Creating and using folders in Employee Email is an effective way to organize your sent and tracked emails.
It is also an easy way to create customized reports where you can filter your reports based on the contents of specific folders.
Creating a New Folder
- While viewing your sent emails, select My Folders.
- Click Create New Folder.
- Name your folder and click the checkmark ✓.
Moving Sent Email(s) to a Folder
- While viewing your sent emails, select the checkbox(es) for the email(s) you want to move.
If you do not find a checkbox next to an email, you may not have the right permissions to move it.
Only the original owners of the emails can move them into folders or archive them. - Click Move To...
- Select the folder.
- Click Move to Folder.
Archiving Sent Email(s)
- While viewing your sent emails, select the checkbox(es) for the email(s) you want to archive.
If you do not find a checkbox next to an email, you may not have the right permissions to archive it.
Only the original owners of the emails can move them into folders or archive them. - Click Move To...
- Select Archive Email.
You can now organize your tracked emails into folders or use the Autofilters option to automatically sort tracked emails.
To view all folders or archived emails you have created, click the dropdown arrow next to All Emails and select Folders or Archived.
When an email has been archived, it and its associated metrics will not affect reports or data displayed but can be retrieved and restored at any time.
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