Administration and Maintenance Flashcards
Audit Trail
- 6 months’ worth of changes
- Does NOT audit changes in Web Personalization, Predictive Content, or Sales Insights
- 3 Trail Components: Asset Audit Trail, Admin Audit Trail, User Login History
- You can utilize filtering
- Only can view 30 months
Users and Roles
Admin - all access
Standard User - all access EXCEPT for admin
Marketing User - all access EXCEPT for admin
Web Designer - only the Design Studio
Analytics User - only the Analytics section
Updated roles - must login and logout again
Workspaces
Workspaces are separate areas in Marketo that hold Marketing assets like programs, landing pages, emails and more.
When sharing across workspaces, the parent folder is the only one that could be shared.
Original folder will have a green arrow, noting that it was shared. In the workspace shared, it will had a padlock, indicating read-only.
What can you share across workspaces?
Email Templates Landing Page Templates Models Smart Campaigns Smart Lists Segmentations Snippets
Cloning: what can you drag and drop into another workspace?
Programs
Emails
Landing Pages
Forms
When cloning assets with templates, those templates must be shared with the destination workspace.
Can you move a program that contains members from one workspace to another?
NO
Person Partitions
Act like separate databases. Each partition has its own people that do not de-dupe or mix with other partitions. They DO NOT interact with each other.
You can assign them to workspaces as the following:
1: 1 one workspace to one partition
1: x one workspace to many partitions
x: 1 many workspaces to one partition
Reasons you would use a person partition:
- Your workspaces not only have different assets, but also don’t share any people
- You want duplicates for other business reasons