By exploring the do's and don'ts of grouping Conditions in your partner segments 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. Refer to this article for segment best practices specific to Email Workflows.
Note: The examples below will demonstrate how to use each condition correctly to avoid errors when creating your partner segments.
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.
Do | Don't |
|---|---|
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  |
Use the Performance Date Range filter according to the same guidelines as the Last Transition Date as seen in the example below.  | Avoid using the same filter twice within the same segment, even when combined with the Performance Date Range, as it is redundant and may lead to unexpected results. E.g., Actions |
Don't use the Performance condition filter without specifying the Performance metrics Clicks, Revenue and Performance Date Range. |
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.
Do | Don't |
|---|---|
Filtering by the same Original Joined Date and Last Transition Date fields can provide more precise and accurate search results. For example, partners whose Last Transition Date is Today and Original Joined Date is Today.  | Avoid using the Original Joined Date paired Relationship Stage is Expired. This is could lead to inaccurate results. |
Do | Don't |
|---|---|
Combining the Last Transition Date and Relationship Stage fields can provide a more precise and accurate search result. E.g., If you want to find partners who recently transitioned to the Outreach Stage, use a filter for both the Outreach Stage and a recent Last Transition Date range.
| Don't use the Last Transition Date field twice within the same segment, it is redundant and can lead to inaccurate results.  |
Use the Last Transition Date to filter partners who have transitioned to their current status today E.g., the date range would be from
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Use this filter to select partners who transitioned to their current status between dates. E.g,. 15 September, 2024, and 25 September, 2024.
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Use this filter to select partners who transitioned to their current status exactly a specified number of days ago. E.g., Last Transition Date  |
Do | Don't |
|---|---|
Use the Partner Groups to filter out specific partner groups for a segment. E,g., Influencers & Loyalty.
 | 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.  |
Do | Don't |
|---|---|
Use this filter to include partners contracted under specific Partner Template Terms. E.g., Public Term. | Don't pair these Template Terms in a two-row setup, as seen below, as it can lead to inaccurate results.  |
Use this filter to include partners under various Partner Template Terms. E.g., Public Terms AND Acme G3 Terms.  |
Do | Don't |
|---|---|
Use this filter to apply multiple Contract Stages. E.g., Joined + Awaiting Contract Start.  | Don't attempt to filter by partners who are in the the Awaiting Publisher Approval AND Publisher Declined Contract Stages.
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To filter by  |
Do | Don't |
|---|---|
Use this filter only if you know the exact Partner ID of the partner you want to filter.  | Don't use a Partner ID that does not align with a Partner Name as the filter may produce unexpected results.
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