Partner Segments for Email Workflows Explained

This help doc explains partner segments specifically for email workflows and gives examples of how to configure your segment conditions. If you’re looking for instructions for setting up the full email workflow, refer to Create & Manage Email Workflows.

When you set up an email workflow, your selected partner segment conditions will determine who is emailed. It’s important to set up the conditions properly so that the partners don’t get duplicate emails.

What is a partner segment?

A partner segment is a set of conditions that filters prospects or partners for targeted emails. Segments are dynamic. Each time the workflow runs, new partners meeting the conditions (who haven’t received the email) are included automatically.

Tips & best practices

• Be specific about the partners you're targeting to avoid sending overly general email blasts.
• Use the Joined Contract Stage when you want to avoid contacting partners who aren't contracted. For most other situations, using Relationship Stage is preferable to Contract Stage.

  The Contract Stage condition only lets you target partners in a specific contract stage, which may not be representative of their general standing with your brand. Relationship Stage lets you target any partners who are joined.
• Use the Exact Days Ago date option (e.g., 30 Days Ago) to create structured time intervals across your workflows.

  For example, if your workflow emails a partner whose Relationship Stage became Joined 30 days ago, the partner won't be emailed within the first 29 days of joining. This is important for creating sequential, "chained" workflows that trigger one after another.
• Use the Date Range date option (e.g., Last 30 Days) when setting up a workflow based on flexible performance or recruitment parameters.

  For example, if your workflow emails a partner whose Relationship Stage became Joined within the Last 30 Days, the partner will get an email whenever they meet your performance condition—even if they've only been joined for 10 days.

Examples & use cases

With so many customization options, choosing the right conditions for your segments can feel tricky. This section provides recommendations for different use cases to help guide your setup. To make things easier, you can start with one of our pre-built templates—there’s likely one that fits your needs.

In the tables below, each row represents 1 workflow.

Partner invites, follow-ups & auto-accept upon signup

Convert prospects into partners with an automated workflow:

• Reach out to prospects via email.
• Auto-accept them if they sign up.
• Send a welcome email upon acceptance.

Tip: Save time by using the Automate prospect invites template! It includes 4 workflows with different segment conditions that define which of your partners will be contacted.

Partners to Target	How to set up the segment	Action taken
Partners whose relationship stage changed to New on the current date.	• Relationship Stage is any of New • Last Transition Date is Today	Send an email that includes an invitation to apply to your program.
Partners who transitioned to the Outreach relationship stage 7 days ago.	• Relationship Stage is any of Outreach • Last Transition Date is 7 Days Ago	Send a follow-up email that includes an invite.
Partners who transitioned to the Outreach relationship stage 14 days ago.	• Relationship Stage is any of Outreach • Last Transition Date is 14 Days	Send a second follow-up email that includes an invite.
Partners signed to a selected set of your template terms. Note: This is an Application workflow that is included as part of the Automate prospect invites workflow template.	Partner template term is any of [your selected template term]	Auto-accept the partner when they sign up and agree to your terms.
Partners who joined your program today and have an active contract. After you activate this workflow, ensure that your system welcome emails are turned off to avoid sending your partners duplicate emails.	• Original Joined Date is Today • Contract Stage is Joined	Send a welcome email to partners who have newly joined.

Migrate existing partners to impact.com

Move your existing partners from a previous platform onto impact.com with an automated workflow that:

• Invites partners to migrate as soon as you add them to Prospects.
• Follows up with them over the following 30 days.
• Auto-accepts them when they apply to your program.

Tip: Save time by using the Automate partner migration template! It includes 5 email workflows with pre-configured segment conditions, plus an application workflow that auto-accepts partners when they apply.

Partners to Target	How to set up the segment	Action taken
Partners whose relationship stage changed to New on the current date, meaning they're in your Prospects list, but you haven't reached out to them yet	• Relationship Stage is any of New • Last Transition Date is Today	Send the initial email inviting partners to migrate to impact.com.
Partners who transitioned to the Outreach relationship stage 7 days ago, meaning you've initiated contact with them.	• Relationship Stage is any of Outreach • Last Transition Date is 7 Days Ago	Send a follow-up email prompting partners to claim their impact.com account.
Partners who transitioned to the Outreach relationship stage 14 days ago.	• Relationship Stage is any of Outreach • Last Transition Date is 14 Days Ago	Send a second follow-up email.
Partners who transitioned to the Outreach relationship stage 21 days ago.	• Relationship Stage is any of Outreach • Last Transition Date is 21 Days Ago	Send a third follow-up email.
Partners who transitioned to the Outreach relationship stage 30 days ago.	• Relationship Stage is any of Outreach • Last Transition Date is 30 Days Ago	Send a final reminder email.
Partners applied to a selected set of your template terms. Note: This is an application workflow that is included as part of the Automate partner migration workflow template.	Partner template term is any of [your selected template terms]	Auto-accept invited partners when they apply and agree to your terms.

Welcome a newly-joined partner

Send a welcome email when a partner signs up. This workflow can be a stand-alone workflow for all contracted partners. Or, it can be part of a larger workflow that includes recruitment, auto-contracting, and onboarding.

