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You can create and manage folders, campaigns, and assets from the three dots menu next to any item in the sidebar.

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Creating items

To create a new item, click the three dots next to a folder or campaign and select New asset, New folder, or New campaign depending on what you want to create. When creating a new asset, choose from:
Asset typeDescription
WorkflowAn automated sequence of actions triggered by contact behavior
EmailA blast or workflow email
FormAn embedded or external lead capture form
Files can also be added to folders and campaigns. They are uploaded from the Files page rather than the New asset menu, but once uploaded you can move them into a folder or campaign using the three dots menu, like any other asset.

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Available actions

The actions available on an item depend on its type and where it sits in the hierarchy.
ActionDescription
New folderCreate a new folder inside this folder
New campaignCreate a new campaign inside this folder
New assetCreate a workflow, email, or form inside this folder
MoveMove this folder to another location
RenameRename this folder
DeleteDelete this folder

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Deleting folders and campaigns

You cannot delete a folder or campaign that contains items. Remove or move all items inside it first, then delete it.
Make sure to move any assets, folders, or campaigns you want to keep before deleting a parent folder or campaign.