> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Segments

> Create dynamic or static segments, set their audience, permissions, and notifications in Introw.

**Open in Introw:** [Segments](https://app.introw.io/settings/segments)

## 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](/features/partners/segments/guides/layer-segments-to-progressively-unlock).

## Prerequisites

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

## Settings & configuration

Segments are managed under
[Settings, then Segments](https://app.introw.io/settings/segments). The list groups
segments by type, and each segment opens a full editor.

### 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.

### 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.

### 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.

### 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.

### 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.

## Setup walkthrough

<Steps>
  <Step title="Create a segment">
    On [Segments](https://app.introw.io/settings/segments), start a new segment and pick
    dynamic or static.
  </Step>

  <Step title="Define the audience">
    Set filters for a dynamic segment, or hand-pick members for a static one, and check
    the preview.
  </Step>

  <Step title="Set permissions">
    Adjust invites and collaboration on the permissions tab.
  </Step>

  <Step title="Tune notifications">
    Override notification types and delivery scope as needed.
  </Step>

  <Step title="Use it elsewhere">
    Point portal experiences, courses, or campaigns at the segment.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Create a dynamic segment" icon="book-open" href="/features/partners/segments/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.
  </Card>

  <Card title="Create a static segment" icon="book-open" href="/features/partners/segments/guides/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.
  </Card>

  <Card title="Layer segments to progressively unlock capabilities" icon="book-open" href="/features/partners/segments/guides/layer-segments-to-progressively-unlock">
    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.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  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.
</Warning>

## 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.