Use folders to easily organize and categorize your Act-On Contacts segments in All Contacts.
Instructions
Create a Folder
- Go to Contacts > All Contacts > Segments > Folders
- Click Add Folder
-
In the pop-up, name your folder
- Leave Nest within a folder unchecked
- Click Create
Create a Subfolder
- Go to Segments > Folders
- Hover over an existing folder and click Add Subfolder
- In the pop-up, name your new subfolder and select a parent folder
- Check Nest within a folder to select a parent folder
- Click Create
Rename a Folder
- Go to Segments > Folders
- Hover over an existing folder and click More
- Select Rename from the drop-down menu
- In the pop-up, type a new folder name
- Click Rename
Delete a Folder
- Go to Segments > Folders
- Hover over the folder title and click More
- Click Delete
- Segments within the folder will not be deleted
- Segments will automatically move to a parent folder (if one is present) or All Segments
Move a Segment into a Folder
Easily add segments into a folder with More or drag & drop segments from All Segments into the Folders tab. You can also move segments between folders as needed.
Note: A segment can only be in one folder at a time.
Add a segment to a folder
- Go to Segments > All Segments
- Hover over the segment you'd like to move and click More
- Select Add to folder from the drop-down menu
- Select your target folder
- Click Add
Move a segment to a different folder
If you'd like to move a segment from its current folder to a different folder:
- Go to Segments > All Segments
- Hover over the segment you'd like to move and click More
- Select Move to folder from the drop-down menu
- Select your new folder location
- Click Move
Drag & drop a segment into a folder
- Go to Segments > All Segments
- Hover over the segment you'd like to move
- Click and hold the vertical grip (located to the left of the checkbox)
- Drag your segment to any folder under Folders in the Segments panel
Move Multiple Segments into a Folder
- Go to Segments > Folders
- Click on the folder containing segments you'd like to move
- Check the boxes next to each desired segment
- Click Move to folder
- Select a new folder location from the drop-down menu
- Click Move
Drag & drop multiple segments
You can also drag & drop multiple segments into a folder:
- Check the boxes next to each segment you'd like to move
- Click and hold the vertical grip
- Drag your selected segments into another folder under the Segments panel
Tip! Moving a segment will not automatically move its subsegments. Make sure to check the box for any subsegments if you want to move them into a folder with their parent segment. Segments that have subsegments are indicated by a caret in the segment row.