The Segments screen shows all of the existing segments created in your program. You can use segments to organize your partners into condition-based. Eg., by contract stage, partner groups, template terms and more.
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 partner. E.g., Contract Stage is Joined.
See the Segment selection conditions section below for more information on these conditions.
Select Preview Segment Partner for a preliminary display of the segment. Once you're happy with the preview, select Save.
Specific conditions can be created to develop a list of partners for a segment.
Using the
Andoperator 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+Prospecting Stage is of any New and Joinedthis will remove partners that are not part of these groups.Condition
Description
Contract Stage
Segment by partners whose contract status is in one or more of stages you specify.
See the Contract stage reference for more info about each stage.
Contract stage
Description
None
N/A
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 been 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Partners from whom you have withdrawn contract proposals.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Partners who have withdrawn contracts they've proposed to you.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 one of your contract proposals.
Pending Contract Expired
The proposed contract has expired.
Archived
The template term has been archived by you.
Suspended
Partners who have contracts that you've suspended.
Cancelled
Partners whose contracts you have cancelled.
Publisher Deactivated
Partners who have left the impact.com platform.
Partner Group
Search for partner groups that include the desired partners. More than one can be selected.
Prospecting Stage
The current stage of a potential partner in the recruitment life cycle.
See the Prospect stage reference for more info about each stage.
Prospect stage
Description
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.
Rejected by Partner
Partners that have rejected your proposal.
Rejected by You
Partners that you have rejected from joining your program.
Joined
Partners who are joined to your program.
Expired
Partners whose contracts have been expired.
Suspended
Partners who have contracts that you've suspended.
Contract ID
The unique identifier of the contract between you and the partner. You can get the contract ID by:
Go to the Contracts screen, hover your cursor over the contract, and select
[More] → Download PDF.In the header of the downloaded PDF, see the Insertion Order Name field to see the name and the ID of the contract.
Partner Name
Specify which partners to segment by selecting them or filtering them by name with a text search.
Partner ID
The unique identifier for your partners. You can access this by going to Partners → Partners and seeing the ID in the Partner field.
Partner Template Term
Specify which partner template terms by selecting them or filtering them by name with a text search.