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Short answer: Create folders from Settings → Workspace → Folders or on the fly while creating/editing a link.
Important: a link can be placed in only one folder at a time. If you need cross-categorization, use tags in combination with folders.

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What are folders?

  • Folders live inside a workspace and do not change how a link behaves. They help you browse, filter, and report faster.
  • Use tags for cross-cut labels (channels, campaigns, etc.).
Learn more: How folders work in ShortPen

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How to create a folder

  1. Go to Settings → Workspace → Folders.
  2. Click Add new folder, give it a clear name, and Create.
Notes: You can rename or delete folders from the same screen. Deleting a folder does not delete its links (they become unassigned).
While creating or editing a link, open Basic settings → Folder, pick a folder (or Create new folder), then Save.
Learn more: How to edit an existing Link in ShortPen
In Links, switch to Select mode, choose the rows to move, then Move to folder and confirm. Use this to consolidate duplicates or to archive the end of a campaign.
Learn more: How to bulk update or delete links in ShortPen

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Rename or delete a folder

Open Settings → Workspace → Folders and use the gear (rename) or trash (delete) actions.
Reminder: deleting a folder preserves all links.
In Links, choose Filters → Folders and select a folder to narrow the list. This is the fastest way to locate items within larger libraries.

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Analyze performance by folder

In Analytics, use the Folder filter to scope charts/tables to that collection of links. Typical metrics include Clicks, QR Scans, Leads/Conversions, %CR (if your pixel/events are configured).
Learn more: How to view aggregate metrics for your ShortPen workspace