How to Use the Campaign Filing Feature to Organize Popups?

Learn to organize and manage popup campaigns with the campaign filing feature. Create folders, move campaigns, and streamline your workflow.

The campaign filing feature helps users stay organized by categorizing campaigns into folders. This feature enhances campaign management and navigation.

Key Features

How to Use the Folder Structure

Go to the "Popup Campaigns" section in the Popupsmart dashboard.

Click Create Folder

Click on the "+ Create Folder" button in the sidebar.

Create Folder button in sidebar

Name & Create

Enter a name for the folder and click "Create".

Name the folder

Select Campaigns

Select the campaign(s) you want to organize.

Click Move to Folder

Click the "Move to Folder" button.

Move to Folder button

Choose Folder

Choose the target folder from the list.

Choose target folder

Complete Move

Click "Move" to complete the action.

Select Folder

Select a folder from the sidebar to view only campaigns within that folder.

Expand Subfolders

To view campaigns in subfolders, expand the folder by clicking the dropdown arrow.

View Contents

Click on a subfolder to view its contents.

View subfolder contents

Tips for Effective Organization

Best Practices

Group by Campaign Type: Create folders for "Holiday Promotions," "Product Launches," or "Seasonal Sales"
Regular Maintenance: Periodically review and reorganize folders to keep campaigns accessible

Subscription Plan Requirements

Plan Availability

The folder structure feature is available for users in Pro and higher plans. Check your subscription under "Account Settings" and upgrade if necessary to unlock folder management.

How is this guide?

How to Use the Campaign Filing Feature to Organize Popups?

Organize Campaigns into Folders

View Campaigns by Folder

Access All Campaigns