Browse System

Overview

Within Marigold Engage+, items fall into one of two general categories -- "foldered" and "non-foldered."

Foldered items, as the name implies, are stored within a user-configurable folder or sub-folder. When you create the item, you select a location where the item is to be stored. You can later move this item to a new location if needed. Foldered items tend to be the more complex types of items, such as Campaigns, Filters, and Content Blocks. Foldered items can also be restored from the Recycle Bin if they're deleted. You can easily search for a desired folder in the folder structure by typing a keyword associated with the folder name, in the search field above the folder list.

Non-foldered items are always saved at the client account level, rather than within a specific folder or sub-folder. You don't select a location when you create one of these items, and they can't be restored if they're deleted. Non-foldered items tend to be simpler items, such as Seed Lists or Opt-Out Messages, for example.

The Browse System screen is designed to help you navigate through all of the different foldered items, in order to find the one you need. The screen is similar in concept to a file browser (like Windows Explorer, for example) with a navigation tree consisting of a hierarchy of folders and sub-folders, allowing you to "drill-down" into lower levels.

Note: The Browse System screen doesn't display non-foldered items. To find a non-foldered item, you must navigate to the main screen for that item type, and search for the item from there (see Search for an Item for more information).

Access

The Browse System screen is accessible by the following method:

From the Main menu, select Production > Browse System.

Features

Working with Items

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Item Commands

The Browse System screen gives you access to some basic commands for an item, allowing you to perform certain actions without having to navigate to the item's detail screen.

To work with an item:

Search for the desired item (see Search for an Item for details on this process).
In the Item Listing, place a check mark next to the desired item. An "Actions" tab is added to the Tool Ribbon, containing all of the valid commands for this item. The specific commands that are available depend on the type of item that you selected. For example, if you select a Filter, then you can run the "Calculate Stats" command from the Tool Ribbon. If you select a Campaign, you can approve it or pause it.
From the Tool Ribbon, select the desired command.

You can optionally select multiple items as well, which allows you to perform a command simultaneously on all the selected items. If the items are all of the same type, then you'll see the full selection of available commands in the "Actions" tab of the Tool Ribbon. If you select different types of items, then only commands that are common to all of the item types will be displayed within the "Actions" tab.

Moving Items

To move one or more items:

Select the desired folder where the item is located.
Within the Item Listing section of the screen, place a check mark next to the item (or optionally, next to multiple items).
Click-and-drag the checked item(s) from the Item Listing section to the desired new location in the navigation tree.
A pop-up menu is displayed. Select "Move."

Item Shortcuts

To create a shortcut, or "alias," to an item in another location:

Select the desired folder where the original item is located.
Within the Item Listing section of the screen, place a check mark next to the item (or optionally, next to multiple items).
Click-and-drag the checked item(s) from the Item Listing section to the desired new location in the navigation tree.
A pop-up menu is displayed. Select "Create Shotcut(s)."

Working with Folders

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Within Messaging, the items that you create are organized into various folders and sub-folders, much like a file browser on a PC. The Browse System screen allows you to manage and organize this folder structure.

Create a New Folder

To create a new sub-folder:

Within the navigation tree, right-click on the parent folder where you want to create the new sub-folder.
From the pop-up menu, select "New Folder."
A new sub-folder is created beneath the selected folder. Enter a name for this new sub-folder and press Enter.

Rename a Folder

To rename a folder:

Within the navigation tree, right-click on the desired folder.
From the pop-up menu, select "Rename." Please note that this feature is not available for the root "My Files" folder.
Enter a new name for this folder and press Enter.

Delete a Folder

When you delete a folder, you also delete the contents of that folder. Therefore, before you delete a folder, verify that you don't need anything contained within that folder.

To delete a folder and its contents:

Within the navigation tree, right-click on the desired folder.
From the pop-up menu, select "Delete Folder." Please note that this feature is not available for the root "My Files" folder.
A confirmation dialog box is displayed. Click ok.

Note: When you use the "Delete Folder" command, the folder's entire contents are moved to the Recycle Bin, and they can be recovered from there at any time. Any items within the deleted folder that are currently in-process, such as Campaigns or Imports, will be stopped and cancelled.

Copy a Folder

To duplicate a folder and / or its contents:

Within the navigation tree, right-click on the desired folder. From the pop-up menu, select "Save As." Please note that this feature is not available for the root "My Files" folder.
The Save As pop-up window is displayed, showing the contents of the selected folder.
Select a destination for where you want to save the new folder. By default, the new folder will be saved in the same parent folder as the folder you're copying, but you can optionally select a different destination by clicking the browse button (magnifying glass icon) next to the "Save to" field, and selecting a different parent folder.
Place check marks next to each item that you want to duplicate. Optionally, you can enter new names for each of these items.
Click save copies.

Refresh a Folder

To refresh a folder in order to view any recent changes:

Within the navigation tree, right-click on the desired folder.
From the pop-up menu, select "Refresh." Alternatively, you can click the Refresh icon in the header row of the Item Listing section of the screen.
The folder contents are refreshed.

Note: You must use the "Refresh" commands within the Messaging user interface, and NOT the Refresh command in your web browser. Clicking your browser's Refresh button will take you back to the Dashboard.

Find a Folder

To find a folder within the folder structure:

Type in a keyword associated with the folder name, in the search field located above the folder list.
The folder list is instantly refreshed with the folders and subfolders matching the keyword.

To clear the search, click on the X in the search field.

Managing Folder Access Rights

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In most cases, control over "who can do what to this item" is controlled by the Access Groups defined for a system. For each Access Group, the various permissions are defined, which limit what commands (create, read, write, delete, etc.) are available for each item type. Users are then added to the Access Group.

By default, every folder within the system inherits the access rights that are defined for each of the different Access Groups. However, those default settings can be overridden, and access rights can optionally be configured at the folder-level.

Viewing Access Rights

To view the current access privileges for a folder:

Within the Navigation Tree, right-click on the desired folder. From the pop-up menu, select "Access Rights."
The Set Folder Access Rights pop-up window is displayed, showing the current access settings for this folder. The window lists every Access Group, and indicates whether this folder is configured to simply inherit the privileges defined for that Access Group, or whether a particular command has been explicitly allowed or denied for this folder.
To see what the inherited rights are set to, click view inherited rights. The window shows what each Access Group is set to for each command (either "Allow" or "Deny").

Editing Access Rights

The Set Folder Access Rights pop-up window allows you to override the default "inherit" setting, and explicitly allow or deny a particular command for an Access Group. To edit the access rights for a folder:

Within the Navigation Tree, right-click on the desired folder. From the pop-up menu, select "Access Rights."
The Set Folder Access Rights pop-up window is displayed.
For the Access Group that you want to modify, click "Inherit" in the Inherit column. This Access Group is made editable, with each possible command set to "Allow" by default. Optionally, you can click "Allow" for any command to toggle it to "Deny."
Click save access rights.