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Create Newsletter Recipient Segments

The Segments screen shows all of the existing newsletter segments created in your program. Use newsletter segments to organize your partners into rule-based, which can then be selected when sending newsletters. generally recommends creating Newsletter Segments as the easiest way to send newsletters.

Note: To view the legacy newsletter experience, at the top of the Newsletters page, select ellipsis-h-solid__1_.svg [More] → Revert to old Newsletters.

Create a newsletter segment

  1. From the left navigation bar, select PartnersNewsletters.

  2. In the top navigation bar, select Segments.

  3. In the top-right corner, select Create Segment.

  4. Enter your newsletter segment details below the Edit Segment section:




    Enter a name for this newsletter segment. This will be the name you select when using the segment for a newsletter.


    1. Specify the rules by which should segment newsletter recipients. E.g., Partner Group is Loyalty.

      • See the Segment selection rules section below for more information on these rules.

    2. Select the Preview Segment button to view a list of newsletter recipients based on the rules that you've set.

  5. At the bottom of the screen, select Save.


Segment selection rules

Rules can be created to develop a list of partners that will receive the newsletter.


Using And the operator will make the rules exclusive, meaning that both rules 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 rule that’s independent of the first rule.

The partners on a rules-based newsletter segment can change depending on the rules you select. For instance, having a rule saying Prospecting Stage is any of Joined + Partner Group is of any Loyalty Group will add joined partners that belong to the Loyalty partner group and will remove partners that are not part of that group.

Segment selection options



Contract Stage

Segment the newsletter audience 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 reference

Contract stage




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.


Partners who are joined to your program.


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.


The template term has been archived by you.


Partners who have contracts that you've suspended.


Partners whose contracts you have cancelled.

Publisher Deactivated

Partners who have left the 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.

Contract ID

The unique identifier of the contract between you and the partner. You can get the contract ID by:

  1. Go to the Contracts screen, hover your cursor over the contract, and select ellipsis-h-solid__1_.svg [More]Download PDF.

  2. 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 PartnersPartners 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.

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