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. impact.com 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 [More] → Revert to old Newsletters.
From the left navigation bar, select Partners → Newsletters.
In the top navigation bar, select Segments.
In the top-right corner, select Create Segment.
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Enter your newsletter segment details below the Edit Segment section:
Field
Description
Name
Enter a name for this newsletter segment. This will be the name you select when using the segment for a newsletter.
Rules
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Specify the rules by which impact.com should segment newsletter recipients. E.g., Partner Group is Loyalty.
See the Segment selection rules section below for more information on these rules.
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Select the Preview Segment button to view a list of newsletter recipients based on the rules that you've set.
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At the bottom of the screen, select Save.
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 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.
Rule |
Description |
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Contract Stage |
Segment the newsletter audience by partners whose contract status is in one or more of stages you specify.
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Partner Group |
Search for partner groups that include the desired partners. More than one can be selected. |
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Prospecting Stage |
The current stage of a potential partner in the recruitment life cycle. |
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Contract ID |
The unique identifier of the contract between you and the partner. You can get the contract ID by:
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Partner Name |
Specify which partners to segment by selecting them or filtering them by name with a text search. |
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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. |
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Partner Template Term |
Specify which partner template terms by selecting them or filtering them by name with a text search. |