🧭 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
Log in to your Euler account.
Click Flows in the left-hand sidebar.
You’ll land on the Flows Overview screen. Click into the Flows tab to start creating or assigning flows.
🛠️ Creating a Flow
Click Create Flow.
Give your Flow a title (required) and an optional description.
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:
In the Flows section, switch to the Quizzes tab.
Click Create Quiz.
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:
From the Flows tab, click Assign Flow.
Choose the Flow you want to assign.
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:
Sending us a message via the in-app chat
Emailing us at [email protected]
We’ll get back to you as soon as possible!