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Create a Partner Segment

Published on: Fri, 24 Mar, 2023 at 8:53 AM | Updated on: Thu, 10 Jul, 2025 at 2:55 AM

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 [Engage] → Partners → Automation.
Select Segments, then select Create Segment in the upper-right corner.
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` `greater than or equals` `less than` `less than or equals` `equals`	E.g, 6
Clicks	`greater than` `greater than or equals` `less than` `less than or equals` `equals`	E.g., 6
Revenue	`greater than` `greater than or equals` `less than` `less than or equals` `equals`	E.g., 6
Commission	`greater than` `greater than or equals` `less than` `less than or equals` `equals`	E.g., 6 For dormant partner: E.g. `less than` 1.
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 20 Days Ago 21 Days Ago 30 Days Ago 40 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 20 Days Last 21 Days Last 30 Days Last 40 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`	New - Partners you've tagged as prospects, but have yet to email or send a proposal to. Outreach - Partners to whom you've sent an email or message. Negotiating - Partners without an accepted contract, including those awaiting a decision, those who haven’t accepted your proposal, those who countered your proposal, and those whose application you’ve countered. Joined - Partners joined to your program. Expired - Partners with expired contracts. Select All - Apply all prospect stages.
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 20 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 20 Days Last 21 Days Last 30 Days Last 40 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 20 Days Ago 21 Days Ago 30 Days Ago 40 Days Ago 60 Days Ago 90 Days Ago 180 Days Ago Date Range Last 3 Days Last 7 Days Last 10 Days Last 14 Days Last 20 Days Last 21 Days Last 30 Days Last 40 Days Last 60 Days Last 90 Days Last 180 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`	Awaiting Advertiser Approval - Partners awaiting for contract approval from you. Advertiser Countered - You have countered a contract proposal. Pending Contract Expired - The proposed contract has expired. Awaiting Publisher Approval - Partners who have not yet accepted your contract proposal. Publisher Declined - Partners who have declined your contract proposals. Publisher Retracted - Partners who have withdrawn contracts they've proposed to you. Publisher Countered - Partners who have countered your contract proposal. Expired - Partners whose contracts have expired. Advertiser Declined - Partners who have had their contract declined by you. Awaiting Contract Start - Partners who have upcoming contracts starting with you. Advertiser Retracted - Partners from whom you have withdrawn contract proposals. None - A contract does not exist between you and the partner. Joined - Partners who are joined to your program. Select All - Apply all contract stages.
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 Partners for a preliminary display of the segment. Once you're happy with the preview, select Save.

Create a Segment

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