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 a 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.
Restrict assets to specific segments
Show certain assets only to the partners who should see them, such as making advanced enablement material or pricing sheets visible only to certified or tier-1 partners while keeping general onboarding content open to everyone.
How to set it up:
Create a partner contact or company segment (e.g.
partner tier = Goldorcertification status = Completed).Configure the asset (or asset folder) visibility and select that segment as the one allowed to view it.
Partners outside the segment simply won't see the asset in their portal — no empty states or locked placeholders, it's hidden entirely.
Target Announcements to Specific Segments
Send announcements only to the partners they're relevant to, instead of broadcasting to everyone — for example, a regional promotion to partners in a specific country, or a new-feature update to a single tier.
How to set it up:
Create a partner company or contact segment for the intended audience (e.g.
country = United Statesortier = Gold).When creating the announcement, assign the segment that should receive it.
Only partners matching the segment will see the announcement in their portal.
Enroll Partners into Courses by Segment
Tailor learning paths by enrolling partners into courses based on their segment — for example, a foundational course for new partners and advanced enablement for certified ones.
How to set it up:
Create a segment for the target learners (e.g.
phase = Onboardingorrole = Sales Rep).In the course settings, assign the segment that should be enrolled.
Matching partners are enrolled automatically, and the course appears in their portal.
Award Certifications by Segment
Grant certifications to partners based on the segment they belong to, so recognition stays aligned with the partners who have met the right criteria.
How to set it up:
Create a segment that represents the qualifying partners or contacts (e.g.
completed training = Yes).Assign the certification to that segment.
Partners in the segment receive the certification, and it updates automatically as membership changes.
Scope Deal Coach per Segment
Tailor Deal Coach guidance to specific segments, so the coaching and recommendations partners receive match their tier, region, or maturity.
How to set it up:
Create a segment for the partners the coaching applies to (e.g.
tier = Silver).Scope the Deal Coach configuration to that segment.
Only partners in the segment receive the scoped Deal Coach experience.
Apply Pricing & Discount Rules per Segment (CPQ)
Set different pricing and discount rules per segment, so each group of partners sees the commercial terms that apply to them — for example, deeper discounts for top-tier partners.
How to set it up:
Create a segment for the partners a pricing rule applies to (e.g.
tier = Platinum).In CPQ / Discount settings, configure the product and assign the segment it applies to.
Quotes created by matching partners use the segment-specific products automatically so they can only choose those product items.
Track Goals per Segment
Set and track goals or KPIs per segment, so targets reflect each group's stage or potential rather than applying a single benchmark to everyone.
How to set it up:
Create a segment for the partners a goal applies to (e.g.
region = EMEA).Define the goal or KPI and assign it to that segment.
Progress is tracked per segment, making it easy to compare performance across partner groups.
Manage Permissions & Notifications by Segment
Use segments to control collaboration and invitation options, and to scope notifications so partners only get updates relevant to them — for example, sending deal updates only to partners collaborating on those deals.
How to set it up:
Select a segment for the partners or contacts the rule applies to (e.g.
contact persona =partner champion).Configure collaboration and invite settings for that segment.
Set up segment-based notifications — for example, deal update notifications sent only to partners collaborating on the relevant deals.
