How to use folders

Learn how to organize your sequences into folders.

In this guide:

Group sequences into a folder

To group sequences into a folder, follow these steps:

Select the checkboxes next to the sequences that you'd like to group together in a folder.
Click on the folder icon that appears at the top in the header.
In the pop-up, you can click Create new folder to create a new folder or select an existing folder to move the sequences to. After choosing either option, click Move Sequences to group the sequences together in the folder.

Note: New sequences created within a folder will automatically be linked to that folder.

Select multiple folders

If you're selecting consecutive contacts, you can select the first checkbox, hold the Shift key, and then select the last checkbox so all contacts in between both checkboxes are selected at once.

If you hold the Shift key and select the first checkbox, it will deselect all the selected contacts.

Note: There is not an option to create subfolders at this time.

Rename folders

At this time, folders cannot be renamed. Instead, you'll need to create a new folder and remove sequences from the folder you no longer wish to use.

Remove folders

Folders can only be removed if all the sequences within it are removed or are archived.

Remove a sequence from a folder

To remove a sequence from a folder, select a sequence and then click on the folder with an X symbol. This will move the sequence out of the folder and back into your Sequences dashboard.

View folders in the Sequence Dashboard

In the Sequences dashboard, folders will display the number of active sequences and the total number of sequences within that folder. You can also hover over each team member's icon to see which team member's sequences are within the folder.