Feature Friday: Archive Folders in Publicaster

You may have noticed that the most recent Publicaster update introduced quite a few changes to the Campaign Manager, particularly in the process of selecting your mailing list(s) for a campaign, as well as the particular creative that you want to use for your distribution. Something you may not know about, however, is a particularly exciting change to how you select lists and creatives: Archive Folders. In today’s Feature Friday, we’ll explore what Archive Folders are, and how you can use them to improve your use of the Publicaster platform.

The new selectors for email creatives and mailing lists are essentially the same. You can either scroll down to select the item you want or you can type in part of the name of the list or creative, and it will filter the field for you:

Select email.

Note that you do not need to type the name of the creative or list exactly; the selector will begin filtering based on whatever you type.

Now, some WhatCounts Publicaster Edition clients may have a multitude of creatives or lists, and these may be creatives / lists that you will never send / send to again. However, they’re still showing up in the selector in the Campaign Manager, creating unneeded clutter. What a mess, right? Not at all: This is where Archive Folders come into play.

Go into either the Creative Manager or the List Manager. In the library on the left-hand side of the screen, click the gear. In the drop down menu that appears, choose “New Folder.”

Create a new folder.

 

Once you do so, name your new folder Archive, and make sure the “Root Folder” checkbox is checked:

Create the Archive folder.

Now that you have created this new Archive folder in the root directory of the Creative Manager or Campaign Manager, you can click and drag individual lists or creatives, or even entire folders, into this new folder.

What is the purpose of doing this, you may ask? It goes far beyond just cleaning up the library within the Creative and List Managers. When you move a list, a creative or a folder into an archive folder, those items will be automatically suppressed from the selectors in the Campaign Manager (which we explored at the beginning of this post).

So, if you find yourself faced with an unmanageable excess of items within your email and list libraries and it’s making your time with the Creative Manager a bit of a hassle, simply create an Archive folder, move your unused creatives and lists into it, and you will be on your way to an even better experience with WhatCounts Publicaster Edition!

If you need any assistance with Archive folders or any other aspect of WhatCounts Publicaster Edition, or if you would like to submit a feature request, please contact your Services Account Manager or Technical Account Manager today.

Tim Brechlin
Inbound Marketing Manager, WhatCounts

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