You can create and manage folders, campaigns, and assets from the three dots menu next to any item in the sidebar.Documentation Index
Fetch the complete documentation index at: https://docs.conversion.ai/llms.txt
Use this file to discover all available pages before exploring further.
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 type | Description |
|---|---|
| Workflow | An automated sequence of actions triggered by contact behavior |
| 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.- Folders (root level)
- Folders (inside a campaign)
- Campaigns
- Assets
| 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 |