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Organize Your Journeys with Tags and Folders

Learning Objectives

After completing this unit, you’ll be able to:

  • Add tags to journeys to make them easy to find.
  • Organize journeys into folders.
  • Create and delete folders.

Add Journey Tags to Categorize Your Journeys

Use Journey Tags to organize your journeys and use the search or filter tool to quickly locate them in the Journey dashboard. For instance, you could create tags for welcome campaigns, spring sales events, or membership renewals.

To add one or more tags to a journey, click tag button in the dashboard’s toolbar for a list of available tags. To create a new tag, simply select New from the dropdown. There’s no limit to the number of tags you can assign to a journey, but it’s better to include the minimum necessary to improve search results. You can also add multiple journeys to a single tag. 

Use Journey Folders to Organize Your Journeys

Organize your journeys in folders so they’re easy to find. When you save a journey, you can click Organize and select the folder where you want to save it. If you don’t select a folder, the journey is automatically stored in the My Journey folder. 

You can move a journey to another folder at any time by clicking to open the folder, then dragging the journey from the current folder to the new location. You can also create a new folder or subfolder and save it there. Rename, reorder, or delete folders as needed.

Note

Note

Before you delete a folder, be sure to stop all journeys saved to that folder. Another option is to move any journeys you don’t want to stop to a different folder.

The folders panel in the Journey Builder administration screen includes journey folders you create and the default My Journeys folder. Create, rename, move, or delete journey folders here.

When you click a journey folder, the Journey Health dashboard displays data for journeys saved to that folder.  

List of journeys stored in the selected folder. The list includes the name of the journey, its status, performance to-date, and the last date it was modified.

Case Study: Isabelle Organizes Her Welcome Journeys

Now that she’s getting the hang of Journey Builder, Isabelle feels certain she’ll use it, not only for future welcome campaigns, but also for sales promotions, subscriber birthdays, and special rewards offers. To get things off to a good start, she creates a subfolder for each type of journey campaign in the My Journey Folder. She also asks her Marketing Cloud account admin to create a few tags she can use to categorize her journeys. This will help her easily find previous campaigns for reporting or repurposing.

Summary

In this module, you learned how to monitor the health of your journeys with Journey Builder features. You used analytics to measure against your goals, and you optimized journeys with versioning. Lastly, you learned how to keep your journeys organized with tags and folders.

Resources