Segments

Segments are how you target the right partners: build an audience from live filters or a hand-picked list, then use it across the product so the right partners get the right experience.

​

What it does

A segment is a named group of partners and contacts you can reuse everywhere. You can build a dynamic segment from filters, so membership updates itself as partner data changes in your CRM, or a static segment by hand-picking exactly who belongs. Either way, the segment becomes a single audience you point other features at. Segments do more than tag partners. They drive what partners see and receive: which portal experiences appear, which notifications go out, what permissions apply, and who gets targeted by courses, content, and campaigns. Because dynamic segments react to live CRM data, your targeting stays accurate without anyone maintaining lists, which is what lets you move beyond static tiers toward audiences defined by real behavior and fit. Segments are also safe to layer. When a partner belongs to several segments, the most permissive settings win, so each segment a partner earns only ever adds capabilities. That is what powers progressive unlocking: start everyone restricted, and let the portal open up as partners qualify for more.

​

The problem it solves

Targeting partners usually means maintaining lists that are out of date the moment you save them:

• Targeting lists go stale immediately → Dynamic segments update from live filters, so the audience is always current without manual upkeep.
• One-size-fits-all messaging misses the mark → Segments let partner marketing tailor content, courses, and campaigns to the partners they actually fit.
• Static tiers are too blunt for targeting → Multi-axis segments group partners by real attributes and behavior, not just a single tier label.
• Reusing an audience means rebuilding it → A segment is defined once and reused across portal, notifications, courses, and more.

​

From problem to solution

Segments give your program a reusable targeting layer. Partner ops defines an audience once, as a live filter or a fixed list, and every other feature can target it. Dynamic segments keep themselves accurate from CRM data, so partner marketing reaches the right partners with the right experience instead of curating lists by hand.

​

Use cases

​

Impact

• Low total cost of ownership - Partner ops defines and reuses segments with no-code, no list maintenance.
• CRM-native - Dynamic segments react to live CRM data, so targeting stays accurate automatically.

​

Who it’s for

​

Works with

​

Headless

​

Going deeper