Cloning and Sharing Across Workspaces

Anonymous
Not applicable

A colleague of mine put together a nice summary of how cloning and sharing works across workspaces, which I thought might be a useful guide to share.

What Assets Can I Share Across Workspaces?

You can share these items across workspaces:

  • Email Templates (found in Design Studio)
  • Landing Page Templates (found in Design Studio)
  • Models (found in Lead Database)
  • Smart Campaigns (found in Marketing Activities...but we really recommend not having standalone smart campaigns)
  • Smart Lists (found in Lead Database)
  • Segmentations (found in Lead Database)
  • Snippets (found in Design Studio)

How Do I Share Assets?

  • Determine what you want to be shared (e.g. Landing Page Templates)
  • Right click and select New Folder
  • Name the folder you plan to share
  • Move the assets you want to share to the folder
  • Right-click the folder and select Share Folder
  • Select the workspace(s) you want to share the folder with. Click Save.
    • The dialog displays the workspaces you have permissions to view.
    • The originating folder displays in the Lead Database tree with an arrow indicating that it is shared with other workspaces. From within the shared workspace, the folder displays with a lock to indicate that the contents of the folder have been shared from another workspace and are read-only.

How Do I Clone Assets 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 (found in Marketing Activities)
  • Emails (found in Marketing Activities & Design Studio)
  • Landing Pages (found in Marketing Activities & Design Studio)
  • Forms (found in Marketing Activities & Design Studio)

How Do I Move Assets to a New Workspace?

To move assets to a new workspace, put them into a folder and drag the folder over to the other workspace.

  • Create a folder
  • Clone the asset to the newly created folder NOTE: Form names must be unique.  Append the asset name with the workspace name e.g. Content Form (UK)
  • Drag the folder to the appropriate workspace
  • Move asset to the correct folder within the target workspace
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1 Comment
Anonymous
Not applicable

Nice and helpful. Standard read for anyone looking into workspaces and partitions. I wish this was around when I first moved to workspaces. The information provided in understanding how to share assets can best instruct how us admins build out the workspaces and marketo programs to scale sharing programs.

That was a huge pain point that I had to learn the hard way.