Real Magnet’s folder functionality organizes your account’s assets (messages, groups, surveys, and events) to keep your account clutter free.  When enabling folders you’ll have to establish whether these folders should be shared among your team or only visible to individuals.

To enable folders, have your account’s admin contact Real Magnet’s Support Team.

Permissions

When enabling folders your account’s administrative user must determine whether the folders should be shared among your team or only visible to individuals.

All users can configure folders as well as folder structures and assets.

Shared Folders

A single shared folder structure is visible to all logins within your account.  If an asset is moved from one folder to another – it will be moved for all users.  This is possible due to Real Magnet’s creation process.  A single Main or Root folder is created.  Organization is then managed through the creation of sub-folders and moving assets.

Private Folders

As a default, the folder structure that you create is yours alone (private) – only you will see the folders upon login. Other users for your account can create their own folders removing and adding assets accordingly.  Placing an asset into a private folder does not hide the content or asset from other members within your organization, and that item is still available to edit.  This functionality will create a Main or Root folder for every user in the account.

Accessing Folders

When accessing a grid page, a folder icon will display in the upper right.  It is important to note that when sending messages or linking a survey or event to a message all of your content (groups, messages, surveys and events) must share the same folder.  In the upper right of the screen you will see a folder icon.

selectfolder

You can select the folder you want to use by simply clicking it once and selecting Close. Your current folder will highlight blue and also appears next to the folder icon and at the bottom left of the application.  Once you select a folder, only the assets within that folder will be displayed. Unless you change folders, as you navigate the Real Magnet application you will remain in your starting folder.

When you open the folders panel, you are defaulted to that folder’s view. This shows you the folder structure for your login. At the outset, you will have a single folder called “Root” or “Main” folder. This is your base folder and all assets are stored here initially.  If at any time you wish to disable this view, you can select Disable Folders. Disabling folders will not remove or change any of your assets, it will merely change your current view.

Creating Assets

When creating an asset (groups, messages, surveys and events), you will be prompted to select a folder, select the folder you wish your asset to belong to and select submit.

selectafolderasset

This will place the new asset in the selected folder and take you to the next step in the asset creation process.

Moving Assets

When assets are created it is important that they remain in the same folder, for example if you are sending a survey to a group of recipients the message, group and survey must all exist in the same folder.  If these assets are in different folders, you will have to move them.  To move an asset:

  1. Select the folder icon.
  2. Select Move Assets.
  3. Select the folder you wish to move the assets into.
  4. Check each asset that must be moved. You can use Check All or Uncheck All to speed up the selection process.
  5. Select Submit.

Managing Folder Structure

To create, rename or delete a folder you must select Manage Folders, because folders are essentially a created view you can create multiple layers called sub-folders. When you create new folders (see: Create Folders), these will be displayed below the Root or Main folder. You can click the plus (+) or minus (-) icons to show or hide the names of sub-folders within your folder structure. You can also use the open all or close all to show or hide the entire folder structure.

Create Folders

To create a new folder select the folder icon and Manage Folders.

  1. Select the folder you would like to create the new folder under.  If this is your first folder you will select Root or Main.  There is no limit to how many sub-folders you may create.
  2. From the drop down select Create a Subfolder.
  3. Enter the folder’s name.
  4. Select Submit.

Rename Folders

You may rename a folder at any time.

  1. Select the folder you would like to rename.
  2. From the drop down select Rename Folder.
  3. Enter the folder’s name.
  4. Select Submit.

Delete Folders

To delete a folder, that folder must contain no assets. You’ll need to move your assets first (see: Moving Assets) and delete any sub-folders.

  1. Select the folder you would like to delete.  If this is your first folder you cannot delete the Root or Main.
  2. From the drop down select Delete this folder.
  3. Select Submit.

Troubleshooting

Below are some common problems encountered when working with asset management and folders.

Why can’t I view my Message, Group, Campaign etc.?

Are you in the correct folder? Check out Accessing Folders for more detail.

Why did I receive an error when I attempted to insert my survey or event into a message? 

Are they in the same folder as the message? When assets are created it is important that they remain in the same folder, for example if you are sending a survey to a group of recipients the message, group and survey must all exist in the same folder. If these assets are in different folders, you will have to move them.