Organizing Conversion Goals

Constant Contact's Lead Gen & CRM 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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Article Contents

• Creating Folders
• Renaming Folders
• Deleting Folders
• Moving Goals to Folders

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Campaigns

Users:

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

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 the left toolbar.
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
   
   

Renaming Folders

Folders can be renamed as necessary.

To rename a folder, do the following:

1. Click Campaigns > Conversion Goals in the left toolbar.
2. Hover over a previously created folder and click    Edit.
   
   
   
   
3. Enter a new name for the folder in the text field, then either:
      •   Press the Enter key
      •   Click outside the text field

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 the left toolbar.
   
   
   
   
2. Hover over a previously created folder and click    Delete.
   
   
   
   
3. Click Delete in the modal window that appears.
   
   

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