Reference a List or Smart List Across Workspaces

Last update: 2023-10-25

Lists and Smart Lists can be shared and referenced across workspaces for easy reuse from the Database.


Person partition rules apply (Smart Lists and static lists in a workspace only show people who are both members of the list and members of the current workspace).

Share a List or Smart List

  1. Go to the Database.

  2. Right-click a campaign folder. Select New Folder.


    Assets can only be shared across workspaces if they are nested in a folder.

  3. Drag and drop a list or Smart List you want to share into the new folder.

  4. Right-click New Folder and select Share Folder.

  5. Choose a Workspace to share with. Select Save.

    Awesome! This list will now be available in both workspaces.


    In Marketing Activities, you can only share top-level folders. In Database, you can share top-level folders as well as one level down.

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