# Create a Partner Segment

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The *Segments* screen displays all existing segments in your program. You can use these segments to organize your partners into condition-based lists (e.g., by contract stage, partner groups, template terms, and more). Each segment is dynamic, meaning the partner list will automatically update whenever the segment is applied.

#### Create a Segment

1. From the left navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage]** → **Partners** → **Automation** → **Segments**.
2. Select  **Create Segment**.
3. Enter a segment name that will be used as a title for the new segment.
4. Specify the *Conditions* by which impact.com should segment partners.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Recommended:</strong> Want to learn how to effectively use conditions when creating your partner segments? Learn more <a href="best-practices-for-configuring-segment-conditions">here</a>.</p></div>

   ***Performance conditions*** focus on partner activity within your program.

   ***Partners conditions*** focus on who the partner is and their relationship with your brand.

   <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>Warning:</strong> If you intend to use this segment for a Newsletter, ensure the segment size aligns with the number of ad codes you plan to include to avoid delivery failure. See <a href="../newsletters/create-and-send-newsletters-to-partners">Create &#x26; Send Newsletters to Partners</a> for specific size limitations based on ad code count.</p></div>

{% tabs %}
{% tab title="Relationship Stage" %}
Use this condition to target partners based on their current status and progress within your brand's relationship lifecycle.

E.g., target partners in the `New` stage to kick off the initial introductory newsletter.

**Available values**

* **New** - Partners you've tagged as prospects, but have yet to email or send a proposal to.
* **Outreach** - Partners to whom you've sent an email or message.
* **Negotiating** - Partners without an accepted contract, including those awaiting a decision, those who haven’t accepted your proposal, those who countered your proposal, and those whose application you’ve countered.
* **Joined** - Partners joined to your program.
* **Expired** - Partners with expired contracts.
* **Select All** - Apply all prospect stages.

  E.g., Relationship Stage `is any of` Negotiating, Joined.
  {% endtab %}

{% tab title="Original Joined Date" %}
Use this condition to target partners by setting criteria based on the exact date they most recently joined your program.

E.g., target partners who joined after a specific date to onboard them with the latest industry news.

The Original Joined Date can be an **Exact Day** (a single date like Today or 7 Days Ago) or a **Date Range** (a span like Last 7 Days or Last 30 Days) within the last 3 to 365 days.
{% endtab %}

{% tab title="Last Transition Date" %}
Use this condition to target partners by setting criteria based on the exact date of their most recent relationship stage change.

E.g., target partners whose last transition was within the last 7 days to ensure they receive the corresponding onboarding newsletter edition immediately after moving to the Joined stage.

The Last Transition Date can be an **Exact Day** (a single date like Today or 7 Days Ago) or a **Date Range** (a span like Last 7 Days or Last 30 Days) within the last 3 to 180 days.
{% endtab %}

{% tab title="Partner Group" %}
Use this condition to target partners based on their membership in groups.

E.g., [Partner Group](https://help.impact.com/brand/platform-features/reach-out-to-partners/partner-groups/create-and-manage-partner-groups) `is any of` Loyalty Partners.
{% endtab %}

{% tab title="Partner Template Term" %}
Use this condition to target partners based on the specific contract or set of terms that legally ties the partner to your brand.

E.g., Partner Template Term `is any of` Mother's Day Terms, Black Friday Terms.
{% endtab %}

{% tab title="Contract Stage" %}
Use this condition to target partners based on the specific, granular legal status of their contract with your brand.

E.g., target partners in the `Expired` stage to send an urgent renewal-focused newsletter with details on re-contracting options.

**Available value**

* **Awaiting Advertiser Approval** - Partners awaiting for contract approval from you.
* **Advertiser Countered** - You have countered a contract proposal.
* **Pending Contract Expired** - The proposed contract has expired.
* **Awaiting Publisher Approval** - Partners who have not yet accepted your contract proposal.
* **Publisher Declined** - Partners who have declined your contract proposals.
* **Publisher Retracted** - Partners who have withdrawn contracts they've proposed to you.
* **Publisher Countered** - Partners who have countered your contract proposal.
* **Expired** - Partners whose contracts have expired.
* **Advertiser Declined** - Partners who have had their contract declined by you.
* **Awaiting Contract Start** - Partners who have upcoming contracts starting with you.
* **Advertiser Retracted** - Partners from whom you have withdrawn contract proposals.
* **None** - A contract does not exist between you and the partner.
* **Joined** - Partners who are joined to your program.
* **Select All** - Apply all contract stages.
  {% endtab %}

{% tab title="Partner Name" %}
Use this condition to target partners by searching for or selecting specific partner names.

E.g., Partner Name `is any of` Russel Sprout, Noah Lott.
{% endtab %}

{% tab title="Partner ID" %}
Use this condition to target partners by searching for or selecting their unique, numerical Partner ID.

E.g., Partner ID `is` 123456.

You can find partner IDs by going to ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-256572041ef9ad75d3e67aab1e9567ec34b8b0e8%2Fd99a087cccc9a98794d66a4acf8e8cafc425b112ce63c86d965965b30e3b91b4.svg?alt=media) **\[Discover] → Partners** → **Partners** and referencing the ID in the *Partner* field.
{% endtab %}

{% tab title="Partner Country" %}
Use this condition to target partners based on their primary geographic location or registered country.

E.g., Partner Country `is any of` Bulgaria, Chile.
{% endtab %}

{% tab title="Language" %}
Use this condition to target partners based on their preferred or registered language.

E.g., Language `is any of` English, Spanish.
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="Actions" %}
Use this condition to target partners based on whether their total number of conversions recorded meets a defined threshold or limit.

E.g., target partners whose actions are `greater than` a certain number to identify highly engaged audiences.
{% endtab %}

{% tab title="Clicks" %}
Use this condition to target partners based on whether their total number of link clicks meets a defined threshold or limit.

E.g., target partners whose clicks are `greater than` a certain number to identify highly engaged audiences.
{% endtab %}

{% tab title="Commission" %}
Use this condition to target partners based on whether their total commission earnings paid meets a defined threshold or limit.

E.g., target partners whose commission earnings are `greater than` a certain amount to recognize top performers.
{% endtab %}

{% tab title="Revenue" %}
Use this condition to target partners based on whether their total revenue generated from driven actions meets a defined threshold or limit.

Target partners whose revenue contribution is `less than` a certain amount to provide performance improvement advice.
{% endtab %}

{% tab title="Performance Date Range" %}
Use this condition to target the period for assessing a partner's clicks, actions, or revenue. It must be paired with at least one additional condition related to these metrics.

E.g., the Performance Date Range can be an **Exact Day** (a single date like Today or 7 Days Ago) or a **Date Range** (a span like Last 7 Days or Last 30 Days) within the last 3 to 365 days.
{% endtab %}
{% endtabs %}

5. Select **Preview Segment Partners** for a preliminary display of the segment. Once you're happy with the preview, select **Save**.
