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Create a Partner Segment

Published on: Fri, 24 Mar, 2023 at 8:53 AM | Updated on: Thu, 14 Aug, 2025 at 4:44 AM

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.

Create a Segment

From the left navigation bar, select [Engage] → Partners → Automation.
Select  Segments, then select  Create Segment in the upper-right corner.
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.
Recommended: Want to learn how to effectively use conditions when creating your partner segments? Learn more here.
Performance conditions focus on partner activity within your program.
Actions
Clicks
Commission
Revenue
Performance Date Range
Available operators
- greater than
- greater than or equals
- less than
- less than or equals
- equals
  E.g., Actions greater than 6.
Available operators
- greater than
- greater than or equals
- less than
- less than or equals
- equals
  E.g., Clicks greater than 6.
Available operators
- greater than
- greater than or equals
- less than
- less than or equals
- equals
  E.g., Comission greater than 100.
Available operators
- greater than
- greater than or equals
- less than
- less than or equals
- equals
  E.g., Revenue is greater than 100, or if the partner is dormant, revenue is less than 1.
This 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.
Available operators
- is
- is between
- Interval between
  The Performance Date Range can be an Exact Day (a single date like Today or 7 Days Ago) or a Date Range (a span like Last 7 Days or Last 30 Days) within the last 3 to 365 days.
Partners conditions focus on who the partner is and their relationship with your brand.
Relationship Stage
Original Joined Date
Last Transition Date
Partner Group
Partner Template Term
Contract Stage
Partner Name
Partner ID
Partner Country
Language
Available values
- New - Partners you've tagged as prospects, but have yet to email or send a proposal to.
- Outreach - Partners to whom you've sent an email or message.
- Negotiating - Partners without an accepted contract, including those awaiting a decision, those who haven’t accepted your proposal, those who countered your proposal, and those whose application you’ve countered.
- Joined - Partners joined to your program.
- Expired - Partners with expired contracts.
- Select All - Apply all prospect stages.
  E.g., Relationship Stage is any of Negotiating, Joined.
This indicates when the partner most recently joined.
Available operators
- is
- is between
- Interval between
  The Original Joined Date can be an Exact Day (a single date like Today or 7 Days Ago) or a Date Range (a span like Last 7 Days or Last 30 Days) within the last 3 to 365 days.
This indicates when the partner's most recent relationship stage changed.
Available operators
- is
- is between
- Interval between
  The Last Transition Date can be an Exact Day (a single date like Today or 7 Days Ago) or a Date Range (a span like Last 7 Days or Last 30 Days) within the last 3 to 180 days.
Available operators
- is any of
- contains
- starts with
  E.g., Partner Group is any of Loyalty Partners.
Available operators
- is any of
  E.g., Partner Template Term is any of Mother's Day Terms, Black Friday Terms.
Available value
- Awaiting Advertiser Approval - Partners awaiting for contract approval from you.
- Advertiser Countered - You have countered a contract proposal.
- Pending Contract Expired - The proposed contract has expired.
- Awaiting Publisher Approval - Partners who have not yet accepted your contract proposal.
- Publisher Declined - Partners who have declined your contract proposals.
- Publisher Retracted - Partners who have withdrawn contracts they've proposed to you.
- Publisher Countered - Partners who have countered your contract proposal.
- Expired - Partners whose contracts have expired.
- Advertiser Declined - Partners who have had their contract declined by you.
- Awaiting Contract Start - Partners who have upcoming contracts starting with you.
- Advertiser Retracted - Partners from whom you have withdrawn contract proposals.
- None - A contract does not exist between you and the partner.
- Joined - Partners who are joined to your program.
- Select All - Apply all contract stages.
  E.g., Contract Stage is any of Joined.
Available operators
- is any of
- contains
- starts with
  E.g., Partner Name is any of Russel Sprout, Noah Lott.
Available operators
- is
  E.g., Partner ID is 123456.
  You can find partner IDs by going to [Discover] → Partners → Partners and referencing the ID in the Partner field.
Refine your segment based on a partner's geographic location.
Available operators
- is any of
  E.g., Partner Country is any of Bulgaria, Chile.
Refine your segment based on a partner's locale.
Available operators
- is any of
  E.g., Language is any of English, Spanish.
Select Preview Segment Partners for a preliminary display of the segment. Once you're happy with the preview, select Save.

Create a Segment

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