Request a Campaign in a Different Workspace

Moving the campaign to the default workspace would be an option. Sharing across workspaces would be an alternative.

how would you share a program or smart campaign across workspaces? And moving to the default, does that make it accessible to all?

Hi Caitlin,  I've run into the same thing and think there may be a 3rd option. 

Rather than using the 'request campaign' option across workspaces, I'm looking at using a custom field and 'Change Data Value'  to solve the problem.

Example: Workspace 1 contains the campaign you would like to ultimately request from Workspace 2.  For ease of explanation, lets call the campaign that lives in workspace 1 'send to sales'. 

Create a custom field called 'reqCampaign' 

Within workspace 2, rather than using 'Request Campaign' in the flow, use 'Change Data Value'  and set the 'reqCampaign' field to 'workspace1.sendtosales'.   

Create a Smart Campaign in Workspace 1 that listens for the reqCampaign field to get set to 'workspace1.sendtosales' and in the flow use Request Campaign on the 'send to sales' campaign.  

I haven't fully vetted this option but my team is just about to start testing this solution. It seems like it could allow for a fairly dynamic solution. 

 **The workspaces would most likely need access to the same partitions to make the setup reliable. 

hope it makes sense!

 

Mark's suggestion makes sense. It is simple to implement and very flexible.

Mark P,
how is your testing going regarding your solution above?

Hi all! So, I found a differnt solution that worked for us.
Esentially I have global Contact Us form that would change the lead partition when a certain action took place. I think created camaigns in the other workspaces that listened for the workspace change then would request the proper campaign.

Hi Edward, 

It seems to be pretty legit.

We tested the requestCampaign field for:

• custom tool that searches old automation system's data and sets requestCampaign field in MKTO
• enabling some staff to request campaigns from Netsuite (they have a saved search and just set the requestCampaign field)
• dynamically setting the requestCampaign field in a hidden webform field
• requesting a campaign that lives in another workspace

We're moving forward with the strategy if it helps. =)