What are Folders?

Appcues folders allow you to organize all your experiences—such as Flows, Pins, Banners, Checklists, Launchpads and Workflows—into labeled groups, making it much easier to manage and navigate your content. You can group experiences by project, team, use case, or language, and even create nested folders for deeper organization.

Folders Use Cases

Use folders to organize all your different Appcues experiences into logical categories. The categories are up to you, but the most common types are:

• By campaign type (onboarding, research, etc)
• By team (marketing, sales, CX, etc)
• By product area (reporting, settings, billing, etc)

Creating and Managing a Folder

Go to the Folders page by clicking the link in the main nav panel:

The initial All experiences view of this page will include a combined list of all your account's experiences across all types. You can filter the list by only experiences that aren't already assigned to a folder by toggling the Unassigned only filter.

To create a new folder, click the + icon in the Folders submenu.

Give your folder a name, a color (that will be used for the folder icon in the submenu), and optionally a description (so the rest of your team knows the purpose of the folder).

Creating Sub-Folders

Folders can have subfolders if you want more complex organization of your experiences. To create a subfolder, either:

1) Drag an existing folder.

2) Click the … dropdown menu in an existing folder, and then Add sub-folder.

Adding Experiences to Folders

Experiences can be added to or moved to a new folder by dragging them from the main list into the correct folder in the submenu. You can bulk move experiences by checking boxes next to the experiences:

Additionally, you can also remove experiences from folders.