Manage Folder Traits manage-folder-traits

Create, edit, and delete folder traits.

Create a Folder Trait create-folder-trait

A folder trait is created automatically when you create a new folder in your taxonomy.

  1. Go to Audience Data > Traits to navigate to the Traits dashboard.

  2. In the Trait Storage window, hover over:

    • “All Traits” text to add a new root level folder.
    • An existing parent folder to add a new subordinate folder.

  3. Click the + icon to create the folder. Note that you can create a maximum of 2000 folders in your taxonomy. See the usage limits documentation for more information.

  4. Name the folder and click Save. For example, a folder named Electronics will have a folder trait named ‘Electronics Folder Trait’. You can view and select the new folder trait in the traits dashboard.

  5. The new folder trait is automatically assigned to the Audience Manager generated data source. Your users with appropriate Role-Based Access Control (RBAC) permissions can change the data source in the edit folder trait workflow. See Edit a Folder Trait.

Edit a Folder Trait edit-folder-trait

Describes how you can edit a folder trait.

  1. In the Traits dashboard, hover over the Actions column for the folder trait you want to edit.

  2. Click the pencil to edit the trait.

  3. The Edit workflow allows you to change the data source for folder traits. Select your desired data source and click Save. Data sources are sorted numerically, by DPID, in the drop-down box.

    If your company uses Role-Based Access Rights (RBAC), you or your users need access permissions to traits data sources.

You cannot directly rename a folder trait. Rename its associated storage folder in order to change the name of the folder trait.

Delete a Folder Trait delete-folder-trait

Delete a folder trait by deleting the storage folder that the trait belongs to.

  1. Audience Data > Traits to navigate to the Traits dashboard.

  2. In the Trait Storage window, delete a folder by hovering over it and clicking the X icon.

    Step Result

You cannot delete a folder trait, if it is used in a segment expression. Navigate to the trait view section to see which segments use the folder trait. Then, click on the segment name to open the segment summary view, which allows you to remove traits from segment expressions.