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- What Permissions are needed to manage Campaign Folders?
- To access the Campaign Folder Manager, you must have Marketing User Permissions and access to the Folder object. See Restricting user access to Email Campaign folders.
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- Is there a limit to how many Folders I can create?
- There is a limit of 500 folders.
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- How do I manage my Campaign Folders?
- There is a folder manager area where you can create, edit, and delete Campaign folders. To access the Folder Manager, open the dropdown list of folders on the top left of the page and select Manage Folders.
Use the plus icon to create a new folder. Existing folders can be edited with the pencil icon or deleted with the trashcan icon. Note: a folder can only be deleted if it is empty. If your folder is not empty and you wish to delete it, you must first move the campaigns to another folder.
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- How can I move Campaigns to a different folder?
- From the Campaigns list view, select the ellipsis next to the campaign you would like to move into a folder. Select Move to folder from the pop-up and select where to store the campaign.
You can also move a campaign to another folder on the Edit page of the campaign by using the folder dropdown.
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- Can I remove the Unfiled folder?
- No, the Unfiled Folder is the default delivered folder. You cannot rename or delete the Unfiled folder.
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- What are the requirements for Folder Names?
- Campaign folder names must be unique. We recommend utilizing a standard naming convention for clear organization of your folders.
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- How can I Filter on Campaign folders?
- To view all items in a particular folder, select the appropriate folder from the dropdown on the top left of the Campaigns list view page.
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- How do I add a New Campaign to a Folder?
- When creating a new campaign, there is a folder dropdown field where you can select the folder in which the new campaign should be filed upon saving. If no folder is selected, the campaign will be placed in the Unfiled folder by default.
