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What you’ll achieve

A portal that unlocks stage by stage on its own: a dynamic segment per onboarding stage, tabs, sections, and abilities gated to those segments, and a journey driving partners forward. Partners graduate automatically as they qualify, with no manual access grants.

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Before you start

1

Confirm access and setup

You need permission to create segments and edit experiences, a published portal experience partners can reach, and a connected CRM so dynamic segments can filter on live partner data.
2

Know your milestones

Identify the signal that promotes a partner into each stage, such as a completed journey, a certificate, a tier, or a CRM property value.

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Watch it

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Steps

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Plan the stages

1

List the stages

Decide the stages a partner passes through, for example Welcome, Trained, Selling, and Established. Keep them few enough that each one is a meaningful step up.
List the stages
2

Decide what each stage unlocks

For each stage, list the tabs, asset sections, and abilities (forms, deal registration, courses) that should become available. This is the reward a partner earns by reaching the stage.
Decide what each stage unlocks
3

Pick the promotion milestone

For each stage, choose the single measurable condition that promotes a partner into it, so it can become a dynamic segment filter. One clear condition per stage keeps advancement predictable.
Pick the promotion milestone

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Create a segment per stage

1

Open Segments

Go to Segments and create a dynamic segment for each stage. A dynamic segment recomputes its membership from filters, which is what makes graduation automatic.
Open Segments
2

Set the qualifying filter

On the segment’s Audience tab, add the filter that defines the stage, such as a tier reached, a certificate earned, an onboarding journey complete, or a CRM property value. Membership then tracks that milestone, so partners enter the segment the moment they qualify. Stage filters do not need to exclude earlier stages: a partner in a later stage usually still matches the earlier segments, and that is safe, because when a contact belongs to several segments the most permissive settings win and every stage they have earned keeps adding up.
Set the qualifying filter
3

Check the audience preview

Use the audience preview to confirm the partners who currently match are the ones you expect, before any gating depends on the segment.
Check the audience preview

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Gate the experience

1

Open the experience

Go to Experiences and open the experience partners use.
Open the experience
2

Restrict tabs to stage segments

On a stage’s tab, restrict it to the segment for that stage so only partners who have reached it see the tab. A tab restricted to a segment is invisible to everyone else, which is the core of progressive unlocking.
Restrict tabs to stage segments
3

Gate sections and abilities

Within a visible tab, restrict individual sections to a segment when only later-stage partners should see them. Do the same for ability-bearing sections such as asset libraries, forms, and deal registration, so later stages unlock real capability, not just more pages.
4

Tune stage permissions

On each stage segment, set Permissions so a stage can unlock abilities like inviting teammates or collaboration scope, not just content. These live on the segment itself, see Create a dynamic segment for the permission options. Configure only what each stage grants: permissions and notifications resolve to the most permissive across a contact’s segments, so a stage can never take back what an earlier one gave. Put your restricted floor on a default segment that captures everyone, see Layer segments to progressively unlock capabilities.

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Drive partners forward and publish

1

Apply an onboarding journey

Give partners an onboarding journey so they always have a concrete next step. As they complete it and hit the milestones your segments key on, they roll into the next stage’s segment and the matching tabs unlock. See Build a journey from scratch.
2

Preview by stage

Preview the experience as partners in different stages to confirm each sees only their unlocked tabs, sections, and abilities. Catching an over-broad segment here avoids exposing content to the wrong partners.
3

Publish

Publish the experience to push the gating to linked partner portals. From here, unlocking happens on its own as segment membership updates.

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Verify it worked

A partner in an early stage sees only their tabs, sections, and abilities. When a test partner meets a stage’s milestone, they join that stage’s segment and the matching content unlocks for them with no manual step.

Create a dynamic segment

Build the auto-updating audience and set its permissions.

Layer segments to progressively unlock capabilities

How overlapping segments resolve, and why stages only ever add.

Build a journey from scratch

Give partners the checklist that moves them forward.

Assign a journey and track progress

Apply the journey and watch partners advance.

Implementation reference

Full configuration options for progressive onboarding.