Finder

Paminga's Finder allows you to organize your marketing assets (emails, forms, landing pages, lists, and more) into folders.

If you're used to having your assets scattered in different locations, folder-based asset management will change your life. 🙂

Folder Types

There are three types of folders available in the Finder:

Workspace Folders

Workspace Folders have a "globe" icon. All other folders and marketing assets are contained in a Workspace

• Workspace Folders are only found at the top-level. You'll find that we've created an initial Workspace folder for you
• No other folder type can be at the top-level
• Marketing Assets (emails, forms, etc.) cannot be created in Workspace Folders. The "direct children" of a Workspace Folder must be either a Standard Folder or a Marketing Campaign Folder.

Workspace Folder

Creating New Workspace Folders

It's not yet possible to create additional Workspace folders. This is planned for release in the coming months.

Creation of additional Workspaces will be an Enterprise feature. A common use case will be to segregate assets by team, country, or other logical division – with permissions preventing access from non-team members.

Marketing Campaign Folders

Marketing Campaign Folders have a "campaign" icon.

• You can create any number of marketing assets in a Marketing Campaign Folder
• You may nest any number of Standard Folders inside a Marketing Campaign Folder
• "Classic" Emails, Forms, Drip Series, Workflows, and A/B Tests may not be added to Marketing Campaign Folders or to the Finder

Marketing Campaign Folder

Marketing Campaign Members

Marketing Campaign Folders can have "members" – Contacts that have interacted with the assets stored in that folder.

Contacts that submit a form, click a link in an email, and engage in other ways can be added as "members" of that Marketing Campaign.

Paminga has extensive plans to integrate this into reporting and CRM sync.

Creating New Marketing Campaign Folders

To create a new Marketing Campaign Folder, right click on any existing folder (Marketing Campaign or Standard) and select "Create a Marketing Campaign Folder".

Create a Marketing Campaign Folder

"Standard" Folders

Standard Folders have a "folder" icon. They are just "normal folders" to let you organize assets in whatever way you see fit.

Standard Folder

Creating New Standard Folders

To create a new Standard Folder, right click on any existing folder (Marketing Campaign or Standard) and select "Create a Folder".

• You can create any number of marketing assets in a Standard Folder
• You may nest any number of Standard Folders inside any other Standard Folder
• "Classic" Emails, Forms, Drip Series, Workflows, and A/B Tests may not be added to Marketing Campaign Folders or to the Finder

Create a Standard Folder

Searching and Filtering

You can quickly filter and search for assets:

• Search for both folders and assets by name
• Filter by marketing asset type
• Filter by archived status

Search and Filter

Cloning Folders

Cloning a folder will clone all nested folders and assets contained therein. The names of all nested folders and assets will stay the same.

When cloning a folder, you have the opportunity to chose:

• The name of the cloned folder
• The parent folder in which your cloned folder will be created

Cloning Folders

Create and Manage Marketing Assets

Right clicking on any Marketing Campaign or Standard Folder will reveal a menu that allows you to create a variety of marketing assets:

• Calls to Action (CTAs)
• Emails
• Events
• Forms
• Global Segments
• Landing Pages
• Marketing Lists
• Subscription Lists
• Automations
  • Abandoned Cart Automations
  • Product Recommendation Automations
  • Workflows

Clicking on any of these marketing assets will reveal (or navigate you to) the same experience you are used to seeing when creating assets of that type.

You'll find that the "Folder" will be pre-selected based on the folder you right clicked on.

You are able to change the selected folder before creating or saving that marketing asset.

Folder Selection Mode

When editing any marketing asset that can be stored in the Finder, you'll see a "Folder" field that shows you the path to the folder where that asset is current stored.

Clicking on that field will open the Finder in "Folder Selection Mode".

Folder Selection Mode

In this mode, the Finder:

• Hides all marketing assets, showing only folders
• Includes buttons to "Select Folder" or "Cancel"

Once you've chosen a folder, click the "Select Folder" button.

The Finder will close, and your the "Folder" field in your marketing asset will reflect your new selection.

Be sure to save your asset to finalize the change in folder.