Workspaces

 

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

  • 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. 

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:

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 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:

Reasons you would use a lead partition:

  • Your workspaces not only have different assets, but do not share leads either
  • You want duplicates for other business reasons

Lead partitions do not interact with each other, so be careful when setting them up.

 Learn how to create create a lead partition