Email Workflows can help automate communications with your partners. Partner segments define to which partners a workflow sends emails. Because partner segments are highly customizable, it's essential to ensure the segment conditions are correctly configured to avoid sending duplicate emails.
This help doc explains partner segments for email workflows. For help setting up an email workflow and its associated partner segment, refer to Create & Manage Email Workflows.
A partner segment consists of a collection of AND clause conditions used to identify a list of prospects or partners who match the segment’s conditions. Each time a workflow runs, it assesses which partners or prospects meet the segment's conditions and automatically sends them an email.
Segments are dynamic. Every time a segment is evaluated, partners that haven’t already been targeted with the email will be included.
The segment conditions are divided into two categories: Performance and Partners. Performance conditions relate to how the partner is performing within your program. Partners conditions relate to characteristics of the partners themselves and what relationship they have to your brand.
Performance Condition | Description |
|---|---|
Clicks | Clicks refers to the number of clicks the partner has driven. You can target the segment to partners with clicks Clicks can't be set to |
Actions | Actions refers to the number of actions the partner has taken. You can target the segment to partners with actions Actions can't be set to |
Revenue | Revenue refers to revenue that can be attributed to the partner. You can target the segment to partners who've driven Revenue can't be set to |
Performance Date Range | Performance Date Range defines the period of time for which you want to evaluate the partner's clicks, actions, or revenue. This condition must be paired with at least 1 clicks, action, or revenue condition. This condition has 3 possible operators:
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Partners Condition | Description |
|---|---|
Relationship Stage | Relationship Stage is the current stage of a prospect or partner in the recruitment life cycle.
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Last Transition Date | Last Transition Date defines date the partner's most recent Relationship Stage changed. This condition can only be used with Relationship Stage and should be avoided for Contract Stage. This condition has 3 possible operators:
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Partner Group | Search for partner groups that include the desired partners. More than one can be selected. |
Partner Template Term | Specify which partner template terms by selecting them or filtering them by name with a text search. |
Contract Stage | Target the segment to only partners in a specific contract stage. Contract Stage can't be used with with the Last Transition Date and the Performance Date Range conditions. If you want to use those conditions, then you must choose Relationship Stage
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Contract ID | The unique identifier for your contracts. |
Partner Name | Select the names of the partners you want to add to your segment. |
Partner ID | The unique identifier for your partners. You can find partner IDs by going to Partners → Partners and referencing the ID in the Partner field. |
Be specific about the partners you're targeting.
Although it's possible to set up a segment with only one condition, impact.com recommends being as specific as possible to avoid sending overly general email blasts to your partners or prospects.
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, Last 30 days might qualify to send the partner or prospect an email at any point between 1 and 30 days after joining.
For most situations, using Relationship Stage is preferable to Contract Stage.
The Contract Stage condition only allows you to target partners who are in a particular contract stage, which may not be representative of their general standing with your brand. By contrast, Relationship Stage lets you target any partners who Joined.
If you're shifting many partners to a new contract, be aware that some may receive a welcome email.
When your partners' old contract is superseded by the new contracts, their Relationship Stage changes to Joined, and the Last Transition Date becomes Today. If these changes cause the partner to be included in one of your configured partner segments, then they'll receive any emails associated with the workflow.
Below are example situations in which you may want to automate emails to partners, including how to configure the segment conditions correctly.
You want to set up automation at a few key periods in your relationship with a prospect:
You want to email them when you first add them to your Prospects and follow up at 2 set intervals after the initial email.
If the partner signs up, you want them to be automatically accepted to your program.
After they're accepted, you want to send them a welcome email.
You can leverage the Automate your prospecting template to send the emails and auto-accept the partner. The template includes 5 workflows with different segment conditions that define which of your prospects will be contacted.
Each row represents 1 workflow.
Partners to Target | How to set up the segment | Action taken |
|---|---|---|
Partners whose relationship stage changed to New on the current date. |
| Send an email that includes an invitation to apply to your program. |
Partners who transitioned to the Outreach relationship stage 7 days ago. |
| Send a follow-up email that includes an invite. |
Partners who transitioned to the Outreach relationship phase 14 days ago. |
| Send a second follow-up email that includes an invite. |
Partners signed to a selected set of your template terms. | Partner template term | Auto-accept the partner when they sign up and agree to your terms. |
Partners whose relationship status changed to Joined on the current date. After you activate this workflow, ensure that your system welcome emails are turned off to avoid sending your partners duplicate emails. |
| Send a welcome email to partners who have newly joined. |
You want to set up a workflow sends new partners a welcome email after they sign up. The workflow could be used as a stand-alone workflow that sends a welcome email to every partner who is contracted, or it can form part of a larger chained workflow that starts with recruitment, auto-contracting, and finally welcoming new partners.
Each row in the table below represents 1 workflow.
Partners to Target | How to set up the segment |
|---|---|
Partners whose relationship status changed to Joined on the current date. After you activate this workflow, ensure that your system welcome emails are turned off to avoid sending your partners duplicate emails. |
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You want to congratulate partners when they generate their first action within the first 30 days of joining. To do so, you can set up an email workflow with the follow segment conditions.
Each row in the tables below represents 1 workflow.
Partners to Target | How to set up the segment |
|---|---|
Partners who joined in the last 30 days and have driven generated at least 1 action. |
You can also target partners who generate their first action within a given date range, e.g., 30 to 60 days of joining your brand. The following email workflow setup will do so.
Partners to Target | How to set up the segment |
|---|---|
Partners who joined 30 to 60 days ago and have just generated their first action. |
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You want to 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.
Each row in the table below represents 1 workflow.
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. |
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Partners who joined between 31 and 60 days ago and have generated at least $1,000 since joining. |
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You want to engage with partners who have not performed well in the past 90 days. You set up workflows to reach out to the partner at several intervals to offer assistance. If the partner has not performed by day 90, you inform them that you will be canceling their contract.
You'll need to set up 4 workflows to achieve your goals. Each row represents 1 workflow.
Partners to Target | How to set up the segment |
|---|---|
Partners whose relationship status changed to Joined 14 days ago and who have had few clicks within the last 14 days. Partners won't receive this email until their 14th day after joining. |
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Partners whose relationship status changed to Joined 30 days ago and who have had few clicks within the last 30 days. Partners won't receive this email until their 30th day after joining. |
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Partners whose relationship status changed to Joined 60 days ago and who have had few clicks within the last 60 days. Partners won't receive this email until their 60th day after joining. |
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Partners whose relationship status changed to Joined 90 days ago and who have had few clicks within the last 90 days. Partners won't receive this email until their 90th day after joining. |
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You want to send a congratulations email to partners who generate $1,000 and $10,000 of revenue within a certain time of joining. You can set up 2 email workflows to do so.
Each row in the table below represents 1 workflow.
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. |
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Partners who joined in the last 60 days and have generated revenue of $10,000 and up. |
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