Quick start
- Decide on your top-level categories. Are you organizing by client name? By brand? Or by lifecycle stage like “Onboarding” and “Promotions”?
- Keep it simple to start. Plan for a clean structure of just two to four levels deep.
Follow the detailed steps below to complete the setup.
Imagine this. You just landed a massive SaaS client. They want you to overhaul their entire email marketing strategy. You start building out their onboarding sequence, their promotional blasts, and a dozen different newsletter templates. The campaigns are crushing it, and the client is thrilled.
Six months later, they ask you to duplicate that exact same winning onboarding sequence for a brand new product launch. You open your HighLevel account and freeze. Your email dashboard is a chaotic mess of hundreds of files. You have “Copy of Welcome Email V2,” “Final Draft Newsletter,” and a dozen campaigns named “Test 1.” You spend the next three hours hunting through a massive, unorganized list just to find the one sequence you need. You look disorganized, and your profit margins take a hit while you play hide-and-seek with your own assets.
You cannot scale an agency if your workspace looks like a digital junk drawer. HighLevel fixes this instantly with nested folders for Campaigns, Templates, and Sequences. You can finally organize your emails by client, funnel stage, or product line, building a clean, scalable hierarchy. Let us get your email marketing hub organized right now.
Ready to streamline this? Here is exactly how to do it in 60 seconds:
Part 1: Plan Your Folder Hierarchy
Before we start clicking buttons, we need a game plan for how to group your assets so nothing gets lost.
- Decide on your top-level categories. Are you organizing by client name? By brand? Or by lifecycle stage like “Onboarding” and “Promotions”?
- Keep it simple to start. Plan for a clean structure of just two to four levels deep.
Part 2: Build the Top-Level Folders
Let us create the main buckets for your email assets.
- Open Email Marketing from your main dashboard.
- Navigate to either Campaigns, Templates, or Sequences.
- While you are at the root level (Home), click the New Folder button.
- Give your folder a clear, functional name and hit save.
Part 3: Create Your Subfolders
Now we drill down and make the structure incredibly specific.
- Click into one of the top-level folders you just created.
- Click New Folder again to create a subfolder inside this space (e.g., inside “Client A,” create a folder called “2026 Promos”).
- Enter a name and hit save. Repeat this process to build out your exact desired structure.
Part 4: Organize and Reorganize Your Assets
Time to clean up the mess and put everything where it belongs.
- Locate any existing campaign, template, or sequence.
- Open the actions menu by clicking the three dots next to the asset.
- Select Move to Folder, choose your new perfectly organized destination, and confirm.
- Need to move an entire folder? Just open the folder actions menu, select Move Folder, and choose a new parent location.
Part 5: Navigate Like a Pro
Never get lost in your own workspace again.
- Look at the breadcrumb trail at the top of the page (e.g., Home / Client A / Promotions).
- Click any segment of that breadcrumb to instantly jump back and forth between folders without losing your place.
Building a clean, nested folder structure guarantees your team can always find the exact winning campaign they need in seconds.
Frequently Asked Questions
What should I know about plan Your Folder Hierarchy?
Before we start clicking buttons, we need a game plan for how to group your assets so nothing gets lost. Decide on your top-level categories. Are you organizing by client name? By brand? Or by lifecycle stage like “Onboarding” and “Promotions”? Keep it simple to start. Plan for a clean structure of just two to four levels deep.
How do I build the Top-Level Folders?
Let us create the main buckets for your email assets. Open Email Marketing from your main dashboard. Navigate to either Campaigns, Templates, or Sequences. While you are at the root level (Home), click the New Folder button. Give your folder a clear, functional name and hit save.
How do I create my Subfolders?
Now we drill down and make the structure incredibly specific. Click into one of the top-level folders you just created. Click New Folder again to create a subfolder inside this space (e.g., inside “Client A,” create a folder called “2026 Promos”). Enter a name and hit save. Repeat this process to build out your exact desired structure.
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