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Marketo example

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.

Marketo deepdive

 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. 

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Create a new folder.

Name the folder you're 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 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

Marketo note

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.

Marketo note

You can't move a program that contains members from one workspace to another.

Person Partitions

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