Segments let you personalize your partner portal experience based on who your partners are and where they are in their journey. Below are some of the most impactful ways to put segments to work.
Partner Onboarding
Show partners only what's relevant to their current onboarding phase, and unlock more as they progress.
*the lock icons are not visible to the portal visitors, this is seen from the Introw admin perspective when building the partner experience.
How to set it up:
Create a segment for each onboarding phase (e.g.
phase = Prospecting,phase = Signed Agreement).
Assign tabs to the matching segment — e.g. a Getting Started tab visible only to
phase = Prospecting.
Use the form builder to let partners trigger phase changes themselves. For example, create an T&C acceptance form that overwrites their partner phase from Prospecting to Signed Contract on submission.
Once the property updates, the partner automatically moves into the new segment and new tabs unlock instantly.
For example:
A partner in an
onboardingsegment sees a Getting Started tab with setup instructions and training resources.Once they completed their onboarding tasks and move to an
activesegment, additional tabs — such as deal registration or co-marketing materials — become available automatically.
This keeps the portal focused and avoids overwhelming new partners with content they're not ready for yet.
Ability to Create Quotes
Restrict quote creation to partners who have reached a certain tier or completed certification.
How to set it up:
Create a segment for qualifying partners (e.g.
tier = Goldorcertified = true).In the Quotes settings, navigate to the Allow quote creation option and assign the segment that is allowed to create quotes.
As a partner's properties are updated, access is granted or removed automatically — no manual steps needed.
Ability to Edit the Partner Profile
Limit profile editing to specific contacts within a partner organization, such as admins.
How to set it up:
Create a partner contact segment (e.g.
contact role = Admin).Configure the partner profile section to Edit profile properties and select that segment which is allowed to edit those selected properties.
Other contacts can still view the profile but won't see the option to make changes.