There are two ways to view your collection of Segments: Visibility View and Folder View.
- Visibility View - This view automatically groups your Segments by their Visibility setting. The groups are Favorite Segments (which are your personal favorites), Global Segments (which can be seen/used by everyone), and Private Segments (which can only be seen/used by you).
- Folder View - This view groups your Segments by their Folder assessments. Until Folders are created, all Segments will be in a single "Default" folder. After Folders have been created, the Folders will appear in the order set under "Manage Folders". There will still be a section for Favorite Segments at the top.
Folder Management User Permission
To create, edit and delete Segment Folders, you must have the permission "Segments - Folder Management" set to "All" (Admin > User Permission Groups). This permission is also required to move Global Segments into Folders. But all users will be able to move their Private Segments into Folders, even without this permission.
Click on the "Manage Folders" button in the Folder Visibility View to create/manage your Segment Folders and/or move Segments into Folders.
Initially all your Segments will be in a single "Default" folder. Please note that this folder cannot be renamed or deleted.
To create a new Folder, click on the "New Folder" button, give the Folder a name, and click the save button. The name you choose must be unique across your Segment Folders.
Once a Folder is created, you can select Segment(s) and move them into that Folder. The number of Segments you've selected will show at the top and you select the Folder you'd like to move them into from the "Move Segments" drop-down:
Tip: If you need to select Segment(s) from multiple Folders, use the "Collapse All" option to quickly expand all your Folders.
To edit the name of a Folder, click the edit icon:
Once you have multiple Folders, you can control the order in which they will appear by dragging and dropping. The order set is universal for ALL users.
To delete a Folder, click on the trash can icon. You will have to confirm this action before it is performed. Deleting a Folder deletes only the Folder itself; the Segments within that Folder are NOT deleted and will be moved back to the Default Folder.