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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. 

Numbered Headings
Create a new folder.

Name the folder you are going to share.

Move the asset(s) you want to share into the folder.

Right-click the folder and select Share Folder.

Select the workspace(s) you want to share the folder with. Click Save.

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:

  • Programs
  • Emails
  • Landing Pages
  • Forms

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.

Marketo note

You can't :

Move programs with

move a program that contains members from one workspace to another.

  • Export members to a CSV.
  • Remove members.
  • Move a program.
  • Upload CSVs to add members.
  • Lead Partitions

    Lead partitions act like separate lead databases. Each partition has its own leads that do not de-dupe or mix with other partitions. You can assign lead partitions to workspaces in the following configurations: