We've introduced Email Folders to help you organize and manage your emails more efficiently. This article will guide you through creating folders, moving emails, and editing or deleting existing folders.
Viewing and Creating Folders
To view and create email folders:
Navigate to the Emails page (Marketing > Emails)
On the left side of this page, you'll now see a section titled "Folders"
Initially, you'll have a default folder called Root Folder. This is an un-editable folder and it will be where all of your existing emails start
To add a new folder, click on the "New Folder" button located just below the Root Folder
Enter your desired folder name in the blank field provided, then click the green checkmark to create your folder or the "X" to discard.
Note: Folder names must be unique. You will receive an error message if you attempt to use a duplicate folder name.
Moving Emails into a Folder
To organize your emails into folders:
On the Emails page, you'll notice each email row now includes a checkbox to the left.
Select one or more emails by checking the boxes next to them.
Once at least one email is selected, you'll see a "Move to" button appear at the top right corner of the table.
Click "Move to," then select your desired folder from the dropdown menu.
Editing or Deleting an Existing Folder
To edit or delete folders you've created:
Editing a folder name: Hover over the folder name and click the Edit (pencil) icon next to it. Enter your new folder name, then click Save (green checkmark) or choose "X" if you change your mind.
Deleting a folder: Hover over the folder name and click the Delete (trash) icon next to it. You'll see a confirmation dialog.
Confirm by clicking "Delete," or choose "Cancel" to keep the folder.
Deleting a folder will automatically move any emails within that deleted folder back into your Root Folder.
The Root Folder cannot be deleted.
Using Filters with Folders
When you apply filters (such as name/subject, email type, or tags) on the Emails page, they will filter results within your currently selected folder.
Additionally, any filters you apply will remain active when navigating between folders, allowing you to quickly view filtered results across different folders without needing to reapply filters each time.