See more

Creating Email Folders

March 18, 2019 19:34
Updated

Finding emails is easier when grouped together by commonalities. This article will detail how to create a new email folder and save emails to it. Article Contents Creating Folders Moving Emails			Available with:
			Marketing Automation	✓
			CRM Ultimate	✓
			CRM PRO	✓
			CRM Free	✓

			Toolbar:


			Users:
			Administrators	✓
			Company Managers	✓
			Marketing Managers	✓
			Sales Managers
			Salespersons
			Jr. Salespersons

Creating Folders

To create an email folder, do the following:

In SharpSpring's top toolbar, click
Content > Emails.
Click Options > New Folder.
Enter a name for the new folder.
Click Create Folder.
Optionally, click Edit to edit folder names.
Optionally, click Delete to delete folders.

Click to enlarge.

Email folders are located at the top of the list of available emails.

Moving Emails

To move emails into folders, do the following:

In SharpSpring's top toolbar, click
Content > Emails.
Locate the email to be moved.
Click Options > Move to folder.
Select the target folder.
Add other emails to folders as necessary.

Click to enlarge.

Note: You can only move emails into folders. You cannot move folders into other folders.

Still didn't find what you are looking for?