Find an updated version of this helpdoc here: https://helpdocs.conducttr.com/feature-documentation/running/players-training-audience/navigating-channels/solo-based-channels/email/organising-contacts-and-emails#managing-emails-via-tags-folders
Goal
After reading this article
you'll:
- Be able to create folders/tags in the email channel
Summary
Improve organisation by grouping emails based on contents or topic into shared folders
How to add Tags/Folders
- On the Virtual Desktop, select the email channel
- Hover over the icons on the left hand side with your curser and click on "Add tag"
- Create a name for your tag/folder and click "save"
- Move emails into folders by dragging and dropping them (as shown in the video below)
- Press the "x" to remove an email from the folder
NOTE: Once you drag an email into a folder, it will automatically be removed from your main inbox