To create a folder, choose Folder > New and then pick the type of folder you want, such as an Administrative Folder, Contact Type, Marketing List, or Working List. You can also simplify this process by copying an existing folder or using a folder template to carry over settings and data from the original folder.
To create a folder, choose Folder > New then choose the folder class for the folder you wish to create (Administrative Folder, Contact Type, Marketing List, or Working List).
To simplify the process of creating folders with similar characteristics, InterAction allows you to:
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Copy a folder to create a new folder. Copying folders lets you create a new folder that carries over settings and data from the original folder.
For more information, see Copying Folders.
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Create folder templates. When you create a folder using a folder template, the new folder inherits the certain properties from the template.
For details about creating folder templates, see Folder Templates for Marketing Lists.
For detailed information about creating marketing lists, see Creating and Editing Marketing Lists.
Copying Folders
You may often create folders that are very similar to existing folders. For example, you use a marketing list to plan a yearly social event. Rather than create a new marketing list from scratch each year, you can copy the folder from the previous year and carry over any of the following information:
- General properties
- Data Change Management settings
- Security settings
- Additional field definitions and values
- Contacts
- Folder-specific contact information (phones, addresses, email addresses, and notes)
- Sponsorship
Copy a Folder
The user copying the folder is the Folder Owner of the new folder.
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In the InterAction Windows Client, choose (highlight) the folder to copy, then choose Folder > Copy Folder.
The Copy Folder option is disabled if:
- You do not have rights to add any folder type under the current folder class
- You are attempting to copy a Contact Type folder and do not have rights to manage contact types
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In the Copy Folder dialog box, select the items to copy to the new folder.
You can also modify other folder information here, such as the name and description. The options available on this dialog box depend on the type of folder you are copying.
- Choose OK.
- Choose Yes to open the new folder or choose No to return to your previous view in the Windows Client.
[1] In the General section, modify the folder name, description, and type if necessary.
[2] In the Options section, select the options to copy to the new folder.
[3] In the Contacts section, select Include all contacts from the original folder to also copy the same contacts. Then select the information to copy.
If the contacts were linked into the original folder, they are linked into the new folder. If the contacts were sourced in the original folder, the contacts are sourced in the new folder. A duplicate contact is created (for sourced contacts only).
To create an empty folder with no contacts, clear the Include all contacts from the original folder field.
[4] In the Additional Information section, select Include all folder specific Additional Field definitions from the original folder to copy additional fields.
To also copy values, select Include Additional Field values from the original folder, then select the fields from which to copy values.
Editing Folders
To edit a folder, first either select the folder in the folder list or open the folder. Then choose Folder > Edit.
You should not delete folders; instead, you should temporarily archive an unneeded folder. You can later delete the archived folder once you can be sure it is safe to do so.
For detailed information about editing marketing lists, see Creating and Editing Marketing Lists.