You can create and manage folders, campaigns, and assets from the three dots
Creating items To create a new item, click the three dots New asset , New folder , or New campaign depending on what you want to create.
When creating a new asset, choose from:
Asset type Description Workflow An automated sequence of actions triggered by contact behavior Email A blast or workflow email Form An embedded or external lead capture form
Available actions The actions available on an item depend on its type and where it sits in the hierarchy.
Action Description New folder Create a new folder inside this folder New campaign Create a new campaign inside this folder New asset Create a workflow, email, or form inside this folder Move Move this folder to another location Rename Rename this folder Delete Delete this folder
Action Description New folder Create a new folder inside this folder New asset Create a workflow, email, or form inside this folder Move Move this folder to another location Rename Rename this folder Delete Delete this folder
Folders inside a campaign do not have the New campaign option, as campaigns cannot be nested inside other campaigns.
Action Description New folder Create a new folder inside this campaign New asset Create a workflow, email, or form inside this campaign Move Move this campaign to another location Rename Rename this campaign Duplicate Create a copy of this campaign Delete Delete this campaign
Action Description Move Move this asset to another location Rename Rename this asset Remove Remove this asset Delete Delete this asset
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.
