Using Folders and Subfolders

Our folders and subfolders feature will allow you to organize your campaigns, templates, automations, landing pages, workflows and forms. 

In each section, you will find the folder icon: 

After clicking on the Folder icon, all folders will appear in the left-hand menu

Creating a New Folder 

Step 1. Click the option Create Folder

Step 2. Enter the folder name and click Create Folder

Step 3. To edit a folder, select all the items you want to add to this folder, click on the three dots next to the folder name and click Move To This Folder

Browsing Folders

By default, your folder list is sorted by the creation date. There is also a search bar on this menu that you can use to perform a search. This allows you to search for any folder by name.

Editing and Removing Folders 

Edit: click the three dots and Edit Folder. This will allow you to change the folder name. 

Delete: click the option Delete Folder 

Note: Once you confirm that you want to delete the folder, you will not be able to recover the deleted data.

Sub Folders 

Step 1. To create a sub folder, click on the three dots next to the folder name where you want to add it and click Create Sub Folder 

Step 2. Enter the sub folder name and click Create Folder

Step 3. Once created, the subfolder will appear under the folder