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Share assets at scale

Learn how to share generic partner material at scale by using asset filters.

Wouter Moyaert avatar
Written by Wouter Moyaert
Updated over 3 weeks ago

When you want to distribute content to a broad partner audience while still keeping control over who sees what, the available to filters make it easy. You can configure these filters to automatically make assets available to the right group of partners based on attributes like partner tier, partner phase, experience, and partner role.

What are asset filters?

Asset filters are rules you can apply to an asset that determine which partners have access to it. These filters are based on common partner attributes, including:

  • Partner Phase – Share assets depending on where a partner is in their journey (e.g., Onboarding, Activation, Growth).

  • Partner Tier – Tailor content availability for different partner tiers (e.g., Silver, Gold, Platinum).

  • Experience – Ensure only partners within the right partner experience see their resources.

  • Partner Role – Make assets available only to partner contacts with specific roles (e.g., Sales, Marketing, Solution Architect, Customer Success), ensuring each role gets access to the most relevant materials

By combining these filters, you can deliver the right content to the right partner segments at scale.

Embed all assets before applying filters

Before you can use filters, you’ll first need to add your assets into the Experience where they’ll be made available. Once assets are placed within an Experience, asset filters are applied dynamically — meaning that as partners meet the asset filter criteria (based on their phase, tier, role, or experience), they’ll automatically gain access. This ensures that distribution is seamless and continuously updated without requiring you to manually re-share assets.

Apply filters to an asset

  • Open the asset you want to apply a filter on

  • Click the Add filter button next to "Available to"

  • Choose one or more filters and set the right values.

    • Partner Phase

    • Partner Tier

    • Experience

    • Partner Role

  • Click Save.

The asset is now only visible to all partners that meet the filter criteria.

Introw remark: When you click Preview on an Experience, the attributes of the partner you select (such as Partner Role, Partner Tier, Partner Phase, and Experience level) will be applied on the assets you will see. This allows you to see exactly which assets that partner would see based on the Available to filters.

Example Use Cases

  • Training Guides → Make onboarding materials available to partners in the Onboarding phase.

  • Sales Playbooks → Provide extensive playbooks to your Gold and Platinum partners.

  • Technical Documentation → Share advanced integration guides to the Solution Architect partner contact.

  • Marketing Kits → Make promotional assets available to the Marketing role in the Growth phase.

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