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.
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. (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
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 of any New and Joined
this will remove partners that are not part of these groups.The following table helps you better understand the segment selection options.
Performance Table
Performance Condition
Description
Actions
Actions are
greater than
orless than
(e.g., 6).Clicks
Clicks are
greater than
orless than
(e.g., 6).Revenue
Revenue is
greater than
orless than
(e.g., 6).Performance Date Range
Description
Performance Date Range
The Performance Date Range 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
: Select either "Exact Days Ago" (e.g., 50 actions 7 days ago) or "Date Range" (e.g., 50 actions in the last 7 days).between
: Set a specific date range (e.g., Oct 1, 2024 - Oct 7, 2024).interval between
: Specify a custom range in days (e.g., between 10 and 20 days ago).
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
Partners Table
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.
Joined
Partners who are joined to your program.
Expired
Partners whose contracts with you have been expired.
Last Transition Date
Description
Last Transition Date
Last Transition Date indicates when the partner's most recent Relationship Stage changed. This condition is applicable only to Relationship Stage and should not be used for Contract Stage.
is
: Select "Exact Days Ago" for a fixed date (e.g., 50 actions 7 days ago) or "Date Range" for a rolling period (e.g., 50 actions in the last 7 days). For the Last Transition Date in Relationship Stage, use "Exact Days Ago.between
: Set a specific date range (e.g., Oct 1, 2024 - Oct 7, 2024).interval between
: Specify a custom range in days (e.g., between 10 and 20 days ago).
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
Date Range
Last 3 Days
Last 7 Days
Last 10 Days
Last 14 Days
Last 21 Days
Last 30 Days
Last 60 Days
Partner Group
Description
Partner Group
Search for partner groups that include the desired partners. More than one can be selected.
Partner Template Term
Description
Partner Template Terms
Specify which partner template terms by selecting them or filtering them by name with a text search.
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 your contract proposal.
Pending Contract Expired
The proposed contract has expired.
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 Partners → Partners and seeing the ID in the Partner field.