Organize Your Teams' Sequences and Templates with Folders
Folders give you a new organizational method to keep track of your sequences and templates. They can work in concert with your existing tags and provide a clearer primary location that related Sequences and Templates "live", including sub-folders for another level of grouping similar content.
How to Create a Folder
While in your Sequences or Templates page, you can create a folder by clicking the "+New Folder" button in the left hand menu:
This will create a new folder with a name of your choosing.
Putting Sequences/Templates in Folders
You can put a single sequence or template in a folder by Clicking no the dropdown menu to the right of it, and selecting "Move sequence/template to folder":
You can also move multiple sequences/templates at once into a folder by selecting them from the sequences/templates list and then choosing the "Folder" button at the top:
Organizing your Folders
The "All" folder will contain all of your other folders. You can reorder the folders in it by dragging and dropping them above or below other folders:
From there, you can nest your folders into one another if needed, by dragging and dropping them onto each other. Note that the left-most edge of the blue line (which only appears when moving a folder) must be to the bottom right of the folder you want to nest within. In this example I have a new folder I created " Trevor's other sub-folder", and I'm nesting it within "Trevor's Test Folder":
Nesting a folder allows you to keep subsets of your sequences/templates in discreet groups within a folder. For example, you could have the top level organization be location based (US East), and then split the sub-folders up based on the type of industry (Education, Tech, and Finance):
The numbers next to a folder show how many total sequences/templates are in each. Note that the higher level folders will have the sum of the sequences/templates in their subfolders plus any contained only within the higher level folder.
De-Nesting a Folder
If you no longer want a folder to be nested within another one, you can de-nest it by dragging and dropping the folder to the left: