4 Replies Latest reply on Sep 15, 2015 2:16 PM by Josh Hill

    Sharing smart lists between partitions

    Liliana Cheng

      Hi Marketo Community, workspaces and partitions are new features for me.

       

      My end goal: I need to build a flow that pushes our international leads into the international partition in the event that they fill out a U.S. only lead form. In order to build the flow, I need to have a shared smart list to identify leads who already exist in the international partition, correct?

       

      Initially, I created a smart list in the Shared folder that pulled all international leads, which accurately pulled international leads from the international partition. However, the shared smart list in the default partition didn't pull the same international leads. Instead, it applied the same filters to leads in the default workspace so it was only pulling leads from the default workspace.

       

      Can someone please lay out the steps for me? I'm not sure what I'm doing incorrectly.

       

      Thanks.