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How to Share Segmentation across Workspaces?

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Level 6 - Champion Alumni

How to Share Segmentation across Workspaces?

Hi Nation

I remember it used to be possible to share a segmentation across multiple workspaces, but don't seem to find a way to do so anymore.

I searched community and in several threads it was mentioned that you can share it, but no instructions on how to do that, links to some of the old support articles on the topic no longer work, and I don't seem to be able to find any up-to-date documentation on this matter.

Is it still possible to share segmentations? If it still is, how can this be done?

To be more specific - I want to use segmentation from Workspace A to populate dynamic content in an email in Workspace B, and it only allows me to segment content by the segmentation that exists in WrkSpc B.

Thanks a lot

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Anonymous
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Re: How to Share Segmentation across Workspaces?

Remember to share, it must be in a folder.  If you create a folder, move the segmentation into the folder, right click, then you should be able to share with the other workspaces.

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Anonymous
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Re: How to Share Segmentation across Workspaces?

Remember to share, it must be in a folder.  If you create a folder, move the segmentation into the folder, right click, then you should be able to share with the other workspaces.

View solution in original post

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Level 10 - Champion Alumni

Re: How to Share Segmentation across Workspaces?

Just to be clear, you must Share the folder with the other workspaces first, then you can share it across the system.

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Anonymous
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Re: How to Share Segmentation across Workspaces?

To be even more clear, if you right click on the folder, you will see an action called "Share Folder".  If you click on this action, you will then see a modal with all the workspaces available for sharing.  Select the workspaces you want to share the segmentation with and Save.  You should then be able to see the folder and segmentation in the other workspaes (in the tree)

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Level 10 - Champion Alumni

Re: How to Share Segmentation across Workspaces?

And also to be super clear, you need to build the Segmentation in the Default Workspace that can see ALL the data to make this work as you intend.

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Anonymous
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Re: How to Share Segmentation across Workspaces?

Hi Iryna,

I was able to get the documentation team to publish that old article you were looking for on sharing segmentation.  There are some good best practices and details in here! 

https://docs.marketo.com/display/public/DOCS/Share+Segmentations+Across+Workspaces+and+Partitions

Thanks,

Cheryl

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Level 6 - Champion Alumni

Re: How to Share Segmentation across Workspaces?

Hi Cheryl,

fantastic, thanks a lot!