in order to show folder with no assets and click on Confirm.nnn

Adding assets to a folder

nFrom the dropdown, choose Add to Folder to add an asset to a folder that already exists.nnnnThe folder will then appear on your data table and you can click view to see the assets that are inside that folder. You can also Rename or Delete the folder from the dropdown.nnnn n

Moving assets from a folder

nNavigate your way inside the folder, click on the dropdown option of an asset and choose Move from Folder. Follow the prompt to choose the new destination for that asset.nnnnSelect the destination folder.nnn

Adding assets as bulk to a folder

nSelect your assets, click on  Bulk Actions drop-down and  choose Add to Folder/ Move from Folder.nnn

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