Managing Folders

Creating a folder structure in Oracle CRM On Demand Marketing helps you to organize entities and business objects, such as campaigns, lists, Web forms, and configuration jobs for importing contacts. You can organize your folder structure by industry segment, geographic region, solution or product line, type of activity or user. You can create multiple, hierarchical levels of folders without any restrictions to the number of folders or the number of levels. The root, or home folder, is at the top level and cannot be changed.

Folders are available to organize campaigns, lists, Web forms, and configuration jobs for importing contacts. You define your folder structure under each of these modules, and you can create the same or different folder structures by module. For example, you can organize lists in folders named for the target audience, while you might want to organize campaigns by product or solution. You can centrally devise a folder structure that takes into account the requirements of all users in an organization and then encourage its use by all users. The folder structure is built as a hierarchical tree.

The defined folder structure appears in the Quick Access Menu. You can collapse or expand the Folders section and the associated subfolders of the Quick Access Menu, as required.

To collapse or expand the folders

• Do one of the following:

  • Click the plus (+) icon next to the folder name to see all your subfolders.

  • Click the minus (-) icon next to the folder name to collapse the subfolders and show only the high-level folders.

You can perform the following tasks in the folders for campaigns. The same tasks apply to the List, Web form, and Contact Import Configuration folders.

The following procedure shows you how to create a folder.

To create a folder

1. Find the folder section of the Quick Access Menu.

2. Click an existing folder name to create a subfolder.

3. Click New.

   The Add Folder window appears.

4. Enter the folder name, and click OK.

The following procedure shows you how to rename a folder.

To rename an existing folder

1. Find the folder section of the Quick Access Menu.

2. Select a folder, and click Rename.

   The Rename Folder window appears.

3. Enter the folder name, and click OK.

The following procedure shows you how to delete a folder.

To delete a folder

1. Find the folder section of the Quick Access Menu.

2. Select a folder, and click Delete.

3. Confirm that you want to delete the folder, then click OK.

   
   

   Note: Oracle CRM On Demand Marketing cannot delete a folder if it contains objects or data.

   
   

The following procedure shows you how to create an object within a folder.

To create an object within a folder

1. Click the tab and subfunction corresponding to the type of object to create.

   For example, click Websites, and then Webforms.

2. Find the folder section of the Quick Access Menu.

3. Select the folder in which to create the object.

4. Do one of the following:

   • Click the New button to create the new object.

   • Select the new item from the Quick Actions menu.

5. Click Save or Next.

The following procedure shows you how to move an object to a different folder.

To move an object to a different folder

1. Click the Main tab to see the list of the existing objects and find the object that you want to move.

   If necessary, search for the object.

2. Select the object that you want to move.

3. Click Move to Folder.

   A window displays a list of all the existing folders in your folder structure.

4. Select the folder to where you want to move the object, then click OK.

   The selected object is moved to the selected folder.