What you’ll achieve
An asset library embedded in your partner experience where each asset is governed by audience filters, so partners automatically see only the content relevant to them and new partners gain access the moment they meet the criteria, with no manual re-sharing.Before you start
Have assets in your library
You need assets to distribute. See Build the asset library.
Steps
Embed the assets in an experience first
Filters only apply once assets live in an experience, so add your asset library or an asset hub section to the partner experience where partners should reach the content. See Add and configure an asset hub. Placing assets here lets filters apply dynamically as partners qualify, with no re-sharing.
Open the asset and add an audience filter
Go to Asset library, open the asset you want to control, and select Add filter next to Available to. Filters combine Introw attributes and CRM data.
Choose the Introw audience conditions
Use the Introw filter options to target on data maintained in Introw:
- Partner phase - share based on where a partner is in their journey, such as Onboarding, Activation, or Growth.
- Partner tier - limit content to tiers like Silver, Gold, or Platinum.
- Partner categories - use your own custom groupings, for example Reseller, Distributor, or a regional focus.
- Experience - show the asset only to partners in a given partner experience.
- Partner role - target contacts by role, such as Sales, Marketing, or Solution Architect, so each role gets the right materials.
Add CRM conditions if you need them
Layer on CRM-synced properties to refine further, for example region or country, partner type, account status, or any custom CRM field specific to your program. This lets you target on data your sales team already maintains.
Verify it worked
Preview the experience as a partner who meets an asset’s filter and confirm the asset appears; check a partner who does not qualify and confirm it is hidden. When a partner’s tier, phase, role, or CRM data changes to match, the asset becomes available to them automatically, with no re-sharing on your side.Related
Add and configure an asset hub
Embed assets into the partner experience.
Build the asset library
Organize the content you distribute.
Create a dynamic segment
Group partners on the attributes filters read.