Email Marketing Tool

DMPartners
Participant | Gold Partner
Participant | Gold Partner

Marketing Email Folders - Alternative Ways to Organize

SOLVE

Hi all.  Given that marketing email folders have been deprecated for new accounts, does anyone have any good ideas for managing and organizing emails? 

 

I can't believe this is a tool they would remove. 

2 Accepted solutions
ManharChaurasia
Solution
Member

Marketing Email Folders - Alternative Ways to Organize

SOLVE

Hi @DMPartners,

What’s been working for us is using consistent naming conventions—for example, starting each email name with the campaign name or date range. You can also use custom views and filters (like by campaign or creator) to keep things manageable. Not as neat as folders, but with a good system in place, it stays pretty organized.

View solution in original post

0 Upvotes
Eric_Hoyer
Solution
Member

Marketing Email Folders - Alternative Ways to Organize

SOLVE

do you use a task management software like asana or notion? I usually try to create an assembly line for my marketing activity managed through project templates in the notion, inside of these I organize the emails for the campaign and would also help enforce naming conventions. 

Maybe try to align your campaigns with your task project and create templates out of both for common activities and toss in a few templated dashboards in hubspot too for the templates that you will duplicate for now activity in the future. 

Might not work for your situation, but has worked wonders for a few companies I have consulted with

View solution in original post

0 Upvotes
5 Replies 5
Ishan5
Participant | Gold Partner
Participant | Gold Partner

Marketing Email Folders - Alternative Ways to Organize

SOLVE

Hi @DMPartners Since folders are no longer available, here are a few tips that have worked for me to keep things organized

  • Use clear naming conventions for your emails. Include things like campaign name, date, or target audience in the subject so you can easily search and find them later.
  • Rely on HubSpot’s filters and search tools in the marketing email dashboard. You can filter by status, send date, or type to quickly locate what you need.
  • Keep your audience segmented with lists it helps in managing who gets which emails, even if the emails themselves aren’t grouped in folders.
0 Upvotes
Eric_Hoyer
Solution
Member

Marketing Email Folders - Alternative Ways to Organize

SOLVE

do you use a task management software like asana or notion? I usually try to create an assembly line for my marketing activity managed through project templates in the notion, inside of these I organize the emails for the campaign and would also help enforce naming conventions. 

Maybe try to align your campaigns with your task project and create templates out of both for common activities and toss in a few templated dashboards in hubspot too for the templates that you will duplicate for now activity in the future. 

Might not work for your situation, but has worked wonders for a few companies I have consulted with

0 Upvotes
ManharChaurasia
Solution
Member

Marketing Email Folders - Alternative Ways to Organize

SOLVE

Hi @DMPartners,

What’s been working for us is using consistent naming conventions—for example, starting each email name with the campaign name or date range. You can also use custom views and filters (like by campaign or creator) to keep things manageable. Not as neat as folders, but with a good system in place, it stays pretty organized.

0 Upvotes
DMPartners
Participant | Gold Partner
Participant | Gold Partner

Marketing Email Folders - Alternative Ways to Organize

SOLVE

Yeah, I think views are likely the best option.  Thanks!

0 Upvotes
ChrisChin_LLF
Member

Marketing Email Folders - Alternative Ways to Organize

SOLVE

Combination of Campaigns and smart naming taxonomy are your best bets here. They've been pushing us towards more campaign usage because it's important for attribution and reporting purposes. 

 

If my reply answered your question please mark it as a solution to make it easier for others to find.

 

Cheers!

Chris Chin

Local Leaf Marketing

Book a call with Chris

0 Upvotes