Folders group related email campaigns, SMS campaigns, automations, and forms. Use them to organize work by topic, audience, or marketing goal. The asset types you can use depend on your plan and add-ons.
While you can use folders however you like, we recommend creating folders for specific topics, audiences, purposes, or larger initiatives, including business goals.
Depending on your ActiveCampaign plan, you can create, edit, and delete folders from the Folders page or the Forms, Campaigns, and Automations overview pages.
How folders work
Click Business Goals on the left menu, then click Folders to open the shared Folders page. You can create folders, edit their details, and delete folders from this page.
Open a folder card to see its assets together. Use Type and Search assets to find what you need. Click Add assets to add an existing campaign, SMS campaign, automation, or form.
Folders are shared across these asset types. You can still apply or remove folders from the asset overview pages. Editing or deleting a folder changes it across your account.
Where else are folders used?
In addition to grouping assets on the Folders page, you can:
- Use folders to filter reports
- Apply folders to campaigns and automations used with the Salesforce integration
- Apply folders to campaigns and automations used with the Microsoft Dynamics 365 integration
You can also turn a folder into a business goal. This allows you to track the success of one or more assets toward one or more conversions for that business goal in a single place. Learn more about business goals.
Folders resources
Below are resources to help you get started with Folders.
Manage folders in ActiveCampaign
Looking to see where else folders are used in ActiveCampaign? Click the “Folders” link in the "Related to" section below to view related articles.