Add Lead generated in one workspace into program in another workspace (no partitions)

[Vera_Parassidis]

Hi Marketo community,

We have purchased workspaces subscription from Marketo so we have workspaces A, B, C, D, E and Default. In Default workspace I created a form. The form has multiple checkboxes to allow the lead to opt-in into product A, B, C, D, E. Each checkbox corresponds to a unique boolean field, e.g A-subscription=True/False, B-Subscripton=True/False and such. If lead fills out the form and checks boxes A and B, they should be added to a program located in Workspace A and B respectively. Each workspace has unique programs, but lead partition is shared. So theoretically I can see the lead generated in Default workspace in any other workspace and I can see when A-subscription turns to True, but I can't use that criterion solely because there are many more forms that record A-subscription as true and add lead to many various programs. Flow steps in a smart campaign can see only programs located in Default workspace. I have difficulties figuring out how to add leads to a program in another workspace.

Did anyone figure it out or have an idea how to solve?

Thank you in advance!

[Dan_Stevens_ · Accepted solution]

We have 23 workspaces - I feel your pain!  But for this specific use-case - where you're needing to add members to programs in different workspace - this might require a new/separate Idea.  Here are some existing/related ideas to vote up:

In lieu of this capability, what if you create some custom proxy fields; and then some triggers campaigns in each workspace that listen for specific changes to those fields.  When a change/update happens, you add that person as a member to desired program in that workspace.

[Vera_Parassidis]

Dan Stevens​ thank you so much for your response and the links to ideas! I was able to find a workaround based on both your suggestion and ideas: Created a smart campaing in the destination program in Workspace A, used "contains" operator within trigger in smart campaign as below

Trigger: Fills Out Form "contains" My Form Name ("contains" allows to "see" forms created in different workspace)

Filter: A-Subscription=True

In the Flow I indicated which actions should happen (send email, add to engagement)

Then I repeated the same for workspaces B, C, D and E.

I have also created a custom field and made it hidden with default value, so that I could create a smart list/revenue explorer report using that field to filter for leads who submitted my form.

Thanks again for helping me save lots of time on testing and figuring it out!