Folders

Folders are a top-down organizational feature that house campaigns, emails, and other marketing modules together. Folders let you segment and nest marketing elements in a way that makes sense for your team. In this comprehensive guide you will learn to: Create and access folders File content in folders Manage folders Favorite folders Use tags to…

Folder Permissions

Overview Before Setup We recommend having users, user groups, and folders in place before setting up folder permissions. Users should be set up with a default or custom role. This way you can put them in a specific user group like sales or marketing users. For example, sales groups are set up for lead assignments. They’re…