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Folders

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Overview

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Why Use Folders?

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Benefits

• Group related links together
• Separate campaigns or projects
• Keep workspace clean and organized

• Quickly find specific campaign links
• Filter by folder
• Reduce clutter

• Clear project structure
• Easy handoffs between team members
• Organized workspace for everyone

• View metrics by folder
• Compare folder performance
• Track campaign groups

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Creating Folders

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Method 1: During Link Creation

1. When creating a new link, find the Folder dropdown
2. Click Create New Folder
3. Enter folder name
4. Click Save or Create
5. The folder is now available for this and future links

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Method 2: From Folders Page

1. Navigate to Folders in the sidebar (if available)
2. Click Create Folder or + New Folder
3. Enter folder details:
   • Name: Descriptive folder name
   • Description: Optional folder description (if supported)
4. Click Create

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Method 3: From Links Page

1. Go to your Links page
2. Look for folder management options
3. Click Add Folder or similar option
4. Name your folder
5. Save

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Folder Organization Strategies

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By Campaign Type

📁 Email Campaigns
📁 Social Media Ads
📁 Google Ads
📁 Content Marketing
📁 Partner Referrals
📁 Offline Marketing

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By Time Period

📁 2024 Q1 Campaigns
📁 2024 Q2 Campaigns
📁 January 2024
📁 February 2024

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By Client or Project

📁 Client A - Fashion Brand
📁 Client B - Tech Startup
📁 Client C - Restaurant Chain
📁 Internal Marketing

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By Campaign Goal

📁 Lead Generation
📁 Product Launches
📁 Brand Awareness
📁 Conversions
📁 Retargeting

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By Status

📁 Active Campaigns
📁 Scheduled Campaigns
📁 Completed Campaigns
📁 Testing & Draft

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Hybrid Approach

📁 2024 Q1 / Social Media
📁 2024 Q1 / Email
📁 2024 Q2 / Social Media
📁 Client A / Active
📁 Client A / Archive

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Managing Folders

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Viewing Folder Contents

1. Go to Links page
2. Click the Folder dropdown or filter
3. Select a folder to view its links
4. See all links within that folder

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Default Folder

1. Go to folder settings
2. Mark a folder as Default
3. All new links automatically assigned to this folder
4. Can be changed during link creation

• Streamlines link creation
• Ensures no links are unorganized
• Can be changed per-link as needed

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Moving Links Between Folders

1. Find the link to move
2. Click Edit on the link
3. Change the Folder dropdown
4. Click Save

1. Select multiple links (if bulk actions supported)
2. Click Bulk Actions or Move
3. Choose destination folder
4. Confirm move

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Renaming Folders

1. Navigate to folder settings
2. Find the folder to rename
3. Click Edit or Rename
4. Enter new name
5. Save changes

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Deleting Folders

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Empty Folders

1. Ensure folder has no links
2. Navigate to folder settings
3. Click Delete or trash icon
4. Confirm deletion

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Folders with Links

1. Move all links to another folder
2. Delete the now-empty folder

1. Delete the folder
2. System prompts to reassign links
3. Choose a destination folder
4. Confirm deletion

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Folder Features

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Folder Statistics

• Total Links: Number of links in folder
• Total Clicks: Aggregate clicks across all links
• Active Links: Links currently active
• Created Date: When folder was created

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Folder Search

1. Use the search bar
2. Type folder name
3. Filter results

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Folder Filtering

1. Click Folder filter
2. Select one or more folders
3. View only links from those folders

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Folder Sorting

• Name (A-Z or Z-A)
• Date Created (Newest or Oldest)
• Link Count (Most to Least)
• Recent Activity (Most Recent)

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Folder Best Practices

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Naming Conventions

• ✅ Good: “2024 Q1 Facebook Ads”
• ✅ Good: “Client - Acme Corp”
• ❌ Avoid: “Folder 1”, “Misc”, “Stuff”

