Manage Your Partner Segments

This article will explain how to manage your partner segments.

  1. From the left navigation bar, select [Engage]PartnersAutomationSegments.

  2. Select Status to filter by Archived or Active segments.

  3. Select the [Columns] on the right of the screen to add or remove columns from the table.

    Column
    Description

    Name

    The name of the segment.

    Created Date

    The date the segment was created.

    Last Updated By

    The last account user to have made changes to the segment.

  4. Hover your cursor over a segment if you want to make changes to it and select Edit.

  5. Optionally, hover your cursor over a segment and select [More] to:

    • Preview Segment Partners

    • Duplicate

    • Archive

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