Getting Started - Step 6: Organize your Emails

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Creating and using folders for your tagged emails is a helpful and efficient way to organize your emails. It is also an easy way to create customized reports where you can filter your reports based on the contents of specific folders.

Creating and Using Folders

STEP 1: Click Emails on the top menu bar

STEP 2: Click on the  icon

STEP 3: Name your folder and click Create Folder

You can now organize your tracked emails into folders or use the Auto Filters option to automatically sort tracked emails.

To view all folders you have created, click the drop down arrow next to All Emails

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HELPFUL TIP

When an email has been added to the trash folder, it and it's associated metrics will not affect reports or data displayed but can be retrieved and restored at any time.

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