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Workspaces can be complex to set up. Contact Marketo Support
to find out if they
're right for you.
Workspaces are separate areas in Marketo that hold marketing assets like programs, landing pages, emails and more. They can be used by multiple people. Each user has access to one or more workspaces.
Some reasons you might use 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.
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.
Create a new folder.
Name the folder youare
'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. Click
and click Save. The Share Folder dialog box will only display workspaces you have permission to view.
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.
Lead Person partitions act like separate lead databases. Each partition has its own leads people that do not de-dupe or mix with other partitions. You can assign lead 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 lead person partition (1:1)
- one workspace to many lead many person partitions (1:x)
- many workspaces to one lead one person partition (x:1)
Reasons you would use a
Person partitions do not interact with each other, so be careful when setting them up.
Learn how to