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Workspaces

 

Marketo caution

Workspaces can be complex to set up.  Contact Marketo Support  to find out if they are right for you.

 

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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. 

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Create a new folder.

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Name the folder you are going to share.

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

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Right-click the folder and select Share Folder.

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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.

Marketo note
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:

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

Person Partitions

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