Overview of the Folder Manager

ActiveCampaign’s Folder Manager is a centralized page where you can manage all folders throughout your ActiveCampaign account.

You can use the Folder Manager to see which folders already exist, as well as create, edit, and delete folders from your account. Additionally, you can apply, remove, create, and delete folders from the overview pages of automations, campaigns, and forms.

The folder manager is also where you can turn an existing folder into a business goal. Learn more about business goals. 

In this article, you will tour the Folder Manager and learn how to use it to create, edit, and delete folders. 

Take note

• Once you create a folder in the Folder Manager, you can apply that folder to any form, automation, or campaign in your account
• Once you edit or delete a folder from the Folder Manager, that change is reflected throughout your account
• Once a folder is upgraded to a business goal, it cannot be downgraded. If you accidentally convert a folder into a business goal, you must create a new folder to maintain your original folder structure

Access and view the Folder Manager

To locate the Folder Manager, click “Settings” (gear icon), then click Folders on the side menu.

If you created folders in the past, they will be listed on the Folder Manager page. If you haven’t created any new folders, you will see information about folders and a button to create one. To learn how to create a folder, see the “Create a folder” section below.

In addition to the folder names, the Manager includes folder colors and the number of times that folder has been applied to a campaign, automation, or form. Clicking any of these numbers provides direct links to the campaigns, automations, forms, and landing pages that use that folder.

To find specific folders quickly, use the filter and search function.

Create a folder

1. Click the “Create folder” button.
2. A modal window will appear. Enter the name of the folder into the field provided.
3. Assign a color to your folder.
4. Click the “Create” button.

Edit a folder

1. Locate the folder you want to edit.
2. Click the “Edit” button.
3. Enter the updated name into the field provided and/or update the folder color.
4. Click the “Save” button.

Delete a folder

You can delete a single folder or multiple folders at the same time from your account. Once a folder is deleted, it will be removed from all items it was applied to. This action cannot be undone.

To delete a single folder:

1. Locate the folder you want to delete.
2. Click the down carat next to the “Edit” button.
3. Click “Delete.”
4. A modal window will appear. Confirm your action by clicking “Delete” again.

To delete multiple folders at the same time:

1. Click the box next to each folder you want to delete
2. Click the “Delete” option that appears at the top of the page.
3. A modal window will appear. Confirm your action by clicking “Delete” again.

Convert a folder to a business goal

If you have an existing folder applied to campaigns, automations, or forms, you can easily upgrade it to a business goal:

1. Click Settings (gear icon) on the left menu.
2. Click Folders.
3. Click the “Upgrade to business goal” button to the right of the folder you want to convert to a goal.
4. Select an existing conversion from the dropdown to choose a conversion goal.
5. (Optional) Set a conversion target for your business goal. Click the "Add a conversion target" checkbox under the “Conversion” dropdown. Two new fields will appear. Select a goal type from the top field, and enter a value for a total conversion goal. We’ll help you track progress toward this goal after you set these options.
6. Click “Create business goal.”

Next steps

After you create a folder from the Folder Manager, you can apply it to any campaign, automation, or form. Review the documentation below for more information:

Use folders with Campaigns

Use folders with Automations

Use folders with Forms