Managing folders

Overview tab¶

The Overview tab displays a summary of all activities at your current folder level, showing folders and campaigns within their current location.

Monitoring tab¶

The Monitoring tab shows detailed information on all campaigns running at your current folder level.

Creating a new folder¶

To create a new folder:

1. Navigate to the folder location where you want to create your folder, or from the campaign home screen.

2. Click + New.

   

3. Click Folder.

   

4. Enter a name for your folder.

5. Click Create.

   

You’ve now created a folder.

Renaming a folder¶

When you rename a folder, all campaigns within it remain in place, and communication history is preserved.

To rename a folder:

1. Expand the option menu on the folder you want to rename.

2. Click Rename.

   

3. Enter a new name.

4. Click Rename.

   

You’ve now renamed your folder.

Deleting a folder¶

To delete a folder:

1. Expand the option menu on the folder you want to delete.

2. Click Delete.

   

3. Click Delete to confirm.

You’ve now deleted your folder.