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Create a Partner Segment

The Segments screen shows all of the existing segments created in your program. You can use segments to organize your partners into condition-based lists (Eg., by contract stage, partner groups, template terms and more). The created segment is dynamic and the partner list will automatically update each time the segment is used.

Create a Segment

  1. From the left navigation bar, select PartnersAutomationSegments.

  2. In the upper-right corner, select Create Segment.

  3. Enter a segment name, that will be used as a title for the new segment.

  4. 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.

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

    Segment selection conditions

    Specific conditions can be created to develop a list of partners for a segment.

    Screenshot_2023-10-16_at_13_21_04.png

    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 plus-circle-solid__1_.svg [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 Joined this will remove partners that are not part of these groups.

    Segment selection options

    The following table we help you better understand the segment selection options.

    Performance Table

    Performance Condition

    Description

    Actions

    Actions are greater than or less than (e.g., 6).

    Clicks

    Clicks are greater than or less than (e.g., 6).

    Revenue

    Revenue is greater than or less than (e.g., 6).

    Performance Date Range

    Date range is and between.

    • Today

    • Yesterday

    • Last 7 Days

    • Last 15 Days

    • Last 30 Days

    • Last 90 Days

    • Last 180 Days

    • Last 365 Days

    Partners Table

    Contract Stage

    Description

    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 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.

    Advertiser Deactivated

    Brands who have left the impact.com platform.

    Relationship Stage

    Description

    Relationship Stage

    The current stage of a potential partner in the recruitment life cycle.

    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.

    Partner Template Term

    Description

    Partner Template Terms

    Specify which partner template terms by selecting them or filtering them by name with a text search.

    Partner Group

    Description

    Partner Group

    Search for partner groups that include the desired partners. More than one can be selected.

    Partner Name

    Description

    Partner Name

    Select the names of the partners you want to add to your segment.

    Partner ID

    Description

    Partner ID

    The unique identifier for your partners. You can access this by going to PartnersPartners and seeing the ID in the Partner field.

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