Managing Automation Journeys with Folders Follow

Folders can help to segregate the Automations Journeys. E.g., You will like to keep Marketing Journeys separate from the Sales Journeys or Journeys used by different teams. 

To add Automation Journeys to a folder, follow these steps:

• Navigate to the Outreach Icon from the left menu bar
• Click on the Automation Journeys 

• Find your Automation and click on the title.
• On the detail page, click on Pencil Icon near the Automation Journey title 

To create folders for Automation Journeys, follows these steps:

• Navigate to Automation Journey on the left menu bar.
• Left navigation bar will display the currently available folder
• Click Create folder from the top right corder of left navigation bar

• Enter the Folder Name and hit Save.

Rename Folder

• Hover on the folder name, and click on the three dots, choose the rename option. Write down the new name and hit save.

Delete Folder

• Hover on the folder name, and click on the three dots, choose the delete option.

• Confirm the Action to continue Deleting

Note:

• If there are no automations inside the folder, then the folder is deleted successfully
• If there are automations inside the folder then those will move to the public folder.
• Deleting a folder will not auto delete Automation Journeys. You have to delete Automation Journeys manually.