Partners to Target	How to set up the segment
Partners who joined your program today and are currently contracted with your brand. After you activate this workflow, ensure that your system welcome emails are turned off to avoid sending your partners duplicate emails.	• Original Joined Date is Today • Contract Stage is Joined

Congratulate partners for generating first actions

Recognize partners who generate their first action within 30 days of joining. Set up an email workflow that targets partners who joined and generated revenue in the last 30 days. The email will be sent to partners as soon as they meet the revenue target within your selected performance date range.

Partners to Target	How to set up the segment
Partners who joined in the last 30 days and have generated at least 1 action.	• Original Joined Date interval between 0 & 30 Days Ago • Performance Date Range between 0 & 30 Days Ago • Revenue greater than 0

You can also create a follow-up workflow targeting partners who generate revenue within another given date range, e.g., 31-60 of joining.

Partners to Target	How to set up the segment
Partners who joined 31 to 60 days ago and generated an action.	• Original Joined Date interval between 31 & 60 Days Ago • Performance Date Range interval between 31 & 60 Days Ago • Revenue greater than 0

Avoid assuming partners will qualify for both emails: When you're setting up this workflow, use neutral language that doesn’t assume the partner received a previous congratulations email. The workflows target separate performance time periods.

Congratulate partners for generating high revenue

Congratulate partners who perform well within their first 30 days of joining your program, and send a second email to those who perform well within their second month of joining. You can set up 2 email workflows that evaluate consecutive date ranges.

Partners to Target	How to set up the segment
Partners who joined between 1 and 30 days ago and have generated at least $1,000 since joining.	• Original Joined Date interval between 1 & 30 Days Ago • Performance Date Range interval between 1 & 30 Days Ago • Revenue greater than 999
Partners who joined between 31 and 60 days ago and have generated at least $10,000 since joining.	• Original Joined Date interval between 31 & 60 Days Ago • Performance Date Range interval between 31 & 60 Days Ago • Revenue greater than 9999

Kickstart, nudge, & reactivate your new partners

Help your new partners get off to the right start—or encourage them to get back on track—with the Partner Reactivation workflow template. This template sends new, dormant partners an email at 10, 20, and 40 days after joining.

Partners to Target	How to set up the segment
New partners who haven't had any activity in the 10 days since they've joined.	• Performance Date Range is Last 10 Days • Revenue equals 0 • Original Joined Date Is 10 Days Ago
Partners who are still inactive after 20 days.	• Performance Date Range is Last 20 Days • Revenue equals 0 • Original Joined Date Is 20 Days Ago
Partners who are still inactive after 40 days.	• Performance Date Range is Last 40 Days • Revenue equals 0 • Original Joined Date Is 40 Days Ago

Dormant partners who haven't performed in the last 60 days

Encourage existing partners who haven't performed to increase their engagement with your program.

The Original Joined Date condition is essential in this workflow because it makes sure that recently-added partners have time to generate clicks before receiving a reminder email.

Note: When adapting this example for your program, make sure to pick a Performance condition that's relevant for your use case. For example, if you want to set $1,000 in revenue as the minimum performance standard for your partners, substitute Revenue less than 1000.

Partners to Target	How to set up the segment
Partners with a current contract who joined your program 45 days ago and who have not had any revenue within the last 30 days. Partners won't receive this email until their 45th day after joining.	• Original Joined Date Is 45 Days Ago • Performance Date Range interval between 0 and 30 Days Ago • Revenue equals 0

Congratulations emails for hitting specific revenue targets

Send a congratulations email to partners who generate $1,000 and $10,000 of revenue within a certain time of joining.

Note: Both workflows use the Original Joined Date Is Last [X] Days condition, meaning their assessments overlap for the first 30 days. A high-performing partner who generates $10,000 in revenue in the first 30 days will receive both emails.

Partners to Target	How to set up the segment
Partners who joined in the last 30 days and have generated revenue of $1,000 and up.	• Original Joined Date Is Last 30 Days • Performance Date Range Is Last 30 Days • Revenue greater than 999
Partners who joined in the last 60 days and have generated revenue of $10,000 and up.	• Original Joined Date Is Last 60 Days • Performance Date Range Is Last 60 Days • Revenue greater than 9999

Reach out to prospects added by the Recruitment Agent

The Recruitment Agent sources new prospects from the Marketplace and adds them to your Prospects list, in the partner group you set on the Discover panel. Use these segments to send a first outreach email to those prospects and to follow up.

Partners to Target	How to set up the segment	Action taken
Prospects the agent just added to your Prospects list.	• Relationship Stage is any of New • Partner Group is any of [your Discover group] • Last Transition Date is Today	Send the first outreach email to prospects added by the Discover sub-agent, on the day that they were added.
Prospects you contacted 7 days ago.	• Relationship Stage is any of Outreach • Partner Group is any of [your Discover group] • Last Transition Date is 7 Days Ago	Send a follow-up email 7 days after the first invite. To send it after a different amount of days, adjust the Last Transition Date condition.
Prospects you contacted 14 days ago.	• Relationship Stage is any of Outreach • Partner Group is any of [your Discover group] • Last Transition Date is 14 Days Ago	Send a second follow-up email 14 days after the initial email was sent.

Set Partner Group to the group the agent adds prospects to. The default is Recruitment Agent: Discover, but you can confirm or change it in your agent's Discover settings. A prospect moves from New to Outreach once your first email is sent, so the follow-up segments reach only prospects you have already contacted. Adjust Last Transition Date on each follow-up to control how many days after the first email it sends.

After you save a segment, use it in a custom email workflow. See Create & Manage Email Workflows.