Partner Groups

Partner groups organize reusable segments of your partner database.

Create And Manage Groups

Open Partners and use the groups panel to create a group. Give the group a clear name and color. Rename or delete groups from the group actions menu.

Deleting a group removes the grouping, not the partner records.

Assign Partners To Groups

Use the group picker on a partner row or profile to assign partners. A partner can belong to more than one group.

Use groups for segments such as VIP partners, past launch partners, client-specific lists, or topic-specific audiences.

Bulk-Add A Group To A Campaign

Open a campaign, click Add Partners, and select partners by group. Review the selected partners before adding them to the campaign.

Filter By Group

Use the group filter on the partner list to focus the database. Filtering helps you review a segment, clean up imports, or prepare a campaign list.