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Create a Partner Segment

Published on: Fri, 24 Mar, 2023 at 8:53 AM | Updated on: Tue, 12 Nov, 2024 at 11:00 PM

The Segments screen displays all existing segments in your program. You can use these segments to organize your partners into condition-based lists (e.g., by contract stage, partner groups, template terms, and more). Each segment is dynamic, meaning the partner list will automatically update whenever the segment is applied.

Create a Segment

From the left navigation bar, select Partners → Automation → Segments.
In the upper-right corner, select Create Segment.
Enter a segment name that will be used as a title for the new segment.

Specify the Conditions by which impact.com should segment partners.

See the Performance conditions and Partner conditions references below for details, along with a use case example for applying these conditions in your segment.

Recommended: Want to learn how to effectively use conditions when creating your partner segments? Learn more here.

Performance conditions reference

Performance condition types	Operator	Value
Actions	`greater than` `less than`	E.g, 6
Clicks	`greater than` `less than`	E.g., 6
Revenue	`greater than` `less than`	E.g., 6
Performance Date Range: This defines the period for assessing a partner's clicks, actions, or revenue. It must be paired with at least one additional condition related to these metrics.	`is` `between` `interval between`	Exact Day Today Yesterday 3 Days Ago 7 Days Ago 10 Days Ago 14 Days Ago 21 Days Ago 30 Days Ago 60 Days Ago 90 Days Ago 180 Days Ago 365 Days Ago Date Range Last 3 Days Last 7 Days Last 10 Days Last 14 Days Last 21 Days Last 30 Days Last 60 Days Last 90 Days Last 180 Days Last 365 Days

Partner conditions reference

Partner condition types	Operator	Value
Relationship Stage: The current stage of a potential partner in the recruitment life cycle.	`is any of`	Select All - Apply all prospect stages. New - Partners you've tagged as prospects, but have yet to email or send a proposal to. Outreach -Partners you've sent an email or a proposal to, but have yet to respond to you. Negotiating - Partners that have responded to you, but have yet to agree to any terms. Joined - Partners who are joined to your program. Expired - Partners whose contracts with you have been expired.
Original Joined Date: This indicates when the partner most recently joined.	`is` `between` `interval between`	Exact Date Today Yesterday 3 Days Ago 7 Days Ago 10 Days Ago 14 Days Ago 21 Days Ago 30 Days Ago 60 Days Ago 90 Days Ago 180 Days Ago 365 Days Ago Date Range Last 3 Days Last 7 Days Last 10 Days Last 14 Days Last 21 Days Last 30 Days Last 60 Days Last 90 Days Last 180 Days Last 365 Days
Last Transition Date: This indicates when the partner's most recent relationship stage changed.	`is` `between` `interval between`	Exact Day Today Yesterday 3 Days Ago 7 Days Ago 10 Days Ago 14 Days Ago 21 Days Ago 30 Days Ago 60 Days Ago 90 Days Ago Date Range Last 3 Days Last 7 Days Last 10 Days Last 14 Days Last 21 Days Last 30 Days Last 60 Days Last 90 Days
Partner Group	`is any of` `contains` `starts with`	Use the [Checked boxes] to select partner groups for the `is any of` value. Enter a letter or name for the `contains` and `starts with` value.
Partner Template Term: Specify which partner template terms by selecting them or filtering them by name with a text search.	`is any of`	Use the [Checked boxes] to select partner template terms.
Contract Stage: Filter by partners in a specific contract stage.	`is any of`	Select All - Apply all contract stages. None - A contract does not exist between you and the partner. Awaiting Publisher Approval - Partners who have not yet accepted your contract proposal. Awaiting Advertiser Approval - Partners awaiting for contract approval from you. Publisher Declined - Partners who have declined your contract proposals. Advertiser Declined - Partners who have had their contract declined by you. Joined - Partners who are joined to your program. Expired - Partners whose contracts have expired. Awaiting Contract Start - Partners who have upcoming contracts starting with you. Advertiser Retracted - Partners from whom you have withdrawn contract proposals. Advertiser Countered - You have countered a contract proposal. Publisher Retracted - Partners who have withdrawn contracts they've proposed to you Publisher Countered - Partners who have countered your contract proposal. Pending Contract Expired - The proposed contract has expired.
Partner Name	`is any of` `contains` `starts with`	Use the [Checked boxes] to select partner names for the `is any of` value. Enter the letter or name for the `contains` and `starts with` value.
Partner ID	`is`	Enter a partner ID.

Select Preview Segment Partner for a preliminary display of the segment. Once you're happy with the preview, select Save.

Use case example

Using the And operator will make the conditions exclusive, meaning that both conditions must be satisfied in order for a given partner to be included on the list.
Select [Add another] to add another condition that’s independent of the first condition.
The partners on a conditions-based newsletter segment can change depending on the conditions you select. For instance, having a condition saying Contract Stage is any of Joined + Relationship Stage is New this will remove partners that are not part of these groups.

Create a Segment

Use case example

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