Partner segments define to which partners an email workflow sends an email. 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 how partner segments for email workflows work and the best practices for setting them up. For instructions on setting up a partner segment for a specific email workflow, 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.
Segment conditions are divided into Performance conditions—how the partner is performing within your program—and Partners conditions—characteristics of the partners themselves and what relationship they have to your brand
Performance Condition | Operators |
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Actions Avoid setting Actions and Revenue conditions in the same workflow. |
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Clicks |
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Commission |
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Revenue Avoid setting Actions and Revenue conditions in the same workflow. |
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Performance Date Range: The period of time for which you want to evaluate the partner's clicks, actions, commission, or revenue. This condition must be paired with at least 1 clicks, action, or revenue condition. |
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Partners Condition | Operators |
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Relationship Stage: The current stage of a prospect or partner in the recruitment life cycle. |
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Original Joined Date: The date your partner first joined one of your programs. It stays the same, even if their contract expires or changes. |
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Last Transition Date: The date the partner's most recent Relationship Stage changed. This condition can only be used with Relationship Stage. |
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Partner Template Term |
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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 |
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Partner Name |
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Partner ID: You can find partner IDs by going to Partners → Partners and referencing the ID in the Partner field. |
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Be specific about the partners you're targeting to avoid sending overly general email blasts.
Set up a segment condition of Contract Stage
is any ofJoined 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 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 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, Last 30 days might qualify to send the partner or prospect an email at any point within the last 30 days.
Below are example situations in which you may want to automate emails to partners, including how to configure the segment conditions correctly.
In the tables, each row represents 1 workflow.
You want to set up automation at a few key periods in your relationship with a prospect:
Email them when you first add them to your Prospects and follow up at 2 set intervals after the initial email.
If the prospect signs up, automatically accept them to your program.
After they're accepted, send them a welcome email.
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 partners will be contacted.
Partners to Target | How to set up the segment | Action taken |
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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 stage 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 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. |
| Send a welcome email to partners who have newly joined. |
You want to set up a workflow that 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.
Partners to Target | How to set up the segment |
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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. |
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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 the following email workflow, which targets partners who both joined in the last 30 days and had revenue in the past 30 days. The email will be sent to partners as soon as they met the revenue target within your selected performance date range.
Partners to Target | How to set up the segment |
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Partners who joined in the last 30 days and have generated at least 1 action. |
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 |
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Partners who joined 31 to 60 days ago and generated an 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.
Partners to Target | How to set up the segment |
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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 $10,000 since joining. |
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You want to encourage partners who haven't performed well in the last 90 days to increase their engagement with your program. To do so, you set up a series of email workflows that contact the partner over the course of the 90 days. If the partner hasn't performed by day 90, you'll inform them that you're cancelling their contract. Below is an example of how you can set up multiple workflows to contact these low-performing partners.
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.
Partners to Target | How to set up the segment |
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Partners with a current contract who joined your program 14 days ago and who have had few clicks since joining. Partners won't receive this email until their 14th day after joining. |
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Partners with a current contract who joined your program 30 days ago and who have had few recent clicks. Partners won't receive this email until their 30th day after joining. |
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Partners with a current contract who joined your program 60 days ago and who have had few recent clicks. Partners won't receive this email until their 60th day after joining. |
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Partners with a current contract who joined your program 90 days ago and who have had few recent clicks. 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.
Partners to Target | How to set up the segment |
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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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