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Folders keep the Automations page tidy as you build more automations. Group them by ministry, campus, event, or however your team thinks about them. Automation folders work like template folders: they’re a flat list, so folders can’t be nested inside other folders.

Creating a Folder

  1. Go to Emails → Automations.
  2. Click New Folder next to the New Automation button.
  3. Enter a folder name (up to 60 characters).
  4. Optionally choose a color to make the folder easy to spot.
  5. Click Create Folder.
Your folders appear at the top of the automations table. Click one to open it, and click Automations in the breadcrumb to go back.
Folders are hidden while you search. Search always looks across all of your automations, whatever folder they’re in.
If you click New Automation while you’re inside a folder, the new automation is created in that folder. Duplicating an automation keeps the copy in the same folder as the original.

Moving Automations to a Folder

To move one automation, open its ⋯ menu and choose Move to Folder, then pick a folder. To move several at once:
  1. Select the automations using the checkboxes.
  2. Click Move in the action bar at the bottom of the screen.
  3. Pick a destination folder, or click New Folder to create one right there.
  4. Click Move to confirm.
To take automations out of a folder, move them to All Automations. Moving an automation doesn’t change how it runs. Active automations keep running as normal.

Editing or Deleting a Folder

Right-click a folder in the table and choose Edit, or open the folder and click its name at the top of the page. From there you can rename it, change its color, or delete it. Deleting a folder doesn’t delete the automations inside it. They move back to the main Automations list.

Who Can See Folders

Automation folders are shared across your organization. Anyone who can work with automations sees every folder. Unlike email folders, automation folders can’t be assigned to a team. Need help? Contact support@flowforth.co.