Organizing your email campaigns effectively is crucial for seamless management. Smartlead's folder feature allows you to:
Segregate campaigns for better organization.
Assign campaigns to specific clients, ensuring easy tracking and management.
Quickly locate and manage multiple campaigns without confusion.
Streamline workflow by grouping similar campaigns together.
Using folders can help save time and reduce errors by keeping everything structured in one place. Whether you are managing campaigns for multiple clients or simply want to keep your projects well-organized, Smartlead's folder functionality ensures efficient handling.
Check out the Video Tutorial
Here’s a quick video tutorial to create and manage folders in Smartlead.
Step-by-Step Guide to Creating Folders in Smartlead
1. Creating a Folder
Navigate to the Smartlead Dashboard.
Click on Email Campaigns.
Go to the Folders tab.
Click on Create Folder.
Enter a name for the folder and click on Save.
Once the folder is created, you can start adding campaigns to it for better organization.
2. Assigning a Folder to a Specific Client
If you're working with multiple clients, assigning a folder to a client can make it easier to manage and track their campaigns.
Locate the folder you want to assign.
Click on the three dots next to the folder.
Select Add/Update Client.
Choose the client from the dropdown menu. Click Save to confirm the assignment.
Do note that adding a client to a folder will not automatically assign that client to the campaigns within the folder.
3. Assigning a Campaign to a Folder
To further enhance organization, you can assign specific campaigns to folders.
Go to the Campaign Overview page.
Locate the campaign you want to assign.
Click on the three dots next to the campaign.
Select Move to Folder.
Choose the desired folder from the dropdown menu.
Click Save to finalize the assignment.
By following these steps, you ensure that every campaign is stored within its respective folder, making navigation and management much more efficient.
Smartlead's folder functionality is a simple yet powerful feature that helps you keep your campaigns structured and well-organized. Whether you need to categorize campaigns by client, type, or any other criteria, folders make it easy to manage everything in one place. Start using folders today to optimize your email campaign workflow!