# Best Practices for Configuring Segment Conditions

Exploring the do's and don'ts of grouping *Conditions* in your partner [segments](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/segments/create-a-partner-segment) will help you utilize these segments effectively. Examples of effective and ineffective condition groupings will be demonstrated below. By following these guidelines, you’ll learn how to create dynamic segments that keep your partner lists relevant and organized.

{% hint style="info" %}
**Note:** The examples below will demonstrate how to use each condition correctly to avoid errors when creating your partner segments.
{% endhint %}

#### Performance conditions best practices

Use the example of **Do's** and **Don'ts** to identify which *Performance* conditions can be grouped together, helping you avoid errors when creating your partner segments.

<details>

<summary>Performance Conditions</summary>

| <mark style="color:$success;">Do</mark>                                                                                                                                                                                                                                                                                                                                                                                               | <mark style="color:$danger;">Don't</mark>                                                                                                                                                                                                                                                                                                                                                                                            |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Use *Performance* filters alongside the **Relationship Stage** filter set to **Joined** to evaluate only those partners who have established a relationship and generated *Performance* metrics. Without a **Joined** relationship, partners will not have any performance data to analyze.                                                                                                                                           | Avoid using the same filter twice with the same operator. E.g., *Actions* `greater than` 1 + *Actions* `greater than` 1.                                                                                                                                                                                                                                                                                                             |
| <p>Use the <em>Performance Date Range</em> filter according to the same guidelines as the <em>Last Transition Date</em>.</p><p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-1c38cd9b6cb9178db4ed840a54d44d2bd4147c28%2F357d1b402750643d86dcf33288a90a60bc07593f7f4049f78bf8463ee81c5157.png?alt=media" alt="" data-size="original"></p> | <p>Avoid using the same filter twice within the same segment, even when combined with the <strong>Performance Date Range</strong>, as it is redundant and may lead to unexpected results.</p><p>E.g., <em>Actions</em> <code>less than</code> 5 + <strong>Actions</strong> less than 3 + <em>Performance Date Range</em> <code>is</code> Yesterday.</p>                                                                              |
|                                                                                                                                                                                                                                                                                                                                                                                                                                       | Don't use the **Performance** condition filter without specifying the Performance metrics *Clicks*, *Commission*, *Revenue* and *Performance Date Range*.                                                                                                                                                                                                                                                                            |
| Use the *Commission* filter to single out dormant partner. E.g., `is` 0 or `less than` 1.                                                                                                                                                                                                                                                                                                                                             |                                                                                                                                                                                                                                                                                                                                                                                                                                      |
|                                                                                                                                                                                                                                                                                                                                                                                                                                       | <p>The <strong>Performance</strong> filters should not be included with the <strong>Contract Stage</strong> filter.</p><p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-031ae1aa216fd021ff721945a6a2ae3af2ed0d6b%2F1c49c44e26aa765a1609aa2a1f05a749621d511e72f0ef0084d4e503ceb1fc7d.png?alt=media" alt="" data-size="original"></p>     |
|                                                                                                                                                                                                                                                                                                                                                                                                                                       | <p>The <strong>Performance</strong> filters should not be included with the <strong>Relationship Stage</strong> filter.</p><p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-78fed3355bc88d4c72ece7bd2892f704230f5cfa%2F62da6efde5c955a2691df410d8f5d095bb8531d88241efd383205f0d6fbe97e8.png?alt=media" alt="" data-size="original"></p> |

</details>

#### Partner conditions best practices

Use the example of **Do's** and **Don'ts** to identify which *Partner* conditions can be grouped together, helping you avoid errors when creating your partner segments.

<details>

<summary>Relationship Stage</summary>

| <mark style="color:$success;">Do</mark>                                                                                                 | <mark style="color:$danger;">Don't</mark>                                                                                                                                                                                                                                                                                                                                                                                                      |
| --------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Make sure you select and pair the correct **Relationship Stages** for the type of segment you intend to create. E.g., *New* + *Joined*. | <p>Don't pair these <strong>Relationship Stages</strong> in a two-row setup, as seen below, as it can lead to inaccurate results.</p><p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-4a1512e5de958a9f548add02875846b22335b99b%2Fa49e24064ef2c9d3df12c699b16283603d3de526a159711e58ea0ef74dcded01.png?alt=media" alt="" data-size="original"></p> |
|                                                                                                                                         | The **Relationship Stage** and **Contract Stage** filters should not be included together.                                                                                                                                                                                                                                                                                                                                                     |
|                                                                                                                                         | The **Relationship Stage** and **Performance Date Range** filters should not be included together.                                                                                                                                                                                                                                                                                                                                             |

</details>

<details>

<summary>Original Joined Date</summary>

| <mark style="color:$success;">Do</mark>                                                                                                                                                                                                                                                                                          | <mark style="color:$danger;">Don't</mark>                                                                                        |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| <p>Filtering by the same <strong>Original Joined Date</strong> and <strong>Last Transition Date</strong> fields can provide more precise and accurate search results.</p><p>For example, partners whose <strong>Last Transition Date</strong> is <em>Today</em> and <strong>Original Joined Date</strong> is <em>Today</em>.</p> | Avoid using the **Original Joined Date** paired with **Relationship Stage** is *Expired*. This could lead to inaccurate results. |

