Thanks for the extra information, @darshil_shah1!
The reasoning behind the routing makes perfect sense. After checking the Workspace/Partition details, our second brand IS set up to connect with the default partition as well (under the Workspaces tab, our 2nd brand notes only one partition, which is what I was looking at; however, the Partition tab shows the default one AND the one for the Brand 2 WS).
Workspace Tab
| Name |
Partitions |
| Brand 2 |
Brand 2 |
Person Partition Tab
| Name |
Workspaces |
| Brand 2 |
Default, Brand 2 |
With that information, I could do one of the following?
- Remove the Brand 2 workspace access to the Default partition (not sure what the implications of this are - I am guessing it was set up like this for a reason) OR
- Set up routing rules that put leads that belong in the Brand 2 partition in that partition when the come into the database (is this the best practice/proper route to go?)
For the latter option, if the Brand 2 WS remains connected to the Default and Brand 2 partition, should I still use the Person Partition filter on the scoring smart campaigns to ensure that only the leads in the Brand 2 partition get scored? I am tempted to use that regardless as it seems like a great backup to ensure that only the leads in the applicable partition get scored.
Many thanks!
Michelle 😊
From the mapping legend it appears that Brand 2 WS is only mapped with single person partition, i.e., the Brand 2 person partition. However, Brand 2 person partition is shared b/w the Brand 2 and the Default WSes, i.e., assets in both the workspaces can see the leads in the Brand 2 partition, but assets in the Brand 2 WS cannot see the leads in the Default person partition.
As I note above that the assets in the Default WS can see the people in the default (B1) and B2 partitions, qualifying leads created in the B2 partition may have flown through the scoring setup you'd setup in the default WS that triggered the MQL alerts as noted by your demand gen team.
While using mutliple WSes and Person Partitions, I always recommend to have the Default (or any other global) WS to access all the person partitions, that way you'd be able to monitor / access all the leads present in your Marketo instance from a single place. Per the WS/Partition setup, people created from assets within the B2 WS will always end up in the B2 partition, hence routing rules may not be required unless you have assets in the B1 WS generating leads that should exist in the B2 partition (which is unlikely).
You can add-in a filter in the scoring campaigns in both the WSes to apply only on the leads in their respective partitions. Also, I bet that the Person Partition filter in the default/B1 workspace would have an option to select either the Default or the B2 person partition, unlike the B2 WS where as per your note, you're having just the option of selecting the B2 partition.
