{"id":137858,"date":"2023-07-10T11:34:30","date_gmt":"2023-07-10T15:34:30","guid":{"rendered":"https:\/\/optinmonster.com\/?post_type=optinmonster_docs&#038;p=137858"},"modified":"2025-08-20T12:11:32","modified_gmt":"2025-08-20T16:11:32","slug":"how-to-use-folders-to-organize-and-target-optinmonster-campaigns","status":"publish","type":"optinmonster_docs","link":"https:\/\/optinmonster.com\/docs\/how-to-use-folders-to-organize-and-target-optinmonster-campaigns\/","title":{"rendered":"How to Use Folders to Organize and Target OptinMonster Campaigns"},"content":{"rendered":"\n<p>OptinMonster&#8217;s folders feature is a powerful tool to help you organize and target campaigns with Display Rules.<\/p>\n\n\n\n<p>In this article, you&#8217;ll learn how to use OptinMonster&#8217;s folders feature.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-28f84493 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column alert alert-info is-layout-flow wp-block-column-is-layout-flow\">\n<p><strong><em>Before you start<\/em><\/strong>, this feature requires a <a href=\"https:\/\/optinmonster.com\/pricing\" target=\"_blank\" rel=\"noopener\" title=\"Pro and higher subscription\">Growth subscription<\/a>.<\/p>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Create a Folder<\/h2>\n\n\n\n<p>When you have several campaigns in your account, you can use folders to help organize them. You may find it helpful to group campaigns that offer the same promotion, by season\/holiday, or another common theme.<\/p>\n\n\n\n<p>To create a folder, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From the OptinMonster Dashboard, under&nbsp;<strong>Folders<\/strong> in the left sidebar select + <strong>Create a new folder<\/strong>.<br><img decoding=\"async\" width=\"619\" height=\"237\" class=\"alignnone size-full wp-image-137861\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/create-a-new-folder.jpg\" alt=\"Create a new folder link in the OptinMonster Dashboard\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/create-a-new-folder.jpg 619w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/create-a-new-folder-300x115.jpg 300w\" sizes=\"(max-width: 619px) 100vw, 619px\" \/><\/li>\n\n\n\n<li>A popup will appear, enter the name of your new folder and select the&nbsp;<strong>Create Folder<\/strong> button.<br><img decoding=\"async\" width=\"525\" height=\"208\" class=\"alignnone size-full wp-image-137862\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/create-folder-modal.jpg\" alt=\"Create a folder modal\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/create-folder-modal.jpg 525w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/create-folder-modal-300x119.jpg 300w\" sizes=\"(max-width: 525px) 100vw, 525px\" \/><\/li>\n\n\n\n<li>Your new folder will now appear in the left sidebar of the Dashboard.<br><img decoding=\"async\" width=\"619\" height=\"276\" class=\"alignnone size-full wp-image-137863\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/new-folder-created.jpg\" alt=\"New folder in the OptinMonster Dashboard\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/new-folder-created.jpg 619w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/new-folder-created-300x134.jpg 300w\" sizes=\"(max-width: 619px) 100vw, 619px\" \/><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Add Campaign to Folder<\/h2>\n\n\n\n<p>To add a campaign to a folder, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From the OptinMonster Dashboard, select the campaign you want to add to a folder and then click on the&nbsp;<strong>Add to Folder<\/strong> icon in the right preview pane for that campaign.<br><img decoding=\"async\" width=\"617\" height=\"297\" class=\"alignnone size-full wp-image-137864\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/add-to-folder-icon.jpg\" alt=\"Add to folder icon\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/add-to-folder-icon.jpg 617w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/add-to-folder-icon-300x144.jpg 300w\" sizes=\"(max-width: 617px) 100vw, 617px\" \/><\/li>\n\n\n\n<li>A popup will appear, select the folder you want to add the campaign to from the dropdown. If the folder doesn&#8217;t exist yet you can also create a new folder during this process.<br><img decoding=\"async\" width=\"620\" height=\"246\" class=\"alignnone size-full wp-image-137865\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/add-campaign-to-folder-modal.jpg\" alt=\"Add OptinMonster campaign to folder modal\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/add-campaign-to-folder-modal.jpg 620w, https:\/\/optinmonster.com\/wp-content\/uploads\/2019\/11\/add-campaign-to-folder-modal-300x119.jpg 300w\" sizes=\"(max-width: 620px) 100vw, 620px\" \/><\/li>\n\n\n\n<li>Once you&#8217;ve selected the folder(s) you want to add the campaign to select the <strong>Save<\/strong>&nbsp;button.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Duplicate to Folder<\/h2>\n\n\n\n<p>Duplicating all campaigns within an existing folder into a new folder can be done quickly and hassle free! This process is particularly useful when you need to reproduce holiday campaigns annually and maintain organization.<\/p>\n\n\n\n<p>Follow the below steps to duplicate campaigns with a folder into a new folder: <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>From the <a href=\"https:\/\/app.optinmonster.com\/campaigns\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Campaigns screen<\/a>, select the folder you wish to duplicate the campaigns within.