Marketo is now standardizing language across all subscriptions, so you may see lead/leads in your subscription and person/people in docs.marketo.com. These terms mean the same thing; it does not affect article instructions. There are some other changes, too. Learn more.
Workspaces can be complex to set up. Contact Marketo Support to find out if they're right for you.
Some reasons you might use a workspace:
Geography: Europe, Asia and North America marketing departments each get a workspace
Business Unit: Quicken, Quickbooks and TurboTax each get a workspace
In each case, the separation is because the marketing assets are completely different. If they share marketing assets, then workspaces may not be the right tool for you.
Learn how to create create a new workspace.
Sharing across Workspaces
Here's how to share assets across workspaces. It works the same for anything you want to share; this example shows segmentations.
The parent folder containing your assets is the only folder that can be shared, not the children folders.
1. Create a new folder.
2. Name the folder you're going to share.
3. Move the asset(s) you want to share into the folder.
4. Right-click the folder and select Share Folder.
5. Select the workspace(s) you want to share the folder with and click Save. The Share Folder dialog box will only display workspaces you have permission to view.
The originating folder will now have a little green arrow, indicating it was shared. In the workspace shared, the folder will have a padlock, indicating read-only.
You can share these items across workspaces.
Cloning across Workspaces
For assets that aren't templates, its best to clone them as local assets inside of a program. With the proper access level, you can drag and drop these assets into another workspace:
- Landing Pages
When cloning assets that have templates, those templates must be shared with the destination workspace.
Moving Assets to other Workspaces
To move assets to a new workspace, put them into a folder and drag the folder over to the other workspace.
You can't move a program that contains members from one workspace to another.
Person partitions act like separate databases. Each partition has its own people that do not de-dupe or mix with other partitions. If you feel you have a business use case that may necessitate having duplicate records with the same email address, please contact Marketo Support.
You can assign person partitions to workspaces in the following configurations:
- one workspace to one person partition (1:1)
- one workspace to many person partitions (1:x)
- many workspaces to one person partition (x:1)
Reasons you would use a person partition:
- Your workspaces not only have different assets, but also don't share any people
- You want duplicates for other business reasons
Person partitions do not interact with each other, so be careful when setting them up.
Learn how to