Folders in Zoho Marketing Automation
Folders help you organize campaigns, contacts, forms, landing pages, and other assets in Zoho Marketing Automation. When you no longer need a folder or want to clean up your workspace, you can delete it. The deletion process is consistent across all modules, including Contacts, Lead Generation, Marketing Campaigns, Website Analytics, and the Library. This FAQ walks you through how to delete folders and answers common questions about the process.
Frequently Asked Questions
How do I create a folder?
Creating a folder is quick and available across all modules in Zoho Marketing Automation:
- Navigate to the module where you want to create a folder (for example, Contacts > Lists, Journeys, or Marketing Campaigns > Email).
- Look for the Move To Folder dropdown.
- At the bottom of the folder list, you'll see Add New Folder.
- Click Add New Folder.
- Enter a name for your new folder in the text field that appears.
- Click on Save to create the folder.
Your new folder now appears in the folder list and is ready to use.
What should I name my folders?
Use clear, descriptive names so you know exactly what's inside. Good folder names are specific and action-oriented. For example:
- Instead of "Test", use "Q2 2026 Email Tests" or "Campaign Drafts"
- Instead of "Old", use "2025 Archive" or "Inactive Campaigns"
- Instead of "New", use "Product Launch - In Progress"
Descriptive names help you and your team find things quickly and make it easier to decide what to delete later.
How do I move items to a folder?
The exact steps depend on your module, but the general process is:
- Navigate to the list view in your module (for example, Contacts > Lists or Marketing Campaigns > Email).
- Select the item or items you want to move using the checkbox next to each one.
- Click on the Move To Folder dropdown.
- Select the destination folder from the list.
The item will be moved to the new folder.
How do I edit a folder name?
To rename a folder:
- Navigate to the module containing the folder you want to rename (for example, Contacts > Lists or Marketing Campaigns > Email).
- In the Move To Folder dropdown, find the folder you want to rename.
- Hover your mouse over the folder name.
- A pencil (edit) icon appears next to the trash can icon. Click on it.
- The folder name becomes editable. Type the new name.
- Click on Save to save the new name.
Your folder is now renamed and appears with the new name throughout the module.
How do I delete a folder?
The deletion process for folders is the same across all modules that support it in Zoho Marketing Automation. You cannot delete individual items or campaigns directly from the list view. To delete them, you'll use the folder organization structure.
- Navigate to the module where your folder is located (for example, Contacts > Lists or Marketing Campaigns > Email).
- Look for the Move To Folder dropdown on the right side of the screen.
- Find the folder you want to delete in the list.
- Hover your mouse over the folder name.
- Two icons appear: a pencil (edit) and a trash can (delete). Click the trash can icon to delete the folder.
- A confirmation dialog appears with the heading "Delete Folder?" and a warning message.
- Click the Delete button to confirm, or close the dialog if you change your mind.
What happens to items inside a deleted folder?
When you delete a folder, the items it contains are not deleted. Instead, they are moved to a default folder called "Unclassified." This applies consistently across all modules in Zoho Marketing Automation.
You can access these items at any time from the "Unclassified" folder, and you can move them to other folders or organize them as needed.
Can I delete folders with items inside?
Yes. You don't need to empty a folder before deleting it. Zoho Marketing Automation allows you to delete a folder even if it contains campaigns, contacts, segments, or other assets.
What's the difference between deleting a folder and moving items out of a folder?
Deleting a folder removes the folder itself and reorganizes its contents into the “Unclassified” folder.
Moving items out of a folder keeps the folder intact but transfers individual campaigns, contacts, or assets to a different location. This is useful if you want to keep the folder but clean up its contents.
Can I delete multiple folders at once?
The delete function works one folder at a time. If you need to delete many folders, you'll need to delete them individually by hovering and clicking the trash icon for each one.
Do deleted folders affect reporting or analytics?
Deleting a folder does not delete the underlying data. Your campaigns, contacts, segments, and other assets remain in your account and continue to generate data. Reports and analytics tied to those items are unaffected.
For example, if you delete a folder containing email campaigns, the campaigns themselves still exist (they're just in a different folder), and their open rates, click rates, and other metrics are preserved.
How do I organize folders to avoid accidental deletions?
Use these best practices to keep your folder structure clean and safe:
- Use descriptive folder names so you know exactly what's inside before deleting. Avoid generic names like "Test" or "Old".
- Review folder contents before deletion. Always check what's inside before clicking the delete icon.
Which modules allow folder deletion?
Folder deletion is available across most modules in Zoho Marketing Automation:
- Contacts (Lists, Segments, Lead Attribution)
- Lead Generation (Signup Forms, Signup Pop-Ups, Landing Pages)
- Journeys
- Marketing Campaigns (Email, Social, SMS, WhatsApp, Engagement Pop-Ups)
- Website Analytics (Goals, Smart URLs)
- Library (My Files, Email Templates, WhatsApp Templates)
The process is identical in each module: hover over the folder name in the Move To Folder dropdown and click the trash icon.
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