• Add time periods
• Include campaign type
• Specify client or project

• Use the same format across all folders
• Establish naming rules for your team
• Document your conventions

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Folder Structure

• Too many folders can be overwhelming
• Aim for 5-15 main folders
• Use tags for additional categorization

• Archive old campaigns
• Delete unused folders
• Consolidate similar folders

• Folders for broad categories
• Tags for specific attributes
• Combine for powerful filtering

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Example Folder Structures

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For Marketing Teams

📁 Email Marketing
   - Newsletter links
   - Promotional emails
   - Drip campaigns

📁 Paid Social
   - Facebook Ads
   - Instagram Ads
   - LinkedIn Ads

📁 Paid Search
   - Google Ads
   - Bing Ads

📁 Content Marketing
   - Blog CTAs
   - E-book downloads
   - Webinar registrations

📁 Events
   - Conference links
   - Webinar links
   - Sponsorships

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For Agencies

📁 Client: TechStartup Inc
   - Q1 2024 Campaigns
   - Q2 2024 Campaigns

📁 Client: Fashion Brand Co
   - Spring Collection
   - Summer Sale

📁 Client: Local Restaurant
   - Social Media
   - Email Promotions

📁 Internal Marketing
   - Agency blog
   - Lead generation

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For E-commerce

📁 Product Launches
   - New arrivals
   - Feature announcements

📁 Seasonal Sales
   - Summer Sale 2024
   - Black Friday 2024
   - Holiday Season

📁 Abandoned Cart
   - Email series
   - Retargeting ads

📁 Loyalty Program
   - Member emails
   - Exclusive offers

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For SaaS Companies

📁 Lead Generation
   - Trial signups
   - Demo requests
   - Webinar registrations

📁 Customer Onboarding
   - Welcome emails
   - Tutorial links
   - Resource center

📁 Product Updates
   - Feature announcements
   - Release notes
   - Update notifications

📁 Customer Retention
   - Upgrade campaigns
   - Re-engagement
   - Success stories

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Combining Folders with Other Features

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Folders + Tags

• Folder: “2024 Q1 Campaigns”
• Tags: “Facebook” (Blue), “Active” (Green), “High Priority” (Red)

• Folder for time/project context
• Tags for status, platform, priority
• Filter by both for precise results

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Folders + Templates

1. Create a UTM template
2. Include default folder assignment
3. New links from template auto-assign to folder

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Folders + Analytics

1. Navigate to Analytics
2. Filter by specific folder
3. View aggregate metrics
4. Compare folder performance

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Troubleshooting

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Can’t Find a Folder

• Use folder search
• Check if folder was deleted
• Verify you have access permissions
• Ensure you’re in the correct project

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Links Not in Expected Folder

• Check link’s folder assignment
• Move link to correct folder
• Verify default folder setting
• Review recent edits in activity log

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Folder Deleted Accidentally

• Check if undo is available (immediately after deletion)
• Contact support for recovery (if available)
• Links may have been moved to default folder
• Check folder archive (if available)

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Can’t Delete Folder

• Folder contains links (move or delete them first)
• Folder is set as default (change default first)
• Insufficient permissions
• System default folder (cannot be deleted)

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Permissions & Access

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Team Access

• Team members see folders based on permissions
• Admin can manage all folders
• Members may have limited access
• Learn about team permissions

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Project-Level Folders

• Folders are typically project-specific
• Create separate folders per project
• Keeps projects organized and separate

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Related Documentation

• Tags
• Link Organization
• Bulk Link Management
• Team Collaboration
• Folder Analytics

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Tips for Success

1. Start Simple: Begin with a few main folders
2. Grow Organically: Add folders as needed
3. Review Regularly: Archive or delete old folders
4. Document Structure: Share folder conventions with team
5. Use Templates: Automate folder assignment
6. Combine with Tags: Use both for best organization
7. Regular Cleanup: Keep folder list manageable

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Need Help?