Folder Management allows you to organize your email campaigns, content, and segments using a structured folder system. The folder panel is accessible across various index pages of the application, where you can create multiple folders and use drag-and-drop functionality to categorize your data efficiently.
Proper use of the folder system improves operational efficiency by reducing time spent searching for assets and enabling better collaboration across marketing teams. Privilege management controls are also available to support shared access for collaborative projects.
Accessing the Folder Panel
To get started with folder management, navigate to the “Email Segments,” “Content,” or “Email Campaigns” page. On the left side of the screen, you will see a “folder” icon to expand the folder panel.
Clicking this icon will open the folder management panel, where you can see your existing folders and create new ones. For convenience, you can enable the Always Open slider to keep the panel expanded by default every time you visit the page.
Managing Your Folders
The folder panel provides several options for managing your folders.
- Create a New Folder: Click the + New Folder button at the top of the panel to add a new folder to your list.
- Rename a Folder: To rename a folder, hover over the folder name, click the three-dots icon, and select Rename from the dropdown menu.
- Delete a Folder: To remove a folder, hover over its name, click the three-dots icon, and select Delete.
Folder Privacy and Privileges
Folder management also allows you to control who can access and edit your folders. To manage these settings, select a folder and click the Privacy option from the menu. This will open a dialog where you can assign "Owner" or "Editor" privileges to other users in your account. Once you have made your selections, click Save to apply the changes.
By utilizing these folder management features, you can create a more organized and efficient workspace for your entire team.