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Create a Partner Segment

Published on: Fri, 24 Mar, 2023 at 8:53 AM | Updated on: Wed, 28 Jan, 2026 at 12:32 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 → Segments.
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.
Recommended: Want to learn how to effectively use conditions when creating your partner segments? Learn more here.
Performance conditions focus on partner activity within your program.
Actions
Clicks
Commission
Revenue
Performance Date Range
Use this condition to target partners based on whether their total number of conversions recorded meets a defined threshold or limit.
E.g., target partners whose actions are greater than a certain number to identify highly engaged audiences.
Use this condition to target partners based on whether their total number of link clicks meets a defined threshold or limit.
E.g., target partners whose clicks are greater than a certain number to identify highly engaged audiences.
Use this condition to target partners based on whether their total commission earnings paid meets a defined threshold or limit.
E.g., target partners whose commission earnings are greater than a certain amount to recognize top performers.
Use this condition to target partners based on whether their total revenue generated from driven actions meets a defined threshold or limit.
Target partners whose revenue contribution is less than a certain amount to provide performance improvement advice.
Use this condition to target 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.
E.g., the Performance Date Range can be an Exact Day (a single date like Today or 7 Days Ago) or a Date Range (a span like Last 7 Days or Last 30 Days) within the last 3 to 365 days.
Partners conditions focus on who the partner is and their relationship with your brand.
Relationship Stage
Original Joined Date
Last Transition Date
Partner Group
Partner Template Term
Contract Stage
Partner Name
Partner ID
Partner Country
Language
Use this condition to target partners based on their current status and progress within your brand's relationship lifecycle.
E.g., target partners in the New stage to kick off the initial introductory newsletter.
Available values
- 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.
  E.g., Relationship Stage is any of Negotiating, Joined.
Use this condition to target partners by setting criteria based on the exact date they most recently joined your program.
E.g., target partners who joined after a specific date to onboard them with the latest industry news.
The Original Joined Date can be an Exact Day (a single date like Today or 7 Days Ago) or a Date Range (a span like Last 7 Days or Last 30 Days) within the last 3 to 365 days.
Use this condition to target partners by setting criteria based on the exact date of their most recent relationship stage change.
E.g., target partners whose last transition was within the last 7 days to ensure they receive the corresponding onboarding newsletter edition immediately after moving to the Joined stage.
The Last Transition Date can be an Exact Day (a single date like Today or 7 Days Ago) or a Date Range (a span like Last 7 Days or Last 30 Days) within the last 3 to 180 days.
Use this condition to target partners based on their membership in groups.
E.g., Partner Group is any of Loyalty Partners.
Use this condition to target partners based on the specific contract or set of terms that legally ties the partner to your brand.
E.g., Partner Template Term is any of Mother's Day Terms, Black Friday Terms.
Use this condition to target partners based on the specific, granular legal status of their contract with your brand.
E.g., target partners in the Expired stage to send an urgent renewal-focused newsletter with details on re-contracting options.
Available value
- 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.
Use this condition to target partners by searching for or selecting specific partner names.
E.g., Partner Name is any of Russel Sprout, Noah Lott.
Use this condition to target partners by searching for or selecting their unique, numerical Partner ID.
E.g., Partner ID is 123456.
You can find partner IDs by going to [Discover] → Partners → Partners and referencing the ID in the Partner field.
Use this condition to target partners based on their primary geographic location or registered country.
E.g., Partner Country is any of Bulgaria, Chile.
Use this condition to target partners based on their preferred or registered language.
E.g., Language is any of English, Spanish.
Warning: If you intend to use this segment for a Newsletter, ensure the segment size aligns with the number of ad codes you plan to include to avoid delivery failure. See Create & Send Newsletters to Partners for specific size limitations based on ad code count.
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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