Working With Folders

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Folders allow you to group Audiences together to add organization and structure to your Space. You can create, edit, and search through Folders directly within the Engage Audiences page.

Creating a Folder

To create a Folder, follow the steps below:

  1. Navigate to the Audiences tab in Engage.
  2. Click Create, then select Folder from the dropdown menu.
  3. Give your Folder a unique name, then click Add Audiences.
  4. Search for and select the Audience(s) you want to add to the Folder.
  5. To confirm the new Folder, click Add Audiences.

Editing and Disbanding Folders

To edit the name or description of a Folder you’ve created in Engage, click the More Options icon and select Edit. Once you’ve made your desired changes, click Save.

To disband a Folder you’ve made in Engage, click the More Options icon and select Disband. Audiences from the disbanded Folder return to your main Audience list.

Note

Disbanding a Folder won’t delete any Audiences.

Moving Audiences into Folders

To move an Audience to a Folder you’ve already created, follow the steps below:

  1. Navigate to the Audiences tab in Engage.
  2. Hover over the Audience you want to move.
  3. Check the selection box that appears next to the Audience name.
  4. Optional: repeat Steps 2 and 3 to move multiple Audiences.
  5. Click the Move icon that appears in the Audiences header.
  6. Select your destination Folder from the modal window.
  7. Click Move to confirm and move the selected Audiences.

This page was last modified: 27 Sep 2022



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