For large and growing organizations, different business units or regions have different needs. With the segmenting power of Workspaces and Lead Partitions, you won't have to worry about hitting the wrong person (or thousands of persons!) with the wrong message!

1. Building Your Marketo Mansion
With Workspaces

2. Brian Glover
Sr. Product Marketing Manager
Marketo
Kristen Malkovich
Marketing Automation
New Relic
Speakers

3. Business Complexity = Marketing Complexity
• Regional teams
• Multiple
divisions/brands
• Channel partners

4. What Are Workspaces & Partitions?

5. What Are Workspaces & Partitions?
Workspace

6. What Are Workspaces & Partitions?
Workspace
Programs
Workflows
Assets

7. What Are Workspaces & Partitions?
Workspace
Programs
Workflows
Assets
PartitionLeads

8. Map A Workspace to Multiple Partitions
Workspace
Partition

9. Create Multiple Workspace-Partition Pairings
Workspace
Partition

10. Map Multiple Workspaces to a Single Partition
Workspace
Partition

11. Share Programs, Assets & Templates
Workspace
Partition

12. Prevent unwanted campaigns from touching designated people
(leads/contacts/consumers)
Create a more relevant for experience for your Marketo users
Simplify reporting and data management
Benefits of Workspaces & Partitions

13. My Role – Marketing automation at New Relic
The Dilemma – Fast growing B2B SaaS company with over 60
Marketo users building programs
The Solution – WORKSPACES and PARTITIONS
Background

14. • Allows for seamless expansion of different teams and
marketing programs
• Gives you a separate instance to test in
• Easy to incorporate new companies that are acquired without
the typical headaches
• Enables external teams and facilitates teamwork
Why workspaces at New Relic?

15. Workspace vs. Partition?
Workspace: identical mini-
Marketo instance
• Advantages: separating
programs, data,
operational programs
• Notables: you ‘share’
assets from the design
studio
Partition: lead “guest room” —
temporary location until they
qualify for CRM
• Advantages: great for
targeting certain subsets of
customers
• Notables: leads are NOT in
CRM when in a partition

16. Structure & Strategy
EOL Product
Notification
US Field
Marketing
Workspace
Partition
Workspace
Partition
Workspace
International
Field Marketing
Targeted List
Partition
Workspace
Default DB

17. EOL product notification
Acquired company; wanted to honor unsubscribe but had to send EOL
• Workspace:
• Use old product templates
• Enable new team to do their work
• Partition:
• Able to honor unsubscribe
• Set up business rules to ‘move’ leads over
• Kept all leads separate until they qualified
Business Problem Breakdown

18. US Field Marketing Events
• Workspace:
• Gives team ‘space’ for their work
• Facilitates better reporting
• Unique RCA modeler
• Partition:
• Not applicable since ALL leads need to be in CRM
Business Problem Breakdown

19. International Marketing Events and Teams
• Workspace:
• Gives team ‘space’ for their work
• Facilitates better reporting
• Unique RCA modeler
• Partition:
• Allows team to build lists and vet them prior to syncing
to CRM
Business Problem Breakdown

20. Targeted Lead List
• Workspace:
• Create unique marketing materials that won’t be used
by programs
• Facilitates reporting and data quality
• Partition:
• Create business rules for engagement to ensure
routing is correct
Business Problem Breakdown

21. Other Use Cases
● Easy wins:
o Testing environment
 Use a seed list
 Removes testing from reports
 Awesome for nurtures, which we
test extensively
o Sales Rep/Internal mailings
 Removes employees from
reporting on campaign and email
performance without a smartlist
filter

22. Reporting Impacts
1. Can use RCA and examine
performance per workspace
2. Makes reporting scalable
3. New modeler per workspace
1. Marketing calendar can filter per
workspace (Goals too!)

23. Takeaways
1. Workspaces are for Marketo users;
Partitions are for leads
1. Use W&P to enforce your marketing
processes
2. Leverage W&P as filters for your
Marketo reporting and calendar
3. Enjoy building your Marketo
mansion!

24. Q&A

25. Thank You!
Kristen Malkovich
Marketing Analytics Empress
New Relic
Brian Glover
Sr. Product Marketing Manager
bglover@marketo.com