As you create more and more Segments, ChurnZero gives you the ability to stay organized with Segment Folders.
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.
To begin creating and managing folders, click the Manage Folders on your current Segment page:
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.
Once you have your folders created and in place, you can easily access your segments from the folders layout:
1. Search and Filter: use the search bar to target a desired segment immediately, or use the 'Show' filter to narrow down to Private or Global segments only
2. Favorite Segments: your Favorited segments will always live in this top section, above the other folders.
3. View folder contents: you can expand a folder to view the segments within -- 10 segments will show on initial view, but you can click 'Show All' to view the whole folder.
4. You can expand multiple folders at a time to get a wide view of segments, or keep them closed and neatly filed shown below
5. Your Default folder contains all segments that have not been filed in other folders