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How to Set Up Nested Folders for Email Campaigns, Templates & Sequences

Learn how to use nested folders in ZipLeads to organise your email campaigns, templates and sequences, so you can find things faster as your email marketing grows.

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Written by Matt Phillips

Nested folders for Campaigns, Templates and Sequences help you keep large email programs tidy and easy to scale. This guide shows you how to arrange your assets into folders within folders, so your team can find the right campaign or template in seconds.


What are nested folders for Campaigns, Templates & Sequences?

Nested folders let you create a hierarchy of folders within folders inside the Email Marketing area. Instead of managing one long, flat list of assets, you can organise your work by client, brand, product line, lifecycle stage or any structure that suits how you work.

In practice, you can:

  • Create top-level folders for broad groupings (e.g. “Client A” or “Newsletters”)

  • Add subfolders for more specific categories (e.g. “Promos”, “Onboarding”, “Q1 2026”)

  • Move existing campaigns, templates and sequences into the right folders

  • Use the folder path (breadcrumb) to see where you are in the structure

Folders work the same way across Campaigns, Templates and Sequences in the Email Builder, giving you one consistent way to organise all your email assets.


Key benefits of nested folders

Organising your assets with nested folders gives you a structure that grows with your business or brand.

  • Better organisation: Group related assets into logical folder trees so nothing gets lost in a flat list

  • Faster navigation: Go straight to a folder instead of scrolling through long, mixed lists

  • Scalable structure: Support complex setups with several levels of nesting

  • Consistent workflow: Use the same structure across Campaigns, Templates and Sequences

  • Cleaner collaboration: Reduce duplicates and confusion by making it clear where each asset belongs

  • Room to grow: Start simple and expand your structure when you need to


Folder hierarchy & navigation

Nested folders follow a simple hierarchy, much like the folders on your computer. Each folder can hold both assets and more subfolders, so you can build up layers as needed.

Root level (Home)

This is the starting point. It shows all top-level folders and any assets that aren't in a folder. It's best used for broad categories such as clients, brands or lifecycle stages.

Subfolders

These are folders inside another folder, used for more specific groupings (e.g. Client A → Campaigns → Product Launches → 2026 Q1).

Folder path (breadcrumb)

This shows where you are (e.g. Home / Client A / Campaigns / 2026) and lets you jump back to any parent folder.


Nested folders in Campaigns

Nested folders in Campaigns help you organise one-off sends, recurring newsletters and promotional campaigns.

Common uses:

  • Managing campaigns for several clients or brands

  • Organising recurring email series, such as newsletters

  • Keeping a clear archive for reporting and compliance

Example structures

By client and funnel stage

  • Client A / Newsletters

  • Client A / Promotions / Product Line A

  • Client A / Lifecycle / Onboarding

By audience segment

  • B2B / Prospects

  • B2B / Customers / Enterprise

  • B2C / VIP


Nested folders in Email Templates

Nested folders in Templates give you a central, well-organised library of reusable email designs and layouts.

Ideas for organising

  • By use case – Newsletters, Promotions, Onboarding, Transactional

  • By client or brand – Client A / Newsletters / 2026

  • By function – Contracts, Review Requests, Notifications

Benefits

  • Quickly find the right template when building emails

  • Keep design standards consistent across teams

  • Keep system templates separate from marketing templates


Nested folders in Sequences

Sequences are multi-step email journeys, such as onboarding, nurturing or re-engagement. Nested folders keep these journeys organised and easy to manage.

Example structures

By lifecycle stage

  • Lifecycle / Onboarding / SaaS Trial

  • Lifecycle / Post-Purchase / Upsell

  • Lifecycle / Re-engagement

By funnel or offer

  • Webinar Funnels / Reminders

  • Lead Magnets / Follow-Up

  • Course Launch / Cart Abandonment


Best practices for structuring nested folders

A well-planned structure keeps your workspace clean and easy to navigate as it grows.

  • Start simple – Begin with 1–2 levels and only add more when you need them

  • Use consistent naming – Stick to a clear format, such as Client / Lifecycle / Campaign Name

  • Mirror structures across assets – Use similar patterns across Campaigns, Templates and Sequences

  • Avoid unnecessary depth – Don't create folders that only hold a few items

  • Review regularly – Archive old assets and tidy up your folders over time

Note: Nested folders are for organisation only. Access and permissions are managed separately.


How to set up nested folders for Campaigns, Templates & Sequences

Step 1: Plan your folder structure

Decide how you want to organise your assets:

  • By client or brand

  • By lifecycle stage

  • By product or offer

Start with a simple structure of 2–4 levels.


Step 2: Create top-level folders

  • Open Email Marketing

  • Go to Campaigns, Templates or Sequences

  • At the root level (Home), click New Folder

  • Enter a name and save


Step 3: Create subfolders

  • Open an existing folder

  • Click New Folder

  • Enter a name and save

  • Repeat as needed to build your structure


Step 4: Organise existing assets

  • Find an asset (campaign, template or sequence)

  • Open the actions menu (three dots)

  • Select Move to Folder

  • Choose the destination folder and confirm


Step 5: Reorganise folders

  • Open the folder actions menu

  • Select Move Folder

  • Choose a new parent folder

  • Confirm the move and check the folder path


Step 6: Use the folder path

  • Check the breadcrumb at the top of the page

  • Click any part of it to move between folders

  • Use it to make sure your assets are saved in the right place


Frequently Asked Questions

Q: Does this change how emails send or behave?
No. Nested folders only change how your assets are organised.

Q: Is there a limit to folder depth?
More than 5 levels are supported, but shorter paths are easier to manage.

Q: Do folders control permissions?
No. Access is managed through user roles and permissions.

Q: Can I search across folders?
Yes. Search works across all folders.

Q: What happens if I delete a folder?
Your assets aren't deleted. They move to the parent folder or the root level.

Q: Does this affect analytics?
No. Reporting and analytics stay the same.

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