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

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STEP 2: Click the drop-down arrow next to All Emails

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STEP 3: Select Folders

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STEP 4: Click on Create New Folder

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STEP 5: Name your folder and click

 

Moving Emails to Folders

STEP 1: Click Emails on the top menu bar

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STEP 2: Select the checkboxes, on the left side of the email, for the emails you wish to move

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STEP 3: Click on Move To... in the top right

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STEP 4: Select the folder

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STEP 5: Click on Move to Folder

 

Removing Emails

STEP 1: Click Emails on the top menu bar

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STEP 2: Select the checkboxes, on the left side of the email, for the emails you wish to move

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STEP 3: Click on Move To...

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STEP 4: Select Archive Email at the bottom

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

To view all folders or archived emails you have created, click the drop-down arrow next to All Emails and select Folders or Archived.

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HELPFUL TIP

When an email has been archived, it and it's associated metrics will not affect reports or data displayed but can be retrieved and restored at any time.