We set up our Marketo instance so that partitions/workspaces were based on geography. Four years later, one of our technology groups would like their own, based on their technology, not a geography. Is this even possible without resetting our current instance or buying another Marketo license?
What your team is asking for is doable. However, it's a bad precedent to set. It will open the food gate to other technology team asking for the same thing. I think the best bet is to create a segmenatation to target the technology, especially with the CASL and GDPR requirements that are in place today. IMHO - Resist making a tech work space at all costs.
Frank Carpenter Sr. Marketing Automation Manager Five9 Inc. (M) 631-561-8837
You peaked my interest on avoiding workspaces for technology groups. What do you mean by this? Looks like we want to keep our partitions as is (based on geography), but then on workspaces, change from Geo to Technology, Would love to hear your thoughts on this and why not to do it.
Sorry for not responding to this sooner. The technology in question is separate from our current offerings. The reason we want to do this is so that they cannot access our current partitions/workspaces. Do you think it is still a bad idea?
Sorry to keep bugging you, but you peaked my interest. Do you think the scenario would work if I keep my partitions as-is, and then assign a new workspace for that group only (marketing activities, design studio, database). I am not sure if database is based on a partition or workspace. I just want to make sure this group does not have access to any of our current spaces.
I think I understand a little better now. If you are using a self-serve model where certain people can only see certain things in Marketo, then your idea is a good one. Create a new workspace for those people. The issue becomes, what if the leads/contacts in that workspace are interested in a different product? You now have them locked into a particular workspace and have to move them if you want to communicate with them. There are pros and cons to both approaches.
Frank Carpenter
Marketing Automation Manager
Five9, Inc.
631 561 8837
Frank Carpenter Sr. Marketing Automation Manager Five9 Inc. (M) 631-561-8837
Thank you for the clarification. I talked to support, and there is a way to do duplicatation so that the few that may be in both groups, continue to get both messages. It does not come without a few headaches though. Again, thanks for reaching out. Very helpful!
Thank you all for your responses. Extremely helpful!!!! I am stuck in between a rock and a hard place, as I don't want them to have access to the full Marketo instance, but there may be contacts in this technology area that are currently in my database.
You will find overtime that the standard marketo partition assignment rules can be somewhat limiting. Grégoire Michel mentions this in a number of areas but using smart campaigns instead in your operations/default partiton/workspace will provide you with much greater flexibility than the inbuilt feature. Simply identify the audience in the smart list and use the flow action of move partition to get your audience to where you need it including the overlapping members.
You can provide this workspace access to all your lead partitions or any specific lead partition that you require. You may need to define a new lead partition if required, however considering that your initial workspaces was based on region, I am assuming you would also have specific partitions for each region and therefore if you build a new lead partition for the technology group you may have conflicting rules.
Thank you! I was thinking to remove my partitions, except for our Default, and create two new ones...one for the current contacts I have, and the other for the new tech group. That way they have access to only their data. I would then create a new workspace for them too.
Just to piggy back on Floyd's comment for emphasis - be aware that there may be conflicts across partitions with this approach. A lead can only exist in one partition at a time; if you have any crossover where you might have customers or leads with a relationship required across both partitions, this could prove to be a problem for you.
Can you elaborate on the types of issues that could occur? I think one would be when I upload lists, and the contact is already part of a different partition.
Yeah, if you try to import a list with leads in it that exist already in a different partition, then those leads will fail to import (if you're on the default dedupe rules for email address only). There's a fair bit of discussion on this in community - see one here that generated some interesting ideas for solutions: Lead belongs to a different Lead Partition?
But it poses issues for basically any method through which a lead should be created/matched and requires some very careful and well thought out design + rule structuring throughout workspaces if you consider going with deliberate duplicates.
- Leads need to be deleted or removed or moved from the partition so that they can be deleted.
- Initial Partition rules have to be changed
- References to the Lead partitions have to be removed
- Anonymous leads are still considered as leads in the partition, you will need to reach out to Marketo Support to delete these leads OR if you can identify them with REST API and set delete.
It might be a better option to create a lead partition specific for the tech group, and use the other workspaces to access all the lead partitions. In that way at least you are not deleting any specific lead partition/workspace.
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