It’s easy to reorganise via table actions. Especially if you’ve been using some sort of naming convention to your assets.
Simply relocate your asset by searching your file table; once you’ve selected your chosen files by the check box, then use the dropdown at the bottom of the table to “move to folder”.
An even easier way to do this would be to use number phone in cambodia drag-and-drop functionality in the folder section of Pardot! Head to Folders and reorganise straight from this section. How-to video below:
Custom User Roles and Folder Permissions
So you’ve created your folders, reorganised your assets and now you want to preserve your organised system. To prevent inconsistencies of asset storage, you can use Custom User Roles and folder permission settings.
Through Custom User Roles, apply folder permissions to restrict which team members have access. Please note, this is an Advanced/Enterprise feature or a paid add on for the lower tier accounts.
By utilising this feature, you make sure they only have access to the folders that are relevant to their role. Just make sure you have set up User Groups prior, otherwise the folders will remain public until you select groups with access.
If you have created subfolders within parent folders, keep in mind that these subfolders will inherit the parent’s permissions. However, you can explicitly set permissions on subfolders if you require.
Watch this video to see Pardot folders in action
Final note
Ultimately, there is no reason why folders should not be utilised, even if you have an established account that hasn’t been organised so far.
I recommend taking full advantage of Pardot folders to organise your campaigns and to enhance your marketing workflow and to keep on top of these using a handy Pardot Marketing Hygiene Calendar. If you need training or support, as always, you can contact our team for a chat!