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.
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.The following table we help you better understand the segment selection options.
Performance Table
Performance Condition
Description
Actions
Actions are
greater thanorless than(e.g., 6).Clicks
Clicks are
greater thanorless than(e.g., 6).Revenue
Revenue is
greater thanorless than(e.g., 6).Performance Date Range
Date range
isandbetween.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 Partners → Partners and seeing the ID in the Partner field.