Organize Your Dashboard with Folders

Folders are a great way to organize your Snapshots, A/B tests, and Edits. Folders allow you to group content by that domain (site) and then further group within that domain (site).

The steps outlined below are the same for Snapshots, A/B tests, and Edits.  You would need to set folders up under each feature dashboard separately.

Organizing Your Dashboard

Create a Folder - Step by Step

Here is a recommended process to help you get started.

In the example below, we'll look at how to create a folder in the Snapshots dashboard.  The process is the same for A/B tests and Edits.  You will need to be on the appropriate feature dashboard.

1

Click on Show All to see a list of the available domains (sites) you have to organize in your account.

If you only have the one domain (site) then the Show All option will be greyed out and you go straight to step 2.

2
     Select a domain (site), click on the All Folders drop-down and choose to  Create a New Folder.


3

Name the folder and hit the enter key on your keyboard when you are done.

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Editing the Name of the Folder - Step by Step

Here is a recommended process to help you get started.

In the example below, we'll look at how to edit the name of a folder under the Snapshots Dashboard.  The process is the same for A/B tests and Edits.  You will need to be on the appropriate feature dashboard.

1

Click on Show All to see a list of the available domains (sites) you have to organize in your account.

If you only have the one domain (site) then the Show All option will be greyed out and you go straight to step 2.

2

Select a domain (site), click on the All Folders drop-down and click on the pencil icon to the right of the folder name you want to edit.

3

Edit the folder and hit the enter key on your keyboard when you are done.

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Deleting a Folder - Step by Step

Here is a recommended process to help you get started.

In the example below, we'll look at how to delete a folder under the Snapshots dashboard.  The process is the same for A/B tests and Edits.  You will need to be on the appropriate feature dashboard.

1

Click on Show All to see a list of the available domains (sites) you have to organize in your account.

If you only have the one domain (site) then the Show All option will be greyed out and you go straight to step 2.

2

Click on the All Folders drop-down and click on the pencil icon to the right of the folder.  Notice how the icon now shows a trash can.  Clicking the trash can will delete the folder.

3

A dialog box will open to confirm that you want to delete the folder. If there are Snapshots, A/B Tests, or Edits in a folder when you choose to delete it, those will be deleted as well.           

It is recommended to remove any Snapshots before deleting a folder since deleting cannot be undone.

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Moving Items Into the Folder - Step by Step

Here is a recommended process to help you get started.

In the example below, we'll look at how to organize Snapshots into two different Folders.  The process is the same for A/B tests and Edits.  You will need to be on the appropriate feature dashboard.

1

Click on Show All to see a list of the available domains (sites) you have to organize in your account.

If you only have the one domain (site) then the Show All option will be greyed out and you go straight to step 2.

2

Select the Snapshots you would like to move by placing a checkmark in the box to the left of the Snapshot name.

3

Click on Snapshot Actions and choose to Move these Snapshots from the dropdown and which folder you would like to move them too.

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