Use folders with forms

Use folders to keep your forms organized. You can use folders to group forms (and other assets) together by keyword, topic, audience, purpose, and more. Once you add a folder to a form, you can filter the Forms overview page by that folder to quickly find what you need.

You can assign more than one folder to a form, so one form can be grouped in several ways.

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

Take note

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

Create a new folder from the Forms overview page

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

Create a new folder for a single form:

1. Click Website > Forms on the left menu.
2. Locate the form 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 form name. In addition, this folder will be added to the Folder Manager and can be applied to any automation or campaign of your choice.

Create a new folder for multiple forms:

1. Click Website > Forms on the left menu.
2. Click the checkbox next to each form 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 forms. It will appear under each form name and status.

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

Apply an existing folder

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

Apply an existing folder to a single form:

1. Click Website > Forms on the left menu.
2. Locate the forms 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 form.

Apply an existing folder to multiple forms at the same time:

1. Click Website > Forms on the left menu.
2. Click the checkbox next to each form 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 select more than one folder in this step.

The folder will be applied to the selected forms.

Edit a folder

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

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

Remove a folder

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

Remove a folder from a single form:

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

Remove a folder from multiple forms at the same time:

1. Click Website > Forms on the left menu.
2. Click the checkbox next to each form 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 forms 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 Website > Forms 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 forms by folder

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

To filter forms 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 forms with that folder.