Marketing Emails / Lists / Workflows / Sales Tools - Folders

samglenn

For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my a teammate. 

 

September 2021 HubSpot Update Hi everyone! Thank you for your enthusiasm for this idea over the past few years. We're glad you're excited about getting folders in different areas of HubSpot's product and we're working on making that a reality. As the original idea mentions a few different product areas managed by different product teams, we're breaking this idea into different ideas to ensure we can provide helpful updates as they're available.

 

Going forward, please use the following ideas for upvotes and comments around different folder requests.

Marketing Emails

Lists

Workflows

Sales Tools

 

Please note that while these new ideas have fewer upvotes, we are tracking their association to this idea and counting these upvotes towards the new requests. To ensure we filter new upvotes to the correct areas going forward, we have disabled comments on this idea.

 

Thank you again for using the ideas forum and for your enthusiasm for these products!

 

166 Replies
Sdiddy407
Contributor

@Kierstin Thanks for the tip!

SEAliling
Member

We should be able to create folders within folders for email templates. It would create better labeling and organization for us. At the moment, this is not available which creates a lot of folders in the main template interface.

danax
Member

I have brought this idea forward a few times when speaking with support.  It would be extemely effective in organizing templates and media files.  The more content that gets added into the system, the more difficult it is to find what you are looking for.


In addition to this, when selecting a template to use, right now you can search for a template through all the templates you have.  If there was an (optional) folder field that would allow you to drill down the folder and respective sub-folder, so the templates list is only propigating the templates contained there - that would just make finding things worlds easier.

Similar to the above, having folders within folders for media that could be collected into sub-folders and searched in a similar fashion would make finding media files sooo much easier.

SiddharthGarg91
Member

Hi Community,

 

We are developing an app called CloudFiles that enhances HubSpot Documents. In doing so, it solves this problem, among many others. CloudFiles can be used to upload and share files through trackable links right from HubSpot

 

CloudFiles provides the "Cloud Copy" feature that mirrors all the files uploaded into a cloud storage of your choice (e.g. if your company uses Google Drive or HubSpot's native storage). This mirror has a default file organization that is neat and can be accessed by anyone in the company.  Thus, it removes the HubSpot Documents' flat folder structure from the picture and solves this issue.

 

We are actively developing this app so any key feature requests would be swiftly taken up.

 

You can try out the app from HubSpot Marketplace.

 

 

Thanks

DinDjarin
Participant

Yes we are currently setting up our templates across 3 jurisdictions with multiple teams. 1-level folder organization just doesn't cut it. Is it possible to add at least 2 levels so we can organize first by country, then by team. 

ACallcott
Participant

As someone who works in a global sales structure, having nested folders would be absolutely amazing! Even being able to split up our automations by region would be a start, as at the moment everything has to sit in one folder. Similarly, if Sales people are assigned certain lists, I want them to live in their individual folders rather than a team-wide one. Having third party integrations to do this work really won't cut it, and I want to minimise that if possible. 

DinDjarin
Participant

@ACallcott  it's possible to partion workflows in Sales Enterprise and Marketing Enterprise. it's in beta stage. 

 

Not sure about lists but yes would be great to follow at least a 3 layer folder structure for lists as well as templates 

ACallcott
Participant

@DinDjarin oh interesting, we're on Sales Enterprise but not in the beta for it, is there a way for us to get access to that?

olimottola
Contributor

Really looking forward to this features

CDesmedt
Member

agree

gmricardi
Member

It would be a great idea indeed... A workaround so far is to label the folders as "Sales - follow up", "Sales - procedures", and so on, but it would be extremely helpful to organize both Templates and Snippets into subfolders. Things get really mixed up for our team.

 

Thanks!

RGuida
Member

Would also be great if we could DRAG & DROP the folders and see a PREVIEW of how many emails are within a folder. Envisioning something like Google Drive.

dkeir
Participant

Another vote for this please!!!!

SMidili
Participant

SOOOOO NEED THIS!!!!!

hellowinter
Participant

This has 282 upvotes... can someone on the HubSpot team please consider adding this to upcoming planning? We really need this for our organization to be more organized and efficient in marketing, sales, and service. PLEASE consider adding this. 

JamesNichols90
Participant

This still hasn't been completed?  We just brought two more of our teams onto HubSpot and organizing everything into folders/sub folders is going to be important.  I am surprised this wasn't created with this structure from the get-go!

DJBailey
Participant

@JamesNichols90 No kidding!  I wonder if there any other ticket out there Hubspot has that so many people need, and would be SO easy to implement.  It's kind of ridiculous at this point.

STibbo
Member

I would agree with everyone. It would be nice to organize my workflows by having the folders in folders, similar to any computer operating system. 

lissaflywire
Participant

Five years and seven pages of requests for this one feature!?!?!? 

 

C'mon HubSpot, it's time to get this one DONE!  

LordTravis
Participant

This, please. It's been a year since the last official comment on it. It is very basic, but it is also incredibly important for businesses attempting to scale using HubSpot as a CRM platform.