Folders

The Folders system provides hierarchical organization for your content, campaigns, assets, and other resources, making it easy to manage and find items in your workspace.

Overview

Folders help you:

• Organize content hierarchically
• Control access with permissions
• Share resources with teams
• Maintain consistent structure
• Find items quickly

Creating Folders

Getting Started

1. Navigate to the section where you want to create folders
2. Click the New Folder button
3. Enter folder details:
   • Name: Descriptive folder name
   • Description: Purpose or contents
   • Parent Folder: Location in hierarchy

Folder Types

Different sections support folders:

• Campaign Folders: Organize marketing campaigns
• Group Folders: Group lists of groups or segments
• Template Folders: Categorize templates

Folder Structure

Hierarchy Levels

• Create unlimited nested levels
• Drag and drop to reorganize
• Expand/collapse folder trees
• Breadcrumb navigation
• Quick jump to parent

Naming Conventions

Best practices for folder names:

• Use clear, descriptive names
• Include dates for time-based organization
• Add prefixes for sorting (01_, 02_)
• Avoid special characters
• Keep names concise

Example Structures

Marketing Campaigns:

Campaigns/
├── 2024/
│   ├── Q1/
│   │   ├── Product Launch
│   │   └── Spring Sale
│   └── Q2/
│       ├── Summer Campaign
│       └── Back to School
└── Evergreen/
    ├── Welcome Series
    └── Nurture Campaigns

Groups:

Groups/
├── Customer Segments/
│   ├── VIP Customers
│   ├── New Customers
│   └── Inactive Customers
├── Geographic/
│   ├── East Coast
│   ├── West Coast
│   └── International
└── Property Owners/
    ├── Active Owners
    ├── Prospective Owners
    └── Past Owners

Folder Management

Folder Actions

• Rename: Update folder names
• Move: Relocate in hierarchy
• Copy: Duplicate with contents
• Delete: Remove folder
• Archive: Hide without deleting

Scalability

• Plan for growth
• Avoid too many levels
• Balance depth vs breadth
• Use consistent patterns