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Organizing Conversion Goals

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Betsy
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SharpSpring's Conversion Goals feature lets you select and track custom fields that can be used as a place to begin converting more leads. 
 
This article will go over how to create and edit folders to organize conversion goals in your account.


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Creating Folders

Once you have created conversion goals, folders are the main way of housing like goals together. These could be goals of a similar type, or goals that deal with different parts of a campaign.

To create a folder, do the following:

  1. Click Campaigns > Conversion Goals in SharpSpring's left toolbar.

    Creating_Folders_1.png

  2. Click Create Folder +.
  3. Enter a name for the folder in the text field, then either:
       •   Press the Enter key
       •   Click outside the text field

    Creating_Folders_2-3.png


Renaming Folders

Folders can be renamed as necessary.

To rename a folder, do the following:

  1. Click Campaigns > Conversion Goals in SharpSpring's left toolbar.

    Renaming_Folders_1.png

  2. Hover over a previously created folder and click  12pencil.png  Edit.

    Renaming_Folders_2.png

  3. Enter a new name for the folder in the text field, then either:
       •   Press the Enter key
       •   Click outside the text field

    Renaming_Folders_3.png


Deleting Folders

You can delete folders that you no longer need.

Note: Once a folder is deleted, the contents of the deleted folder will be moved to the Most Recent collection.

To delete folders, do the following:

  1. Click Campaigns > Conversion Goals in SharpSpring's left toolbar.

    Deleting_Folders_1.png

  2. Hover over a previously created folder and click  12close.png  Delete.

    Deleting_Folders_2.png

  3. Click Delete in the modal window that appears.

    Deleting_Folders_3.png


Moving Goals to Folders

You can move goals from one folder to another. This can help with your collection or archival purposes.

To move goals between folders, do the following:

  1. Click Campaigns > Conversion Goals in SharpSpring's left toolbar.

    Moving_Goals_to_Folders_1.png

  2. Hover over a previously created conversion goal and click  12more.png  Options > Move to folder.
  3. Select the desired folder you would like to place the goal in.

    Click to enlarge.

 

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