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Open in Introw: Segments

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How it works

A segment is a reusable audience of partners and contacts. It is one of two types. A dynamic segment selects its members automatically from the filters you define, so membership updates as partner data changes. A static segment is a list you hand-pick and update manually. You choose the type when you create the segment. A segment is edited across a few tabs: its general settings, its audience (the filters or hand-picked members), its permissions, and its notifications. Once saved, a segment can be used across the product, from portal experiences to courses and campaigns, and Introw shows where each segment is used so you can see its reach before changing or deleting it. A partner contact can belong to several segments at once, and the most permissive setting wins: a segment can grant a capability, but it can never take away what another segment already grants. That makes segments safe to layer, with a restricted default segment as the floor and more specific segments that only ever add. See Layer segments to progressively unlock capabilities.

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Prerequisites

  • Access to segment settings to create and edit segments.
  • A connected CRM for dynamic segments to filter on live partner data.

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Settings & configuration

Segments are managed under Settings, then Segments. The list groups segments by type, and each segment opens a full editor.

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Choosing the type

Dynamic means the audience auto-updates from filters as CRM properties change. Static means you hand-pick the members and the list stays fixed until you change it. Pick dynamic when membership should follow the data, and static when you need an exact, fixed group.

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Audience

The audience tab is where you define who is in the segment. For a dynamic segment, set the filters and conditions on partners, contacts, and deals; for a static segment, hand-pick the partners and contacts. A preview shows who currently matches so you can sanity-check before saving.

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Permissions

The permissions tab controls how the segment’s partners can act. Invite team members lets partners invite colleagues into the portal, and is on by default. Collaboration restricted limits deal and lead nudges to collaborating contacts, and is off by default. Adjust these when a segment needs tighter or looser collaboration. For a contact in several segments, permissions grant and never revoke: they can invite if any of their segments allows it, and collaboration is only restricted for them when every segment they belong to restricts it.

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Notifications

The notifications tab tunes which updates this segment receives and how. You can override the default notification behavior per type and set the delivery scope, for example to all partners in the segment, only collaborating contacts, or off. For a contact in several segments, the most allowing override wins per type and channel: if any of their segments turns a notification on, they receive it, even when another of their segments turns it off, and the wider scope (all partners over only collaborating contacts) applies. When none of their segments override a type, the program default from Notification settings applies.

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Seeing where a segment is used

Each segment shows a count of where it is used across the product. Check it before you edit or delete a segment so you understand the impact.

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Setup walkthrough

1

Create a segment

On Segments, start a new segment and pick dynamic or static.
2

Define the audience

Set filters for a dynamic segment, or hand-pick members for a static one, and check the preview.
3

Set permissions

Adjust invites and collaboration on the permissions tab.
4

Tune notifications

Override notification types and delivery scope as needed.
5

Use it elsewhere

Point portal experiences, courses, or campaigns at the segment.

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How-to guides

Create a dynamic segment

Build an audience that updates itself from filters, then set its permissions and notifications so the whole segment behaves the way you want.

Create a static segment

Hand-pick a fixed list of partners and contacts, then set its permissions and notifications so the exact group behaves the way you want.

Layer segments to progressively unlock capabilities

Start every partner in a restricted default segment, then let more specific segments grant more; when a contact is in several segments, the most permissive setting wins.

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Limits & gotchas

A dynamic segment’s membership is computed from its filters and cannot be edited partner by partner; change the filters to change who is in it. Before deleting a segment, check where it is used, since other features may depend on it. Segment settings never subtract from each other: to actually restrict a contact, the restriction must hold in every segment they belong to, so put your most restricted settings on a default segment that captures everyone.

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Troubleshooting

  • A partner is not in a dynamic segment - they do not match its filters; adjust the filters or use a static segment.
  • A contact ignores a segment’s restriction - they belong to another segment that grants more, and the most permissive setting wins; tighten the other segment or narrow its audience.
  • Members are not updating - confirm the segment is dynamic; static segments only change when you edit the list.
  • Deleting a segment changed other features - the segment was in use elsewhere; check the usage count before deleting.