Getting Started for Pro - Step 7: 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: Ensure you are in the Account tab and Click All Emails on the top menu bar 

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STEP 2: Click on the My Folders and then click on Create New Folder

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STEP 3: Name your folder and click on the mceclip5.png

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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 navigate folders you have created, click on My Folders choose your desired folder then click Done

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We can also Archive emails we no longer need by clicking on the left check box and then selecting MOVE TO in the top right

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Then choose ARCHIVE MAIL at the bottom left

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HELPFUL TIP

When an email has been added to the Archive, the associated metrics will be omitted from reports and data displayed, this can be retrieved and restored at any time.