How to create an Inbox folder

Folders are reusable buckets for grouping contacts. They show up in the Inbox sidebar, as a destination in flow steps, and as a filter in campaign audiences.

Step 1: Open Inbox

Click Inbox in the sidebar.

Step 2: Click “Create folder”

The Folders section at the top of the left rail has a + Create folder action.

Step 3: Name the folder

Type a name (e.g. Supporters, VIP, Hot leads). Press Enter.

Step 4: Add conversations

There are three ways to add contacts to a folder:

From a conversation

Open any conversation. In the header, click Add to folder and pick the folder.

From a flow

Use the Add contact to folder(s) step inside any flow. Pick the folder.

From a contact in Contacts

The Contacts page links each contact to its tags and folders.

Step 5: Use the folder

Once a folder has contacts, you can:

• Filter the Inbox by clicking the folder in the left rail
• Target a Campaign audience by folder
• Reference the folder in conditional logic (rolling out)

What’s next

• How to tag and note contacts
• How to create a campaign