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.

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The problem it solves

Targeting partners usually means maintaining lists that are out of date the moment you save them:

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Impact

Partners disengage from programs that treat them like everybody else. Targeting on live CRM attributes rather than a single tier label is how the experience starts to fit them.

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See it work

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How it works

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. One segment can drive everything a partner experiences: which portal experiences appear, which notifications go out, what permissions apply, and who gets targeted by courses, content, and campaigns. You define an audience once and reuse it across the whole product, instead of setting up targeting feature by feature. And because dynamic segments combine many live CRM attributes and behavior and update themselves as that data changes, your targeting stays accurate at any scale without anyone maintaining lists. That is what lets you move beyond static tiers toward audiences defined by real fit and behavior. Segments are also safe to layer. Permissions and notifications start from one organisation-wide default, and a segment changes it only when you deliberately switch on an override, so creating a segment to target an announcement never has side effects. Where a segment does override, it can open something up or hold it back, and when several overrides overlap the most permissive one wins, so nothing a partner earned is taken away by still matching an earlier stage. That is what powers progressive unlocking: set your baseline once, and let the portal open up as partners qualify for more. 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.

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Run it from your AI assistant

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Going deeper

Works with