Organizing Campaigns with Folders

We highly recommend using folders to organize your draft, scheduled, and sent campaigns. Whether you sort by time period, subject, or campaign type, folders help you navigate your Campaigns Dashboard more efficiently and reduce the chance of user errors. They’re especially helpful for keeping things clear in collaborative or high-volume environments.

Why Use Folders?

Folders provide a consistent structure for managing your campaigns:

• Quickly locate draft or past campaigns

• Reduce the risk of sending the wrong campaign

• Establish and maintain naming conventions across your team

• Shared folder structure appears in all campaign views: Drafts, Scheduled, Sent

How to Create a Folder

1. Navigate to your Campaigns Dashboard.

2. In the Folder section (right-hand column), click the Create Folder icon.

3. Enter your desired folder name in the pop-up window.

4. Click OK to save.

How to Move a Campaign into a Folder

Move a Single Campaign

• Click on the campaign you want to move to select it.

• Drag it into the appropriate folder in the Folder tree on the left.

• The folder will highlight when it’s ready to accept the campaign.

Additional Notes

• The folder tree is mirrored across all views in your Campaigns Dashboard. For example, a folder created in the Sent view will also appear in the Drafts and Scheduled views.

• Drag-and-drop functionality works across views for added flexibility.

Best Practices for Folder Organization

• Organize by campaign type (e.g., Newsletters, Promotions, Events)

• Or sort by time (e.g., Q2 2025, Holiday 2024)

• Use short, clear folder names

• Periodically review and clean up folders to stay organized

Folders make it easier to manage your campaigns—whether you’re flying solo or working with a team. A little upfront structure keeps your workspace clutter-free and makes your email marketing process more efficient.