<br><img decoding=\"async\" width=\"850\" height=\"454\" class=\"wp-image-201732\" style=\"width: 850px;\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/folderSelect.png\" alt=\"\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/folderSelect.png 3022w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/folderSelect-300x160.png 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/folderSelect-1024x547.png 1024w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/folderSelect-768x410.png 768w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/folderSelect-1536x820.png 1536w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/folderSelect-2048x1094.png 2048w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/li>\n\n\n\n<li>Click the top checkbox to select all campaigns within the folder.<br><img decoding=\"async\" width=\"850\" height=\"432\" class=\"wp-image-201733\" style=\"width: 850px;\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/bulkSelect.png\" alt=\"\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/bulkSelect.png 3024w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/bulkSelect-300x152.png 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/bulkSelect-1024x520.png 1024w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/bulkSelect-768x390.png 768w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/bulkSelect-1536x780.png 1536w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/bulkSelect-2048x1040.png 2048w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/li>\n\n\n\n<li>Click <strong>Duplicate to Folder<\/strong> option at the bottom of the screen. <br><img decoding=\"async\" width=\"850\" height=\"460\" class=\"wp-image-201734\" style=\"width: 850px;\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/duplicateToFolder.png\" alt=\"\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/duplicateToFolder.png 3024w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/duplicateToFolder-300x162.png 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/duplicateToFolder-1024x554.png 1024w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/duplicateToFolder-768x415.png 768w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/duplicateToFolder-1536x831.png 1536w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/duplicateToFolder-2048x1108.png 2048w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/li>\n\n\n\n<li>Click <strong>create a new folder<\/strong>.<br><img decoding=\"async\" width=\"850\" height=\"473\" class=\"wp-image-201735\" style=\"width: 850px;\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createNewFolder.png\" alt=\"\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createNewFolder.png 2814w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createNewFolder-300x167.png 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createNewFolder-1024x570.png 1024w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createNewFolder-768x427.png 768w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createNewFolder-1536x855.png 1536w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createNewFolder-2048x1140.png 2048w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/li>\n\n\n\n<li>Enter desired folder name into text field and click the <strong>Create Folder<\/strong> button.<br><img decoding=\"async\" width=\"850\" height=\"443\" class=\"wp-image-201736\" style=\"width: 850px;\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createFolder2.png\" alt=\"\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createFolder2.png 2898w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createFolder2-300x157.png 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createFolder2-1024x534.png 1024w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createFolder2-768x401.png 768w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createFolder2-1536x801.png 1536w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/11\/createFolder2-2048x1069.png 2048w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/li>\n\n\n\n<li>You will be automatically routed to the new folder and all of your campaigns will be duplicated within the folder. <\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Target Campaign by Folder<\/h2>\n\n\n\n<p>You can use folders to control how campaigns are shown or hidden from visitors on your website.<\/p>\n\n\n\n<p>Similar to our MonsterChains feature, you can now show or hide a campaign if the visitor has seen, closed, or converted any campaign in a specific folder.<\/p>\n\n\n\n<div class=\"alert-box alert-yellow\">\n<p class=\"alert-box-title\">Note:<\/p>\n\n\n\n<p>Targeting campaigns by folder requires a <a href=\"https:\/\/optinmonster.com\/pricing\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Growth subscription<\/a>.<\/p>\n\n\n\n<p class=\"is-style-arrow-link has-link-color\"><\/p>\n<\/div>\n\n\n\n<p>To target a campaign using folders, follow these steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Navigate to the <strong>Display Rules<\/strong> view in the campaign builder.<br><img decoding=\"async\" width=\"800\" height=\"560\" class=\"alignnone size-full wp-image-180093\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/display-rules-view.jpg\" alt=\"Navigate to the Display Rules in the OptinMonster campaign builder.