</details>

<details>

<summary>Last Transition Date</summary>

| <mark style="color:$success;">Do</mark>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      | <mark style="color:$danger;">Don't</mark>                                                                                       |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| <p>Combining the <strong>Last Transition Date</strong> and <strong>Relationship Stage</strong> fields can provide a more precise and accurate search result. E.g., If you want to find partners who recently transitioned to the <em>Outreach Stage</em>, use a filter for both the <em>Outreach Stage</em> and a recent <em>Last Transition Date</em> range.</p><p>• Filtering both fields ensures you select partners who have transitioned to the specified stage within a specific timeframe, avoiding discrepancies that could arise from using either field alone.</p> | Don't use the **Last Transition Date** field twice within the same segment, it is redundant and can lead to inaccurate results. |
| <p>Use the <strong>Last Transition Date</strong> to filter partners who have transitioned to their current status today E.g., the date range would be from <code>2024-01-01 00:00:00</code> to <code>2024-01-01 23:59:59</code> UTC.</p><p>• Remember that this does not refer to the last 24 hours.</p>                                                                                                                                                                                                                                                                     |                                                                                                                                 |
| <p>Use this filter to select partners who transitioned to their current status between dates. E.g,. <em>15 September, 2024</em>, and <em>25 September, 2024</em>.</p><p>• This will exclude the partners who transitioned on September 25.</p>                                                                                                                                                                                                                                                                                                                               |                                                                                                                                 |
| <p>Use this filter to select partners who transitioned to their current status exactly a specified number of days ago.</p><p>E.g., <strong>Last Transition Date</strong> <code>interval between</code> 20 & 45 days ago.</p>                                                                                                                                                                                                                                                                                                                                                 |                                                                                                                                 |

</details>

<details>

<summary>Partner Group</summary>

| <mark style="color:$success;">Do</mark>                                                                                                                                                                                          | <mark style="color:$danger;">Don't</mark>                                                                                                                                             |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <p>Use the <strong>Partner Groups</strong> to filter out specific partner groups for a segment. E,g., Influencers & Loyalty.</p><p>• This filter will select partners who are members of either Influencer OR Loyalty group.</p> | Don't use this filter if you intend to find partners from two different groups. A partner must belong to both groups to be included in the results; otherwise, they will be excluded. |

</details>

<details>

<summary>Partner Template Term</summary>

| <mark style="color:$success;">Do</mark>                                                                                 | <mark style="color:$danger;">Don't</mark>                                                                                                                                                                                                                                                                                                                                                                                                 |
| ----------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Use this filter to include partners contracted under specific **Partner Template Terms**. E.g., Public Term.            | <p>Don't pair these <strong>Template Terms</strong> in a two-row setup, as seen below, as it can lead to inaccurate results.</p><p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-aac661c929cbe3b1d0d6de9d9e5d299e723e5383%2F8a5e9ea2b6a8d9a861ca990f312d27ce8cc1af4c831a32ae692a436cb21f1804.png?alt=media" alt="" data-size="original"></p> |
| Use this filter to include partners under various **Partner Template Terms**. E.g., Public Terms **AND** Acme G3 Terms. |                                                                                                                                                                                                                                                                                                                                                                                                                                           |

</details>

<details>

<summary>Contract Stage</summary>

| <mark style="color:$success;">Do</mark>                                                                                                                                                                                                                                                                                                                                                                                                    | <mark style="color:$danger;">Don't</mark>                                                                                                                                                                                                                                       |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Use this filter to apply multiple **Contract Stages**. E.g., *Joined* + *Awaiting Contract Start*.                                                                                                                                                                                                                                                                                                                                         | <p>Don't attempt to filter by partners who are in the <em>Awaiting Publisher Approval</em> <strong>AND</strong> <em>Publisher Declined</em> <strong>Contract Stages</strong>.</p><p>• These contract stages are mutually exclusive, and no partner will meet such criteria.</p> |
| <p>To filter by <code>is not</code> for multiple <strong>Contract Stages</strong> in your segment, add them in separate rows.</p><p><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-217ef0af0c9f49ceeab6cc1e8b190c4481cca9ab%2Fc546f9c38b35f97c11d4e2eb365b95396392b669f823f10f7fa1fab406e91fe6.png?alt=media" alt="" data-size="original"></p> |                                                                                                                                                                                                                                                                                 |
|                                                                                                                                                                                                                                                                                                                                                                                                                                            | The **Contract Stage** and **Performance Date Range** filters should not be included together.                                                                                                                                                                                  |
|                                                                                                                                                                                                                                                                                                                                                                                                                                            | The **Contract Stage** and **Relationship** filters should not be included together.                                                                                                                                                                                            |

</details>

<details>

<summary>Partner Name</summary>

| <mark style="color:$success;">Do</mark>                                               | <mark style="color:$danger;">Don't</mark> |
| ------------------------------------------------------------------------------------- | ----------------------------------------- |
| Use this filter to select multiple **Partner Names**. E.g., Justin Case + Hazel Nutt. | Don't select the same partner name twice. |

</details>

<details>

<summary>Partner ID</summary>

| <mark style="color:$success;">Do</mark>                                                      | <mark style="color:$danger;">Don't</mark>                                                                                                                                                                                                                                              |
| -------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Use this filter only if you know the exact **Partner ID** of the partner you want to filter. | <p>Don't use a <strong>Partner ID</strong> that does not align with a <strong>Partner Name</strong> as the filter may produce unexpected results.</p><p>• For example, a partner with the name "Justin Case" might have a different ID than expected, causing incorrect filtering.</p> |

</details>

{% hint style="warning" %}
**Warning:** If you intend to use a segment for a Newsletter, the segment size must align with the number of ad codes you plan to include to avoid delivery failure. See [Create & Send Newsletters to Partners](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/newsletters/create-and-send-newsletters-to-partners) for specific size limitations based on ad code count.
{% endhint %}
