Skip to main content
Flows

How to create and use Flows in Euler

David Link avatar
Written by David Link
Updated over a week ago

🧭 What Are Flows in Euler?

Flows are a powerful way to guide your partners through structured journeys — whether it’s onboarding, training, certification, or a one-off task. Think of Flows as Euler’s version of a journey builder or lightweight LMS. You can use Flows to assign content, agreements, quizzes, and tasks — each with clear due dates and progress tracking.


🚀 Getting Started with Flows

  1. Log in to your Euler account.

  2. Click Flows in the left-hand sidebar.

  3. You’ll land on the Flows Overview screen. Click into the Flows tab to start creating or assigning flows.


🛠️ Creating a Flow

  1. Click Create Flow.

  2. Give your Flow a title (required) and an optional description.

  3. Select a Flow Type:

    • Custom To-Do: Great for one-off tasks like training partners on a new product release.

    • Onboarding: Automatically preloaded into a partner’s portal when they first join.

    • Certification: Enables you to award badges for certified partners.


➕ Adding Steps to a Flow

After setting up your flow, you’ll be able to add Flow Steps, which are the building blocks of each flow. Each step represents a specific action you want your partner to complete.

Click Add Step and choose from one of the four step types:

  • 📄 Content: Select from your existing content library in Euler.

  • 📝 Agreement: Assign an agreement for signature from your Agreements library.

  • 🧠 Quiz: Include a quiz you’ve created (see below).

  • ✅ Task: A simple to-do with a name and due date.

You can add as many steps as needed, and each one can have its own due date.


🧪 Creating Quizzes

To build quizzes for certification flows:

  1. In the Flows section, switch to the Quizzes tab.

  2. Click Create Quiz.

  3. Add an unlimited number of questions. You can:

    • Define the passing score

    • Enable retakes

    • Use different question types (including multiple correct answers)

These quizzes can then be inserted as steps in any flow, especially certification flows.


🎓 Certification Flows

When you choose Certification as your flow type:

  • You can upload a badge or image that will be awarded to the partner upon completion.

  • Use quizzes and content steps to validate knowledge.

  • Helps formalize the learning or compliance process.


🙋 Assigning Flows to Partners

To assign a Flow:

  1. From the Flows tab, click Assign Flow.

  2. Choose the Flow you want to assign.

  3. Assign to:

    • One or more partner organizations

    • A specific user within a partner org

    • Or allow anyone on the partner team to complete it

You can also specify whether:

  • All users must complete it

  • A specific contact must complete it

Once assigned, the flow is immediately visible in the partner’s portal.


📊 Partner Activity & Reporting

Euler tracks everything — from quiz starts and completions to task submissions. This data is fully reportable, giving you real-time insight into partner progress.

You can view this in the Partner Activity tab within the Flows section.


⚙️ Flow Settings

In the Settings tab of Flows, you can:

  • Enable email notifications when a flow is completed

  • Create and manage flow categories to stay organized


✅ Recap

With Flows, you can create guided, trackable experiences for your partners — from onboarding to certification. Whether you’re assigning learning materials, collecting signatures, or just keeping partners accountable for tasks, Flows are the foundation for scalable partner enablement.


❓Still Have Questions?

If you have any questions about Flows — or need help setting up onboarding, certification, or quiz steps — we’re here to help.

Reach out to our support team by:

We’ll get back to you as soon as possible!

Did this answer your question?