\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/display-rules-view.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/display-rules-view-300x210.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/06\/display-rules-view-768x538.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/li>\n\n\n\n<li>Next, when adding or editing a rule select <strong>OnSite Retargeting<\/strong> from the left-hand list and&nbsp;select from one of the following conditions:<br><ul><br><li>has converted<\/li><br><li>has not converted<\/li><br><li>visitor has closed<\/li><br><li>visitor has not closed<\/li><br><li>visitor has seen<\/li><br><li>visitor has not seen<\/li><br><\/ul><br><figure><img decoding=\"async\" width=\"800\" height=\"697\" class=\"alignnone size-full wp-image-180476\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/04\/target-campaign-folders.jpg\" alt=\"Select the Display Rule you want to use when targeting campaign folders.\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/04\/target-campaign-folders.jpg 800w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/04\/target-campaign-folders-300x261.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/04\/target-campaign-folders-768x669.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/figure><br><\/li>\n\n\n\n<li>When configuring the rule you&#8217;ve selected, select&nbsp;<strong>campaign folder<\/strong> from the first dropdown then search for and select the specific folder you wish to target from the second field.<br><img decoding=\"async\" width=\"900\" height=\"110\" class=\"alignnone size-full wp-image-180475\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/04\/configure-campaign-folders-options.jpg\" alt=\"Target by campaign folder.\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/04\/configure-campaign-folders-options.jpg 900w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/04\/configure-campaign-folders-options-300x37.jpg 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/04\/configure-campaign-folders-options-768x94.jpg 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/li>\n\n\n\n<li>When you&#8217;re finished, <strong>Save<\/strong> the campaign.<\/li>\n<\/ol>\n\n\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting<\/h2>\n\n\n\n<h5 class=\"wp-block-heading\">I want to use a folder that&#8217;s not in the dropdown when configuring the Display Rules.<\/h5>\n\n\n\n<p>Because it&#8217;s not possible to create folders from the campaign builder&#8217;s Display Rules view, be sure you&#8217;ve created the folder you want to use from <a href=\"https:\/\/app.optinmonster.com\/campaigns\" target=\"_blank\" rel=\"noopener\" title=\"\">the Campaign Dashboard<\/a> before configuring these rules.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">How do I delete a folder?<\/h5>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"1024\" height=\"540\" src=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/delete-folder-1024x540.png\" alt=\"delete folder\" class=\"wp-image-177965\" srcset=\"https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/delete-folder-1024x540.png 1024w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/delete-folder-300x158.png 300w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/delete-folder-768x405.png 768w, https:\/\/optinmonster.com\/wp-content\/uploads\/2023\/03\/delete-folder.png 1437w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can click on the gear icon next to the folder name and then click on &#8216;Delete folder&#8217; to confirm.<br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>OptinMonster&#8217;s folders feature is a powerful tool to help you organize and target campaigns with Display Rules. In this article, you&#8217;ll learn how to use OptinMonster&#8217;s folders feature. Create a Folder When you have several campaigns in your account, you can use folders to help organize them. You may find it helpful to group campaigns&nbsp;&hellip;<\/p>\n","protected":false},"author":4657,"comment_status":"open","ping_status":"closed","template":"","documentation\/categories":[28201,214],"documentation\/tags":[31399,31497,31498,31415,31459,31411],"class_list":["post-137858","optinmonster_docs","type-optinmonster_docs","status-publish","hentry","categories-display-rules","categories-account-management"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/137858","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation"}],"about":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/types\/optinmonster_docs"}],"author":[{"embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/users\/4657"}],"replies":[{"embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/comments?post=137858"}],"version-history":[{"count":10,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/137858\/revisions"}],"predecessor-version":[{"id":201787,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/137858\/revisions\/201787"}],"wp:attachment":[{"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/media?parent=137858"}],"wp:term":[{"taxonomy":"categories","embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/categories?post=137858"},{"taxonomy":"internal_tags","embeddable":true,"href":"https:\/\/optinmonster.com\/wp-json\/wp\/v2\/documentation\/tags?post=137858"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}