Introduction to feed folders

In Leadfeeder, you can create custom feeds to filter leads based on a filtering criteria. Feed folders are containers of custom feeds. Each feed belongs to a feed folder to help you organise your leads better.

Default folders

Following are the default folders that you may see depending on your account set-up. Default folders can not be edited or deleted, and they always show up first in the list of folders.

Default folder

Description

Basic

Contains a set of basic preset feeds:

  • All leads

  • Followed companies

  • Leads assigned to me

  • New leads

  • Top leads

CRM folder

This folder appears if you have set up a CRM integration. It will contain preset feeds such as:

  • Found in CRM

  • My open deals

  • Suggested CRM connections

Email integration folder

This folder appears if you have set up an integration with your email marketing tool. It will contain preset feeds such as:

  • Mailchimp visitors

  • Campaign clicks

Custom

This is the default folder for all your custom feeds.

Custom feed folders

Leadfeeder also allows you to create custom folders and move multiple relevant feeds in the folders to organize your custom feeds better. For example, you can create feed folders based on various grouping factors such as team ownership, lead geography, lead industry, etc.

Custom feed folders are visible to users of your account who have access to at least one feed in the folder. Empty folders are visible to all users. To learn more about user access rights, click here.

Additional information on how to use feed folders:

Creating feed folders

Currently, you can create a feed folder by using the custom feed editor. While creating or editing a custom feed, you will find a dropdown that can be used to move the feed in an existing folder or create a new one.

To create a feed folder, follow these steps:

STEP 1: Edit an existing custom feed or create a new one

STEP 2: Click on the Folder name dropdown. You will find the option to create a new folder.

STEP 3: Enter folder name. You can not use the name of a folder that already exists.

STEP 4: Click on the “Create folder” button.

Moving feeds across folders

To move a feed to another folder, follow these steps:

STEP 1: Edit an existing custom feed or create a new one

STEP 2: Click on the “Feed Folder” dropdown. You will find the list of all existing folders. You can choose an existing folder or create a new one.

STEP 3: Select the folder you want to move the feed to and hit the “Save feed” button.

Edit or delete folders

To edit folder or delete it, follow these steps:

STEP 1: Hover on the folder you’d like to edit/delete or click on the folder to expand it. You will find the edit icon against the folder name. Click on the edit icon.

STEP 2: To edit the folder name, enter the new folder name in the text field. Hit the “Update” button to update the folder name.

OR

STEP 2: To delete the folder, click on the “Delete folder” button at the bottom. You will be asked for a confirmation

STEP 3: Click on the “Delete” button in the confirmation to permanently delete the folder for all users. All feeds present in the folders will be moved to the default “Custom” folder.

Note: Deleting a folder will never delete the feeds in it.

Need further help? Please reach out to us on support@leadfeeder.com


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