Mailout Folders

Organise your mailouts into folders, apply folder-level filters, and run reports across multiple mailouts.

Every mailout in UbiQuity lives inside a Mailout Folder. Use folders to group similar mailouts together — for example, by campaign type, audience, or opt-in category.

Note: If you delete a Mailout Folder, all mailouts inside it will also be deleted.

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Mailout Folder filters

You can apply a filter to a Mailout Folder so that it is automatically applied to every mailout created within that folder.

This is particularly useful when you have multiple opt-in fields in your database — for example, Opted In Marketing, Opted In Newsletter, and Opted In Product Updates. By creating a folder for each communication type and setting the appropriate filter on each folder, you ensure the right contacts are always targeted without having to re-apply the filter each time.

Example setup:

• Create a folder called Marketing Emails with a filter of Opted In Marketing = Yes

• Create an Update Form with the Opted In Marketing field on it

• Add the link to that form in the email templates used for marketing sends

• When a recipient clicks the opt-out link and sets Opted In Marketing = No, they will automatically be excluded from future mailouts in that folder

You can still apply additional filters at the individual mailout level on top of the folder filter.

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Mailout Folder reports

Folder-level reports let you view and compare performance across multiple mailouts in the same folder.

When creating a report, select the mailouts you want to include. You can change which mailouts are included after the report is created using the Modify Report option.

Folder reports include:

• An Overview page showing combined stats across all included mailouts

• A Comparison page for side-by-side comparison of individual mailout performance — useful for subject line testing and campaign analysis

• A dropdown to view the individual report for each mailout

Reports can be shared via a link. Anyone with the link can view the report without logging in to UbiQuity. No personally identifiable information is shown. The link is not published anywhere — access requires knowing the URL.