Use folders with campaigns

Use folders to keep your campaigns organized. You can use folders to group campaigns (and other assets) by keyword, topic, audience, purpose, or larger initiatives. For example, if you have a few campaigns for re-engaging your contacts, you can add a "Re-engagement" folder.

Once a folder is applied to a campaign, you can filter the Email Campaigns overview page by that folder to quickly find what you need. You can assign more than one folder to a campaign, so one campaign can be grouped in several ways.

In this article, you’ll learn how to create, apply, edit, remove, and delete folders from the Email Campaigns overview page.

Take note

• Campaigns, forms, and automations share the same folders. Any folders created on the Campaigns page will appear in the Folder Manager and can be used with automations and forms
• Edits made to folders on the Campaigns page are applied globally to your account
• Folders deleted from the Campaigns page are permanently deleted from your account and will be removed from all assets (campaigns, automations, and forms)

Create a new folder from the Email Campaigns overview page

You can create a new folder for one or multiple campaigns simultaneously.

Create a new folder for a single campaign:

1. Click Email on the left menu.
2. Locate the campaign that should receive a net new folder, then click “Add folder/business goal +.”
3. A small modal window will appear. Click the “Create folder” button.
4. A modal window will appear where you can create a new folder:
   • Enter the folder name into the field provided
   • Select a color
   • Click the “Create” button

The new folder will appear below the campaign name and status. In addition, this folder will be added to the Folder Manager and can be applied to any automation or form of your choice.

Create a new folder for multiple campaigns:

1. Click Email on the left menu.
2. Click the checkbox next to each campaign that should receive a new folder.
3. Click the “Add or remove folders” dropdown that appears.
4. Click the “Create folder” button.
5. A modal window will appear where you can create a new folder:
   • Enter the folder name into the field provided
   • Select a color
   • Click the “Create” button

The new folder will be applied to selected campaigns. It will appear under each campaign name and status.

In addition, this folder will be added to the Folder Manager and can be applied to any automation or form of your choice.

Apply an existing folder

You can apply an existing folder to one or multiple campaigns simultaneously.

Apply an existing folder to a single campaign:

1. Click Email on the left menu.
2. Locate the campaign that should receive a folder, then click “Add folder/business goal +.”
3. A small modal window will appear. Scroll through the list of folders.
4. When you find the one you want to use, click it to select it.

The folder will be applied to the campaign.

Apply an existing folder to multiple campaigns simultaneously:

1. Click Email on the left menu.
2. Click the checkbox next to each campaign that should receive a folder.
3. Click the “Add or remove folders” dropdown that appears.
4. Scroll through the list of folders.
5. When you find the one you want to use, click it to select it. Note that you can choose more than one folder in this step.

The folder will be applied to the selected campaigns.

Edit a folder

Once the edit is complete, it is applied globally to your account, including the Folder Manager.

1. Click Email on the left menu.
2. From the list of campaigns, locate and click the folder you want to edit.
3. A modal window will appear. Type the updated name and select a different color for the folder.
4. Click the “Save” button.

Remove a folder

You can remove a folder from a single campaign or multiple campaigns simultaneously. Removing a folder removes it from the selected campaign(s). It does not permanently delete it from your account.

Remove a folder from a single campaign:

1. Click Email on the left menu.
2. Locate the campaign from which you want to remove a folder.
3. Click the “X” next to the folder name to remove it from the campaign.

Remove a folder from multiple campaigns simultaneously:

1. Click Email on the left menu.
2. Click the checkbox next to each campaign from which you want to remove the folder.
3. Click the “Add/remove folders” button that appears.
4. Scroll through the list of folders until you see the one you want to remove. It will have a checkmark next to its name.
5. Uncheck the box next to the folder you want to remove. Note that you can remove multiple folders from the selected campaigns in this step.

Delete a folder

Once you delete a folder, it is removed from all assets (campaigns, forms, and automations) and permanently deleted from your ActiveCampaign account.

1. Click Email on the left menu.
2. Locate and click the folder you want to delete from your account.
3. A modal window will appear. Click the “Delete” option.

Filter campaigns by folder

Any folders you create will appear alphabetically in the "Folder" dropdown menu.

To filter campaigns by folder, click the "Business Goals/Folders" dropdown, then click the folder you want to filter. Note that only one folder can be selected for the filter.

The page will reload and display all campaigns with that folder.