Follow

Manage your Journeys using collections and folders

By default, the Journeys app has the following tabs to help sort your Journeys:

Default_options.png

However, if you want to sort your Journeys in a more granular way, you can do so using collections and folders.

What are collections and folders?

Collections are groups of Journeys. For example, you might make a collection called "Newsletters" and put all of your newsletter Journeys in it.

Folders are groups of collections. For example, you might make a folder called "Sales" and put all collections created by your sales team in it.

Add a new collection or folder

Follow the steps below to add a new collection or folder:

Organize_marketing_automation.gif

Add Journeys to a collection

Follow the steps below to add Journeys to a collection:

Add_journeys_to_collection.gif

To keep things simple, a Journey can only be in one collection. This does not include "All Journeys", "Running", "Drafts", or "Stopped" as these aren't collections; they are just sorting options.

Add collections to a folder

Follow the steps below to add collections to a folder. As demonstrated, you can use drag and drop or the menu:

Add_collections_to_folder.gif

To keep things simple, a collection can only be in one folder.

Move and remove Journeys from collections:

Follow the steps below to move and remove Journeys from collections:

Move_and_remove_Journeys_from_collections.gif

Move and remove collections from folders

Follow the steps below to move and remove collections from folders:

Move_and_remove_collections_from_folders.gif

Manage collections and folders

You can access the rename and delete options via the menu. To re-arrange collections or folders, use drag and drop as demonstrated below:

Manage_collections_and_folders.gif

Add a collection or folder to team favorites

Team favorites make it easy for your team to highlight the collections and folders that matter the most. Follow the steps below to favorite a collection. As demonstrated, you can use drag and drop or the menu:

Add_a_collection_to_favorites.gif

Manage the Journeys "tree"

Follow the steps below to customize what is shown in the Journeys "tree":

Manage_the_Journeys__tree_.gif

Have more questions? Submit a request

Comments